AI Policy
Investory uses AI to research, summarize, classify, and explain portfolio events. Strategy rules and user guardrails remain explicit and auditable.
No guaranteed returns
AI outputs are not promises of performance. Investing involves risk, including loss of principal.
Research support, not hidden prediction
AI checks filings, earnings, news, valuation context, and thesis drift. It should be able to say pause as often as it says add or trim.
Human and regulatory control
Execution features require explicit authorization, compliance controls, and appropriate adviser or broker-dealer review before launch.
Auditability
Every recommendation should include the rule trigger, research basis, portfolio risk impact, timestamp, and user action.
Data minimization
The product should only request the data needed to provide portfolio monitoring, research, risk, and support.