Investment Disclaimer

Effective Date: January 1, 2025
Last Updated: November 15, 2025
Version: 1.0

📋 Table of Contents

  1. Educational and General Information Only
  2. Not Financial, Legal, or Tax Advice
  3. Investment Risks
  4. No Performance Guarantees
  5. Fluctuating Values and Market Volatility
  6. AI Assistant and Limitations
  7. Independent Due Diligence Required
  8. Data Accuracy and Precision
  9. Jurisdictions and Restrictions
  10. No Fiduciary Relationship
  11. Limitation of Liability
  12. International Investments and Currency Considerations

Educational and General Information Only

XPlus Finance provides a personal financial management platform and investment tracking tools. All information, data, analysis, educational features, and AI content provided through our platform are for general informational and educational purposes only.

Information from XPlus Finance does NOT constitute:

Our platform is designed to help you track, organize, and understand your personal finances. We do not recommend, endorse, or suggest specific investment strategies, individual securities, or financial decisions.

Not Financial, Legal, or Tax Advice

XPlus Finance is NOT a registered investment advisor, broker-dealer, financial planner, or tax or legal advisor.

We do not provide:

Consult with Qualified Professionals: Before making any investment decisions, consult with licensed financial, tax, and legal advisors who understand your specific circumstances.

Investment Risks

All investments carry risks, including total loss of capital invested.

Key Risks Include:

Past Performance Does NOT Guarantee Future Results: Historical performance data does not predict future performance. Markets are unpredictable and can experience significant losses.

No Performance Guarantees

XPlus Finance makes no warranties, promises, or guarantees about:

All investments carry the risk of loss, and no tool or platform can eliminate this risk.

Fluctuating Values and Market Volatility

Prices of stocks, cryptocurrencies, and other securities can:

Cryptocurrencies Specifically: Cryptocurrency assets are highly volatile, speculative, and unregulated. Prices can fluctuate dramatically, and the risk of total loss is significant. Cryptocurrencies are not backed by any government or physical asset.

AI Assistant and Limitations

Our conversational AI assistant feature uses artificial intelligence language models to provide general financial guidance.

Important Limitations:

Verification Required: Always independently verify any information provided by the AI assistant before making financial decisions.

Independent Due Diligence Required

You must perform your own research and analysis before any investment decision.

This includes:

XPlus Finance provides data and tools, but YOU are solely responsible for your investment decisions and their outcomes.

Data Accuracy and Precision

While we strive to provide accurate and real-time data:

Verify All Data: Confirm prices, portfolio values, and financial information with official sources before making decisions.

Jurisdictions and Restrictions

XPlus Finance may not be available or appropriate for users in certain jurisdictions due to:

User Responsibility: It is your responsibility to ensure that using XPlus Finance complies with all applicable laws and regulations in your jurisdiction.

No Fiduciary Relationship

XPlus Finance and its employees, contractors, or affiliates do NOT assume any fiduciary duty to you.

We are not:

Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW, XPLUS FINANCE SHALL NOT BE LIABLE FOR:

USE AT YOUR OWN RISK: You use XPlus Finance at your own risk. We provide the platform as is without warranties of any kind.

International Investments and Currency Considerations

If you invest in international securities, consider:


Acknowledgment

By using XPlus Finance, you acknowledge and agree that:

  1. You have read and fully understood this Investment Disclaimer
  2. You understand that XPlus Finance does NOT provide personal investment advice
  3. You are solely responsible for all your investment decisions
  4. You will perform your own due diligence before investing
  5. You will consult with professional financial advisors as needed
  6. You understand the risks of investing, including potential loss of capital
  7. XPlus Finance is not responsible for investment losses
  8. You acknowledge the limitations of the AI assistant and platform data

REMEMBER: Investing carries risks. Never invest money you cannot afford to lose. Always conduct thorough research and seek professional advice before making investment decisions.