TRUEBASIS

Owner

Goods & Services

Providing online non-downloadable computer software platforms for use by individual investors for investment portfolio tracking and investment portfolio performance analytics of their own investments; providing temporary use of a non-downloadable web application for use by individual investors in tracking and analyzing their own investment portfolios, calculating cost basis, and displaying investment performance metrics; none of the foregoing being software for use in providing accounting, bookkeeping, tax preparation, or tax advisory services to others.

Downloadable software in the nature of a mobile application for use by individual investors in tracking and analyzing their own investment portfolios, calculating cost basis, and displaying investment performance metrics; downloadable computer software platforms for use by individual investors for investment portfolio tracking and investment portfolio performance analytics of their own investments; none of the foregoing being software for use in providing accounting, bookkeeping, tax preparation, or tax advisory services to others.