Effective Date: March 1, 2026 · Last Updated: April 4, 2026
⚠️ Important Notice
CoverEdge is a portfolio tracking and analytics tool. CoverEdge is NOT a registered investment adviser, broker-dealer, financial planner, or fiduciary. Nothing on this platform constitutes investment advice, financial advice, trading advice, or any other sort of professional advice.
All information, data, analytics, roll recommendations, research tools, performance metrics, and other content provided through CoverEdge (“the Service”) are for informational and educational purposes only. The Service is designed to help you track and organize your own covered call and covered put strategies — it does not tell you what to buy, sell, or trade. The Service does not execute trades, manage assets, or provide personalized investment advice.
No content on the Service should be interpreted as a recommendation, solicitation, or offer to buy or sell any securities, options, or other financial instruments.
CoverEdge, LLC is not a registered investment adviser, broker-dealer, commodity trading adviser, futures commission merchant, or financial planner. CoverEdge, LLC is not registered with the U.S. Securities and Exchange Commission (SEC), the Financial Industry Regulatory Authority (FINRA), the Commodity Futures Trading Commission (CFTC), the National Futures Association (NFA), or any other federal, state, or international regulatory authority.
Nothing provided through CoverEdge should be construed as investment, legal, tax, or accounting advice. Users are solely responsible for consulting qualified professionals for advice tailored to their individual situation.
Options trading involves substantial risk of loss and is not appropriate for all investors. Before trading options, you should:
Covered call strategies, while often considered lower-risk than other options strategies, still carry risks including opportunity cost from capped upside, potential losses on the underlying stock position, and assignment risk. Covered put (cash-secured put) strategies carry the risk of being assigned shares at prices above the current market value.
Market data displayed in CoverEdge — including stock prices, option premiums, Greeks (delta, theta, etc.), implied volatility, and other financial data — is sourced from third-party providers (such as Tradier and Finnhub) and may be:
The Service is provided “as is” and “as available” without warranties of any kind, either express or implied, including but not limited to warranties of merchantability, fitness for a particular purpose, or non-infringement. CoverEdge, LLC makes no representations or warranties regarding the accuracy, completeness, timeliness, availability, reliability, or security of any content, analytics, or calculations provided through the Service.
Always verify critical data with your broker or other authoritative sources before making trading decisions.
Historical performance data, win rates, premium income totals, annualized returns, and other backward-looking metrics displayed in CoverEdge are based on your own entered or imported trade data. Past performance is not indicative of future results. Hypothetical, backtested, or model-driven returns do not represent actual trading outcomes.
Performance metrics, projections, and analytics shown in the Service are provided for tracking purposes only and should not be relied upon as predictors of future performance.
CoverEdge’s roll recommendations, research screener, and weekly review features use algorithms to identify potential covered call opportunities based on your configured preferences (delta range, premium minimums, DTE targets, etc.).
These are not trade recommendations. They are algorithmic suggestions based on the parameters you set and publicly available market data. CoverEdge does not consider your complete financial picture, tax situation, or suitability when generating these suggestions. You are solely responsible for evaluating and acting (or not acting) on any information presented.
No fiduciary, advisory, investment-adviser, attorney-client, or other professional relationship is created between you and CoverEdge, LLC by your use of the Service. We owe you no duty of care, loyalty, or best execution. You acknowledge that you are using the Service at your own risk and are solely responsible for your own investment decisions.
CoverEdge is not a tax preparation tool. While the Service tracks realized gains/losses and premium income, these figures are for informational tracking purposes only and should not be used as the sole basis for tax reporting.
Options taxation can be complex (wash sale rules, constructive sales, straddle rules, etc.). Always consult a qualified tax professional for advice specific to your situation. CoverEdge, LLC is not responsible for any tax reporting errors or liabilities arising from reliance on data displayed in the Service.
The Service is operated from the United States and is intended primarily for U.S.-based users. CoverEdge makes no representation that the Service is appropriate, available, or permitted in any particular jurisdiction outside the United States.
Users are solely responsible for ensuring that their use of the Service complies with all applicable local, state, federal, and international laws, regulations, and investment suitability requirements in their jurisdiction. Accessing the Service from jurisdictions where its content or use may be restricted or prohibited is done at the user’s own risk.
CoverEdge does not trade on behalf of users, manage user assets, or endorse any specific securities, options contracts, or trading strategies. The Service is a portfolio tracking and analytics tool — not a market participant.
CoverEdge, LLC, its owners, or its affiliates may, from time to time, hold personal positions in securities or options that appear in analytics, research results, or examples within the Service. Such holdings are incidental and personal in nature; they do not constitute a recommendation or create a conflict of interest in the delivery of the Service.
The Service integrates with or relies upon third-party brokerage platforms (via SnapTrade), market data providers (such as Tradier and Finnhub), AI/LLM providers, payment processors, and other external services. CoverEdge, LLC is not responsible for any failures, delays, outages, disruptions, data loss, or inaccuracies caused by such third-party systems.
Brokerage connections through SnapTrade are read-only — CoverEdge cannot place, modify, or cancel trades in your brokerage account. However, CoverEdge cannot guarantee the uninterrupted availability, accuracy, or security of data transmitted through any third-party integration. You should always verify account and position data directly with your broker.
All algorithms, models, analytical methods, roll-scoring logic, research parameters, data structures, and outputs generated by the Service constitute proprietary intellectual property of CoverEdge, LLC. Users are granted a limited, non-exclusive, non-transferable right to use the Service for its intended personal portfolio-tracking purpose only.
Reverse engineering, decompilation, scraping, systematic downloading, redistribution, or unauthorized commercial use of any analytics, outputs, or underlying logic of the Service is strictly prohibited.
The Service may, from time to time, contain affiliate links, referral programs, or sponsored content. Where such relationships exist, they will be clearly disclosed. The presence of affiliate or sponsored content does not constitute an endorsement, recommendation, or guarantee by CoverEdge, LLC of any third-party product, service, or security.
By using CoverEdge, you acknowledge and agree that:
TO THE FULLEST EXTENT PERMITTED BY LAW, COVEREDGE, LLC, ITS OWNERS, OFFICERS, EMPLOYEES, AFFILIATES, CONTRACTORS, AND AGENTS SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, PUNITIVE, OR CONSEQUENTIAL DAMAGES ARISING FROM OR RELATED TO YOUR USE OF THE SERVICE, INCLUDING WITHOUT LIMITATION:
CoverEdge, LLC reserves the right to modify, update, or replace this Disclaimer at any time, with or without prior notice. The “Last Updated” date at the top of this page reflects the most recent revision. Continued use of the Service following any changes constitutes your acceptance of the updated Disclaimer.
We encourage you to review this Disclaimer periodically to stay informed of any changes.
If you have questions about this disclaimer, please contact us:
CoverEdge, LLC
1034 Acclivis Way
Newcastle, OK 73065
legal@coveredge.io
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