Last Updated: July 28, 2026
By accessing and using GoalCase, you accept and agree to be bound by the terms and provision of this agreement.
GoalCase provides a platform to track mutual fund investments, calculate performance metrics (such as XIRR and absolute returns), and map investments to specific financial goals using parsed CAS statements.
GoalCase is a tracking and analytical tool only. We do not provide financial, investment, legal, or tax advice. The performance metrics displayed are for informational purposes. You are solely responsible for your investment decisions.
While we strive for 100% accuracy by pulling live Net Asset Values (NAVs) from public APIs (such as AMFI), we do not guarantee the absolute correctness, timeliness, or completeness of the data. You agree that GoalCase shall not be held liable for any decisions made based on the data provided by the service.
You are responsible for safeguarding the credentials you use to access GoalCase. We use Google Authentication to secure your account. You agree not to disclose your password to any third party.
We reserve the right to modify these terms at any time. We will notify users of any significant changes by updating the date at the top of this page. Your continued use of the service constitutes your acceptance of the new Terms of Service.