Frequently Asked Questions

Sandquay combines AI-assisted analysis with a systematic investment process to help identify and manage long-term portfolio positions. We focus on capital preservation and steady growth rather than short-term speculation, using consistent rules-based decision-making to reduce emotional bias.

Our approach is built for individuals who want a disciplined, long-term investing process rather than active day-to-day trading. It suits people who value transparency and structure over frequent, reactive decisions.

The AI component supports our methodology by processing data and flagging patterns consistently, removing some of the guesswork and emotional reactions that often affect manual decision-making. The final process is systematic, not automated trading on your behalf without oversight.

No investment approach can guarantee returns or eliminate risk. Sandquay's methodology is oriented toward capital preservation and reducing unnecessary risk, but all investing carries the possibility of loss. Please review our Terms of Service and consider your own risk tolerance before proceeding.

You begin with an initial analysis of your goals and circumstances, followed by a structured onboarding process. From there, our systematic approach guides ongoing decisions. You can find a step-by-step overview on our Features page.

Pricing depends on the scope of the service you need. We don't publish a generic rate because every situation is different — please get in touch via our Contact page and we'll walk you through the options relevant to you.

Transparency is core to how we operate. We aim to make our methodology, reasoning, and ongoing decisions understandable rather than opaque. You can read more about our approach to openness on the Why Choose Us page.

Yes. You can reach out at any time through our Contact page with questions or to discuss adjustments to your arrangement. We're happy to clarify anything about the process as you go.

We encourage you to review our Terms of Service and Privacy Policy, and to contact us directly with any specific questions about regulatory status, as this is important information you should confirm before proceeding.

We take data handling seriously and outline exactly what we collect and why in our Privacy Policy. If you have specific concerns about your information, our team is available to answer them directly.

You're free to discontinue at any point. Details on how arrangements can be ended are set out in our Terms of Service, and we're also happy to talk through the process directly if you contact us.