Terms and Disclaimer

Effective July 28, 2026

Recordkeeping tool only

FolioCrest is a personal recordkeeping and calculation tool. It is not a brokerage, exchange, trading platform, investment adviser, accounting service, or tax service.

No market data

The app does not provide real-time, delayed, or historical market data. All prices, quantities, costs, transactions, and notes are entered by the user and may be inaccurate, outdated, or incomplete.

No investment advice

Values, allocations, gains and losses, charts, data-health results, and PDF reports are mathematical calculations and organization based on user-provided data. They are not recommendations to buy, sell, or hold an asset and are not financial, legal, accounting, or tax advice.

Reports are not official statements

An exported monthly PDF is not a brokerage, bank, exchange, accounting, audit, or tax statement. Data-health checks identify missing fields and record age; they do not verify ownership, asset authenticity, market prices, or account balances.

User responsibility

Users are responsible for checking information against reliable sources before making a financial decision or submitting any report to another party, and should consult an appropriately licensed professional when needed.

Availability and data loss

To the extent allowed by applicable law, the app is provided without a guarantee that calculations will be error-free or suitable for a particular purpose. Users should maintain their own exports when local records are important. Device reminders are provided as a convenience and are not guaranteed to be delivered at a particular time.

Contact

Questions can be sent to stillsum@proton.me.