Investment Advice Policy
1. What PulseMarket Is
PulseMarket is a financial data aggregation and analytics platform for self-directed retail investors and traders. We help users understand market sentiment, analyze options opportunities, and track portfolios.
We provide:
- Sentiment scoring — aggregated analysis of social, news, and price data
- Options chain data — strikes, premiums, greeks, open interest
- Options screener — filter contracts by user-defined parameters
- Market overview — indices, sectors, fear & greed indicators
- Portfolio tracker — log and track your own positions
- Economic indicators — CPI, unemployment, Fed rates
- Insider activity — publicly filed SEC transactions
- News aggregation — financial headlines from public sources
2. What PulseMarket Is NOT
Not a Registered Investment Advisor
PulseMarket is not a Registered Investment Advisor (RIA) under the Investment Advisers Act of 1940. We do not provide personalized investment advice, manage assets, or exercise discretionary authority over any account.
Not a Broker-Dealer
PulseMarket is not a registered broker-dealer and does not execute or facilitate securities transactions. You must use a licensed broker to execute trades.
Not a Financial Planner
We do not assess your overall financial situation, tax circumstances, retirement needs, or estate planning considerations.
Not a Prediction Service
Sentiment scores and analytics are algorithmic outputs, not predictions of future price movements. No tool can reliably predict securities prices and PulseMarket does not claim to.
3. Understanding Sentiment Scores
A bull score of 75% means 75% of the weighted signals we analyzed at that moment were positive in tone. It does not mean:
- The stock price will go up
- It is a good time to buy
- Any specific options strategy is appropriate for you
- The signal will be accurate
A sentiment score is one data point among many. It should never be the sole basis for any investment decision.
4. Options Trading Risk
Options trading is complex and carries significant risks not suitable for all investors:
- Options can expire worthless — 100% loss of premium
- Selling cash-secured puts carries assignment risk
- Covered calls cap upside and do not eliminate downside risk
- Implied volatility can change rapidly
- Tax treatment is complex — consult a tax professional
Before trading options, we recommend completing the OCC's educational materials at optionseducation.org.
5. Appropriate Use
Appropriate:
- Screening for options opportunities to research further
- Gauging sentiment as one input to a broader thesis
- Tracking your own portfolio for personal record-keeping
- Educational exploration of options and market dynamics
Not appropriate:
- Making decisions based solely on PulseMarket scores
- Using screener results without additional due diligence
- Treating signal accuracy as a guarantee of future performance
6. Resources
- SEC Investor Education: investor.gov
- FINRA: finra.org/investors
- OCC Options Education: optionseducation.org
- CBOE Options Institute: cboe.com/education
Last updated: March 2026