Terms of Service

Last updated: April 12, 2026

v1

Quick Summary

If you only have a minute:

  • ๐Ÿ“ŠHolder Dashboard is a data analysis tool โ€” not investment advice
  • ๐Ÿง‘You are responsible for your own financial decisions
  • ๐Ÿ”’Data is for personal use only
  • ๐ŸšซDon't copy, resell, or redistribute our data
  • ๐Ÿ’ณSubscriptions renew automatically unless you cancel
  • ๐Ÿ”„We may update the service and these terms over time

1. About Holder Dashboard

Holder Dashboard helps you analyze companies using long-term fundamental financial data. We organize and rank stocks by basic measures of business health โ€” revenue growth, net income, and financial consistency โ€” so you can make more informed decisions.

2. What we do and don't do

What we do

  • โ€”Aggregate and organize historical financial data from public sources
  • โ€”Rank and score stocks based on fundamental business metrics
  • โ€”Provide tools to compare companies across multiple time periods

What we don't do

  • โ€”Provide investment advice or buy/sell recommendations
  • โ€”Guarantee the accuracy or completeness of any data
  • โ€”Promise any particular financial outcome

3. Financial disclaimer

Holder Dashboard provides financial data for informational purposes only. It is not investment advice.

Past performance does not guarantee future results. You are solely responsible for any financial decisions you make.

4. Use of the platform

You may use Holder Dashboard for:

  • โ€”Personal investment research and analysis
  • โ€”Learning about company fundamentals
  • โ€”Supporting your own investment decisions

5. Prohibited use

You may not:

  • โ€”Resell, sublicense, or redistribute our data
  • โ€”Scrape, automate, or bulk-extract data from the platform
  • โ€”Use the service to build competing products
  • โ€”Bypass access restrictions or system limitations

6. Subscriptions and payments

If you subscribe to a paid plan:

  • โ€”Access is granted according to your selected plan
  • โ€”Billing is yearly, charged in advance
  • โ€”Subscriptions renew automatically unless canceled

Cancellation

You can cancel at any time. After cancellation, you keep access until the end of your billing period. If you cancel within 30 days of purchase, we'll refund your payment.

7. Data and privacy

  • โ€”Your account data belongs to you
  • โ€”We don't sell your personal information
  • โ€”We may use anonymized, aggregated data to improve the product

For details, see our Privacy Policy.

8. Data sources

Holder Dashboard aggregates and analyzes market data from third-party providers. End-of-day stock prices, the earnings release calendar, and fundamentals for NYSE- and Nasdaq-listed equities are Powered by EODHD.

Rankings, scores, historical return calculations, and other analyses presented on this site are proprietary derivative works produced by Holder Dashboard from raw data inputs.

9. Data quality and limitations

We aggregate financial data from third-party sources. While we work to keep it accurate:

  • โ€”Data may contain errors or be delayed
  • โ€”Data may be revised over time as sources update
  • โ€”Some companies may have incomplete historical records

Don't rely solely on this data for investment decisions.

10. Service availability

We may update, modify, or discontinue features at any time. We may temporarily interrupt the service for maintenance. We don't guarantee uninterrupted or error-free operation.

11. Limitation of liability

Holder Dashboard is provided "as is" and "as available." To the maximum extent permitted by law, we are not liable for:

  • โ€”Financial losses or investment outcomes
  • โ€”Errors or inaccuracies in data
  • โ€”Service interruptions or downtime

12. Updates to these terms

We may update these Terms of Service from time to time. When we do, the "Last updated" date at the top will change. Continued use of the service means you accept the updated terms.

13. Contact

Questions about these terms?

[email protected]

See also our Privacy Policy.

Version History

v2 โ€” May 18, 2026current

Added a reference section about our Data Sources providers.

v1 โ€” April 12, 2026

First version of this document.

Full Legal Terms

Definitions

  • "Holder Dashboard", "we", "us" โ€” the platform operated by Caio Paes Desenvolvimento Web LTDA (CNPJ: 53.061.017/0001-15), located at 243 Rio de Janeiro Street, Room 802, Centro, Zip Code 30160-040, Belo Horizonte โ€” MG, Brazil.
  • "You" โ€” the individual or entity accessing or using the Service.
  • "Service" โ€” the Holder Dashboard website at holderdashboard.com.
  • "Account" โ€” a unique account created for you to access the Service.
  • "Subscription" โ€” paid access to the Service offered on a recurring basis.

Acknowledgment

These are the Terms and Conditions governing the use of this Service. By accessing or using the Service, you agree to be bound by these Terms. If you disagree with any part, you may not access the Service. You represent that you are over the age of 18.

