Disclaimer

Prism is a research screening platform operated by Shore Cloud Tech as a software-as-a-service. Shore Cloud Tech is a SaaS software vendor. It is not an investment adviser and is not registered as one. It is also not a broker-dealer or fiduciary under the Investment Advisers Act of 1940 or any similar applicable law. Nothing on this platform constitutes investment advice, financial advice, trading advice, or any personalized securities recommendation of any kind. Prism screens and surfaces quantitative market data. It does not make investment recommendations.

Prism is made available to wealth advisors, RIA firms, asset managers, and self-directed investors. By accessing Prism, you confirm that you are one of the following: a Registered Investment Adviser (RIA) or authorized user of an RIA firm, a wealth advisor, an asset manager, or a self-directed investor using the platform for your own research. You confirm that you are using Prism as a research and screening tool and that all investment decisions remain solely your responsibility. Prism does not provide personalized investment advice or financial guidance.

Prism uses AI models to generate conviction narratives, research summaries, and screening outputs. AI-generated content is provided for informational purposes only. It may contain errors, omissions, or inaccuracies and does not constitute investment advice or a recommendation to buy, sell, or hold any security. All AI-generated outputs should be independently verified before any use in an advisory context. Every AI model call is logged and auditable within your tenant.

Financial data, analyst ratings, price targets, earnings estimates, and other market information displayed on this platform are sourced from third-party market data providers including Finnhub, Polygon.io, Twelve Data, and Yahoo Finance. Options chain data, IV rank, put/call ratios, max pain, and unusual activity indicators are derived from publicly available options market data. Shore Cloud Tech makes no representations as to the accuracy, completeness, or timeliness of any data. Data may be delayed, incomplete, or inaccurate. Options analytics are approximations intended for research screening only and should not be used as the sole basis for any trading decision. Past performance of any security, index, or financial instrument is not indicative of future results.

New accounts include a 15-day free trial. A payment method is required to start. Billing begins automatically on day 16 at your selected plan rate unless you cancel before the trial ends. Subscription fees are billed in advance on the billing cadence you select (monthly or annual) and are non-refundable except as required by applicable law or expressly stated at checkout. Plan, price, renewal, and cancellation terms are set out in the Terms of Use.

Shore Cloud Tech shall not be liable for any investment decisions, trading losses, missed opportunities, or other damages arising from your use of this platform or reliance on any content displayed herein. You acknowledge that Shore Cloud Tech’s role is limited to providing software infrastructure, and that all investment decisions are made solely by you or your clients. This limitation of liability is subject to, and does not supersede, the Terms of Use agreed to upon account creation.

This disclaimer is governed by the laws of the State of New Jersey, without regard to its conflict of law provisions.