TizyCharts — Disclosure, Methodology & Conflicts Policy

Last updated: October 31, 2026

1. Scope of This Disclosure

This disclosure applies to all TizyCharts financial publications, strategy dashboards, newsletters, Substack Notes, Substack Chats, Telegram communications, website content, and other related publications.

It covers the following strategies, methodologies, and analytical services, including but not limited to:

Daily Swing Strategy
Weekly Rebalance Strategy
Alpha Four Strategy
Monthly Momentum Basket
The Next Trading Week
TopSwingV2
QuickTopSwing
Technical Setups and related tracking
Market analysis and technical market commentary
Related technical setups, strategy updates, and performance dashboards

TizyCharts publishes standardized, rules-based market analysis and documents the evolution of predefined technical and systematic investment strategies.

The same strategy rules and published information are made available to subscribers without considering the personal circumstances of individual readers.

Publisher identification

Publication: TizyCharts

Role: Independent publisher and author of TizyCharts financial content.

Contact: theextraincomestocks@gmail.com

Individual publications may also identify their author and publication date through the corresponding platform’s byline and metadata.

2. Impersonal and Standardized Content

TizyCharts content is standardized and impersonal.

It is not based on any reader’s:

financial situation;
investment objectives;
portfolio composition;
income or available capital;
investment experience;
risk tolerance;
tax position;
personal investment horizon.

TizyCharts does not provide personalized investment advice and does not determine whether any setup, security, allocation, or strategy is suitable for a specific reader.

TizyCharts does not:

manage subscriber portfolios;
receive money for investment;
hold subscriber assets;
execute or transmit trading orders;
connect to subscriber brokerage accounts;
determine position sizes for individual readers;
instruct individual readers to buy, sell, or hold securities based on their personal circumstances.

Strategy selections, model levels, and status updates describe the operation of standardized methodologies rather than individualized instructions.

Readers remain solely responsible for their own research, decisions, risk management, and execution.

The standardized nature of TizyCharts publications does not exclude the application of regulatory requirements concerning investment recommendations where such requirements are applicable.

3. Meaning of TizyCharts Levels and Statuses

TizyCharts uses standardized terminology across its publications, dashboards, and strategy updates.

Setup

A setup is a market condition identified and tracked according to the predefined rules of a TizyCharts strategy.

The publication of a setup does not necessarily mean that the strategy has been activated.

Activation Level or Activation Area

The activation level or area is the predefined price condition used by the strategy to determine whether a setup may become active.

An activation level is a model reference and not a guaranteed execution price.

Depending on the specific strategy, price reaching or crossing a level may require additional confirmation before an official model status change is recorded.

Active

A setup is described as active only after the relevant strategy conditions have been satisfied and the status has been updated through the official TizyCharts tracking process.

Invalidation Level or Invalidation Area

The invalidation level or area is a predefined reference used by the strategy to evaluate whether the original setup structure remains valid.

Reaching or crossing an invalidation reference does not necessarily represent an automatic execution instruction or an immediate status change.

Depending on the strategy, confirmation, closing-price conditions, timeframe rules, or additional structural criteria may be required.

The dashboard and official strategy updates provide the definitive recorded status.

Extension

An extension is a predefined model level used to measure the development of an active setup.

Extensions are not guaranteed price forecasts, promises of profit, or personalized exit instructions.

Closed or Invalidated

A setup is recorded as closed or invalidated only when the relevant strategy rules confirm the change of status.

The terms “active,” “closed,” “invalidated,” and “extension reached” describe the status of the TizyCharts tracking model.

They do not confirm that the publisher or any subscriber executed a corresponding transaction.

4. Price Data, Market Sources, and Publication Timing

Unless otherwise stated:

charts and market-price data are sourced primarily from TradingView;
regular-session market prices are used;
pre-market and after-hours prices are excluded from official model updates unless specifically identified;
U.S. market prices generally refer to the relevant U.S. listing or data feed shown on TradingView;
strategy updates are distributed through the relevant publication or communication platform.

