Disclosures

Regulatory Status

How Puthouse works

Puthouse automates income-generating options strategies. Every plan uses covered calls and cash-secured puts. Ultra also uses bull put spreads and collars where your broker can place both legs as one combo order and the combo collects a net credit. If a combo cannot be placed or would not collect a net credit, we use a covered call or cash-secured put instead. Once configured, our platform continuously monitors market conditions, identifies opportunities, executes trades, and manages positions automatically. Every trade includes an AI-generated explanation to help you understand the rationale.

Risk Disclosures

Investment advice limitations

Our advice is limited to options trading strategies on our platform (covered calls, cash-secured puts, bull put spreads and collars on Ultra, and related position management). We do not provide legal, tax, or comprehensive financial planning advice. Consult qualified professionals for those needs.

Strategy availability

All plans offer covered call and cash-secured put strategies. Ultra also offers bull put spreads and collars where the connected broker can place a single combo order. Strategy availability may vary based on broker, options-approval level, market conditions, account requirements, or regulatory constraints. Not all strategies may be suitable for all investors or account types.

Trading risks

Trading options involves substantial risk of loss and is not suitable for all investors. Options trading can result in the loss of your entire investment and potentially more. Before trading options, you should:

  • Carefully read the Options Disclosure Document (ODD)
  • Understand the risks associated with options trading
  • Assess your financial situation and risk tolerance
  • Consult with a qualified financial advisor

Past performance

Past performance does not guarantee future results. Historical data, backtesting results, and performance metrics are provided for informational purposes only and should not be relied upon as an indicator of future performance. Market conditions change, and strategies that performed well in the past may not perform well in the future.

User performance examples

Selected client examples on our website show closed options trades for the period on each preview, not whole-account results. Similar live accounts as a group are disclosed with the carousel (gross and net of Puthouse fees). Past performance does not guarantee future results. Options trading involves substantial risk of loss and is not suitable for all investors.

Automated trading risks

While Puthouse operates fully automatically, automated trading systems carry inherent risks:

  • Technical failures or system errors may result in unintended trades or execution failures
  • Market conditions may change faster than automated systems can respond
  • Automated strategies may execute trades during unfavorable market conditions
  • Network connectivity issues may affect trade execution
  • You remain solely responsible for all trades executed on your behalf

Third-Party Services

  • Connected brokerages. Custody and order execution
  • OpenAI. AI-generated trade explanations for educational purposes only.
  • Vercel. Web hosting
  • Google Cloud. Backend infrastructure
  • WorkOS. Authentication
  • Stripe. Payment processing
  • Massive. Market data provider

Security

Data protection

All data is encrypted in transit and at rest using industry-standard protocols. We never see or store your broker password. OAuth authentication means you sign in directly with your broker. Your trading data, positions, and account information are private: we don't share, sell, or expose it to third parties.

No custody of funds

We never have access to or custody of your funds or securities. All assets remain with your broker.

Compliance and security practices

We design and operate Puthouse consistent with applicable laws and sound security practices. We use vendors and infrastructure that support industry-standard security controls; specific certifications depend on the provider. This is separate from registration or regulatory status—for any questions about how Puthouse is regulated, see our published disclosures or contact us.

User Responsibilities

Account requirements

To use Puthouse, you must have an active brokerage account with appropriate options trading permissions. Your broker sets account requirements, including minimum capital, margin requirements, and options approval levels. Puthouse cannot execute trades if your account does not meet broker requirements or lacks sufficient capital.

Your responsibilities

You are solely responsible for:

  • All trading decisions and their consequences
  • Understanding the risks associated with options trading
  • Monitoring your positions and account periodically
  • Ensuring compliance with applicable laws and regulations
  • Maintaining adequate capital to meet margin requirements
  • Meeting account requirements set by your broker
  • Reporting trading activity for tax purposes

Tax implications

Trading activity may have significant tax implications. You are responsible for understanding and complying with all applicable tax laws and regulations. We recommend consulting with a qualified tax advisor regarding the tax consequences of your trading activity.

Geographic restrictions

Puthouse services may not be available or permitted in all jurisdictions. You are responsible for ensuring that your use of Puthouse complies with all applicable local laws and regulations. Some features may not be available in certain jurisdictions.

Disclaimers

No guarantees

Puthouse makes no guarantees, representations, or warranties regarding:

  • The accuracy, completeness, or timeliness of market data
  • The performance of any trading strategy
  • The profitability of any trades
  • The uninterrupted availability of our services
  • The suitability of any strategy for your particular situation

System limitations

Puthouse operates fully automatically but may experience technical issues, downtime, or delays. Market data may be delayed or inaccurate. While our automated systems execute trades based on your configured parameters, various factors beyond our control may affect execution, including market volatility, broker system issues, or network connectivity. We recommend periodic monitoring of your account and positions.

Fees and costs

Puthouse charges a subscription fee for access to our platform. We do not charge commissions or fees on trades. Your broker handles trade execution and may charge fees per their fee schedule. Puthouse does not receive any portion of broker fees, commissions, or trading costs. All subscription fees are clearly disclosed before you subscribe.

Contact

Questions? Contact us at hello@puthouse.com.

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