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AI Transparency

Last Updated: August 2026

Why We Use AI

Artificial intelligence helps make financial research faster, easier to understand, and more consistent.

Our goal is not to replace human judgment.

Our goal is to help you think more clearly.

You remain the decision maker.

What AI Helps With

Depending on the feature, AI may assist with:

  • Summarizing earnings calls

  • Explaining SEC filings

  • Drafting investment theses

  • Highlighting financial trends

  • Comparing companies

  • Organizing research notes

  • Identifying changes in business quality

  • Surfacing potential risks for further investigation

  • Summarizing spending behavior

  • Drafting documentation

AI is designed to reduce research time, not replace research.

What AI Does NOT Do

Oranro AI does not:

  • Recommend buying securities

  • Recommend selling securities

  • Tell you what to invest in

  • Execute trades

  • Move money

  • Access your brokerage credentials

  • Override your decisions

  • Guarantee outcomes

You remain fully responsible for your financial decisions.

Human Judgment Comes First

Every AI response should be treated as a starting point for analysis.

We encourage users to:

  • Review original filings

  • Verify important facts

  • Challenge assumptions

  • Form independent conclusions

Good investing requires judgment.

AI is only one input.

Evidence Before Opinion

Whenever possible, Oranro grounds AI responses using source material such as:

  • SEC filings

  • Earnings releases

  • Company presentations

  • Public financial statements

  • Historical financial data

  • Research created by you

Where evidence is available, AI should point back to it.

AI May Be Wrong

Like any analytical tool, AI has limitations.

Responses may occasionally:

  • misunderstand context

  • contain factual mistakes

  • omit important information

  • reflect incomplete public data

  • oversimplify complex topics

If something appears incorrect, you should verify it using primary sources.

No Hidden Recommendations

Our AI is intentionally designed to avoid recommendation language.

You should not expect responses such as:

  • Buy this stock.

  • Sell immediately.

  • This company will outperform.

  • This investment is guaranteed.

Instead, Oranro focuses on:

  • explaining

  • comparing

  • highlighting evidence

  • presenting uncertainty

  • surfacing tradeoffs

Research Over Predictions

Our philosophy favors understanding businesses over predicting prices.

Whenever possible, AI focuses on:

  • business quality

  • capital allocation

  • competitive advantages

  • operating performance

  • valuation assumptions

  • long-term trends

rather than short-term market movements.

Your Research Stays Yours

Investment theses, notes, journals, and research created within Oranro belong to you.

They are used only to provide the functionality you request.

We do not publish your research or use it to train public AI models.

Transparency Matters

When AI reaches a conclusion, we aim to explain:

  • what evidence was considered

  • what assumptions were made

  • where uncertainty exists

  • what information is missing

We believe explainability is more valuable than confidence.

Continuous Improvement

Our AI models, prompts, and workflows evolve over time.

As improvements are introduced, responses may differ from earlier versions.

We continuously evaluate AI performance with the goal of improving:

  • accuracy

  • consistency

  • explainability

  • transparency

Our Philosophy

Technology should make financial research more understandable.

Not more mysterious.

If AI cannot explain why it reached a conclusion, it should not expect you to trust it.

Questions

Questions about AI or how it works?

Please contact us