Refund Policy
We aim to be fair and transparent. If something goes wrong, contact support and we’ll help.
Effective date
March 9, 2026
Subscription refunds
Subscription fees are generally non-refundable once a billing period has started. If you believe you were charged incorrectly (duplicate charge, wrong plan, billing error), contact support as soon as possible.
Cancellation
You can cancel at any time. Your plan remains active until the end of the current billing period unless stated otherwise.
Lifetime purchases
Lifetime is a one-time purchase that provides access for as long as the InvySmart service is available. If a Lifetime refund is approved, it may be processed on a pro-rata basis based on days used, using the Ultimate monthly plan price as the baseline; the remaining unused portion (if any) is refunded. If the service is discontinued or becomes unavailable, no refund is due solely because the service is no longer available.
Products
Explore the tools
Every InvySmart workspace, one click away.
Stock Screener
Filter global stocks with presets and build a shortlist in seconds.
OpenLive Quotes
Open charts, prices, and AI summaries for any ticker or index.
OpenWatchlist
Track favorites and import lists from Finviz or TradingView.
OpenPortfolio
Monitor allocations, risk, and optimization ideas in one view.
OpenBacktest Lab
Validate setups with historical metrics and an action plan.
OpenWealth Excel
Extract bank statements and organize spending, budgets, goals.
OpenMarket Calendar
Track earnings, dividends, and economic events worldwide.
OpenCharts
Interactive candlestick and technical charts for any symbol.
Open