Terms of Use

Last updated: August 2026

Tracking tool only

WealthBoard is a personal net-worth and portfolio tracking tool. It does not provide investment advice, financial planning, tax advice, legal advice, trading recommendations, suitability assessments or guarantees of future performance.

User responsibility

You are responsible for the accuracy of holdings, quantities, purchase prices, manual assets, cash balances, pensions, property values, liabilities and any other information you enter. WealthBoard calculations are only as reliable as the data provided by you and by third-party data sources.

Market data and FX limitations

Market data and FX rates may be delayed, stale, end-of-day, unavailable, inaccurate or subject to third-party source limitations. WealthBoard is not designed for live trading, execution pricing or regulated investment reporting.

AI Wealth Review

AI Wealth Review is an explanatory feature that summarises portfolio movements and possible drivers using the information available to WealthBoard. It may be incomplete or inaccurate. It must not be treated as investment advice or a recommendation.

Trials and Pro access

Standard new accounts may receive a 30-day Pro trial. Referred accounts may receive a longer referral trial, currently 60 days unless configured otherwise. Trials are normally available once per account. After a trial expires, Pro features may become unavailable unless paid access is active.

Paid access and billing

WealthBoard sells Pro access as one-off passes rather than automatically renewing subscriptions. Available passes may include one month, six months and one year. Payment is handled by Paystack. Your Pro access period is granted only after a verified successful payment is recorded.

Cancellations and refunds

Paid access is sold as one-off passes, so there is no recurring subscription to cancel. Refunds are not automatic and may be considered case by case. Contact support if you believe a payment was made in error or Pro access was not applied correctly.

Referrals and partners

Referral links and codes may be used to attribute signups and payments to partners. Referral benefits may change over time. Partners receive aggregate referral and commission metrics only, not individual user portfolios or personal financial data.

Acceptable use

You must not abuse, scrape, overload, reverse engineer, attack, bypass account restrictions, bypass API limits, access another user's data, call protected endpoints without authorisation or interfere with WealthBoard's operation.

No warranty

WealthBoard is provided as-is. We do not guarantee uninterrupted availability, complete accuracy, market data availability, FX accuracy, suitability for any financial decision or compatibility with every market or asset.

Contact

For support, contact support@wealth-board.com.