Dossier Terminal provides market intelligence tools, not investment advice. The information, analysis, and content generated by the Platform — including all output from James, daily dossiers, thesis assessments, behavioral observations, and research briefs — is for informational and educational purposes only and should not be construed as a recommendation, solicitation, or offer to buy or sell any security or financial instrument.
Dossier Terminal, Ltd. is not a registered investment advisor, broker-dealer, or financial planner. We are not registered with the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), or any state securities regulatory authority. None of the information provided through the Platform should be interpreted as personalized investment advice.
You should consult with a qualified financial advisor, tax professional, or attorney before making any investment decisions. The use of Dossier Terminal does not create an advisory relationship between you and Dossier Terminal, Ltd.
James is powered by artificial intelligence. AI systems are probabilistic and can produce responses that are:
All AI-generated content should be independently verified before being used as the basis for any financial decision. The Platform includes safeguards and risk detection systems, but these cannot catch every error or prevent all misleading output.
Market data displayed on the Platform is sourced from third-party data providers and may be delayed, inaccurate, or incomplete. Portfolio data is provided through Plaid Inc. and may differ from the records maintained by your brokerage. Historical price data, financial statements, and economic indicators are provided "as is" without warranty of accuracy.
We make commercially reasonable efforts to provide accurate information but make no warranty, express or implied, regarding the accuracy, completeness, timeliness, or reliability of any information on the Platform.
Investing in securities, including stocks, bonds, ETFs, options, futures, forex, and cryptocurrencies, involves substantial risk, including the potential for complete loss of principal. Past performance does not guarantee future results. No analysis, model, or algorithm — including those used by Dossier Terminal — can predict future market movements with certainty.
Specific risks include but are not limited to:
Nothing on this Platform constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any security or financial product. When James presents analysis, scenarios, or observations about specific securities, these are informational tools designed to support your own research — not directives to trade.
The mention of specific securities, companies, or financial instruments within the Platform does not constitute a recommendation to purchase, sell, or hold those instruments.
The Platform integrates with third-party services including Plaid (portfolio connectivity), Stripe (payments), Anthropic (AI models), and various market data providers. We are not responsible for the accuracy, reliability, or availability of these third-party services. Your use of these services is subject to their respective terms and privacy policies.
Your use of Dossier Terminal does not create a fiduciary, advisory, professional, or any other type of relationship between you and Dossier Terminal, Ltd., its officers, directors, employees, or agents, other than as a user of a software service under these terms.
This disclaimer and all aspects of the Platform are governed by the laws of the State of Delaware, United States. The Platform may not be suitable for use in all jurisdictions. You are responsible for ensuring that your use of the Platform complies with the laws of your jurisdiction.
Email: legal@dossierterminal.ai
Entity: Dossier Terminal, Ltd.
Incorporated: Delaware, United States