These Terms & Conditions (the “Terms”) govern your access to and use of QuantScope’s websites, applications, analytics, backtesting tools, and related services (collectively, the “Service”). Please read them carefully before creating an account or starting a subscription.
1. Agreement and eligibility
By creating an account, clicking to accept these Terms, purchasing or starting a trial, or otherwise using the Service, you agree to these Terms. If you use the Service for an organization, you represent that you have authority to bind that organization.
You must be at least 18 years old and legally able to enter a binding contract. You may not use the Service if applicable law prohibits you from doing so.
2. The Service
QuantScope provides tools for consolidating portfolio information, viewing analytics, researching investments, and testing user-supplied strategy logic. Features, supported institutions, data coverage, and availability may change. We may add, modify, suspend, or discontinue any part of the Service.
Market, account, benchmark, and corporate-action data may be delayed, incomplete, estimated, or supplied by third parties. You are responsible for verifying information before relying on it.
3. Financial and investment disclaimer
QuantScope is an analytics and research product. QuantScope is not a broker-dealer, investment adviser, financial planner, tax adviser, law firm, exchange, custodian, or fiduciary. Nothing in the Service is individualized investment, legal, accounting, or tax advice, or an offer, recommendation, or solicitation to buy or sell any security or financial product.
Investing involves risk, including possible loss of principal. Past performance, simulated results, projections, scores, AI-generated explanations, and backtests do not guarantee future results. Backtests are hypothetical, may reflect hindsight and overfitting, and may omit real-world conditions such as liquidity, taxes, changing market structure, borrow availability, latency, and execution constraints. You make all investment decisions at your own risk and should consult qualified professionals where appropriate.
4. Brokerage connections and account data
You may authorize the Service or its providers to retrieve information from supported financial institutions. You represent that you are authorized to access every account you connect and to provide any API credential you submit.
QuantScope is designed to request read-only access and does not place trades, transfer funds, or take custody of assets. Scope and behavior also depend on the permissions granted by you and supported by the institution or integration provider. Review permissions before connecting and revoke access if you no longer use a connection.
You authorize QuantScope to retrieve, process, normalize, store, and display connected-account data as needed to provide and secure the Service. An institution may interrupt or revoke a connection at any time, and QuantScope is not responsible for an institution’s availability, data, or actions.
5. Accounts and security
You must provide accurate information, maintain the confidentiality of your password, authenticator, recovery codes, and API credentials, and promptly notify us of suspected unauthorized use. You are responsible for activity performed through your account except to the extent caused by QuantScope’s breach of these Terms or applicable law.
Do not share an account or submit credentials through insecure channels. QuantScope may require multi-factor authentication, revoke sessions, or restrict access when reasonably necessary to protect the Service or its users.
6. Trials, subscriptions, and billing
Paid plans renew automatically at the interval and price shown at checkout until canceled. If a trial is offered, your payment method will be charged when the trial ends unless you cancel first. Trial eligibility may be limited to one trial per person, account, household, payment method, or organization.
You authorize our payment processor to charge applicable subscription fees and taxes. You can cancel through the billing portal; cancellation takes effect at the end of the current paid period unless the checkout terms or applicable law say otherwise. Fees already paid are non-refundable except where required by law or expressly stated at purchase. We may change future prices after reasonable notice.
If payment fails, is reversed, or a subscription becomes inactive, paid features and brokerage connections may be restricted immediately. You remain responsible for accrued charges.
7. Acceptable use
You may not:
bypass or attempt to bypass a subscription, access control, rate limit, or security measure;
access another person’s account or data, probe the Service for vulnerabilities, or introduce malicious code;
scrape, resell, sublicense, or commercially exploit the Service or its data except with written permission;
reverse engineer the Service except to the limited extent the restriction is prohibited by law;
use the Service to violate law, third-party rights, market rules, or an institution’s terms; or
interfere with the Service or use automated traffic that creates unreasonable load.
8. Your content and strategy code
You retain ownership of content and code you submit. You grant QuantScope a limited, worldwide, non-exclusive license to host, copy, process, execute, and display that material only as necessary to provide, maintain, secure, and improve the Service. You represent that you have the rights required to submit it.
Do not submit malware, secrets unrelated to a supported connection, or code intended to escape execution controls. You are responsible for reviewing the output of strategy code and for keeping independent copies of material important to you.
9. Third-party services
The Service may interoperate with payment processors, market-data sources, financial institutions, brokerage aggregators, authentication tools, or other third parties. Their terms and privacy practices govern your direct relationship with them. QuantScope does not control and is not responsible for third-party services, outages, errors, or changes.
10. QuantScope intellectual property
The Service, including its software, design, branding, documentation, and original content, is owned by QuantScope or its licensors and protected by intellectual-property laws. Subject to these Terms, QuantScope grants you a limited, revocable, non-exclusive, non-transferable right to use the Service for your personal or internal business research.
If you provide feedback, you grant QuantScope permission to use it without restriction or compensation, provided we do not identify you publicly without permission.
11. Disclaimers
To the fullest extent permitted by law, the Service is provided “as is” and “as available.” QuantScope disclaims all express, implied, and statutory warranties, including merchantability, fitness for a particular purpose, accuracy, title, non-infringement, uninterrupted availability, and security. We do not warrant that data, calculations, AI output, backtests, or other results will be accurate, complete, current, or suitable for any particular decision.
Some jurisdictions do not allow certain warranty exclusions, so some of these exclusions may not apply to you.
12. Limitation of liability
To the fullest extent permitted by law, QuantScope and its affiliates, personnel, and suppliers will not be liable for indirect, incidental, special, exemplary, punitive, or consequential damages; lost profits, revenue, opportunities, data, or goodwill; investment losses; trading losses; or unauthorized account activity arising from or related to the Service, even if advised that such damages are possible.
To the fullest extent permitted by law, the aggregate liability of QuantScope and its affiliates, personnel, and suppliers for all claims arising from or related to the Service will not exceed the greater of (a) the amount you paid QuantScope during the 12 months before the event giving rise to the claim or (b) US $100.
Nothing in these Terms limits liability that cannot legally be limited or excluded.
13. Suspension and termination
You may stop using the Service and delete your account subject to any active billing obligations. QuantScope may suspend or terminate access if you violate these Terms, create risk or legal exposure, fail to pay, or if suspension is reasonably necessary to protect users, third parties, or the Service. Provisions that by their nature should survive termination will survive, including ownership, disclaimers, and liability limitations.
14. Changes, general terms, and contact
We may update these Terms. If a change is material, we will provide reasonable notice through the Service or another appropriate channel. Continued use after the updated Terms take effect constitutes acceptance where permitted by law.
If any provision is unenforceable, the remaining provisions remain effective. A failure to enforce a provision is not a waiver. You may not assign these Terms without our consent; QuantScope may assign them as part of a merger, financing, reorganization, or sale of assets. These Terms are the entire agreement concerning the Service except for any additional terms presented at purchase.
Questions about these Terms may be sent through the support channel made available in the Service.
