Methodology & Risk Disclosure

SFZ Capital is a software platform that provides tools for creating, backtesting, and deploying automated trading strategies. We are a technology company â€- not a financial advisor, broker-dealer, or investment manager.

• We provide the tools; you make the trading decisions
• Strategies are created by you using our visual bot creator
• Trades are executed through third-party brokers (e.g., Alpaca Markets)
• We do not manage your money or make investment recommendations

Strategy Creator: A visual interface for defining trading rules using technical indicators (EMA, RSI, MACD, Bollinger Bands, ATR). You set entry conditions, exit conditions, stop-losses, position sizes, and other parameters.

Backtesting Engine: Tests your strategy against historical market data. Results include metrics like win rate, Sharpe ratio, max drawdown, and individual trade logs. Backtests use historical data and cannot account for future market conditions.

Live Trading: Connects to Alpaca Markets API to execute trades based on your strategy rules. Paper trading mode is available for risk-free testing with simulated funds.

AI Forecasting: An optional feature that uses machine learning to generate directional predictions with confidence intervals. These are supplementary signals, not trading recommendations.

• Market risk: Asset prices can decline rapidly. Stop-losses may not execute at the expected price during market gaps or extreme volatility.
• Backtesting limitations: Past performance does not predict future results. Backtests cannot account for slippage, changing market conditions, liquidity constraints, or black swan events.
• Technology risk: Software, internet connections, and APIs can fail. Outages may prevent timely trade execution or position management.
• Overfitting risk: Strategies optimised too closely to historical data may perform poorly in live markets.
• Liquidity risk: Some assets may not have sufficient trading volume to execute orders at desired prices, especially during volatile periods.
• Regulatory risk: Trading regulations vary by jurisdiction and can change. It is your responsibility to comply with applicable laws.

• SFZ Capital does not provide investment advice, financial advice, tax advice, or legal advice.
• Content on this site (including research pages, learning materials, and strategy descriptions) is for educational and informational purposes only.
• No content on this platform constitutes a recommendation to buy, sell, or hold any financial instrument.
• You are solely responsible for your trading decisions and their consequences.
• Always consult a qualified financial advisor before making investment decisions.
• Never invest more than you can afford to lose.

If you have questions about our methodology, risk management features, or anything else, please reach out:

• Contact Sales â€- for business enquiries and demonstrations
• Support â€- for technical questions and account help
• Terms of Service â€- full legal terms
• Full Risk Disclosure â€- complete risk disclosure document