Company, methodology and policies.
Reference information about Jason Wheel Research LLC, how published research is built, how corrections are handled, how product data is protected and which documents govern the service.
Company information.
Jason Wheel is a product and service brand of Jason Wheel Research LLC. The company develops the Jason Wheel App, operates the public website and publishes Jason Wheel research.
Jason Wheel is not a broker-dealer, investment adviser, exchange, custodian or execution venue. It provides software, market information and generalized quantitative research.
How published research is built.
Market, technical, fundamental, event and option-chain fields retain source and observation-time context when available.
JW Rank and related factors apply defined logic to available fields. JW Rank is not a buy/sell rating. Read the JW Rank methodology.
AI may summarize dated evidence, but it does not change JW Rank or create the underlying source facts.
Archived reports preserve an edition so subsequent events can be distinguished from what was known at publication.
Defined roles, shared evidence, clear limits.
Research Agent, Strategy Agent and Commentary Agent are names for specialized workflows within Jason Wheel. They share underlying data and services; they are not three independent reviewers or a voting system.
Program rules calculate JW Rank, qualify supported strategy signals and enforce publication checks. AI tools contribute explanations and auxiliary analysis, including news and sentiment context where available. Model-generated statements are not independently verified market facts, and AI does not override deterministic scores.
Outputs depend on scheduled tasks, coverage and data readiness. Missing inputs or failed validation can delay an update. Always distinguish observation time, generation time and publication date. AI can make mistakes; these workflows do not place orders or provide personalized investment advice.
Explore the three JW AI Agents and their outputsCorrection process for published research.
A new dated edition is separate from a correction to an existing publication. When a material factual or presentation error is confirmed, the affected report retains its identity and the nature of the change is recorded.
- ReportSend the Symbol, edition date, field and reason for concern.
- VerifyCompare the displayed value with stored source context and transformation rules.
- CorrectRepair the affected presentation or data artifact without presenting the correction as a new original observation.
- CommunicateRecord material impact in the applicable publication or support response.
Product security and data handling.
Website and account traffic is served over HTTPS. Browser security headers restrict framing, content types and unnecessary browser capabilities.
Private workspace routes require an authenticated website session. Public research pages do not expose private Watchlist or portfolio records.
Broker feed credentials are partner-specific and belong in backend storage—not mobile apps, browser bundles or URLs.
Supported connections organize holdings context and do not authorize Jason Wheel to place trades.
Security questions and suspected vulnerabilities can be reported privately to [email protected].