Terms

Research-support terms for portfolio intelligence.

Aperture is a financial research and portfolio decision-support workspace. It helps organize source-backed context, explain risk factors, and compare scenarios; it is not a brokerage, robo-advisor, automated trading system, or suitability engine.

Research-only use

Use the workspace for source review, portfolio context, goal scenario planning, watchlist monitoring, and risk explanation.

No execution

The product does not place orders, connect to brokerage execution, or automate trading workflows.

No advice promise

AI outputs are decision-support material only and do not promise suitability, returns, outcomes, or personal investment advice.

Freshness limits

Market data, filings, and AI-generated context must be read with their assumptions, source citations, and freshness labels.