Terms of Service

Last updated: 2026-05-09.

These terms govern your use of the TaxView website and any services available through it. By creating an account or using the site you agree to these terms.

What TaxView is: TaxView is a research environment for tax-aware portfolio management. The site lets you explore strategies, run optimization calculations, and view illustrative output.
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. Output is educational and illustrative.
No warranty: The site and its contents are provided “as is” without warranty of any kind, express or implied. TaxView 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, abuse the rate-limited tools, attempt to reverse-engineer authentication, or otherwise interfere with the platform's operation. We may suspend access for misuse.
Limitation of liability: To the maximum extent permitted by law, TaxView 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 to the contact address on the disclosures page.