Financial Disclaimer

Last updated: April 2026

NOT Investment Advice

No SherpaQuant.ai screen, score, chart, AI response, report, alert, or export should be treated as a recommendation to buy, sell, hold, or trade any instrument.

AI Limitations

AI-generated analysis can be incomplete, stale, or wrong. Always verify outputs against primary filings, exchange data, and licensed professional advice before making decisions.

AI ALPHA Scores and Ratings

AI ALPHA scores are model-estimated research outputs generated from available evidence, source coverage, freshness, and risk context. These scores are not buy, sell, hold, or trade recommendations. A high score does not guarantee positive returns, and a low score does not guarantee losses. The methodology is subject to change without notice, and historical scores may be recalculated as models, evidence gates, and calibration policies are refined.

Daily Picks and Stock Screener

Daily Picks, screener results, and filtered stock lists are generated algorithmically based on predefined quantitative criteria. Inclusion in any list does not constitute a recommendation. These lists are snapshots that reflect conditions at the time of generation and may become stale rapidly as market conditions change. Screener parameters are optimized for historical data and may not perform similarly in future market environments.

AI Advisor and AI-Generated Analysis

The AI Advisor and all AI-generated narratives, Deep Dive reports, and commentary are produced by large language models. These models can generate plausible-sounding but factually incorrect information. AI outputs may contain errors, fabricated data points, outdated information, or logical inconsistencies. AI-generated content does not reflect the views of any licensed financial professional and must not be relied upon as the sole basis for any investment decision. Always verify AI outputs against authoritative primary sources.

DCF Valuations and Financial Models

Discounted cash flow valuations, intrinsic value estimates, and other financial models presented on the platform are based on assumptions about future cash flows, growth rates, and discount rates. These assumptions are inherently uncertain and may differ significantly from actual outcomes. Model inputs are derived from publicly available data that may be delayed, restated, or incomplete. Valuation outputs should be treated as one data point among many, not as definitive assessments of a security's worth.

Data Sources and Limitations

SherpaQuant.ai aggregates data from multiple third-party providers. While we strive for accuracy, we do not independently verify every data point. Data limitations include:

• Market prices may be delayed by up to 15 minutes depending on the source
• Fundamental data may reflect prior reporting periods and not current conditions
• News and sentiment data may be incomplete or reflect provider-specific biases
• Options data may not capture all strikes, expirations, or venues
• International data coverage may be limited compared to US equities

No Liability for Investment Losses

SherpaQuant.ai, its founders, employees, affiliates, and data providers shall not be liable for any investment losses, financial damages, or other harms resulting from the use of information, analysis, or tools provided through the platform. Investing in securities involves risk, including the risk of losing your entire investment. You are solely responsible for your own investment decisions and should seek independent professional advice appropriate to your financial situation before acting.

Performance and Backtesting

Any performance data, backtesting results, or historical analysis shown on the platform is hypothetical and does not represent actual trading results. Hypothetical performance has many inherent limitations:

• It does not account for real transaction costs, slippage, or market impact
• It benefits from hindsight and may not reflect the difficulty of real-time decision making
• It may be based on data that has been adjusted or survivorship-biased
• Past performance, whether real or hypothetical, is not indicative of future results

Monte Carlo simulations model probability distributions, not certainties; the range of outcomes shown is illustrative, not predictive.

AI Content Accuracy

Despite our efforts to ensure quality, AI-generated content on this platform may contain factual errors, outdated information, or misleading statements. AI models do not have real-time awareness and may reference data or events inaccurately. We implement guardrails and validation checks, but no automated system can guarantee 100% accuracy. Users must exercise their own judgment and perform independent verification before relying on any AI-generated content for financial or investment purposes.

Risk Warning

Securities, options, derivatives, cryptoassets, leveraged products, and private-market instruments can lose value rapidly. Retail investors should assume they can lose all capital committed to high-risk strategies.

FINMA Status

SherpaQuant.ai is not licensed or regulated by FINMA (the Swiss Financial Market Supervisory Authority) as a financial intermediary, securities dealer, asset manager, fund management company, or payment service provider, and does not provide discretionary portfolio management, investment advice, or execution services. The platform provides technology tools and informational services, not regulated financial services as defined under the Swiss Financial Institutions Act (FinIA) or the Financial Services Act (FinSA).

No Fiduciary Relationship

Your use of the platform does not create a fiduciary, advisory, or any other professional-client relationship between you and SherpaQuant.ai. We have no obligation to consider your individual financial circumstances, tax situation, or investment objectives.

Jurisdiction Notice

The platform is operated from Switzerland and is intended for users who access it lawfully from their own jurisdiction. It is your responsibility to ensure that your use of the platform complies with the laws and regulations that apply to you. SherpaQuant.ai makes no representation that the platform is appropriate or available for use in all jurisdictions.