Open Trading SurfaceOpen Trading SurfaceLast updated: 2026 · Please read carefully before using the Software.
The Software is an informational and educational research tool. Nothing produced by the Software — including charts, indicators, screens, factor rankings, valuations, DCF outputs, company “operating models,” scenario shocks, fair-value estimates, price targets, portfolio analytics, attribution, optimizer “proposed targets,” rebalancing plans, “what-if” analyses, investment “theses,” probability estimates, evidence assessments, alerts, briefings, or any text, number, or recommendation generated by the Software or by an AI agent operating it — constitutes or should be construed as investment, financial, legal, tax, or accounting advice, a recommendation, a solicitation, or an offer to buy, sell, or hold any security or to pursue any strategy. No output is personalized to your circumstances. You should not treat any output as advice.
The publisher is not a registered investment adviser, broker-dealer, financial planner, or fiduciary. Use of the Software creates no advisory, fiduciary, agency, or professional relationship. Consult your own licensed financial adviser, broker, attorney, and tax professional before making any investment decision.
You retain full and sole responsibility for all investment and financial decisions and their consequences. The Software relies on third-party data (Financial Modeling Prep, FRED, SEC EDGAR) and on automated and AI-generated computations and text, all of which may be inaccurate, incomplete, delayed, out of date, or wrong. You are solely responsible for independently verifying any information, figure, calculation, or statement produced by the Software before relying on it. Do not act on any output without confirming it against primary sources and your own professional judgment.
THE SOFTWARE IS PROVIDED “AS IS” AND “AS AVAILABLE,” WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, AND NON-INFRINGEMENT. The publisher does not warrant that the Software or its output will be accurate, reliable, complete, timely, uninterrupted, or error-free.
TO THE MAXIMUM EXTENT PERMITTED BY LAW, IN NO EVENT SHALL THE PUBLISHER OR ITS AUTHORS, CONTRIBUTORS, OR AFFILIATES BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, OR INVESTMENT LOSSES, ARISING FROM YOUR USE OF OR INABILITY TO USE THE SOFTWARE OR ITS OUTPUT, UNDER ANY LEGAL THEORY, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES. YOU ASSUME TOTAL RESPONSIBILITY AND RISK FOR YOUR USE OF THE SOFTWARE.
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Any projection, model, scenario, backtest, “fair value,” probability, or forward-looking statement is hypothetical and illustrative only, may reflect survivorship, data-revision, and other biases, and is not indicative of future results. Past performance is not indicative of future results. Investing involves risk, including possible loss of principal.
The Software does not place orders, execute trades, or move money. Any transaction recorded in the Software is a bookkeeping entry only.
Market and fundamental data by Financial Modeling Prep; economic data by the Federal Reserve Bank of St. Louis (FRED); filings by the U.S. SEC (EDGAR). The publisher is not affiliated with, sponsored by, or endorsed by any of these data providers, and in turn does not endorse, sponsor, certify, or recommend any of them. All third-party names and marks are the property of their respective owners and are used only to identify the source of data. The publisher does not warrant, certify, or represent that any provider's data is accurate, complete, current, or fit for any particular purpose, and is not responsible for that data. Your use of those sources is subject to each provider's own terms.
The Software requires you to acknowledge and accept this disclaimer on first use. This disclaimer is incorporated into the terms under which the Software is made available. If any provision is unenforceable, the rest remains in force. These terms may be updated; continued use after an update constitutes acceptance.