What you can expect, and what you cannot
Short, and written to be read.
This text was drafted by the people who wrote the software, not by a solicitor or an attorney. It has had no legal review of any kind. It is accurate about what the software does, which is the part the authors can vouch for — it is not a warranty that it satisfies any statute, in any jurisdiction. If you intend to host this where other people can reach it, have a qualified lawyer review and rewrite this page first. Running it on your own machine, for yourself, is the case it was written for.
This is not investment advice
Nothing produced by this software is a recommendation to buy, sell or hold anything, and nothing here is personalised to you or your circumstances. No one involved in it is your financial adviser, broker or fiduciary, and no advisory relationship is created by using it.
That warning is prominent because of what the software actually computes. It produces a weighted average cost of capital, a regression beta, implied volatility from an options chain, relative valuation against a peer set, and screens over metrics it derives itself. Those are the working parts of an investment recommendation, presented in the same form a recommendation would take. They are calculations over public data — nothing more — and the fact that a figure is precise says nothing about whether it is right.
Every input can be wrong. Upstream sources publish errors and restate figures. Free endpoints throttle, return stale data, and occasionally answer HTTP 200 with data about something you did not ask for. Prices here are delayed and interval-based, with no bid/ask depth. Entity matching between a ticker and a contract, a trial or a job posting is a judgement call that can be wrong in either direction. Verify anything you act on at the primary source, which every screen names for exactly this reason.
If you need advice, consult someone licensed to give it in your jurisdiction.
What this software is
Research software that reads primary sources and presents what they publish. You run it yourself, on your own machine. It is not a service, it is not hosted for you, and nobody is operating it on your behalf.
There is no order routing, no execution and no connection to any broker, and none is planned.
No warranty
It is provided as-is, without warranty of any kind — express or implied — including any warranty of merchantability, fitness for a particular purpose, accuracy, or non-infringement.
Specifically: no promise that any figure is correct, that any source is available, that any screen renders, or that any calculation matches what a professional data provider would produce for the same company. No figure here has been reviewed by a licensed professional and nothing has been audited or certified.
Liability
To the maximum extent the law allows, nobody involved in this software is liable for any loss arising from your use of it — including trading losses, lost profits, lost data, or decisions made on the strength of something it displayed.
You run it, you read it, and the decisions are yours.
Data sources and their terms
This software queries public endpoints operated by other organisations. Each of them has its own terms, and by running the software you are making those requests. Respect the fair-access policies — SEC EDGAR's in particular — and do not use this as a way to hammer a free service.
Data from those sources belongs to them, not to this project. Redistribution terms are theirs, and the licences page lists what is known about each. If you plan to republish anything you pull through this, check at the source first.
Acceptable use
Do not use it to break the law, to abuse an upstream service, or to present its output to someone else as professional advice, audited data or a regulated research product. It is none of those things and describing it as one would be a misrepresentation you make, not one this software makes.
If you host it where other people can reach it, you become its operator. Everything a user of your instance experiences is on you, including the privacy consequences, and including the fact that these terms have had no legal review.
AI-generated summaries
If you configure an API key, the overview button sends the payload on your screen to a third-party model provider and returns a written summary. The model is constrained to the payload it is given and instructed to name what is missing rather than supply it — but it is a language model, and it can be wrong.
Treat a summary as a reading aid over figures you can already see, never as a source. Anything it states should be checkable against the screen it describes. Your use of that provider is governed by their terms.
Changes
This text changes when the software does. There is no notification mechanism, because there is no account to notify — the version you have is the version in the copy you are running, and the changelog records what moved.