Beta Tester Agreement

Thank you for testing RosettaFi. This sets out what you agree to. It is short, because the arrangement is simple: you get a year of the Intermediate Investor subscription for free (a $278 value), and we hear from you first when something doesn't work. Our Terms of Service and Privacy Policy apply to you as they do to every subscriber; this page adds only what is different for testers.

What you get, and what it costs

Your beta code gives you the Intermediate Investor plan (up to 8 accounts) for one year from the day you activate it, at no charge. You give no card and no payment details. It is the same software our paid subscribers will use. If you need more accounts, contact us and we will move you to a larger plan with a credit for the value of your code.

The history rule is the same as every subscriber's: you can import past statements, back to December of the year two years before your deadline, until 30 days after you sign up. After that, new months are added as they arrive.

You are not an employee, contractor or partner of ours, and neither of us owes the other anything beyond what is written here.

What we are asking of you

Use it on your own real brokerage statements. The main value of a beta is real statements from real brokerages laid out in ways we did not anticipate.

Tell us when something breaks. A short description and the log file is plenty. The log records counts and error codes only — no dollar amounts, security names or account numbers — so sending it does not send us your private information.

Tell us which brokerage it was. That is the single most useful thing you can give us, because supporting more brokerage statement formats is the goal of the beta.

Your statements remain the record

RosettaFi checks every statement against its own totals before saving it, but no software is perfect, and you are among the first to use it on statements we have not seen before. If it misreads something or stops working, tell us. The warranty terms in our Terms of Service apply to you exactly as to every subscriber.

Keep your brokerage statements. Do not rely on RosettaFi as your only record of anything during the beta, and do not use its figures for any official purpose. Your statements from your brokerage remain the authoritative record.

Keep your own backups of the database. It lives on your computer, and we cannot restore it for you.

Your data during the beta

Everything in our Privacy Policy applies to you, unchanged. Your financial data stays on your computer. We do not receive your database.

Sharing a statement with us is per file and completely voluntary, for the purpose of solving a categorization or reconciliation problem. There is a button; you see exactly what would be sent; nothing goes unless you press it. If you share one, we use it only to improve how statements are read, and we do not retain it after the broker's statement format is added to our library.

We will never ask you to share your database, and you should be suspicious of anyone claiming to be us who does.

Confidentiality — narrow on purpose

Please do not publish screenshots of unreleased features or share the installer with people we have not invited. We are a small operation and a half-finished build circulating publicly is a real problem for us.

Everything else you are free to talk about, including your honest opinion of the software.

Feedback

If you suggest an improvement and we build it, we own what we build and owe you nothing for it. That is the normal arrangement for a beta test of new software and we would rather say it plainly than bury it. It does not apply to anything you tell us in confidence about your own affairs.

When your year ends

We email you 30 days and again 7 days before your year ends, with the choice to subscribe. Your data stays where it is — on your computer — and remains readable whether or not you subscribe. Nothing is deleted, locked, or held hostage to a purchase. There is no obligation to use or continue with this software.

If you do subscribe, everything you have already imported carries straight over. You do not start again.

Ending it early

Either of us can stop at any time, for any reason, with no notice and no hard feelings. Email support@rosettafi.com.

CSuite Solutions, LLC d/b/a RosettaFi, Florida, United States.