Disclaimer

Education only. Not advice.

Process Lab publishes general educational material: spreadsheets, PDF guides and cheat sheets, browser calculators and articles, across seven categories. It is the same for every reader and isn't tailored to anyone's finances, goals or tax situation.

• Not investment advice. Nothing here is a recommendation to buy, sell or hold any security, to use margin, or to trade at all.
• Not tax or legal advice. Wash-sale, 1099-B, holding-period and margin-rule notes are simplified summaries of public IRS, SEC and FINRA material as of the date shown. Rules change. Confirm your situation with a CPA or other qualified professional, and with your broker.
• No performance claims. We don't claim any product will make you money or improve your results. Trading involves risk, including losing more than you planned. Stops can gap or slip.
• Charts and patterns are vocabulary, not forecasts. Chart-reading material describes what traders call common patterns and indicators. Patterns fail often, and nothing here says a pattern or indicator will lead to any price move.
• Planned items. Items marked "Coming soon" are plans, not offers. They aren't for sale, and their contents and dates can change.
• Example data is fictional. Tickers such as XYZ or AAA and all example prices, dates and results are made up.
• Check the math. Formulas and calculators are tested on worked examples, but you're responsible for your inputs and for checking results against your broker's statements.
• No affiliation. Process Lab isn't affiliated with FINRA, the SEC, the IRS or any broker.

Last updated 2026-10-20.