Policies

Terms of Service

Last updated November 12, 2026.

• Who these terms are with

  Workbench, at app.useworkbench.io, is part of ETF Portfolio Mechanics, a subsidiary of Bowman Capital Management LLC (“BCM”). These terms are set by BCM and apply when you buy or use Workbench.

• Plans

  Workbench is $299 a year or $35 a month. Each plan renews automatically at the end of its term until you cancel. Payment is taken by Stripe.

  There is no free trial.

• Cancelling and refunds

  You can cancel any time from Account in Workbench. Unused days are refunded to your card; the day you cancel counts as used. The details are on the refunds page.

• What’s included

  Workbench includes the research tools listed on www.useworkbench.io. The model portfolios, weekly chartbooks, portfolio updates, trade alerts and requested fund coverage are not included; they come with the ETF Portfolio Mechanics group on Seeking Alpha.

• Your account

  An account is for one person. Keep your password to yourself. We may disable an account that is shared or used against these terms.

• Using the data

  Use the tools for your own research. Don’t scrape them, download data automatically, or resell or republish the data. Creator accounts may export charts under the creator program.

• Changes

  We may update these terms. The date at the top shows when they last changed. A price change applies from your next renewal, not to a term you’ve already paid for.

• Governing law

  These terms are governed by the laws of the State of California.

• Contact

  Questions about these terms: etfpm@bowmancm.com.