TRUST / COMPARISON DISCLOSURES

Historical evidence is not an investment recommendation.

PortfolioCompare helps users examine portfolio rules and historical comparisons. It does not determine whether a portfolio is suitable for a specific person.

01

Past performance

Historical results do not guarantee future outcomes. Backtests are sensitive to data coverage, asset proxies, costs, rebalancing, taxes, inflation, and the selected period.

02

No personalized advice

The product does not provide individualized recommendations, brokerage execution, custody, or suitability assessments.

03

Coverage

The planned market coverage centers on US-market stocks, ETFs, gold, and bonds for international users. A-shares and mainland China users are outside the product scope.