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All investments involve the risk of loss and the past performance of a security does not guarantee future results or returns. This material is not intended as a recommendation, offer, or solicitation to purchase or sell securities, open a brokerage account, or engage in any investment strategy. Any reference to securities on this website is for informational and illustrative purposes only, and should not be construed as investment or tax advice.
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BLOTTER INC.
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General. Rallies.ai is an investment research and educational platform operated by Blotter Inc., a Delaware corporation, in partnership with WOLF Financial, LLC. Blotter Inc. is NOT a registered investment adviser with the Securities and Exchange Commission (SEC) or any state securities regulatory authority. Blotter Inc. is NOT a registered broker-dealer or member of FINRA/SIPC. We do not provide personalized investment advice, execute trades, hold customer funds or securities, or provide brokerage services.
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Not Investment Advice. All information, data, analysis, and content provided through Rallies.ai is for general informational and educational purposes only. Nothing on this platform constitutes, or should be construed as, personalized investment advice, a recommendation to buy, sell, or hold any security, or an offer to provide investment advisory services. You are solely responsible for evaluating the merits and risks of any investment decisions.
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No Fiduciary Relationship. Your use of Rallies.ai does not create an investment advisory, brokerage, or fiduciary relationship between you and Blotter Inc., WOLF Financial, LLC, or any of their affiliates. We do not owe you a fiduciary duty and are not acting in your best interest when providing information through this platform.

AI ASSISTANT
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AI-Powered Features. Rallies.ai uses artificial intelligence technology, including large language models provided by OpenAI, to generate financial information, analysis, and responses to user queries. AI-generated content is provided for informational and educational purposes only and does not constitute investment advice.
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AI Limitations. AI technology has inherent limitations and may produce inaccurate, incomplete, or misleading information. The AI may generate plausible-sounding but factually incorrect content ("hallucinations"). AI responses should not be relied upon without independent verification. The AI does not know your personal financial situation, investment objectives, risk tolerance, or tax circumstances. All AI output is provided "AS IS" without warranties of any kind.
See AI Disclaimer.
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PORTFOLIO CONNECTIVITY
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Snaptrade Integration. Portfolio connectivity services are provided through Snaptrade, a third-party account aggregation service. When you connect your brokerage account, Rallies.ai receives READ-ONLY access to your portfolio information. We CANNOT execute trades, transfer funds, or modify your brokerage account in any way. Rallies.ai does not receive or store your brokerage login credentials. Portfolio data may be delayed and may not reflect real-time account balances or positions. For official account information, refer to your brokerage firm's statements. Your use of Snaptrade is subject to Snaptrade's Terms and Conditions.
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Portfolio Analysis. Any portfolio analytics, metrics, or insights displayed are for informational purposes only and do not constitute personalized investment advice or recommendations to modify your holdings.
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MARKET DATA
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Data Sources. Market data, stock prices, historical data, and financial information are provided by Polygon.io and other third-party data providers. Data may be delayed (typically 15-20 minutes or more) and should not be used for time-sensitive trading decisions. We do not guarantee the accuracy, completeness, timeliness, or reliability of any market data. For official price information, refer to official exchange feeds and your brokerage account. See Data Provider Disclosures.

CONGRESSIONAL TRADING DATA
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STOCK Act Disclosures. Information regarding securities transactions by members of Congress is compiled from publicly available disclosure filings required under the Stop Trading on Congressional Knowledge (STOCK) Act. Transaction reports may be filed up to 45 days after the trade date. Data may contain errors or be incomplete. The display of congressional trading data does NOT constitute a recommendation to purchase or sell any security or endorsement of any investment strategy. Past trading activities of any individual do not predict future market performance.
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GENERAL DISCLOSURES

Past Performance. Past performance of any security, investment strategy, or trading approach does not guarantee future results. Historical data, backtested performance, and simulated results are not indicative of future returns. Investment returns can vary significantly over time.

Risk of Loss. All investments involve risk, including the potential loss of principal. You may lose some or all of your invested capital. The value of securities fluctuates based on market conditions, economic factors, and other variables beyond your control.

Seek Professional Advice. Before making any investment decision, you should consult with qualified financial, tax, and legal professionals who can provide personalized advice based on your specific situation.

Privacy. Your privacy is important to us. Please review our Privacy Policy to understand how we collect, use, and protect your information. California residents: See our Privacy Policy for information about your rights under the California Consumer Privacy Act (CCPA).

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