Disclaimer

Not investment advice

Castling Financial is owned and operated by Castling Holdings LLC ("we," "us," or "the Service"). We provide financial data, metrics, and visualizations for informational and educational purposes only. Nothing on this site constitutes, or is intended to constitute, investment, financial, legal, tax, accounting, or other professional advice, or a recommendation, offer, or solicitation to buy, sell, or hold any security or to pursue any investment strategy. You should not treat any content on the Service as such.

We are not a registered investment adviser, broker-dealer, or financial planner, and no fiduciary or advisory relationship is created by your use of the Service. Before making any financial decision, consult a qualified professional who is aware of your individual circumstances.

Data sources and accuracy

Financial data displayed on the Service is derived primarily from public filings made available through the U.S. Securities and Exchange Commission (SEC) EDGAR system and is processed, standardized, and reformatted by automated systems. We are not affiliated with, endorsed by, sponsored by, or acting on behalf of the SEC. References to SEC filings are descriptive only.

Data on the Service originates from third-party public filings and is processed by automated systems. While we work to keep our data accurate, source filings may themselves contain errors or be later restated, and automated processing can introduce inaccuracies. We therefore provide all data on an "as is" basis without warranty of accuracy, completeness, or timeliness, and you should verify any figure against the original source filing before relying on it.

Castle AI and automated outputs

Castle AI chat and MCP-connected assistants may generate natural-language answers that reference filing-backed tools and warehouse data. Model outputs can still be wrong, incomplete, or misinterpreted. Retrieval from filings reduces, but does not eliminate, hallucination risk. Do not rely on AI outputs as investment advice or as a substitute for reading the underlying filings.

Your Castle AI conversation history is stored locally on your device, not on our servers. By using Castle AI you agree that your chats may be reviewed and used to improve our AI models.

No guarantees and your responsibility

Past performance is not indicative of future results. All investments involve risk, including the possible loss of principal. Any decisions you make based on information from the Service are made at your own risk and are your sole responsibility. You are solely responsible for conducting your own due diligence.

Limitation of liability

To the fullest extent permitted by law, Castling Holdings LLC and its officers, employees, and agents shall not be liable for any loss or damage of any kind arising out of or in connection with your use of, or reliance on, any content or data provided by the Service.

Subscriptions and payments

Paid suite tiers, billing, renewals, and cancellations are governed by our Terms of Service. How we handle personal and advertising measurement data is described in our Privacy Policy. This disclaimer does not change those documents.

Contact

Questions about this disclaimer can be sent to support@castlingfinancial.com.