Website and Waitlist Terms
Effective date:
Portfolio Brief is operated by Sizhe Chen, an individual. These Terms apply to use of this website, its sample reports and its waitlist. Contact sizhechenlove@gmail.com with questions.
The waitlist records interest only. Joining is free. It does not establish a beta service contract, guarantee an invitation, start report delivery, create a paid subscription or authorize a charge. There is no automatic conversion to paid access. Any future pricing shown on the site is indicative; a paid offer would require separate terms and your active choice.
The samples are informational. They use fictional data to illustrate a report format and may differ from a future service. They do not provide investment, tax or legal advice. Portfolio Brief does not ask for brokerage logins or act on your behalf to place trades.
We may change the website, samples or invitation timing as the beta develops. Please submit only an email address you are entitled to use. See the Privacy Notice for how we handle registration data and the Contact page for help.
Nothing in these Terms limits rights that cannot lawfully be excluded.