Terms of Service

These Terms of Service govern your access to and use of the Stockhaven website and content. By using this site you agree to these Terms and to our Privacy Policy. If you do not agree, do not use the site. The site and its content are provided for educational purposes to help readers think about markets and portfolios. We may update these Terms from time to time. Last updated: 24 February 2026.

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Clear terms for fair use

Scope of agreement

These Terms are a binding agreement between you and Stockhaven Capital LLC, 575 Market St, Suite 4100, San Francisco, CA 94105, USA. Phone: +1 (415) 915-2048. Email: [email protected]. The site includes text, graphics, tools, and other materials we publish. We may change or discontinue any part of the site without notice. We grant you a limited, nonexclusive, nontransferable license to access and use the site for personal or internal business purposes according to these Terms. Any attempt to copy, resell, or exploit the site beyond this license is prohibited. We may suspend or block access if we believe activity violates these Terms, risks security, or harms other users. You are responsible for your connection, devices, and any third party fees required to use the site.

Eligibility and acceptable use

You must be at least 13 years old to use this site. You agree not to misuse the site, interfere with its operation, or attempt to gain unauthorized access. Prohibited behavior includes scraping at scale, reverse engineering, uploading malware, infringing intellectual property, harassing others, and using the site to provide advice without proper authorization. You may link to our public pages in a fair and legal manner that does not suggest sponsorship or endorsement. We may block links that mislead or degrade security. If you submit information through forms, you confirm it is accurate and that you have authority to share it. We reserve the right to remove or refuse any submission that violates law or these Terms. We expect courteous and lawful use at all times so that the site remains helpful to all readers.

Educational use and no advice

Content on this site is for educational purposes only. We do not provide personalized investment, legal, tax, or accounting advice on this site. Markets involve risk, including possible loss of principal. Past performance does not guarantee future results. Any figures, scenarios, or forward looking statements are uncertain and should not be relied upon as predictions. Decisions about investments should consider your objectives, risk tolerance, constraints, and independent research. You are responsible for outcomes of your decisions. If you need advice tailored to your circumstances, consult a qualified professional. Our model portfolios are frameworks that illustrate diversified allocation concepts. They are not offers to buy or sell securities. Use of our content is at your own discretion and risk, and you agree that Stockhaven has no duty to update content for every market development.

Subscriptions and changes

We may offer research subscriptions or portfolio access plans. Specific commercial terms, including pricing, billing cycles, and cancellation rights, are provided at the time of signup or in an order document. Unless stated otherwise, fees are nonrefundable once the service period begins. We may modify features, content cadence, or pricing on notice that is reasonable for the nature of the change. If you do not agree to a material change you may cancel at the next renewal where permitted. We may suspend or terminate access for nonpayment, misuse, or legal reasons. On termination, your right to use paid materials that require an active subscription will end, but Sections on intellectual property, disclaimers, limitations, indemnity, and governing law will survive. Nothing in this section creates a duty to continue any particular feature.

Intellectual property

All content on the site, including text, graphics, icons, and design elements, is owned by or licensed to Stockhaven and is protected by intellectual property laws. You may not copy, distribute, modify, create derivative works, or publicly display our content without written permission, except as allowed by fair use. Trademarks, service marks, and logos appearing on the site are the property of their respective owners. Icons displayed via Iconify are subject to their authors’ licenses. If you believe content on the site infringes your rights, contact us with sufficient detail to identify the material and your ownership claim. We will review and, where appropriate, remove or restrict access to disputed content. Permission requests and notices should be sent to [email protected].

Disclaimers and limitations

The site and content are provided as is and as available without warranties of any kind, express or implied, including warranties of accuracy, noninfringement, merchantability, or fitness for a particular purpose. We do not warrant that the site will be uninterrupted, secure, or error free, or that defects will be corrected. To the maximum extent permitted by law, Stockhaven and its officers, employees, and agents will not be liable for indirect, incidental, special, consequential, punitive, or exemplary damages, or for lost profits or revenues, arising from or related to your use of the site or content. Our total liability for any claim shall not exceed one hundred US dollars. Some jurisdictions do not allow certain limitations, so parts of this section may not apply to you. These limits apply even if we have been advised of the possibility of such damages.

Indemnification and disputes

You agree to indemnify and hold harmless Stockhaven and its officers, employees, and agents from and against claims, liabilities, damages, losses, and expenses, including reasonable legal fees, arising out of or related to your use of the site, your submissions, or your violation of these Terms or applicable law. These Terms are governed by the laws of the State of California and the United States without regard to conflict rules. Courts located in San Francisco County, California shall have exclusive jurisdiction and venue for disputes not subject to arbitration. Before filing, the parties will try to resolve disputes in good faith. If a provision is found unenforceable, the remaining provisions will remain in effect. These Terms constitute the entire agreement between you and Stockhaven regarding the site.

Changes and contact

We may update these Terms to reflect changes in the law, our services, or our practices. When we make material changes we will update the date at the top and post the revised Terms on this page. Continued use of the site after the effective date means you accept the updated Terms. If you have questions about these Terms, contact Stockhaven Capital LLC at 575 Market St, Suite 4100, San Francisco, CA 94105, USA. Phone: +1 (415) 915-2048. Email: [email protected]. For privacy matters see our Privacy Policy. We aim to respond to inquiries within one business day.

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Investing involves risk, including loss of principal. Past performance does not guarantee future results. Content on this site is educational and not personalized advice.