Disclosures

Important Disclosures

Please read these important disclosures carefully before using FundCloud's research tools.

Important Notice

The information provided on this page is for informational purposes only. Please read all disclosures carefully before using FundCloud's services. If you have questions, contact us at support@fundcloud.com.

Research Platform—Not a Broker

FundCloud is a research platform that provides AI-generated insights and trading signals. We do not execute trades, hold customer funds, or provide personalized financial advice. All trading decisions are made by you, the user, through your own brokerage accounts.

General Risk Disclosure

Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. The trading signals and analytics provided by FundCloud are for informational and educational purposes only and should not be construed as personalized investment advice.

Not Financial Advice

FundCloud is not a registered investment advisor, broker-dealer, or financial planner. The information provided through our platform does not constitute investment advice, financial advice, trading advice, or any other sort of advice. You should not treat any of the platform's content as such.

Signal Performance Disclaimer

Historical signal performance is provided for informational purposes only. Our stated accuracy rates are based on backtested and live data but do not guarantee future performance. Market conditions change, and past results may not be indicative of future outcomes.

Third-Party Data

FundCloud aggregates data from third-party sources including financial institutions, market data providers, and news sources. While we strive for accuracy, we cannot guarantee the completeness or reliability of third-party information.

Regulatory Information

FundCloud is a technology company providing portfolio tracking and research tools. We are not registered with the SEC, FINRA, or any other regulatory body as an investment advisor or broker-dealer. Users should consult with qualified financial professionals before making investment decisions.

Performance Reporting Methodology

Signal performance metrics displayed on the FundCloud platform are calculated using the following methodology:

  • Win Rate: Percentage of signals where the predicted direction (up/down) matched the actual price movement within the specified timeframe.
  • Average Return: Mean percentage return of all signals, calculated from signal issuance to the target exit point or expiration.
  • Backtesting: Historical performance is based on backtested data using historical prices. Backtested results have inherent limitations and may not reflect actual trading results.
  • Live Performance: Live performance metrics are based on signals issued to subscribers in real-time. Transaction costs, slippage, and timing differences may cause actual results to vary.

Conflicts of Interest

FundCloud may have conflicts of interest with respect to the trading signals and information provided:

  • FundCloud employees may hold positions in securities covered by our signals.
  • FundCloud may receive compensation from third parties for referrals to brokerage or financial services.
  • FundCloud's quantitative models may be licensed to institutional clients who may trade in the same securities.

We maintain policies and procedures to manage these conflicts, including trading restrictions for employees and disclosure of material relationships.

Contact Information

For questions about these disclosures, please contact:

FundCloud, Inc.
Legal Department
Email: support@fundcloud.com

Last updated: January 1, 2025