Financial Disclaimer

No advice or recommendation

The buy plan, scores, quality metrics, target weights, simulations and forecasts are model output based on your own settings and on third-party market data. They are not personal recommendations and do not consider your financial situation, knowledge, risk tolerance or investment horizon.

[legal name] does not conduct licensed investment activities and does not distribute financial instruments.

Risk

Investing in securities involves risk. Values can rise and fall and you may lose your entire capital. Past performance and projected dividends are no guarantee of the future. Dividends may be cut or suspended.

Forecasts are assumptions

Forecasts and “Path to Freedom” are mathematical projections of the assumptions you enter, including return, dividend growth, tax, fees and contributions. Reality always differs. Use several scenarios and read the result as a direction, not an outcome.

Data quality

Prices, dividends, fundamentals and sectors are fetched automatically and may be delayed, wrong or missing. Always verify figures with your bank or broker before acting. Where automatic data is unavailable the service says so instead of guessing.

Tax

Tax rates in the service are simplified assumptions and are not tax advice. Your actual tax depends on account type, residency and applicable rules.