Terms

The short version of what you agree to by using this site and the demo.

The demo

The demo shows a synthetic household: made-up people, accounts and trades. It is there to show how Perfolio works, not to describe any real portfolio.

Not advice

Perfolio is software for analysis and reporting. Nothing on this site or in the product is financial, investment, legal or tax advice. Decisions about your money and your tax filing are yours, with your own advisers.

Figures are estimates

Every figure is computed from the data available to Perfolio by the method it shows. Broker data can be incomplete or late, and tax rules have cases the software does not cover. Check the figures against your own records and your tax slips before relying on them.

The waitlist

Joining puts your email on a list and opens the demo. It does not guarantee access, a date or a price beyond what the site says. You can leave the list at any time.

Last updated 29 September 2026. These terms will be revised before paid plans open.