Published: 2026-09-06 By HolyGrail Compliance & Legal

Educational Disclaimer & Financial Risk Disclosure

HolyGrail is an educational research and technical analysis platform designed to help users study market trends and historical chart patterns on a weekly timeframe. HolyGrail is not a registered investment advisor, broker-dealer, or financial analyst. All scanner outputs, case studies, indicators, setups, and market notes are published strictly for educational and informational purposes and do not constitute personalized investment advice or trade solicitations.


1. Impersonal Publisher Exemption (Lowe v. SEC)

Under Section 202(a)(11) of the Investment Advisers Act of 1940 and the United States Supreme Court ruling in Lowe v. SEC, 472 U.S. 181 (1985), HolyGrail operates under the statutory "publisher's exclusion." All technical patterns, indicator screens, commentaries, and historical performance tracking are:

No fiduciary duty or investment advisory relationship is created by accessing, reading, or using this website.


2. No Financial Advice or Recommendations

Nothing on HolyGrail—including setup classifications (ACTIVE SETUP, MONITORING, TRENDING, EXTENDED, INVALIDATED), resistance levels, chart overlays, indicator ratings, or commentary—constitutes a recommendation, solicitation, or endorsement to buy, sell, or hold any security, option, future, or other financial product. You should consult a qualified, licensed financial professional, certified financial planner, or tax advisor before making any financial commitments.


3. Risk of Total Loss in Equities & Options

Trading and holding public equities, exchange-traded funds (ETFs), and derivatives involves substantial risk of capital loss, including the possible loss of the entire invested principal.


4. Conflict of Interest & Position Disclosure

To ensure full transparency, users should assume that the operators, contributors, or authors of HolyGrail hold, may establish, or may liquidate personal long or short positions in any of the equities, ETFs, or option contracts mentioned or tracked on the platform. Such personal transactions may be executed at any time without prior notice and may align with or oppose any technical pattern displayed. HolyGrail does not manage outside capital or act as a counterparty to user trades.


5. Past Performance & Failed Setup Transparency

Any historical performance metrics, case studies (such as AMD or ARM), or scanner tracking figures displayed on HolyGrail are retrospective and illustrative. Past performance is no indicator or guarantee of future returns. Technical patterns frequently fail due to broader market drawdowns, macroeconomic shocks, earnings surprises, or liquidity dry-ups. We openly publish failed setups (including our Value Trap Case Study) to reinforce that risk mitigation and capital protection are fundamental.


6. Limitation of Liability

To the maximum extent permitted by applicable law, HolyGrail, its founders, operators, employees, and affiliates shall not be liable for any direct, indirect, punitive, incidental, special, or consequential damages, financial losses, lost profits, or lost opportunities resulting from the use or inability to use this platform, or reliance upon any chart pattern or information published herein. Your sole and exclusive remedy for dissatisfaction with this website is to cease using it.


7. Mandatory Individual Binding Arbitration & Class Action Waiver

By accessing or using HolyGrail, you agree that any dispute, claim, or controversy arising out of or relating to your use of this platform or these terms shall be resolved exclusively through final and binding individual arbitration, rather than in a court of law.

Class Action Waiver: You explicitly waive any right to bring or participate in any class-action lawsuit, collective action, private attorney general proceeding, or representative arbitration against HolyGrail, its creators, or affiliates. All claims must be arbitrated on an individual basis.


8. Customer Support & Inquiry Policy

The contact email holygrailsupport@gmail.com is designated strictly for technical site bug reporting, account troubleshooting, and platform inquiries. Site operators and support personnel will not provide individual stock tips, portfolio evaluations, personalized trade advice, or price forecasts. Any requests for personal financial guidance will be declined.