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Terms of Service
Last updated: 2026-10-04.
These terms govern your use of the LotWise website. By using the site you agree to these terms.
- About LotWise
- LotWise explains how a tax-aware portfolio optimizer is built. The site describes its two strategies and their methodology, and shows tool calculations precomputed on sample portfolios.
- No advice
- Nothing on the site is investment, tax, or legal advice, an offer or solicitation to buy or sell any security, or a recommendation tailored to your circumstances.
- No warranty
- The site and its contents are provided “as is” without warranty of any kind, express or implied. LotWise does not warrant the accuracy, completeness, or timeliness of any output, market data, or third-party content.
- Acceptable use
- You agree not to scrape the site or otherwise interfere with its operation. We may block access for misuse.
- Limitation of liability
- To the maximum extent permitted by law, LotWise and its contributors are not liable for any indirect, incidental, special, consequential, or punitive damages arising from your use of the site, even if advised of the possibility.
- Changes
- We may update these terms. The current version always lives at this page; material changes will be reflected in the “last updated” date.
Questions about these terms can be sent through the contact page.