Disclosures

Effective date: July 5, 2026

This page explains how LikeFolio's research is built, how our track record is published, and how we handle potential conflicts of interest. It supplements our Investment Disclaimer and Terms of Service, and we keep it current as the product evolves.

1. How We Build Our Research (Methodology)

LikeFolio ranks stocks by blending three lenses:

• Main Street — consumer-demand signals aggregated from public web and social data plus web-visit panels, measuring how real-world demand for a company's products and services is trending;
• Wall Street — market sentiment and analyst-side context for the same companies;
• LikeFolio Score — our composite score that blends the Main Street and Wall Street readings into a single ranking, from which our recommendations are derived.

The pipeline works roughly like this: raw consumer signals are collected from public sources and panels, cleaned, and mapped to publicly traded companies; each company's demand trend is measured against its own history rather than against an arbitrary benchmark; the Wall Street lens adds market context; and the blend produces the LikeFolio Score. Scoring rules are maintained centrally and applied consistently, so a given set of inputs always produces the same score, and scores refresh as new data arrives — which means a company's score and recommendation can change at any time, without notice.

The methodology is systematic, but publishing is not fully automatic: which companies to feature, when to open or close a model-portfolio position, and what commentary to attach involve analyst judgment applied on top of the data. All outputs are research opinions, not guarantees — see the Investment Disclaimer.

A note on what the score is not: the LikeFolio Score is not a price target, a fair-value estimate, or a valuation model. It ranks companies by the strength of their consumer-demand and sentiment picture, and our recommendations translate those rankings into research opinions — how to weigh them is covered in the Investment Disclaimer.

2. Track-Record Conventions

When we publish performance, we follow these conventions so the record is honest and auditable:

• Closed positions are published with dates. Track-record entries show entry and exit dates and the prices used to compute results, so anyone can check the arithmetic against market history.
• Wins and losses are both shown. The published track record includes losing positions, not just winners. We do not remove losers from the record.
• Closed results stay closed. Once a position is closed and published, its dates and result remain in the record as published; open positions show tracked profit-and-loss that moves with the market until close.
• Highlights are labeled as selected examples. Marquee results featured in marketing are individual selected examples, and the scope they are drawn from (for example, a specific portfolio or time period) is labeled. They are chosen because they are impressive — they are not averages and are not representative of every position or of any member's overall results.
• Aggregates cover the full labeled scope. When we publish summary statistics — such as win rates or average results — they are computed from all closed positions in the labeled scope, losses included, not from a hand-picked subset.
• Model-portfolio figures are tracked, not traded. Published profit-and-loss is calculated from tracked positions, not from a real-money managed account, and does not reflect commissions, fees, taxes, spreads, or slippage. Your results from acting on the same research would differ, possibly materially.

3. Personal Trading by Our Team

Members of the LikeFolio team may personally hold, buy, or sell securities discussed on the Service, including positions that appear in the model portfolios. Two things keep this honest:

• No front-running. Team members do not trade a security ahead of an upcoming model-portfolio publication about it in order to act before members can, or to benefit from any effect of the publication.
• Positions do not move scores. LikeFolio Scores and recommendations are produced by the data methodology described above; a team member's personal holdings have no input into them.

You should nonetheless read all Content with the understanding that people who research a company closely often own stocks they believe in, and that a team member discussing a company may hold a position in it. We describe this policy at the team level and do not publish a position-by-position register of individual holdings; if a specific piece of content warrants an individual disclosure, it will appear alongside that content.

4. Compensation and Affiliate Disclosure

LikeFolio's revenue comes from memberships (Model Portfolios and LikeFolio Pro), developer API subscriptions and credit purchases, and enterprise data licensing. That alignment matters: we make money when our research is worth paying for — not from your trades, and not from the companies we cover.

• We are not compensated by any company we cover to feature, rate, or recommend its stock, and we do not run paid stock promotions.
• We currently have no affiliate or referral relationships that pay us based on the recommendations we publish, and no brokerage sends us order-flow or commission revenue.

If any of this ever changes — a sponsorship, an affiliate link, or any compensated relationship touching our content — we will disclose the relationship clearly alongside the affected content and update this page.

5. Free and Paid Content

Free and guest access shows a subset of our research; paid memberships unlock the rest — full recommendations, model portfolios, and live trade detail. The boundary is about how much you see, not what the data says: we do not alter scores or results by tier, and members see more numbers, not different ones. Marketing pages and free surfaces may feature selected examples drawn from the paid product; those follow the highlight-labeling conventions in Section 2.

6. Data Sources and Panel Limitations

Our consumer-demand signals are aggregated from public web and social data and from web-visit panels. Useful as they are, these sources have inherent limitations you should understand:

• Panels are samples. Web-visit panels observe a subset of consumers and are extrapolated; they can under- or over-represent certain demographics, platforms, or regions.
• Public data shifts. Social platforms change their APIs, reach, and user behavior over time, which can affect signal continuity and comparability across periods.
• Mapping is imperfect. Linking consumer chatter and web activity to the right public company involves classification that can occasionally misattribute activity — especially for conglomerates, shared brand names, and companies with overlapping product lines.
• Data arrives on a delay. Signals reflect the most recently completed collection and processing, not a real-time feed of consumer activity.
• Methodology evolves. When we materially improve how a signal is computed, comparability with older readings can be affected; we aim to apply changes consistently across history where feasible.
• Coverage is finite. We cover companies where consumer-demand data is meaningful; the absence of a company from the Service is a data-availability decision, not a negative view of the company.
• Demand is one input. Consumer-demand strength does not always translate into revenue, earnings, or stock performance, and stocks move on plenty of factors our data does not capture.

We monitor and refine these pipelines continuously, but all data is provided on a best-effort basis without warranty of accuracy or completeness. If you believe a published figure is wrong — a price, a date, a track-record result — email [email protected]; we investigate reports and correct material errors.

7. Guarantee Mechanics (Model Portfolios)

The Model Portfolios membership carries a 30-day money-back guarantee, and it is deliberately automatic: cancel within 30 days of your initial purchase — via the Stripe billing portal in your account Settings — and your payment is refunded to your original payment method without any request, form, or negotiation. The cancellation itself triggers the refund, so getting your money back never depends on a support queue or a persuasive email. Once the refund is issued, membership access ends; how quickly the money lands depends on your card issuer's processing times.

Scope: the guarantee applies to your first Model Portfolios purchase only. It does not apply to Model Portfolios renewals, to LikeFolio Pro, to developer API plans or credit packs, or to enterprise licenses. Full terms are in Section 6 of the Terms of Service.

8. API and Enterprise Data Licensing

The same signals that power the Service are available programmatically through our developer API — a free key tier plus paid monthly tiers with credit allowances, metered overage, and optional credit packs — and, for larger-scale or redistribution use, through enterprise data-licensing agreements.

API access licenses the data for a customer's internal applications and analysis; resale, syndication, or redistribution of the data requires a separate signed enterprise agreement, which also specifies delivery, permitted uses, and any service commitments. API and enterprise customers receive data subject to the same methodology characteristics and best-effort accuracy limitations described in Sections 1 and 6, as further specified in their agreements — licensing the data does not upgrade it from research to advice, and licensees are responsible for their own regulatory obligations in whatever they build. Interested parties can reach us at [email protected].

Questions about anything on this page: [email protected].