Disclaimer

HeliusOne is a software platform for market monitoring, portfolio visibility, AI-generated analysis, and consent-gated trading workflows. HeliusOne is not a registered investment adviser, broker-dealer, tax adviser, legal adviser, fiduciary, or financial planner.

All information, analysis, alerts, rankings, model outputs, draft orders, and portfolio views are provided for informational and educational purposes only. They do not constitute investment, financial, tax, legal, accounting, or brokerage advice.

HeliusOne may display AI-generated outputs such as BUY, SELL, HOLD, TRIM, ADD, rebalance proposals, confidence scores, price-prediction signals, watchlist ideas, and alert explanations. These outputs are generated by software and third-party AI models. They are not personalized investment advice from HeliusOne.

You are solely responsible for reviewing all information, deciding whether any action is appropriate, and accepting all results of your investment and trading decisions.

Trading securities involves risk of loss, including the possible loss of principal. Market prices may move rapidly, liquidity may be limited, and orders may execute at prices that differ from quotes or estimates shown in the platform.

Past performance, backtests, historical patterns, model outcomes, and simulated results do not predict or guarantee future results.

If you enable the Express Approval trading feature, HeliusOne prepares draft orders from AI signals according to the settings, caps, and controls you configure, and every order requires your explicit approval before it is submitted to your connected brokerage. You review and approve within a countdown window (the order expires unplaced if you do not approve it), or choose "Review later" to move the order to the Orders to Review queue on your Home screen until you decide.

Automated trading is available only by your consent and only through brokerages whose policies allow automated order submission (the terminal marks which of your linked brokerages qualify). Once you turn it on and accept the automated-execution acknowledgment, qualifying signals can place orders within your per-trade cap without a separate approval for each order. Turning it off withdraws your consent. With any other brokerage, every order requires your approval.

Software errors, API outages, delayed market data, stale account information, model errors, prompt errors, misconfigured settings, or market volatility can cause financial loss. Dollar caps, approval gates, and feature controls reduce operational risk but do not eliminate trading risk.

AI models, including Claude, Gemini, and any HeliusOne model workflows, may produce output that is inaccurate, incomplete, outdated, biased, speculative, or inconsistent. They may misunderstand data, omit relevant information, or generate statements that sound confident but are incorrect.

Confidence scores, model gates, and ranking systems are experimental informational tools. They are not guarantees of accuracy, profitability, risk reduction, execution quality, or market outcome.

Portfolio values, positions, cost basis, tax lots, order status, quotes, charts, transaction history, and account information may be delayed, unavailable, incomplete, or inaccurate due to third-party systems, brokerage APIs, market data feeds, network failures, or synchronization issues.

You should verify important information directly with your brokerage, market data source, tax records, and other independent sources before making decisions.

HeliusOne may display information related to tax lots, holding periods, estimated gains and losses, wash-sale indicators, or tax-aware portfolio workflows. This information is estimated and provided for informational purposes only.

HeliusOne does not provide tax advice. Consult a qualified tax professional before making tax-related decisions or relying on any tax estimate shown in the platform.

HeliusOne integrates with third-party services such as brokerage providers, AI providers, market data services, cloud infrastructure providers, payment processors, and authentication providers. These services operate under their own terms, privacy policies, availability commitments, and technical limitations.

HeliusOne does not control third-party services and is not responsible for their actions, omissions, data accuracy, uptime, security practices, or changes to their services.

You are responsible for configuring your account, reviewing enabled features, maintaining accurate API and brokerage settings, monitoring your orders and positions, understanding the risks of the securities you trade, and complying with all laws and brokerage terms that apply to you.

Do not use HeliusOne for trading activity you do not understand or cannot afford to lose.

HeliusOne does not guarantee that the platform will be uninterrupted, error-free, profitable, accurate, secure, or suitable for your objectives. No statement on the website or in the app should be interpreted as a promise of investment performance, risk reduction, or trading success.

Questions about this Disclaimer may be sent to support@heliusone.com.