Terms of Use

The service

CDIStock, provided by PORTMAN LLC ("we"), lets you record your investments in stocks and ETFs and see them in reais, with the effect of the exchange rate, compared with the CDI. It is available on the web at cdistock.com, in the iOS and Android apps, and in AI assistants such as Claude and ChatGPT through CDIStock's connector. By using any of them you agree to these terms and to our Privacy Policy.

Not investment advice

CDIStock shows what your recorded investments did and simulates scenarios you choose. It does not recommend buying, selling or holding anything, and nothing in the apps, on the site or in an assistant's answers that use CDIStock is financial, investment, tax or legal advice. Decisions about your money are yours.

Market data

Prices, exchange rates and the CDI come from third parties (such as Yahoo Finance and the Banco Central do Brasil). They may be delayed, incomplete or occasionally wrong, and figures computed from them (values, gains, comparisons with the CDI, simulations) are estimates. Your figures are only as accurate as the transactions you record.

Your account

• Keep your sign-in secure; you are responsible for what is done with your account.
• The data you record is yours. You can export it, and delete your account and all its data at any time in the app or on cdistock.com.
• Do not misuse the service: no attempts to access other people's data, to disrupt the service, or to use it for anything unlawful.

AI assistants

When you connect Claude, ChatGPT or another assistant, you authorize it to use CDIStock on your behalf within the access you approved: reading your portfolio, and, unless you chose read-only, recording buys and sales you ask for. Assistants can misunderstand a request; check what they record, and use the app to edit or delete anything. The assistant itself is provided by its own company under its own terms. You can disconnect at any time at cdistock.com/connections.

Availability and changes

We work to keep CDIStock available and correct, but it is provided as is, without guarantees that it will be uninterrupted or error-free. We may change or discontinue features, and we may update these terms; the date at the top shows the latest version.

Liability

To the extent the law allows, PORTMAN LLC is not liable for losses arising from investment decisions, from inaccurate market data, or from the use of the service or of an assistant connected to it.

Contact

Questions about these terms: admin@cdistock.com