Disclosures & terms

WealthOS is a financial-planning and educational tracking platform only — not investment advice nor a recommendation to buy or sell any security. All figures and projections are estimates and informational.

Investing carries risk, including the possible loss of capital. Past performance does not guarantee future results, and no return is guaranteed. Leveraged products such as forex and CFDs are high-risk and you may lose more than your deposit.

Portfolios inside WealthOS are virtual planning & tracking containers only. The platform does not connect to broker accounts, execute trades, hold funds, or move real money. All balances and transactions are records entered or confirmed by the user.

WealthOS may earn a commission if you register with a broker via referral links on the platform. These commercial relationships do not affect the objective broker ranking, which is based on disclosed factors.

Sponsored content is clearly labeled as an ad. Ads and referrals do not affect analytics, educational-content ranking, objective ordering, or plan calculations.

We collect only what is needed to run your account. We never ask for broker passwords and have no authority over your money. Sensitive financial information is not written to application logs. You can request data export or account deletion.

By using the platform you agree it is an educational planning & tracking tool, that you are responsible for the accuracy of the data you enter and for your financial decisions. WealthOS does not provide licensed investment advice.