Disclaimer

1. No Financial Advice

Option Wheel Logic ("the Platform") is provided for informational and educational purposes only. Nothing on this Platform constitutes financial advice, investment advice, trading advice, or any other form of professional advice. The content, tools, analysis, scores, recommendations, and AI-generated outputs on this Platform should not be construed as such.

You should not rely on this Platform as the basis for any financial or investment decision. Always conduct your own independent research and due diligence, and consult with a qualified, licensed financial advisor before making any investment or trading decisions.

2. Options Risk Disclosure

Options trading involves significant risks and is not suitable for all investors. Before trading options, you should carefully consider your investment objectives, financial situation, and risk tolerance.

• Risk of Loss: Options can expire worthless, resulting in the total loss of the premium paid. Selling uncovered options can result in losses significantly exceeding the initial premium received, up to the full value of the underlying security.
• Cash-Secured Puts: Selling a cash-secured put obligates you to purchase shares at the strike price if assigned. If the stock declines substantially below the strike price, losses can be significant even after accounting for premium collected.
• Covered Calls: Selling covered calls limits your upside potential. If the underlying stock rises significantly above the call strike price, your shares may be called away at the strike price, forfeiting additional gains.
• Assignment Risk: Short options positions carry assignment risk at any time prior to expiration (American-style options), not only at expiration. Early assignment can occur when options are in-the-money, particularly around dividend ex-dates for short calls.
• Leverage and Margin: Options involve leverage. A relatively small move in the underlying security can result in a large gain or loss in the option's value.
• Liquidity Risk: Some options may have limited liquidity, resulting in wide bid-ask spreads and difficulty executing trades at favorable prices.
• Not Suitable for All Investors: The Wheel strategy and other options strategies discussed on this Platform may not be appropriate for your financial situation. Options trading requires a thorough understanding of options mechanics, risks, and tax implications.

This risk disclosure does not disclose all of the risks and other significant aspects of trading in options. In light of the risks, you should undertake such transactions only if you understand the nature of the instruments and the extent of your exposure to risk.

3. AI-Generated Content Limitations

This Platform uses artificial intelligence to generate analysis, recommendations, summaries, trade suggestions, strike prices, and other content. You acknowledge and agree that:

• AI-generated content is produced algorithmically and may be inaccurate, incomplete, outdated, or misleading.
• The AI does not have access to real-time market data beyond what is explicitly provided and does not account for all market conditions.
• AI outputs do not constitute personalized financial advice and should not be relied upon as the sole basis for any trading decision.
• The AI is not a licensed financial advisor, broker, or investment professional.
• AI models can produce "hallucinations" — plausible-sounding but incorrect information. Always verify AI-generated trade setups independently before acting.

4. Past Performance

Past performance is not indicative of future results. Any historical data, backtest results, win rates, return figures, or performance statistics shown on this Platform are provided for informational purposes only and do not guarantee similar outcomes in the future.

Backtesting results are based on historical data and simplified assumptions about fills, slippage, commissions, and implied volatility. Actual trading results may differ materially from backtested results. Backtests do not account for changes in market conditions, liquidity, or other factors that can affect real-world trading performance.

5. Data Accuracy

While we endeavor to provide accurate and timely information, Option Wheel Logic makes no representations or warranties as to the accuracy, completeness, or timeliness of any data, scores, metrics, or analysis provided on this Platform. Market data is sourced from third-party providers including Alpaca Markets and Yahoo Finance, and may be delayed, incorrect, or unavailable.

Scores, signals, and metrics are calculated algorithmically and reflect conditions at a point in time. They are not guarantees of future performance and may not reflect current market conditions.

6. User Responsibility

All trading decisions are solely your responsibility. You assume full responsibility for all trades you execute, including any losses that result from reliance on information or tools provided by this Platform. Option Wheel Logic, its owners, employees, and affiliates shall not be liable for any trading losses, financial damages, or other harm arising from your use of this Platform.

By using this Platform, you acknowledge that you have read and understood this Disclaimer in full and agree to be bound by its terms.

7. Contact

If you have questions about this Disclaimer, please contact us at support@optionwheellogic.com.