Methods and accountability
Information and risk limitations
This site provides general educational information and decision tools. It does not assess your circumstances or provide individualized investment, tax, legal, or accounting advice.
Updated
Put it to work
Before using a result
- Check whether the tool models your actual question: expiry payoff is different from an option sale before expiry.
- List the missing costs, taxes, execution effects, or contract details that could change the answer.
- If a missing input could change your decision, resolve it before treating the result as usable.
Decisions need more than a calculation
A result does not determine suitability, affordability, liquidity, diversification, or an appropriate allocation. You can lose invested capital; some leveraged and short positions can lose more than their initial cash outlay.
Check instrument specifications, costs, current information, and your circumstances before acting. Examples, scenarios, and historical observations are not predictions or promises.
Model boundaries matter
Position-size and risk/reward tools assume entered execution prices and omit costs. Average purchase price is not tax basis. Compound-return scenarios assume a constant return path. The options tool calculates expiry payoff for one vanilla position and does not price early exits or determine margin and settlement obligations.
Costs, slippage, gaps, taxes, liquidity, assignment, contract adjustments, and broker rules can change actual outcomes. Each tool lists its specific limitations beside the result.
Dated information and source limitations
Historical or manually maintained values are not live quotes or executable prices. A source may be incomplete, revised, or superseded; read its date and the scope of the article's review. Missing inputs limit what can be concluded.
External links provide provenance and further reading, not an endorsement of every claim on the linked site.