Disclosures

Effective: November 07, 2025     Confidential — QIBs & Accredited Investors Only

Scope & Intended Audience

These Disclosures apply to the EngineerTrade.io website, institutional previews, research overlays, annotated PNGs, PDFs, videos, and any gated materials (the “Materials”). The Materials are intended for qualified institutional investors and professional audiences and are not for retail distribution.

Research-Only, Non-Advisory Nature

EngineerTrade.io provides research visualizations, regime- and phase-context overlays, and related educational materials based on the Gemstone & Moon Framework. These Materials are designed to support standardized discussion of market structure, posture context, and drawdown awareness within institutional settings.

All Materials are provided for informational and educational purposes only and do not constitute investment advice, trading advice, portfolio management, or recommendations to buy, sell, or hold any security or instrument. Users should not rely on the Materials as the primary basis for any investment decision.

Security Selection, Trade Instructions & Signals

EngineerTrade.io does not select securities, instruments, or portfolios for users. Any tickers or instruments that appear in overlays, PNGs, or examples are specified by the user or their institution, or used solely in hypothetical illustrations.

The Gemstone & Moon Framework does not contain trade signals, model portfolios, execution instructions, or position-sizing guidance. Phase markers, colors, labels, or other visual indicators are descriptive elements of a research framework only and are not directives to initiate, modify, or close any position.

Users remain solely responsible for determining whether, how, and when to trade, hedge, allocate, or rebalance, and must apply their own investment processes, governance rules, and risk assessments.

Regulatory Status

EngineerTrade LLC is a Wyoming limited liability company and is not registered with the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or any other securities regulator as an investment adviser, broker-dealer, or equivalent regulated entity. The Materials are provided solely for institutional research and informational purposes and do not constitute investment advice, recommendations, or a solicitation.

For U.S. readers: EngineerTrade.io does not hold itself out as providing personalized investment advice under the U.S. Investment Advisers Act of 1940. Users remain solely responsible for their investment decisions and should consult appropriate professional advisers.

No Investment Advice

The Materials do not take into account any reader’s specific objectives, financial situation, regulatory profile, or needs. Nothing in the Materials should be construed as a recommendation, solicitation, or offer to buy, sell, or hold any security or to adopt any investment strategy. Past performance—whether actual or hypothetical—is not indicative of future results. Investing involves risk, including the possible loss of principal.

Hypothetical / Back-tested Results

• Some examples, research visualizations, and performance depictions may be hypothetical or back-tested.
• Hypothetical results have inherent limitations, including reliance on assumptions and the benefit of hindsight; they may not reflect real-world market conditions.
• Backtests typically exclude liquidity constraints, slippage, financing costs, borrow fees, commissions, taxes, and market impact.
• Actual results can differ materially from hypothetical results.

Methodology & Limitations

• Research visualizations and overlays are derived from proprietary algorithms and standardized annotation rules designed to highlight market regime features.
• Model outputs may be sensitive to input data quality, parameter choices, and update frequency.
• Potential sources of bias include selection bias, survivorship bias, and look-ahead bias; controls are designed to reduce (not eliminate) these effects.
• Unless stated otherwise, examples are illustrative and may omit unfavorable instances and are not meant to imply typical outcomes.

Data Sources & Assumptions

• Market data and reference information may be sourced from reputable third-party providers and public feeds.
• Unless noted, prices are gross and exclude transaction costs, commissions, taxes, management/performance fees, borrow costs, and financing.
• Timestamps may reflect exchange prints or vendor records and can differ from broker execution times.

Fees, Costs & Trading Frictions

Unless explicitly stated, any returns shown are before fees and costs. Incorporating realistic transaction costs, management/performance fees, borrow fees, and slippage would reduce returns and may alter drawdowns and other risk metrics.

Conflicts of Interest & Compensation

EngineerTrade.io does not receive compensation from issuers for inclusion in examples. We may provide research services to institutional clients whose interests could differ from those of other users. We maintain internal procedures to manage confidential information and avoid misuse.

Trademarks & Third-Party Rights

All third-party trademarks, logos, or brand names are the property of their respective owners and are used for identification purposes only. No endorsement is implied.

Jurisdictional Notes

Materials may not be suitable or available in all jurisdictions. Distribution is subject to local laws and regulations. Users are responsible for compliance with applicable rules, including market-abuse and sanctions/export-control regimes.

Relationship to Terms & Privacy

These Disclosures supplement, and should be read together with, our Terms of Service and Privacy Notice. In the event of conflict, the Terms of Service control your use of the Site and Materials.

All use of the Site and Materials is subject to Wyoming jurisdiction as described in our Terms of Service.

Contact

Questions about these Disclosures: support@engineertrade.io