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Vantage Legal Disclaimer

Important limitations on the use of Vantage analytics, data, quantitative models, and AI-generated content.

Last updated · 2026-09-06

1. No recommendation, no advice

Vantage Intelligence is not operated by a broker or a dealer. Under no circumstances does any information posted on vantageportfolios.com (or stocks.vantageportfolios.com) represent a recommendation to buy or sell a security. The information on this site, and in its related briefings, is not intended to be, nor does it constitute, investment, tax, or legal advice or recommendations. Curated Vantage Picks, Factor Scores, Sector Playbooks, and Macro Intelligence reflect algorithmic, model-driven rankings and quantitative research, not a recommendation to transact; users are responsible for their own trade decisions and should consult a licensed financial advisor before acting on any signal surfaced by the platform.

2. No fiduciary relationship

Use of Vantage does not create a fiduciary, advisory, brokerage, or agency relationship between you and Vantage Intelligence or its operators. No part of the workspace constitutes an offer to buy or sell securities, or a solicitation in any jurisdiction where such an offer or solicitation would require registration or licensing.

3. No liability

In no event shall Vantage Intelligence, its operators, affiliates, or its data providers be liable to any member, subscriber, guest, or third party for any damages of any kind arising out of the use of any content or other material published or available on vantageportfolios.com, or relating to the use of, or inability to use, Vantage or any content including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential, or punitive damages.

4. Past performance and backtested models

Past performance is not indicative of future results. Historical returns, factor premiums, simulated backtests, and quantitative model projections surfaced by the platform do not guarantee future performance. The value of investments can fluctuate significantly, and you may receive back less than the original amount invested.

5. Data providers and institutional sources

Vantage aggregates verified market feeds, regulatory filings, and institutional research data. Market data, fundamentals, macro indicators, and institutional positions are sourced from the providers below; data is updated continuously with provider-specific cache TTLs:

  • Stock quotes & market pricing are provided by Yahoo Finance.
  • Company fundamental data (income statement, balance sheet, cash flow) is provided by Twelve Data, with Alpha Vantage as an institutional fallback when Twelve Data is rate-limited.
  • Macroeconomic indicators & credit spreads (HY OAS credit spreads, 10Y Breakeven Inflation, Sahm Rule, Fed Funds Effective Rate) are sourced directly from the Federal Reserve Bank of St. Louis (FRED).
  • Treasury yield curve benchmarks (1M through 30Y Constant Maturity Treasury yields) are sourced from the U.S. Department of the Treasury.
  • Volatility & market regimes (CBOE Volatility Index — VIX, historical percentiles, and regime classifiers) are sourced from CBOE Market Data.
  • Analyst coverage and consensus price targets (consensus tally, mean / low / high targets) are sourced from Finnhub and Yahoo Finance.
  • Technical indicators & momentum metrics (RSI, MACD, Bollinger Bands, ATR) are provided by TAAPI.
  • Institutional holdings & smart money flows (13F institutional manager positions) are sourced from SEC EDGAR Form 13F regulatory filings.

6. Completeness, timeliness, and data latency

The information and analytics on this site are in no way guaranteed for completeness, accuracy, or real-time delivery. Market feeds and macro series may experience upstream latency, provider rate limits, or temporary caching delays. While our multi-tiered caching pipeline refreshes critical data on disciplined schedules, users should always verify any data point against primary regulatory disclosures or exchange prints before executing transactions.

7. Artificial intelligence & quantitative synthesis

Portions of Vantage market commentary, earnings syntheses, factor breakdowns, and macro risk alerts are compiled using algorithmic scoring models and generative artificial intelligence. While governed by strict institutional prompts and grounded against verified primary data feeds, algorithmic outputs may occasionally produce interpretations that warrant independent verification. AI outputs do not constitute human financial analysis or individualized investment advice.

8. Regulatory status

Vantage Intelligence is a financial technology and quantitative research platform. It is not registered as an investment advisor or broker-dealer with the U.S. Securities and Exchange Commission (SEC) or any state securities regulatory authority. Vantage does not execute orders, manage client funds, take custody of assets, or receive transaction-based compensation.

9. Accessibility and Assistive Accommodations (ADA & WCAG 2.1 AA)

Vantage Portfolios is committed to digital accessibility and strives to conform to the Web Content Accessibility Guidelines (WCAG 2.1 Level AA) standards to ensure our financial intelligence platform is usable by all individuals, including those with visual, auditory, cognitive, or motor impairments. If you encounter any difficulty perceiving, reading, or navigating any chart, table, factor score, or interface component, or require an alternative format or accommodation, please contact our accessibility desk at support@vantageportfolios.com. We actively review feedback and implement accommodations to ensure equal access.

10. Subscriptions, Cancellations, and Billing Inquiries

Paid subscription plans (Alpha Pro and Desk & Family Office) provide access to proprietary quantitative factor models, backtesting engines, and market intelligence. Subscriptions can be cancelled at any time by contacting platform administrators or emailing support@vantageportfolios.com. Cancellation requests are processed promptly without penalty. When a subscription is cancelled, full feature access remains available through the conclusion of the prepaid period, after which the account transitions to the Free Explorer tier with all custom watchlists and portfolio data fully preserved.
This document outlines the standard operational and analytical policies for Vantage Intelligence (stocks.vantageportfolios.com). For compliance inquiries or legal correspondence, contact legal@vantageportfolios.com.