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Investment Disclaimer

Please read this carefully before using TradingKite.

Not investment advice

TradingKite is a quantitative portfolio analysis tool. We provide risk metrics, scenario testing, and educational content. We do NOT provide investment advice, stock recommendations, or buy/sell signals.

All investment decisions are yours alone. TradingKite is not a registered investment advisor (RIA) and does not act as a fiduciary.

01Risk of Loss

Investing in stocks, bonds, ETFs, and other securities involves significant risk of loss. You can lose some or all of your invested capital. Past performance does not guarantee future results.

  • Market conditions change. Historical data may not predict future outcomes.
  • Risk scores are mathematical calculations, not guarantees of safety.
  • Scenario tests (like crash simulations) are hypothetical—actual events may differ substantially.
  • Volatility and correlation metrics are based on historical data only.

02Data Accuracy & Limitations

We use third-party market data providers. While we strive for accuracy, we cannot guarantee:

  • Real-time data (delays of 15 minutes or more are common)
  • 100% accuracy of price quotes or financial metrics
  • Completeness of historical data for all securities
  • Data continuity across all time periods or markets

Always verify data with your broker or official sources before making investment decisions.

03No Guarantees

We make no warranties or guarantees about:

  • Accuracy of risk calculations or portfolio scores
  • Success of any investment strategy modeled on our platform
  • Future returns or portfolio performance
  • Uninterrupted availability or error-free operation of the service

TradingKite is provided "as is" without warranties of any kind, express or implied.

04Educational Purpose

TradingKite is designed to help you understand portfolio risk and investment concepts, not to tell you what to buy or sell. Think of it like a calculator—it shows you the math, but you interpret the results and decide what to do.

Content on our platform is for educational purposes only and should not be construed as financial, legal, or tax advice.

05Regulatory Status

TradingKite is NOT registered as a financial services provider. We are:

  • NOT registered with SEBI (India's financial regulator)
  • NOT registered with SEC (US Securities & Exchange Commission)
  • NOT registered with FCA (UK Financial Conduct Authority)
  • NOT registered with any other financial regulator worldwide

We are a software tool for self-directed investors, not a financial services provider. If you need regulated financial advice, consult a licensed advisor in your jurisdiction.

06Taxes & Jurisdiction

Tax treatment of investments varies significantly by:

  • Your residency and nationality
  • How long you hold the security (short-term vs. long-term)
  • Type of income (dividends, capital gains, interest)
  • Local tax laws and treaty agreements

Our tax estimates are educational only. Always consult a qualified tax professional or your local tax authority for personalized tax advice. Tax rules change frequently and vary widely by location.

07Your Responsibility

Before making any investment decision, you are responsible for:

  • Understanding your own financial situation and investment goals
  • Assessing your risk tolerance honestly
  • Conducting your own research and due diligence
  • Consulting a licensed financial advisor if needed
  • Only investing money you can truly afford to lose
  • Understanding the risks of each security you buy

You are 100% responsible for your investment decisions and any resulting gains or losses. TradingKite is a tool to help inform your decisions, not a replacement for professional advice or your own judgment.

08Limitation of Liability

TradingKite and its creators are not liable for:

  • Investment losses or poor returns from following our analysis
  • Inaccurate, incomplete, or delayed data
  • Errors or omissions in calculations or metrics
  • Consequences of relying on our tools for investment decisions
  • Any indirect, incidental, or consequential damages

Use our platform at your own risk. We recommend reviewing your portfolio decisions with a qualified financial advisor.

Bottom Line

TradingKite gives you tools to analyze and understand investment risk. It does not tell you what to do with your money, provide personalized advice, or guarantee any outcomes. Your investment decisions are yours alone, and you are fully responsible for them and their results. If you're unsure about any investment, consult a licensed financial advisor before proceeding.