Terms of service

Using IterateView

These terms apply when you use iterateview.com. IterateView provides tools to import trading records, maintain a journal and review results. Use the service only for accounts and information you own or are authorized to manage.

You are responsible for the information you submit, the imports you confirm and compliance with the terms of your broker and other services you connect. Do not use IterateView to access another person’s account without permission, interfere with the service or bypass its security controls.

Your account and security

Provide an email address you control and keep your sign-in methods and recovery codes secure. Google sign-in authenticates your Google identity; IterateView still requires its verification step unless the browser has valid device trust. Trust only devices you control.

Account verification, temporary connection limits and other security checks may require you to sign in again. Report suspected unauthorized access to ablestdigitalsolutions@gmail.com. Do not send passwords, verification codes or broker tokens to support.

Trading records and calculated results

Imported records may be incomplete, delayed or formatted differently by each broker. Missing opening trades, fees, assignments, transfers, corporate actions and other events can affect calculated positions and profit or loss. Review imported data and compare results with your broker’s official statements.

IterateView is a journal and review tool. It does not execute trades or provide personalized investment advice. Market widgets may show delayed prices and are governed by their providers. You remain responsible for your trading and investment decisions.

Broker and Google connections

You choose whether to use direct connections, CSV imports or manual entry. Provider availability, supported history and authorization requirements can change. A successful connection does not guarantee that all historical records are available or have been imported.

IterateView implements broker history reads and journal imports, not order placement, modification, cancellation or transfers. The permissions granted by a broker may be broader than those features. Manage or revoke authorization through the provider when needed. Google sign-in requests basic identity information and does not connect a brokerage account.

Broker credentials and tokens are handled under the limits described in the Privacy policy. Saved journal records remain after a temporary connection ends.

Your content and privacy

You retain ownership of the journal content you provide. You authorize IterateView and its service providers to process it as needed to store your journal, operate import and review features, and protect the service.

Information handling is described in our Privacy policy. Use the available export tools to keep your own records. Contact ablestdigitalsolutions@gmail.com for privacy questions, corrections or account-removal requests.

Availability and changes

Features may be interrupted by maintenance, provider changes or technical failures. Keep copies of important broker reports and records. Access may be restricted when needed to address abuse, unauthorized activity or security issues.

These terms may be updated as the service changes. The revision date is shown above. Nothing in these terms removes rights that cannot be excluded under applicable law. If you have a question about the service or these terms, contact IterateView using the address below.

Free and Starter memberships

Free includes manual trades, CSV imports, saved history, notes, strategy tags and exports. Starter adds supported direct broker imports, detailed analytics, the performance calendar and screenshot uploads at the monthly price shown on Pricing and confirmed in checkout. Published price changes apply to new subscriptions; existing subscribers and unfinished checkouts retain their original rates. Availability is shown in your membership settings.

An optional seven-day Starter trial requires no card. We send a reminder one day before it ends. Without a separate paid subscription, your account returns to Free and saved history remains available. Starting a trial does not authorize a charge.

Paid subscriptions are processed through AblestPay for ABLEST SOLUTIONS LLC using Stripe-hosted checkout. Review the final amount, any validated coupon, payment date and recurring terms before confirming. A paid subscription begins through that separate checkout and renews monthly until canceled through billing management. Your settings show the confirmed access end and any scheduled cancellation. Contact IterateView for billing questions.