> For the complete documentation index, see [llms.txt](https://docs.sterlinglabs.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sterlinglabs.co/reference/data-and-disclosures.md). # Data and disclosures What Sterling's numbers are made of, how your data is handled, and who is behind the product. ## Who provides Sterling Sterling Labs is the trading name of TM37 Inc., an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 339681). Sterling Labs provides advisory services through the subscription platform. It does not manage accounts, take custody of assets, or place trades. The adviser's Form ADV and Form CRS are available from the SEC's Investment Adviser Public Disclosure site and from . Subscribers review and sign them after their first payment; see [Agreements](/getting-started/agreements.md). ## The data behind the product Sterling combines several hundred data feeds from institutional providers: consolidated real-time and historical prices, fundamentals and estimates, regulatory filings and ownership disclosures, corporate events, options and futures data, prediction-market prices, live and archived news, transcripts, podcasts, and alternative datasets across energy, housing, transport, consumer, and technology. What Sterling shows you is derived from these feeds; the raw feeds themselves are not resold. Coverage centers on U.S.-listed public equities, with options, futures, rates, currencies, macro, and prediction-market data as context. ## Timeliness Sterling works both from events and on a schedule. Price and alert workflows can update within seconds of new data arriving; research and written analysis take longer to produce. Every figure carries a timestamp or an age where it matters: hover over a price or a profit-and-loss mark to see how fresh it is. Charts in Portfolio reflect regular trading hours only. ## Your data * **Nothing you give Sterling trains general models.** Your personal data, your questions to the Analyst, your linked accounts, and your holdings are never used to train general-purpose models. * **Brokerage data serves only you.** Linking a brokerage is optional and read-only. The data is used to show you your portfolio and to answer your questions about it. Sterling never places trades and never holds your assets or your brokerage credentials. * **Attachments are not kept.** Files you give the Analyst are passed to the model for the conversation and expire after 24 hours. Sterling keeps only the file's name and a reference to the expired upload, so the conversation can show what was attached. See [Attaching files](/the-analyst/attaching-files.md). * **Third-party model providers** are used under enterprise and API terms that exclude training on your content. The Privacy Policy at app.sterlinglabs.co/legal is the authoritative statement. ## Limits of the analysis The Analyst separates the evidence it retrieves from the reasoning it produces, cites its sources, and says when data is insufficient. Even so, no research system is error-free. Check citations and timestamps for anything you intend to act on. Mappings, KPIs, and peer groups are defined by people, and coverage is limited to the companies Sterling researches. Research, price targets, and trade ideas are published with their reasoning so you can judge them. They are not personalized instructions to trade, and Sterling does not replace an investment professional who knows your circumstances. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://docs.sterlinglabs.co/reference/data-and-disclosures.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.