AI-Assisted Review Overview

Purpose

AI-assisted review can summarize rules, explain assumptions, flag missing context, and draft review notes for the user.

Not advice

AI-assisted output is not investment advice, legal advice, tax advice, broker advice, or a recommendation to trade.

Useful inputs

• Strategy rules.
• Assumptions.
• Historical report summaries.
• Risk settings.
• User questions.

User checks

Users must review AI output for accuracy, completeness, suitability, and current relevance.