Terms & Conditions

1. Acceptance of Terms

By accessing or using IDXHolder, you agree to be bound by these Terms and Conditions. If you do not agree, please do not use the platform.

2. No Investment Advice

All content on IDXHolder — including ownership data, transaction history, AI-generated insights, and any other analysis — is provided for informational purposes only. Nothing on this platform constitutes investment advice, a recommendation, or a solicitation to buy or sell any security. IDXHolder is not licensed as a financial advisor or investment manager. Always conduct your own research and consult a licensed financial professional before making any investment decision.

3. Data Accuracy

We make reasonable efforts to ensure accuracy but do not guarantee that the information is complete, current, or error-free. You use the data at your own risk.

4. AI-Generated Content

AI Insight features use Claude (Anthropic) to generate narrative analysis. AI-generated content may contain errors or omissions. It is descriptive and informational in nature — it is not prescriptive investment advice. IDXHolder disclaims all liability for decisions made based on AI-generated content.

5. Subscription Plans

IDXHolder offers a free tier and a paid PRO plan. Subscription fees are non-refundable except where required by applicable law. We reserve the right to modify plan features or pricing with reasonable notice.

6. Account Termination

We reserve the right to suspend or terminate accounts that violate these terms or misuse the platform (e.g., automated scraping, abuse of quotas, or fraudulent activity).

7. Limitation of Liability

To the maximum extent permitted by law, IDXHolder and its operators shall not be liable for any direct, indirect, incidental, or consequential damages arising from your use of the platform or reliance on its content.

8. Changes to Terms

We may update these Terms at any time. Continued use of the platform after changes are posted constitutes your acceptance of the revised Terms.

9. Contact

Questions about these Terms? Email us at notification@idxholder.com.