Disclaimer

Disclaimer and notices

Every notice on this site in one place. Each also appears next to the content it applies to. Last updated 15 Nov 2026.

Not investment advice

  • InvexTrax is a personal project, not investment advice, and offers no broking or advisory services.
  • It never gives investment advice. It shows what you hold, not what to buy, sell or hold.
  • An insight is always a calculation on your own data, never an opinion or a prediction.

Status of the product

  • In active development.
  • Read-only today: it places no orders.
  • Not yet open to the public. Nothing is offered to the public until it is legally compliant (SEBI).
  • Roadmap items are planned or being built; none of them is available yet.

Sample data and the demo

  • The demo uses synthetic data; no real account is shown. The holdings and figures are invented.
  • The person and accounts shown in the demo are invented.
  • Company names are examples, not recommendations.
  • InvexTrax itself is not running on this site.

Brokers and company names

  • Zerodha and Fyers belong to their owners; InvexTrax is not affiliated with them.

Your data and the AI model

  • Account data is fetched when you ask and is not stored by InvexTrax.
  • To write an answer, your question and the figures the tools return go to the AI model provider (today Claude from Anthropic, or Gemini from Google). Broker passwords and API keys are never part of it.
  • Broker tokens and API keys stay on your own computer, outside the program's code and its project files.

This website

  • No sign-in, no analytics and no tracking cookies.
  • Questions or concerns? Write to info@invextrax.com.