Investment Disclaimer

The Service provides historical and structured financial data for informational and educational purposes only. Nothing on the Service constitutes investment advice, a recommendation to buy or sell any security, or a solicitation of any kind.

Past performance of any stock, portfolio, or strategy does not guarantee future results. All investment decisions are made solely by you, at your own risk. The Company is not a registered investment adviser, broker-dealer, or financial planner.

You acknowledge that: (a) the data presented may contain errors, inaccuracies, or omissions; (b) rankings and scores are algorithmic and do not reflect a recommendation; (c) you should consult a qualified financial professional before making investment decisions; and (d) the Company bears no responsibility for any financial losses resulting from your use of the Service.

User Accounts

When you create an account, you must provide accurate and current information. You are responsible for safeguarding your password and for all activity under your account. You must notify us immediately of any unauthorized use.

Subscription Details

Paid Subscriptions are billed in advance on a recurring basis. At the end of each period, your Subscription renews automatically unless you cancel. You may cancel through your Account settings or by contacting us.

The Company may modify Subscription fees at any time. Fee changes become effective at the end of your current billing period. We will provide reasonable prior notice of any price change.

Refund requests for Subscriptions may be considered on a case-by-case basis at the sole discretion of the Company, except as required by law.

Data Sources

The Service aggregates and analyzes market data obtained from third-party providers. End-of-day stock prices, the earnings release calendar, and fundamentals for equities listed on NYSE and Nasdaq are Powered by EODHD. The Company may add, change, or replace data providers at its sole discretion at any time.

Rankings, scores, position calculations, historical return analyses, and other computed outputs presented through the Service are proprietary derivative works produced by the Company from raw data inputs and remain the exclusive intellectual property of the Company.

The Company makes no representation that data obtained from third-party providers is complete, accurate, timely, or fit for any particular purpose. You acknowledge that such data may contain errors, omissions, or delays, and you agree not to rely solely on it for investment or financial decisions.

Intellectual Property

The Service and its original content, features, and functionality are the exclusive property of the Company and its licensors. The Service is protected by copyright, trademark, and other applicable laws.

Feedback

You assign all rights, title, and interest in any feedback you provide. If such assignment is ineffective, you grant us a non-exclusive, perpetual, irrevocable, royalty-free, worldwide license to use, reproduce, modify, and distribute such feedback without restriction.

Links to Other Websites

Our Service may contain links to third-party websites or services not owned or controlled by us. We have no control over, and assume no responsibility for, the content or practices of any third-party sites.

Termination

We may terminate or suspend your Account immediately, without prior notice, if you breach these Terms. Upon termination, your right to use the Service ceases immediately.

Limitation of Liability (Full)

To the maximum extent permitted by applicable law, the Company shall not be liable for any indirect, incidental, special, or consequential damages, including loss of profits, loss of data, business interruption, or loss of business opportunity, even if advised of the possibility of such damages.

The Company's total aggregate liability for any direct damages shall not exceed the total amount actually paid by you for the Service in the 12 months preceding the event giving rise to the claim.

Some jurisdictions, including Brazilian consumer law (CDC), do not allow the exclusion or limitation of certain types of liability. In those cases, liability shall be limited to the greatest extent permitted by applicable law.

"As Is" and "As Available" Disclaimer

The Service is provided "as is" and "as available" without warranty of any kind. The Company expressly disclaims all warranties, whether express, implied, statutory, or otherwise, including implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement.

The Company provides no warranty that the Service will meet your requirements, achieve any intended results, be compatible with other software, operate without interruption, or be error-free.

Governing Law and Jurisdiction

These Terms are governed by and construed in accordance with the laws of the Federative Republic of Brazil. Any disputes arising from these Terms shall be submitted to the courts of the Judicial District (Comarca) of Belo Horizonte, State of Minas Gerais, without prejudice to the consumer's right to file suit in their own domicile under Art. 101, I, of the Consumer Protection Code (Cรณdigo de Defesa do Consumidor).

Disputes Resolution

If you have any concern or dispute about the Service, you agree to first try to resolve the dispute informally by contacting us.

Severability and Waiver

If any provision of these Terms is held to be unenforceable or invalid, it will be modified to accomplish its objectives to the greatest extent possible, and the remaining provisions will continue in full force.

The failure to exercise a right under these Terms shall not waive that right. A waiver of one breach does not constitute a waiver of any subsequent breach.

Entire Agreement

These Terms constitute the entire agreement between you and Holder Dashboard regarding use of the Service.

Changes to These Terms

We reserve the right to modify these Terms at any time. If a revision is material, we will make reasonable efforts to provide at least 30 days' notice before new terms take effect. Continued use after revisions become effective constitutes acceptance of the revised terms.