Investment Disclaimer

Last updated: February 24, 2026

1. For Informational Purposes Only

All content on SimpliInvest, including but not limited to risk scores, risk color ratings (RED/YELLOW/GREEN), factor analyses, leadership assessments, sentiment summaries, narratives, and educational articles, is provided strictly for informational and educational purposes. This content should not be construed as professional financial advice.

2. AI-Generated Analysis

Our analyses are generated by artificial intelligence systems (including Claude by Anthropic and Gemini by Google). These AI systems:

• May contain errors, inaccuracies, or outdated information.
• Rely on publicly available data that may be incomplete or incorrect.
• Cannot predict future market performance or price movements.
• May not account for all relevant factors affecting an investment.
• Should not be the sole basis for any investment decision.

3. No Guarantee of Accuracy

While we strive to provide useful analysis, we make no representations or warranties about the accuracy, reliability, completeness, or timeliness of any information provided. Data is sourced from third parties including Yahoo Finance, CoinGecko, Brave Search, and public filings. We do not independently verify all third-party data.

4. Risk Scores and Ratings

Our risk scores (0-10) and color ratings (RED/YELLOW/GREEN) are algorithmic assessments based on available data at the time of analysis. They are:

• Not credit ratings, investment ratings, or recommendations.
• Subject to change as new information becomes available.
• Based on AI interpretation and may differ from professional analyst opinions.
• Not comprehensive evaluations of all risks associated with an investment.

5. Past Performance

Past performance is not indicative of future results. Any historical data, price charts, or performance metrics presented on SimpliInvest should not be interpreted as a guarantee or prediction of future performance.

6. Do Your Own Research

Before making any investment decision, you should:

• Conduct your own thorough research and due diligence.
• Consult with a qualified, licensed financial advisor.
• Consider your personal financial situation, risk tolerance, and investment goals.
• Read official SEC filings, prospectuses, and company disclosures directly.
• Understand that all investments carry risk, including the risk of total loss.

7. Investment Risk

Investing in stocks, cryptocurrencies, and other securities involves substantial risk of loss. The value of investments can go down as well as up. You may lose some or all of your invested capital. Cryptocurrency investments are particularly volatile and speculative.

8. No Liability

SimpliInvest, its owners, employees, and affiliates shall not be held liable for any investment losses, financial damages, or other consequences arising from your use of or reliance on information provided through our Service. You assume full responsibility for your investment decisions.

9. Third-Party Content

Our analyses may reference or summarize content from third-party sources including news articles, social media posts, SEC filings, and financial data providers. We do not endorse or guarantee the accuracy of third-party content. Links to external sites are provided for reference only.

10. Regulatory Compliance

SimpliInvest does not provide services that require registration with the Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or any state securities regulator. If you believe you need regulated financial advice, please consult a licensed professional.

Contact

If you have questions about this disclaimer, contact us at legal@simpliinvest.app.