1. General Information Only
This website and the TradeOptimiser platform may contain general financial product information. All content has been prepared without taking into account your personal circumstances, including your objectives, financial situation, or needs. You should consider its appropriateness in light of your own situation before acting on it.
Nothing on this website or within the Service constitutes personal financial advice, a recommendation, or an offer to acquire or dispose of any financial product.
2. Not Financial or Tax Advice
TradeOptimiser is not licensed to provide personal financial product advice in Australia or any other jurisdiction. TradeOptimiser is not registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC) or any state securities authority.
TradeOptimiser is not a registered tax agent or tax (financial) adviser. Nothing on this website, or in TradeOptimiser's tools, analysis, or materials, constitutes tax advice. You should obtain independent tax advice from a qualified professional before relying on any information for taxation purposes.
3. Algorithmic Outputs and Suggestions
Any stock picks, signals, ratings, rankings, scores, or suggestions generated by the Service are algorithmic outputs only. They represent automated results based on publicly available market data and pre-defined criteria applied consistently across all stocks. They are not personalised to your individual financial circumstances, objectives, or risk tolerance.
The inclusion of a stock in any list, ranking, or suggestion does not constitute a recommendation to buy, sell, or hold that stock. Stocks that fail to meet TradeOptimiser's screening criteria are excluded from further analysis; this exclusion is also not a recommendation.
All outputs are for research and informational purposes only and should be considered as one input among many in your own independent decision-making process.
4. Performance Disclosures
Any performance figures, backtested results, or historical data displayed on the Service reflect past performance only. Past performance is not a reliable indicator of future performance and should not be relied upon as such.
Where backtested or notional portfolio performance is shown: • Results are calculated on a notional (hypothetical) basis and do not represent an actual investment portfolio. • Transaction costs, taxes, subscription fees, and other charges may or may not be incorporated; refer to individual disclosures for details. • Backtested performance assumes trades are executed at specified prices and that sufficient market liquidity exists — conditions that may not hold in practice. • The screening criteria and algorithmic models used by TradeOptimiser have been revised and updated over time and may continue to change.
Performance figures vary positively and negatively over time reflecting the volatility of equity markets. No performance figure should be taken as a reliable indicator of future results.
5. Market Data and Third-Party Data
TradeOptimiser obtains market data from third-party data providers, including data sourced under licence from the Australian Securities Exchange (ASX), U.S. exchanges, and other data carriers. We do not warrant the accuracy, completeness, or timeliness of any data displayed on the Service.
TradeOptimiser will not be liable for any failure to supply data where that failure arises from a non-supply of data by a third-party carrier or exchange.
Third-party data displayed on the Service: • Must not be redistributed, resold, rewritten, reframed, or otherwise made available to any other person. • Is subject to the terms and conditions of the relevant data provider, including the ASX's own terms of use. • May be delayed and should not be relied upon for time-sensitive trading decisions.
Neither TradeOptimiser nor any third-party data carrier will be liable for any loss suffered by any person arising from errors, omissions, delays, or interruptions in data supplied.
6. Risk Warning
Trading and investing in financial markets involves significant risk. You may lose some or all of your invested capital. The value of investments and income derived from them can go down as well as up.
Leveraged products such as CFDs, margin lending, and options carry additional risk and may not be suitable for all investors. You should not invest in financial products unless you understand the nature of the product and the extent of your exposure to risk.
By using the Service you acknowledge that: • You understand and accept the risks associated with trading and investing in financial instruments. • You are solely responsible for any trading or investment decisions you make. • TradeOptimiser bears no liability for any losses arising from your use of the Service or reliance on its outputs. • Algorithmic outputs and suggestions may contain errors and should never be the sole basis for any investment decision.
7. Limitation of Liability
TradeOptimiser specifically disclaims any liability (whether based in contract, tort, strict liability, or otherwise) for any direct, indirect, incidental, consequential, or special damages arising out of or in any way connected with access to, or use of, the Service, its tools, outputs, or any data displayed therein.
Australian Users: Nothing in this disclaimer excludes, restricts, or modifies any right or remedy, or any guarantee, warranty, or other term or condition, implied or imposed by the Australian Consumer Law (Schedule 2 of the Competition and Consumer Act 2010 (Cth)) that cannot lawfully be excluded or limited.
United States Users: To the extent permitted by applicable federal and state law, TradeOptimiser's total liability for any claims shall not exceed the amount paid for the Service in the twelve (12) months preceding the claim.
Nothing in this disclaimer limits liability for fraud, wilful misconduct, or gross negligence.
8. Conflicts of Interest
TradeOptimiser, its directors, employees, and associates may hold interests in securities or financial products referred to on this website or within the Service. Any such position may change at any time without notice and does not constitute advice or a recommendation.
9. Jurisdictional Restrictions
The Service is intended for use by residents of Australia and the United States. It is not directed at persons in jurisdictions where the distribution or use of such services would be contrary to local law or regulation.
Australian Users: TradeOptimiser does not hold an Australian Financial Services Licence (AFSL) and is not authorised to provide personal financial product advice under the Corporations Act 2001 (Cth). The Service is general in nature and does not take into account your individual objectives, financial situation, or needs as required under section 945A of the Corporations Act. If you are a retail client, you should seek advice from an AFSL-licensed adviser before making any investment decision.
United States Users: TradeOptimiser is not registered as an Investment Adviser under the Investment Advisers Act of 1940 or any applicable state blue sky laws, and does not provide investment advice as defined under those laws. TradeOptimiser is not a broker-dealer registered under the Securities Exchange Act of 1934.
10. Changes to This Disclaimer
TradeOptimiser reserves the right to update or amend this disclaimer at any time. The date at the top of this page reflects when it was last updated. Continued use of the Service after any changes constitutes acceptance of the updated disclaimer.
11. Contact
If you have any questions about this disclaimer, please contact us at legal@tradeoptimiser.com.
For Australian privacy-related enquiries, you may contact the Office of the Australian Information Commissioner (OAIC) at www.oaic.gov.au.
For U.S. privacy-related enquiries, California residents may contact the California Privacy Protection Agency at www.cppa.ca.gov.