1. High-Risk Leveraged Trading Notice

TRADING FOREIGN EXCHANGE (FOREX), CONTRACTS FOR DIFFERENCE (CFDS), FUTURES, INDICES, COMMODITIES, AND CRYPTOCURRENCIES INVOLVES A SUBSTANTIAL RISK OF LOSS AND IS NOT SUITABLE FOR ALL INVESTORS.

The high degree of leverage that is often obtainable in commodity futures, forex, and CFD trading can work against you as well as for you. The use of leverage can lead to large losses as well as gains. You should carefully consider whether trading such instruments is appropriate for you in light of your financial condition, investment experience, and risk appetite. Never trade with capital you cannot afford to lose.


2. Non-Financial & Educational Advice Disclaimer

ChartWise, ChartWise Desktop, MetaTrader Bridge, and our mobile applications are software tools designed solely for trade planning, execution management, performance analytics, and journaling.

ChartWise does NOT provide investment, financial, tax, or legal advice. No communication, notification, AI summary, statistical metric, or calculated parameter generated by the software constitutes a recommendation, solicitation, or endorsement to buy or sell any security, currency pair, commodity, or financial contract.


3. AI Insights, Statistical Scores & Coach Disclaimers

ChartWise incorporates artificial intelligence models, rule-based heuristic engines, and statistical scoring (including trade reviews, pre-market briefings, tilt notifications, and Ask AI Coach responses). You acknowledge that:

  • All AI outputs, trade grades, and analytics summaries are purely diagnostic observations based on historical trade log data.
  • AI summaries are generated through heuristic algorithms and machine learning models that may contain imperfections, omissions, or mathematical simplifications.
  • AI coaching responses must never be construed as real-time financial advice, buy/sell alerts, or guaranteed predictive market signals.

4. Bridge, Socket & Algorithmic Execution Risks

ChartWise Desktop utilizes local WebSocket connections to bridge orders, modifications, and trailing stops between your user interface and MetaTrader (MT4/MT5) terminals. You understand and agree that:

  • Automated tools (such as Trailing Stops, Auto Break-Even, Partial Take-Profit, and Stealth Mode) require an active, uninterrupted connection between your PC, the ChartWise Desktop bridge, MetaTrader Expert Advisor (EA), and your broker's trade servers.
  • If your computer sleeps, restarts, loses network connectivity, or MetaTrader terminates, active trailing stop loops or pending local break-even commands may not execute.
  • ChartWise disclaims all liability for losses caused by hardware failure, power outages, local operating system crashes, or unhandled broker error codes.

5. Network Latency, Slippage & Broker Dependencies

Market orders and stop modifications are subject to market volatility, liquidity gaps, broker spread widening, execution slippage, and internet latency. Prices displayed in ChartWise may differ slightly from the actual execution price filled by your broker. Under volatile economic news releases or thin liquidity conditions, stop-loss orders may be filled at prices significantly worse than requested.


6. Hypothetical, Backtested & Simulated Performance Notice

CFTC RULE 4.41 DISCLAIMER: Hypothetical or simulated performance results have certain inherent limitations. Unlike an actual performance record, simulated results do not represent actual trading. Also, since the trades have not been executed, the results may have under- or over-compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated trading programs in general are also subject to the fact that they are designed with the benefit of hindsight. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown.


7. Prop Firm Challenges & Evaluation Accounts

While ChartWise provides Prop Firm Risk Guard calculators, daily loss limits, and consistency trackers, you are solely responsible for ensuring your trading activity adheres to the specific terms, rules, and drawdown calculation models of your chosen proprietary trading firm. ChartWise makes no representation or warranty that use of our tools will guarantee passing evaluation challenges or funded account retention.


8. Sole Trader Responsibility & Capital Protection

By using ChartWise, you explicitly agree that you are solely responsible for all trading decisions, lot sizing, risk parameters, order dispatches, and financial outcomes. You agree to hold ChartWise, its creators, and affiliates completely harmless from any and all claims, financial damages, losses, or costs arising directly or indirectly from your trading operations.


Summary Warning

Leveraged trading carries a high level of risk to your capital. Only speculate with funds that you can afford to lose. Software tools and analytics are designed to assist discipline, not eliminate market risk. Never risk more than your predefined loss tolerance on any individual trade.