Settings & Compliance

Full control over risk rules, review cadence, and app safeguards.

The app guarantees expert-style process discipline, not market outcomes.

Profile
Data Sources
Polygon.io
Future integration
Alpha Vantage
Future integration
Finnhub
Future integration
IEX Cloud
Future integration
SEC EDGAR
Future integration
FRED
Future integration
Notifications
Confirmation alerts
Review date reminders
Invalidation alerts
Daily price moves
Off by default — calmer behavior
Review Cadence
AI Behavior
  • ·AI must not hallucinate market data
  • ·AI must summarize only verified data passed into the system
  • ·AI must refuse unsupported signals
  • ·If data is missing: "Insufficient verified data. No signal generated."
Compliance

This app provides research, education, and decision-support tools only. It does not provide guaranteed returns, personalized financial advice, or risk-free recommendations. Market investments involve risk, including possible loss of principal.

The app guarantees process discipline, not outcomes.
This app provides research, education, and decision-support tools only. It does not provide guaranteed returns, personalized financial advice, or risk-free recommendations. Market investments involve risk, including possible loss of principal.