Price data may differ between brokers, exchanges, and market-data providers because of:

different data feeds;
delayed quotations;
bid/ask spreads;
exchange selection;
rounding;
pre-market or after-hours trading;
corporate-action adjustments;
temporary data errors.

Model levels are reference values used by the strategy and should not be treated as guaranteed transaction prices.

Publication Dates and Timestamps

The publication timestamp displayed by Substack, Telegram, or the relevant platform generally identifies when information was disseminated.

The time when analysis was completed may differ from its publication time.

Where applicable, additional preparation, price-reference, or first-dissemination timestamps are provided within the publication or accompanying information.

TizyCharts aims to distinguish factual market data from interpretations, model assumptions, projections, and technical assessments.

5. Performance Terminology

TizyCharts publishes different types of strategy performance metrics according to the methodology being tracked.

These may include:

individual setup outcomes;
cumulative tracked outcomes;
monthly or yearly strategy results;
model portfolio returns;
annualized returns;
Compound Annual Growth Rate (CAGR);
backtested or simulated performance;
benchmark-relative performance.

Each metric should be interpreted according to its stated calculation methodology.

Cumulative Tracked Outcome

TizyCharts uses the term “cumulative tracked outcome” to describe the arithmetic sum of individual outcomes recorded under the applicable strategy’s published tracking rules.

For example:

The strategy has generated a cumulative tracked outcome of +X% since inception, calculated as the arithmetic sum of recorded outcomes and not as a compounded portfolio return.

A cumulative tracked outcome is:

the arithmetic sum of recorded setup outcomes;
non-compounded;
based on the stated rules of the relevant strategy;
separate from any subscriber’s personal account performance;
not automatically equivalent to the return of a fully funded investment portfolio.

TizyCharts does not describe cumulative tracked outcomes as compounded returns unless a different calculation methodology is explicitly identified.

Compounded and Annualized Performance

Certain strategies may report compounded model returns, annualized performance, or CAGR when calculated using an appropriate portfolio-based methodology.

Such figures represent the results of the specific model or calculation described in the corresponding strategy documentation.

They should not be confused with the arithmetic sum of individual setup outcomes.

Performance Reporting

Where applicable, TizyCharts separates:

outcomes from closed setups;
current outcomes from active setups;
monthly and yearly tracked outcomes;
cumulative outcomes since tracking began;
historical simulations and live tracking;
results produced under different risk-management models;
benchmark comparisons.

Positive and negative outcomes are included according to the published strategy rules.

Performance calculations may differ between strategies and should not be assumed to follow an identical methodology.

6. Tracked Outcomes, Model Results, and Actual Account Returns

The following terms have different meanings.

Tracked Outcome

A tracked outcome is calculated from setups documented under the predefined rules of a TizyCharts strategy.

It may use published activation, invalidation, extension, and closing conditions but does not necessarily represent an order executed in a brokerage account.

Model or Simulated Result

A model or simulated result represents the theoretical development of a standardized strategy under its stated assumptions.

Depending on the methodology, it may reflect historical backtesting, portfolio simulation, or systematic model tracking.

A simulated result may not include all real-world execution factors.

Backtested Performance

Backtested performance represents a historical simulation of a strategy using past market information and specific calculation assumptions.

Backtested results are hypothetical and do not establish that identical results could have been achieved through actual trading.

Historical simulations may be affected by data availability, assumptions, methodology selection, transaction costs, and market conditions.

Actual Account Return

An actual account return represents the performance of money held and traded in a real brokerage account, including actual:

entry and exit prices;
position sizes;
available cash;
commissions;
spreads;
slippage;
financing costs;
taxes;
currency effects;
compounding.

Unless a publication explicitly states otherwise, TizyCharts performance figures describe tracked, modeled, or simulated strategy results rather than independently audited brokerage-account returns.

