Read this before building, testing, or exporting a strategy.
Stockey helps structure and test user-defined trading logic, but it does not remove market risk, provide investment advice, recommend trades, or guarantee any outcome.
Disclosure categories
Disclosure status
Responsibility boundary
Plain-language summary
This page explains the main limitations and responsibilities when using Stockey.
Trading is risky
Markets can move against any strategy. Losses can exceed expectations, especially with leverage, derivatives, options, futures, intraday trading, gaps, and volatile instruments.
Backtests are limited
Historical tests show how a rule set behaved on available past data. They do not predict future performance.
AI is not an adviser
AI analysis may explain risks, assumptions, and test results, but it does not provide buy/sell calls, security recommendations, or portfolio advice.
Broker data varies
Historical data availability, instrument coverage, rate limits, and API behavior differ by broker, segment, instrument, and timeframe.
Exports are user-owned
Planned package exports are self-hosted and dry-run-first. The user controls credentials, environment variables, infrastructure, and any live package decisions.
Legal review
This disclosure should be reviewed by qualified counsel before legal reliance and may be updated as Stockey's product, policies, providers, and legal obligations evolve.
Stockey has a limited role.
Stockey may help with
- Structuring user-defined strategy rules
- Capturing risk assumptions in StrategySchema
- Running historical tests with user-authorized data or CSVs
- Showing data availability and data gaps
- Producing AI-assisted review summaries
- Preparing self-hosted Python package exports
- Preparing broker and deployment checklists
- Explaining package safety defaults
Stockey does not do
- Provide investment advice
- Recommend securities or trades
- Sell trading calls
- Guarantee profits or risk reduction
- Execute live trades from Stockey SaaS
- Store broker secrets permanently by default
- Act as a broker or exchange
- Manage portfolios or client money
- Provide account-mirroring features
- Automatically approve strategies for live use
Market and trading risks
Any trading strategy can lose money. Technical structure and testing cannot eliminate market risk.
Market movement
- Price gaps
- Volatility spikes
- Liquidity shocks
- Slippage
- Spread widening
- News events
Leveraged products
- Futures risk
- Options risk
- Margin risk
- Assignment/exercise complexity
- Multi-leg strategy risk
- Intraday leverage risk
Operational risk
- Broker downtime
- API failure
- Incorrect instrument mapping
- Network outage
- Server misconfiguration
- User credential errors
Backtests are historical simulations, not forecasts.
Backtest Limitation Report
Diagnostic fields for historical backtest review.
AI analysis is review support, not trading advice.
What AI can do
- Explain strategy assumptions
- Summarize backtest behavior
- Flag missing risk controls
- Point out data limitations
- Suggest further tests the user may choose to run
What AI cannot do
- Recommend a stock, option, future, or trade
- Tell the user when to enter or exit live markets
- Guarantee accuracy
- Guarantee returns
- Replace professional judgement
- Approve a strategy for live trading
Required user review
- User reviews every assumption
- User reviews every test result
- User decides whether to export
- User decides whether to run locally
- User accepts responsibility
Broker credentials and market data remain the responsibility of the user.
Stockey-side boundary
- Historical data access only when user requests it
- Session-only credential handling by default
- No permanent broker-secret storage by default
- No order placement from Stockey SaaS
- Secrets excluded from generated ZIPs
- .env.example values only
User-side responsibility
- User enters broker credentials locally after export
- User confirms broker permissions
- User checks rate limits and data coverage
- User controls static IP or VPS setup
- User monitors API errors and logs
- User accepts broker/API terms and operational risk
Self-hosted means user-controlled and user-responsible.
Stockey may generate package files and setup checklists, but the exported package belongs to the user.
| Responsibility area | Stockey prepares checklist | User controls | User accepts responsibility |
|---|---|---|---|
| Local .env credentials | |||
| Broker login/session | |||
| Static IP setup | |||
| VPS/server security | |||
| Dry-run verification | |||
| Live enablement | |||
| Package monitoring | |||
| Logs and alerts | |||
| Broker/account risk | |||
| Final trading decision |
Safety defaults
Planned package exports start locked down.
Safety defaults
if DRY_RUN != false:
block_live_orders()
if LIVE_TRADING_ENABLED != true:
block_live_orders()
if RISK_ACKNOWLEDGED != true:
block_live_orders()
if broker_credentials_missing:
block_live_orders()Before using Stockey, the user should understand:
No guarantees
Stockey does not guarantee:
Use Stockey as an engineering and review tool, not as a guarantee of trading success.
Use Stockey with clear boundaries.
Define your rules, review your assumptions, understand the limits, and take responsibility before exporting a package or running it in a user-controlled environment.