Terms of Service - ValueInvesting.io

Self-link: https://valueinvesting.io/terms


By using ValueInvesting.io, you are agreeing to be legally bound by the Terms. We may change the Terms from time to time without notice, so be sure to check this page regularly. If you do not agree to any Terms, you should not use the Website.

If you are entering into this agreement on behalf of a legal entity, you represent that you have the authority to bind such entity, in which case the terms “you” or “your” shall refer to such entity.

Overview about the service

ValueInvesting.io is a valuation platform which provides financial data and pre-calculated financial models to investors.

ValueInvesting.io is not engaged in rendering legal, accounting, investment advising, or other professional service. Your use of the Website and of any content, information or data accessed on or through the Website is at your own risk. We do not guarantee or make any warranties about the accuracy or completeness of any content, information or data accessed on or through the Website. Some content, information or data accessed on or through the Website may be inaccurate, incomplete or unfit for a particular purpose.

Intellectual Property

Using the Website does not give you ownership or license of any intellectual property rights in the website or in any content, information or data accessed on or through the Website, including content, information and data obtained from a third-party website.

It is your responsibility to comply with any copyright laws that govern the content, information or data accessed on or through the Website. Neither these Terms nor your use of the Website grant you any right to use any trademark or service-mark accessed on or through the Website. By making a query on the Website, you agree that we can store the query in log files, and use it to generate the results given back to you. You also agree that we may use your queries to evaluate and enhance performance of the Website and to study usage patterns.

Retail Investors

You are considered a retail investor and are qualified to use the Retail plan on ValueInvesting.io if you do not fall into any of following categories:

  • You are a business
  • You will use ValueInvesting.io as part of the operation of a business/school/organization
  • You currently manage money for someone else and will use ValueInvesting.io to support such activity
  • You are currently registered or qualified with the SEC, CFTC, any other securities agency or regulatory body, any securities exchange or association, or any commodities or futures contract market, association or regulatory body.
  • You currently engage in investment advice to other individuals or entities
  • You will receive benefits or compensation for your trading activity from other individuals or entities.

If you fall into 1 of those categories, please reach out to us to arrange an Corporate license. Should you have any doubts, please reach out to us at [email protected].

If you fall into 1 of those categories and still use our Retail plan, we reserve the right to cancel your subscription immediately and no refund will be issue.

Free Trial

We have a 7-day free trial policy for our Valuation subscriptions. Note that this policy is only applicable to the first region you subscribe to. There is no free trial for our Shot Interest Data subscriptions.

Refund Policy

We do not offer refund for any plans on our website unless there is a billing error from our end. It’s your duty to cancel the subscription on time by navigating to the account (or account-api if you are a Short Interest Data customer) page and canceling your subscription on that page. You hereby agree to not use chargeback against our company in case of a dispute without reaching out to our support first.


After you cancel your subscription, you will delete all ValueInvesting.io's proprietary data and derived data on your end.


The Website collects some personal information from its users, which we may use to operate the Website, to evaluate and enhance performance of the Website and to study usage patterns. We will not share any of your personal information with any third party, except we may share personal information with another company in the event that we merge with or are acquired by that company. We may send you announcements, messages or other information, but you may choose to opt-out of these communications.

Limitation of Liability

You agree to defend, indemnify and hold ValueInvesting.io and its affiliates harmless from any and all claims, liabilities, costs and expenses, including reasonable attorneys' fees, arising in any way from your use of the Service or the placement or transmission of any message, information, Software and/or Service or other materials through the Software and/or Service by you or users of your account or related to any violation of these Terms and Conditions by you or users of your account.

Failure to Comply with Terms and Conditions and Termination

Subscription to this Software and/or Service may be terminated at any time, and without cause, by either ValueInvesting.io or the Owner and/or Subscriber, upon notification by telephone or e-mail. You acknowledge and agree that we may terminate your password or account or deny you access to all or part of the Service without prior notice if you engage in any conduct or activities that we, in our sole discretion, believe violate any of these Terms and Conditions, violate the rights of ValueInvesting.io or is otherwise inappropriate for continued access.

Use of Google user data

When users use ValueInvesting.io's Google Sheets add-on, we will access your spreadsheets' information to obtain your unique API Key we assigned to you when you registered an account with us. That key is a part of the API call to our endpoint. ValueInvesting.io will also be allowed to edit users' spreadsheets in order to populate the spreadsheets with financial data. We do not use any other data and we do not store or share any Google user data from our Google Sheets add-on.