Terms of Service

By using Claroo you agree to these terms. You must be at least 18, have the capacity to enter a contract, and not be barred from using the service under applicable sanctions or securities law.

Claroo is a research and information service. It reads public filings, earnings call transcripts, licensed news and related documents concerning securities you tell it you hold, and produces summaries, comparisons and citation-backed answers about those documents.

Data is derived from third-party and public sources and may be delayed, incomplete or inaccurate. AI-generated content may contain errors notwithstanding the verification steps we apply. Every claim links to its source document precisely so that you can check it, and you should check it before acting on anything that matters.

You are responsible for keeping your credentials secure and for activity under your account. Seats are per person; sharing a seat between people is not permitted.

• Connections are authorised by you through SnapTrade or Plaid and are read-only.
• You represent that you are authorised to link the account you connect.
• Claroo cannot place trades, move funds, or alter your account in any way, because we never request those permissions.
• The aggregator’s terms apply to the connection itself, and you may disconnect at any time from Settings.

• Plans and prices are as listed on the pricing page, in USD, billed by Stripe, with tax added where applicable.
• Paid plans include a 14-day trial and renew automatically at the end of each period until cancelled.
• Cancellation takes effect at the end of the current period; you keep access until then.
• Annual plans may be cancelled for a prorated refund within 30 days of purchase.
• Upgrades are prorated immediately. Downgrades apply at the next renewal.
• On a failed payment we will retry and email you before suspending access.

• No scraping the service or circumventing plan limits.
• No resale or systematic redistribution of outputs.
• No using outputs to train a competing model.
• No automated bulk querying outside the terms of the read-only API.

Claroo owns the software and the presentation layer it generates. You own your portfolio data, and you grant us the licence necessary to process it in order to provide the service. Filings, transcripts and news remain the property of their respective owners.

Self-serve tiers are provided without an uptime guarantee, and we may modify or discontinue features.

You may close your account at any time. We may suspend or terminate an account for breach of these terms. On termination you have 30 days to export your data before it is deleted.

The service is provided “as is” and “as available”, without warranties of any kind to the fullest extent permitted by law.

To the fullest extent permitted by law, our aggregate liability is limited to the fees you paid in the twelve months preceding the claim. We are not liable for trading losses, lost profits, or indirect or consequential damages.

You agree to indemnify us against claims arising from your misuse of the service or your breach of these terms.

We will update the date at the top of this page and notify account holders by email before material changes take effect.

Claroo AI — hello@clarooai.com