Not investment advice
The software, documentation, dashboards, scans, backtests, reports, notifications, chat assistants, and any outputs (including scores, labels, and conviction-style language) are provided for informational and educational purposes only. They do not constitute investment, financial, tax, or legal advice, and they are not a recommendation or solicitation to buy, sell, or hold any security or other instrument, nor to adopt any trading strategy.
Nothing here creates a fiduciary, investment adviser, broker-dealer, or similar professional relationship between you and the authors, operators, or contributors of this software.
Your responsibility
You are solely responsible for:
- Whether any trade, order, or strategy is appropriate for you
- Compliance with securities, tax, and other laws that apply to you
- Verifying prices, filings, and other data before acting
- Credentials, API keys, and brokerage access you configure
Use of brokerage or market APIs (for example Charles Schwab APIs) is subject to those providers’ terms, policies, and technical limits. Charles Schwab, Schwab, and related marks are trademarks of their respective owners. This project is not affiliated with, endorsed by, or sponsored by Charles Schwab Corporation or any broker-dealer, exchange, or government agency (including the SEC).
Past performance and hypothetical results
Backtests, simulations, paper trading, and historical analytics use assumptions (costs, slippage, liquidity, data quality, and timing) that may not match real markets. Past or hypothetical performance does not guarantee future results. Actual results may differ materially.
Data, models, and errors
Market quotes, fundamentals, and regulatory filings may be delayed, incomplete, or incorrect. Features that use AI, large language models, or heuristics may produce errors, omissions, or unreliable outputs. Do not rely on outputs as the sole basis for a decision.
Software “as is”
The software is provided “as is” and “as available,” without warranties of any kind, whether express or implied, including implied warranties of merchantability, fitness for a particular purpose, title, and non-infringement, to the fullest extent permitted by law.
To the fullest extent permitted by law, the authors, contributors, and operators of this software disclaim liability for any indirect, incidental, special, consequential, or punitive damages, and for any loss of profits, data, or goodwill, arising out of or related to your use of the software or any brokerage or third-party service—even if advised of the possibility of such damages. In jurisdictions that do not allow some of the above limitations, those limitations apply to the maximum extent permitted.
Eligibility and use
You represent that your use of the software complies with the laws and regulations applicable to you. If you offer this software or its outputs to others (for example as a hosted service), you are responsible for your own marketing, contracts, registrations, and disclosures that may be required in your jurisdiction.
This page is not a substitute for advice from a qualified attorney or financial professional. The canonical copy for
operators is also in docs/LEGAL_DISCLOSURES.md in the project repository.