Disclaimer & Terms

Version 2026-06-13
AlphaView is for informational, educational and intelligence purposes only and is not financial advice. You are solely responsible for your own investment decisions. Neither Stockertim nor AlphaView accepts any liability for them.

Important Disclaimer — AlphaView is not financial advice

For informational, educational and intelligence purposes only. AlphaView is a portfolio-intelligence and investment-analytics platform. Everything it produces — including holdings views, profit/loss, valuations, risk and exposure analytics, scores, ratings, superinvestor and master-portfolio benchmarking, comparisons, alerts, movers, capital-flow signals and any other output — is provided solely for general information, education and research. It is intended to help you understand and organise information; it is not a substitute for professional advice.

No financial, investment or professional advice

Nothing made available through AlphaView constitutes, or should be relied upon as, financial, investment, trading, legal, tax, accounting or any other form of professional advice. Stockertim and AlphaView are not registered investment advisers, broker-dealers, portfolio managers or financial planners, and do not hold themselves out as such. You should obtain independent advice from a suitably qualified and licensed professional before making any financial decision.

No recommendation, offer or solicitation

Nothing on AlphaView is a recommendation, endorsement, offer or solicitation to buy, sell, hold or transact in any security, instrument, currency, fund or strategy, nor an indication that any transaction is suitable for any particular person. Benchmarking against superinvestors or against the Stockertim master portfolio is illustrative only and is never a suggestion to replicate, follow or copy any position or allocation.

No advisory or fiduciary relationship

Your access to or use of AlphaView does not create any advisory, fiduciary, brokerage, agency or other special relationship between you and Stockertim or AlphaView. We do not know your full financial circumstances, objectives or risk tolerance, and nothing we present takes them into account.

Data may be inaccurate, delayed or incomplete

Market data, prices, foreign-exchange rates, fundamentals and third-party information are obtained from external sources believed to be reliable but are not guaranteed to be accurate, complete, current or error-free. Prices and FX may be delayed or indicative, computed values (such as average cost, valuation and look-through figures) are estimates, and figures may differ materially from those of your broker, custodian or any official source. AlphaView is provided "as is" and "as available" without warranties of any kind, whether express or implied.

Past performance and forward-looking information

Past performance is not a reliable indicator of, and does not guarantee, future results. Any analysis, projection, momentum signal or forward-looking statement is inherently uncertain and may prove incorrect.

Investment risk

All investing involves risk, including the possible loss of the entire amount invested. Markets are volatile and values can fall as well as rise. You should never invest money you cannot afford to lose.

Your responsibility — and our explicit non-liability

You are solely and entirely responsible for your own investment, trading and financial decisions and for the outcomes of those decisions. By using AlphaView you expressly acknowledge and agree that neither Stockertim nor AlphaView, nor any of their owners, affiliates, directors, officers, employees, agents, partners or data providers, accepts or will accept any responsibility or liability whatsoever for any investment or financial decision you make, or for any loss, damage, cost or liability of any kind — whether direct, indirect, incidental, consequential, special or exemplary — arising out of or in connection with your use of, or reliance on, AlphaView or anything obtained through it. If you do not agree, you must not use AlphaView.

Terms & Conditions

These Terms & Conditions ("Terms", version 2026-06-13) govern your access to and use of AlphaView, operated by Stockertim ("we", "us", "our"). By accepting these Terms, or by accessing or using AlphaView, you ("you", "the member", "the customer") agree to be bound by them and by the Disclaimer above, which forms part of these Terms.

1. Acceptance of these Terms

You must read and accept these Terms before you can use AlphaView. Acceptance is recorded together with the date and time, the version accepted, and basic technical details of the session, and a copy is emailed to you and retained by us as evidence of your agreement.

2. Eligibility and account access

AlphaView is provided on an invite-only basis. Access is provisioned to you personally through a private, secured link and a multi-factor sign-in. You agree to keep your access link and credentials confidential, not to share your account, and to notify us immediately of any unauthorised use. You are responsible for all activity that occurs under your account.

3. Permitted use

AlphaView is provided for your own internal, lawful use only. You agree not to misuse the platform, interfere with its operation or security, attempt to gain unauthorised access, or use it to breach any applicable law or the rights of others.

4. Intellectual property and confidentiality

AlphaView, including its software, design, analytics, methodologies, content and all related intellectual property, is owned by Stockertim and its licensors and is protected by law. You are granted a limited, personal, non-exclusive, non-transferable, revocable right to use AlphaView while your subscription is active. You must not copy, reproduce, resell, sublicense, distribute, publicly display, scrape, decompile, reverse-engineer or attempt to derive the underlying logic or structure of any part of AlphaView, or use it to build a competing product.

5. Your data and privacy

Portfolio information you enter is treated as confidential to you. Benchmarking and comparison features present structure and alignment only and never disclose your or any other party's private holdings values to others. We process data to operate and secure the service.

6. Subscriptions, trial and billing

AlphaView is offered on subscription plans billed annually, typically with a free trial period after which the applicable fee becomes payable. You authorise the charging of the fees for the plan you select. Fees are non-refundable except where required by law. You may cancel in accordance with your plan; cancellation stops future renewals.

7. No advice (reaffirmed)

For the avoidance of doubt, the Disclaimer above applies in full to these Terms. AlphaView does not provide financial, investment, legal, tax or other professional advice, and you are solely responsible for your decisions.

8. Limitation of liability

To the maximum extent permitted by law, Stockertim and AlphaView, and their owners, affiliates, directors, officers, employees, agents, partners and data providers, will not be liable to you for any loss of profits, loss of capital, lost opportunity, or any indirect, incidental, consequential, special or exemplary damages, or for any investment or financial decision made or not made by you, arising out of or relating to AlphaView, even if advised of the possibility of such loss. Where liability cannot be excluded, it is limited to the amount you paid us for AlphaView in the twelve months preceding the event giving rise to the claim.

9. Indemnification

You agree to indemnify and hold harmless Stockertim and AlphaView and the persons listed above from and against any claims, losses, liabilities and expenses arising out of your use of AlphaView, your investment or financial decisions, or your breach of these Terms.

10. Suspension and termination

We may suspend or terminate your access at any time if we reasonably believe these Terms have been breached or to protect the security or integrity of the service. You may stop using AlphaView at any time. Provisions that by their nature should survive termination (including the Disclaimer, intellectual-property, limitation-of-liability and indemnity provisions) will survive.

11. Changes to these Terms

We may update these Terms from time to time. When we do, we will increase the version number and require you to review and accept the updated Terms on your next sign-in. Your continued use after acceptance constitutes agreement to the updated Terms.

12. Governing law and disputes

These Terms are governed by the laws of the jurisdiction in which Stockertim is established, without regard to conflict-of-laws rules, and you agree to the exclusive jurisdiction of its competent courts, to the extent permitted by applicable law. Nothing limits any rights you may have that cannot be excluded under the law applicable to you.

13. Contact

Questions about these Terms or the Disclaimer can be raised with our team through Contact Support, or by email to ibrgproductions@gmail.com.