TizyCharts does not claim that published model outcomes represent the personal return achieved by the publisher or any subscriber.

7. Costs, Slippage, and Execution Differences

Unless specifically stated, tracked strategy outcomes may not include:

brokerage commissions;
bid/ask spreads;
slippage;
taxes;
financing costs;
margin interest;
currency-conversion costs;
differences caused by execution delays.

Actual results may therefore differ materially from published tracked outcomes.

A reader may also be unable to obtain the exact reference price shown in a publication or dashboard.

Execution differences may be particularly significant during periods of increased volatility, reduced liquidity, earnings announcements, or market gaps.

Strategy performance should be evaluated in light of these limitations.

8. Conflicts of Interest and Personal Trading Policy

Publication Revenue and Independence

TizyCharts is funded primarily through reader subscriptions.

TizyCharts does not receive compensation from the companies or issuers covered in its strategy publications.

TizyCharts does not accept payment from an issuer in exchange for:

publishing a setup;
giving a positive or negative opinion;
including a security in a strategy;
changing an activation or invalidation level;
promoting a particular financial instrument.

Strategy selections are determined according to the rules and methodologies applicable to each strategy.

Personal Investments

The publisher regularly invests personal capital in securities that may also be selected, tracked, or discussed within TizyCharts strategies.

Accordingly, the publisher may hold a direct financial interest in securities included in strategy publications and dashboards.

The publisher may own securities previously selected by TizyCharts strategies and may subsequently increase, reduce, or close personal positions.

As a general practice, new strategy selections are made available to subscribers before the publisher places corresponding personal trades.

When the publisher decides to invest in newly selected securities, personal purchases generally take place at or after the opening of the regular U.S. market session, following the publication of the relevant strategy selections.

Personal transactions may differ from model strategy activity in terms of:

timing;
execution prices;
position sizes;
portfolio allocation;
holding periods;
final results.

TizyCharts strategy dashboards describe model activity and do not represent the publisher’s personal brokerage-account transactions.

Disclosure of Potential Conflicts

Because the publisher may personally hold or trade securities included in TizyCharts strategies, potential financial conflicts of interest may exist.

The publisher’s personal trading activity and potential financial interests in securities covered by the publication are disclosed through this policy.

Where a material security-specific personal interest or other conflict of interest exists, additional disclosures will be provided in the relevant strategy publication or dashboard, as applicable and required.

Such disclosures may identify existing holdings, relevant intended transactions, or other circumstances that could reasonably be expected to affect the objectivity of the information presented.

A reference to this general policy provides additional context but does not replace any specific disclosure required in an individual publication.

Personal Trading and Market Integrity

The publisher does not use TizyCharts publications for the purpose of manipulating market prices or exploiting subscriber reactions to published strategy information.

TizyCharts strategies follow predefined methodologies, and the publisher’s personal investment activity does not determine or retrospectively alter official strategy selections or recorded outcomes.

Subscription revenue does not depend on the inclusion, exclusion, or direction of any particular security.

9. Strategy Updates and Communication Policy

TizyCharts publishes strategy updates when relevant events occur under the rules of the applicable methodology.

These events may include:

new setup publication;
activation;
extension reached;
invalidation;
closure;
strategy switch-off;
earnings-related closure;
portfolio rebalancing;
changes in strategy selections;
material structural changes.

Some updates may be published as reminders before an official model status change.

A reminder does not mean that the setup has activated, invalidated, or closed.

Dedicated Strategy Communication Channels

TizyCharts may maintain separate Substack Chats or other communication channels for individual strategies, including:

Alpha Four;
Weekly Rebalance;
Monthly Momentum Basket;
Daily Swing.

These channels are intended to organize strategy-specific information and make updates easier for subscribers to follow.

A separate general-support chat may also be available for subscription questions, methodology explanations, and general discussions.

Access to a particular strategy or communication channel does not constitute a personalized recommendation or an assessment of its suitability for an individual subscriber.

