Plain-language terms for using Fund Screener. By creating an account or using the service you agree to these terms.
Fund Screener is a research tool that computes fund and portfolio analytics from monthly total-return data. It is provided for informational and educational purposes only.
Nothing here is investment, tax, or legal advice, or a recommendation to buy, sell, or hold any security. All analytics — screens, ratings, optimizers, Monte Carlo projections, and portfolios — are hypothetical and based on past data. Past performance does not predict future results. You are solely responsible for your investment decisions; consult a licensed professional before investing.
The service and its data are provided “as is,” without warranty of any kind. We source data from third-party data providers and do not guarantee it is accurate, complete, or timely. To the maximum extent permitted by law, we are not liable for any losses arising from use of the service or reliance on its figures.
You are responsible for keeping your password confidential and for activity under your account. Don’t misuse the service (no scraping, automated abuse, attempts to breach security, or use that violates the data providers’ terms). We may suspend accounts that do.
Worklists, portfolios, and blends you create belong to you and are private to your account. You can delete your account and its data at any time from Account settings.
We may update these terms or the service. Material changes will be reflected on this page with a new “last updated” date.
Placeholder notice: this is standard template copy, not a lawyer-reviewed agreement. Replace with terms specific to your legal entity and jurisdiction before any public launch.