Nexus Core
Copyright 2026 Protocol Wealth, LLC

This product includes software developed by Protocol Wealth, LLC
(https://protocolwealthllc.com).

Licensed under the Apache License, Version 2.0 with a defensive patent grant.

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Defensive patent posture
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Protocol Wealth pursues a defensive patent strategy. The architecture relied on
by this project — a compliance-first quantitative research engine: multi-signal
macroeconomic regime detection, systematic asset scoring, and AI tool
orchestration exposed to any client via the Model Context Protocol (MCP) — is
the subject of a United States patent application and is published here as
Apache-2.0 prior art.

  USPTO Application No.: 64/034,229  (Provisional; Attorney Docket PW-PROV-002)

The Apache-2.0 patent grant (Section 3) confers an automatic, perpetual,
royalty-free patent license to all users, with a retaliation clause that
terminates that grant for any party initiating patent litigation over the Work.

Protocol Wealth LLC is a member of the Open Invention Network (OIN).
See https://openinventionnetwork.com for details, and the PATENTS file for the
full non-assertion pledge.

================================================================================
THIRD-PARTY COMPONENTS
================================================================================

This product bundles or derives from the following third-party open source
software. Each component retains its original license. Full license text
is in THIRD_PARTY_LICENSES.md.

## Portfolio Optimization & Risk Analytics

- PyPortfolioOpt (https://github.com/robertmartin8/PyPortfolioOpt)
  Copyright (c) 2018-2026 Robert Andrew Martin
  Licensed under the MIT License

- Riskfolio-Lib (https://github.com/dcajasn/Riskfolio-Lib)
  Copyright (c) 2020-2026 Dany Cajas
  Licensed under the BSD 3-Clause License

- empyrical-reloaded (https://github.com/stefan-jansen/empyrical-reloaded)
  Copyright (c) 2016-2026 Quantopian, Inc.
  Licensed under the Apache License, Version 2.0

- pyfolio-reloaded (https://github.com/stefan-jansen/pyfolio-reloaded)
  Copyright (c) 2015-2026 Quantopian, Inc.
  Licensed under the Apache License, Version 2.0

- ffn (https://github.com/pmorissette/ffn)
  Copyright (c) 2014-2026 Philippe Morissette
  Licensed under the MIT License

- skfolio (https://github.com/skfolio/skfolio)
  Copyright (c) 2023-2026 skfolio contributors
  Licensed under the BSD 3-Clause License

## Derivatives Pricing & Fixed Income

- QuantLib (https://github.com/lballabio/QuantLib)
  Copyright (c) 2000-2026 StatPro Italia srl
  Licensed under the Modified BSD License

- FinancePy (https://github.com/domokane/FinancePy)
  Copyright (c) 2019-2026 Dominic O'Kane
  Licensed under the MIT License

## SEC EDGAR & Financial Data

- edgartools (https://github.com/dgunning/edgartools)
  Copyright (c) 2022-2026 Dwight Gunning
  Licensed under the MIT License

- sec-edgar-downloader (https://github.com/jadchaar/sec-edgar-downloader)
  Copyright (c) 2019-2026 Jad Chaar
  Licensed under the MIT License

- edgar-crawler (https://github.com/lefterisloukas/edgar-crawler)
  Copyright (c) 2022-2026 Lefteris Loukas
  Licensed under the MIT License

- sec-parser (https://github.com/alphanome-ai/sec-parser)
  Copyright (c) 2023-2026 Alphanome AI
  Licensed under the MIT License

- Arelle (https://github.com/Arelle/Arelle)
  Copyright (c) 2010-2026 Mark V Systems Limited
  Licensed under the Apache License, Version 2.0

- yfinance (https://github.com/ranaroussi/yfinance)
  Copyright (c) 2017-2026 Ran Aroussi
  Licensed under the Apache License, Version 2.0

## Backtesting & Factor Analysis

- zipline-reloaded (https://github.com/stefan-jansen/zipline-reloaded)
  Copyright (c) 2014-2026 Quantopian, Inc.
  Licensed under the Apache License, Version 2.0

- alphalens (https://github.com/quantopian/alphalens)
  Copyright (c) 2016-2026 Quantopian, Inc.
  Licensed under the Apache License, Version 2.0

## AI & ML for Finance

- FinGPT (https://github.com/AI4Finance-Foundation/FinGPT)
  Copyright (c) 2023-2026 AI4Finance Foundation
  Licensed under the MIT License

- FinRobot (https://github.com/AI4Finance-Foundation/FinRobot)
  Copyright (c) 2024-2026 AI4Finance Foundation
  Licensed under the Apache License, Version 2.0

- FinRL (https://github.com/AI4Finance-Foundation/FinRL)
  Copyright (c) 2020-2026 AI4Finance Foundation
  Licensed under the MIT License

- FinBERT (https://github.com/ProsusAI/finBERT)
  Copyright (c) 2019-2026 Prosus AI
  Licensed under the Apache License, Version 2.0

## Compliance & Sanctions Screening

- Moov Watchman (https://github.com/moov-io/watchman)
  Copyright (c) 2019-2026 Moov Financial, Inc.
  Licensed under the Apache License, Version 2.0

## Planning & Retirement Simulation

- WenFire (https://github.com/basnijholt/wenfire)
  Copyright (c) 2023-2026 Bas Nijholt
  Licensed under the MIT License

================================================================================
REFERENCE ARCHITECTURE (patterns referenced, no code bundled)
================================================================================

The following AGPL-licensed projects informed our architecture. No source
code was copied. Their patterns and designs are credited as inspiration:

- OpenBB Platform (https://github.com/OpenBB-finance/OpenBB) - AGPL-3.0
  Data aggregation and provider abstraction patterns

- SEC EDGAR Toolkit (https://github.com/stefanoamorelli/sec-edgar-toolkit) - AGPL-3.0
  TS+Python monorepo pattern for financial data SDK
