Financial Disclaimer

What Rebalancer Is

• A visualization tool that displays your portfolio data from Public.com.
• An analysis tool that calculates diversification metrics and risk indicators.
• An AI-powered insight generator that provides educational commentary on your portfolio.
• A snapshot tool to track your portfolio over time.

What Rebalancer Is NOT

• NOT a registered investment advisor - We are not licensed or registered to provide investment advice.
• NOT a broker or dealer - We do not execute trades or manage your investments.
• NOT a financial planner - We do not provide personalized financial planning.
• NOT a fiduciary - We have no fiduciary duty to you regarding your investments.
• NOT affiliated with Public.com - We are an independent third-party tool.

AI Analysis Limitations

The AI-generated analysis and recommendations are produced by large language models and may:

• Contain errors, inaccuracies, or outdated information.
• Miss important factors relevant to your personal financial situation.
• Not account for tax implications, your risk tolerance, or financial goals.
• Generate generic advice not suited to your specific circumstances.
• Be based on incomplete or misinterpreted portfolio data.

Never make investment decisions based solely on AI-generated recommendations.

Investment Risks

All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. The value of investments can go down as well as up, and you may get back less than you invest.

• Stock prices can be volatile and may decline significantly.
• Diversification does not guarantee profits or protect against losses.
• Portfolio rebalancing may result in taxable events.
• Market conditions can change rapidly and unexpectedly.

Your Responsibility

Before making any investment decision, you should:

• Consult a qualified financial advisor who can assess your individual circumstances.
• Do your own research and due diligence on any investment.
• Consider your risk tolerance, investment timeline, and financial goals.
• Understand the tax implications of any investment decisions.
• Never invest more than you can afford to lose.

No Warranties

The information provided on Rebalancer is provided "as is" without any warranties, express or implied. We do not warrant the accuracy, completeness, or usefulness of any information. We are not responsible for any errors or omissions, or for the results obtained from the use of this information.

Limitation of Liability

Under no circumstances shall Hasher Technologies LLC or its affiliates be liable for any direct, indirect, incidental, special, consequential, or punitive damages arising from:

• Your use of or reliance on the information provided by Rebalancer.
• Any investment decisions you make based on our analysis or recommendations.
• Any losses you incur in your investment portfolio.
• Any errors or inaccuracies in the data or analysis.