Version date: 2026-08-03
These terms govern the use of the service available at app.inverist.com ("inverist", the "service"). The provider and your contractual counterparty is ⟨Anbietername eintragen⟩, ⟨Ladungsfähige Anschrift eintragen⟩ (the "provider"). Further details in the legal notice.
Deviating terms of the user do not apply, even if they are not expressly objected to.
The service is a tool for recording, structuring and documenting your own asset positions, sources, assumptions and investment decisions. It consolidates data entered or imported by the user, enriches it with third-party market data and presents it in processed form.
The provider does not provide investment advice or any other regulated financial service. The no investment advice notice applies and forms part of these terms.
The service is provided free of charge in a non-production test phase. The beta notice applies and forms part of these terms. In particular there are no commitments as to availability, data retention or accuracy, and the service may be changed or discontinued at any time.
There is no entitlement to access. Access is granted upon invitation by the provider.
The user undertakes:
In the event of a breach, the provider may remove the affected content and suspend access.
All rights in the service itself — software, interface, structure, brand — belong to the provider. For the duration of the test phase the user receives a simple, non-transferable right to use it within the contractual scope.
Nothing changes with regard to the data and content contributed by the user: it remains the user's. The user grants the provider a simple right to store, process and display it to the extent necessary to operate the service and to perform the functions the user triggers. Use for other purposes — in particular any cross-mandate evaluation or disclosure to third parties for advertising purposes — does not take place.
Market data, analyst estimates, research content and contributions by other users displayed in the service are third-party content. The provider does not adopt it as its own, owes neither its accuracy nor its completeness or timeliness, and cannot guarantee its availability.
The provider is liable without limitation for intent and gross negligence, for injury to life, body or health, and in cases of mandatory statutory liability.
As the service is supplied free of charge and expressly as a non-production test version, the provider is otherwise not liable — in particular not for simple negligence. This applies notably to loss of data, unavailability, incorrect or outdated market and metric data, and to financial loss arising from investment decisions the user has taken in connection with the service.
For loss of data the provider is furthermore liable only up to the effort that would have been required for restoration had the user maintained proper and regular backups.
Mandatory consumer rights remain unaffected.
The usage relationship runs for an indefinite period. Either side may end it at any time without giving reasons — the user by notice to ⟨Kontakt-E-Mail eintragen⟩, the provider by notice to the registered email address.
After termination the account and the associated data are deleted. Details and periods are set out in the privacy policy.
The provider may amend these terms and the notices incorporated into them. An amended version is presented to the user at the next sign-in; use continues only after renewed acceptance. A user who does not accept may end the usage relationship; there is no entitlement to continue under the previous terms.
Every accepted version is stored with the time of acceptance and a checksum of the wording displayed, so that it remains verifiable later which text was accepted.
The law of ⟨Recht und Gerichtsstand eintragen⟩ applies, excluding the UN Convention on Contracts for the International Sale of Goods. Where the user is a consumer habitually resident in the European Union, the mandatory consumer protection provisions of the user's state of residence remain unaffected.
The place of jurisdiction is ⟨Recht und Gerichtsstand eintragen⟩ where the user is a merchant, a legal entity under public law or a special fund under public law, or has no general place of jurisdiction in the European Union.
Should any provision be invalid, the remainder of the contract remains effective.