{
  "publisher": "Wealthoak Advisory LLP",
  "updated": "2026-10-18",
  "scope": "Publication status; not an operational audit",
  "claims": [
    {
      "id": "platform",
      "title": "Software, data and analytics",
      "status": "Documented scope",
      "category": "Identity",
      "summary": "Wealthoak.ai is operated by Wealthoak Advisory LLP. The platform provides market analytics and automation tools; it does not take custody of client capital or provide investment advice.",
      "source": "/about/",
      "required": "Company identity and the product boundaries published on this website."
    },
    {
      "id": "engines",
      "title": "Atlas and Falcon",
      "status": "Design description",
      "category": "Models",
      "summary": "Atlas describes a patient trend-following approach; Falcon describes a faster momentum approach. These are design descriptions, not measured risk or return forecasts.",
      "source": "/technology/models/",
      "required": "A model-specific version, eligible instruments, signal rules, testing window and approved evaluation report before publishing measured results."
    },
    {
      "id": "performance",
      "title": "Historical and live performance",
      "status": "Report not published",
      "category": "Research",
      "summary": "This library does not currently publish a verified Atlas or Falcon performance series. No uniform historical coverage period, audited return, Sharpe ratio or drawdown is asserted here.",
      "source": "/performance/",
      "required": "Dated source series, model version, capital basis, costs, cash-flow treatment, benchmark, testing protocol and publication approval."
    },
    {
      "id": "execution",
      "title": "Execution quality",
      "status": "Benchmark not published",
      "category": "Execution",
      "summary": "A signal, an accepted order and an exchange fill are different events. No platform-wide fill-rate or latency benchmark is published in this library.",
      "source": "/technology/execution/",
      "required": "Broker, instrument, region, sample period, sample count, timestamp definitions and p50/p95/p99 observations, including failures."
    },
    {
      "id": "integrations",
      "title": "Broker availability",
      "status": "Confirm before connecting",
      "category": "Availability",
      "summary": "Availability depends on the broker, account, market and enabled permissions. A broker name or logo is not confirmation that a particular integration is live for your account.",
      "source": "/integrations/",
      "required": "A dated broker-specific acceptance test and supported account/market matrix before marking an integration verified live."
    },
    {
      "id": "security",
      "title": "Security and independent assurance",
      "status": "Assessment not published",
      "category": "Trust",
      "summary": "Security objectives and custody boundaries are documented separately from independent assurance. This library does not claim a published security certification or third-party audit.",
      "source": "/trust/",
      "required": "An assessor-issued report with scope, date, limitations, findings and permission to publish."
    }
  ]
}