Official Strategy Records

The relevant dashboard and published strategy documentation provide the official recorded status of the model.

The frequency of updates depends on market activity and the rules of the applicable strategy.

There is no guarantee that every setup will generate frequent updates.

Readers should refer to the applicable strategy methodology and dashboard for the most complete available information.

10. Corrections, Methodology Changes, and Historical Records

TizyCharts aims to preserve an accurate chronological record of setups, activations, invalidations, extensions, closures, strategy selections, and performance updates.

If an error is identified, TizyCharts may correct:

a price;
a date;
a ticker;
a calculation;
a setup status;
a portfolio selection;
a chart or data-entry mistake.

Material corrections will be identified where appropriate.

Corrections are intended to repair factual or calculation errors and not to remove unsuccessful setups or retrospectively improve historical results.

Methodology Changes

Strategy rules may be modified prospectively.

Material changes to a methodology will be disclosed and will not be silently applied to prior results.

Where methodologies, assumptions, or calculation methods differ between historical periods, relevant differences will be identified where appropriate.

Historical Transparency

Historical tracking and performance records are intended to reflect the methodology and assumptions applicable to the relevant period.

Changes to strategy presentation or reporting terminology do not, by themselves, alter previously recorded outcomes.

11. Risk Warning

Trading and investing involve risk, including the potential loss of invested capital.

Financial instruments may experience:

rapid price movements;
market gaps;
losses greater than expected;
low liquidity;
increased volatility;
failed breakouts;
false activations;
delayed execution;
differences between model prices and executable prices;
extended drawdowns;
prolonged periods of underperformance.

An activation does not guarantee a positive result.

An extension may never be reached.

An invalidation level does not guarantee that a position can be closed at that exact price.

Past performance, tracked outcomes, and historical simulations do not guarantee future results.

A strategy that performed positively in previous market conditions may perform differently or generate losses in the future.

Diversification, systematic rules, and predefined risk-management methodologies do not eliminate investment risk.

12. No Guarantee of Results

TizyCharts does not guarantee:

profits;
successful activations;
achievement of extensions;
specific yearly or cumulative outcomes;
achievement of performance objectives;
recovery of losses;
performance equal to historical tracking;
results equal to those shown in a model or dashboard;
outperformance of a benchmark.

Any strategy objective, expected return, benchmark comparison, or historical performance figure should be interpreted according to its stated methodology and assumptions.

Performance figures describe past tracked activity, modeled performance, or historical simulations under stated rules.

They are not promises or guarantees of what a subscriber will earn.

13. Independent Decision-Making

Every reader must independently determine whether to:

monitor a security;
open or close a position;
choose a position size;
use leverage;
use a stop;
follow an activation or invalidation level;
apply any TizyCharts strategy.

TizyCharts does not assess the suitability of individual securities or strategies for specific subscribers.

Nothing published by TizyCharts should be interpreted as confirmation that a particular financial decision is suitable for an individual reader.

Readers remain responsible for independently evaluating investment risks and determining whether any strategy or financial instrument is appropriate for their circumstances.

Where necessary, readers should obtain advice from an appropriately authorized professional who can assess their personal financial circumstances.

14. Access to This Disclosure

This disclosure is publicly and freely accessible at:

https://tizycharts.com/disclosure/

TizyCharts publications, strategy dashboards, newsletters, and relevant communications may link to this page for further information regarding:

methodology;
terminology;
market-data sources;
performance calculations;
personal investments;
conflicts of interest;
risk warnings;
update policies;
corrections and historical tracking.

This disclosure applies to both free and paid content unless otherwise specified.

Additional security-specific or publication-specific disclosures may be provided when relevant.

This policy may be updated when the publication, its strategies, operational practices, or applicable requirements change.

The latest version available at this address supersedes previous versions as a statement of the current policy, without altering the historical record of earlier communications or disclosures.

TizyCharts — Independent, Rules-Based Market Analysis.