Risk and information notice
Information, not advice
Copio provides analysis, information, educational content and simulations about personal finances and investments. None of this content, including answers from Kelly, the copio assistant, is investment advice, a personal recommendation, or tax, legal or accounting advice. It is not an offer or solicitation to buy, sell or hold any financial instrument. When an instrument, fund or issuer is mentioned, it is for information or illustration only.
What copio is not
Copio is not an investment adviser, an investment firm, a bank, a broker or an insurance intermediary, and is not registered or authorised as such with any financial authority. Copio does not receive, transmit or execute orders, does not manage portfolios and never holds your money or assets. Account connections are read-only.
AI-generated answers
Kelly is an artificial intelligence, not a person. Kelly’s answers and some other content are generated automatically. It can be incomplete, outdated or wrong, even when it sounds confident. Check important information against its source before relying on it.
Data and simulations
Market data, prices and instrument details come from third-party providers and may be delayed, incomplete or inaccurate. Simulations, projections and scores rest on assumptions and historical data; they illustrate possible outcomes and promise none of them. Copio gives no warranty as to the accuracy, completeness or timeliness of any information.
Investment risks
Investing in financial instruments involves risk, including the partial or total loss of the capital invested. The value of investments and the income from them can go down as well as up. Past performance is not a reliable indicator of future results. Leveraged products, derivatives and crypto-assets carry higher risks and can lose value quickly.
Your decisions
You remain solely responsible for your financial decisions and their consequences. Before making an investment decision, consider your own situation, objectives and risk tolerance, and consult a qualified, authorised professional if needed.
Liability
To the extent permitted by law, copio accepts no liability for any loss or damage arising from the use of, or reliance on, information provided on this website or in the app.
Last updated: 26 October 2026.