Terms of Service

Last updated: September 6, 2026

1. Acceptance of Terms

By accessing or using the Quantly platform ("Service"), operated by Quantly Technologies, Inc., organized under the laws of the State of Delaware ("Company," "we," "us," or "our"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, you may not access or use the Service.

These Terms incorporate by reference our Privacy Policy and Fee and Pricing Schedule (collectively, the "Agreement"). Pricing, billing, referral, and cancellation terms are described on our pricing page and in our Fee and Pricing Schedule. If there is a conflict between these Terms and the Pricing Schedule regarding fees or billing, the Pricing Schedule controls for those subjects.

We reserve the right to modify these Terms at any time. Continued use of the Service after changes constitutes acceptance of the modified Terms.

2. Electronic Communications

By using the Service or sending emails to Quantly Technologies, Inc., you consent to receive electronic communications from us. You agree that all agreements, notices, disclosures, and other communications that we provide to you electronically, via email or on the Service, satisfy any legal requirement that such communications be in writing.

3. Description of Service

Quantly provides a platform for quantitative trading strategy management, backtesting, and automated execution. The Service enables users to create, test, and deploy trading strategies through brokerage accounts integrated via third-party APIs and supported brokerage partners.

The Service is provided for informational and operational purposes only and does not constitute financial advice, investment advice, trading advice, or any other form of professional advice.

4. Eligibility

You must be at least 18 years of age and capable of forming a binding contract to use the Service. By using the Service, you represent and warrant that you meet these requirements.

You are responsible for ensuring that your use of the Service complies with all applicable laws and regulations in your jurisdiction, including any restrictions on automated trading, market access, or use of third-party brokerage services.

5. Account Registration

To use certain features, you must create an account and provide accurate, complete information. You are responsible for maintaining the confidentiality of your account credentials and for all activities under your account.

You must immediately notify us of any unauthorized use of your account. We are not liable for any loss arising from unauthorized use of your account.

6. Subscription and Pricing

Access to certain features of the Service requires a paid monthly subscription. Quantly offers two subscription tiers:

  • Quantly Paper - strategy building, backtesting, and automated execution in a paper brokerage account
  • Quantly Pro - includes everything in Paper, plus live trading (when available), priority support, and early access to new features

Current pricing, billing terms, referral discounts, and cancellation policies are defined in our Fee and Pricing Schedule. By subscribing, you authorize us to charge your payment method on a recurring monthly basis through our payment processor, Stripe, until you cancel.

Auto-renewal. Subscriptions renew automatically each billing period unless you cancel before the renewal date. You may cancel at any time through account settings or by contacting support. Cancellation stops future charges but does not refund the current billing period unless required by law or stated in the Pricing Schedule.

7. Brokerage Integration

The Service connects to your brokerage account through third-party API providers. By connecting a brokerage account, you authorize Quantly to access your account data and execute trades on your behalf according to the strategies you configure.

Your use of any connected brokerage is also subject to that broker's terms, policies, and eligibility requirements. You are responsible for maintaining valid authorization with the broker and revoking access when you disconnect your account.

You acknowledge that:

  • All trading activity is executed through your brokerage account, not through Quantly.
  • Quantly does not hold, custody, or control your funds or securities at any time.
  • Trading involves risk, including the potential loss of principal.
  • Past performance of any strategy does not guarantee future results.
  • You are solely responsible for the strategies you create, deploy, and the resulting trades.

8. User Content

"User Content" means any strategies, logic, configurations, names, imported files, prompts, and other material you submit to or create through the Service.

You retain ownership of your User Content. By submitting User Content, you grant Quantly a worldwide, non-exclusive, royalty-free license to host, store, reproduce, process, adapt, display, backtest, execute, and otherwise use your User Content solely to operate, improve, and provide the Service.

You represent and warrant that:

  • You own or have all necessary rights to your User Content.
  • Your User Content does not infringe any third party's intellectual property, privacy, or other rights.
  • Any imported strategy data (including files converted from other platforms) is yours to use or you have permission from the rights holder.

We may remove or restrict User Content that we reasonably believe violates these Terms or applicable law. We are not obligated to monitor User Content but may do so at our discretion.

9. Public Content and Track Records

Certain features allow you to make strategies or performance information visible to other users, including public strategy listings, Explore, strategy copying, and optional live track record sharing.

If you enable public visibility or track record sharing, you understand and agree that:

  • Other users may view your strategy logic, name, username, and related performance metrics made available through those features.
  • Other users may copy public strategies into their own accounts for use on Quantly, subject to these Terms.
  • Public content is not investment advice, a recommendation, or an endorsement by Quantly.
  • You can change visibility settings, but cached copies, backups, or copies already made by other users may persist for a reasonable period.

You are solely responsible for deciding whether to publish content and for any consequences of doing so.

10. AI Features

The Service may offer features that generate or suggest strategy structures from natural language prompts using third-party artificial intelligence providers.

You acknowledge that:

  • AI output is automated and may be incomplete, inaccurate, or unsuitable for your goals.
  • AI features do not constitute financial, investment, or trading advice.
  • You must review, validate, and backtest any AI-generated strategy before deploying it, especially with real capital.
  • Prompts you submit may be transmitted to and processed by third-party AI providers as described in our Privacy Policy.

You remain solely responsible for any strategy you save, deploy, or trade using AI-assisted features.

11. Financial and Trading Disclaimers

Nothing on the Service constitutes financial, investment, tax, or legal advice. Quantly is a technology platform, not a registered investment advisor, broker-dealer, or financial advisor.

You should consult with a qualified professional before making any financial decisions. The information and tools provided by the Service are for educational and operational purposes only.

Backtesting and simulations. Backtest and simulation results are hypothetical. They depend on historical data quality, assumptions, corporate actions, fees, slippage, liquidity, and other factors that may differ materially from live trading. Backtest performance does not guarantee future results.

Market data. Quotes, bars, indicators, and other market data may be delayed, incomplete, adjusted, or incorrect. We do not guarantee the timeliness, accuracy, or completeness of any market data used by the Service.

Execution. Order submission, routing, fills, and settlement depend on your broker, market conditions, and system availability. We do not guarantee that any order will be accepted, filled, or executed at a particular price or time.

Third-party services. Outages, errors, or policy changes at brokers, data vendors, payment processors, or other third parties may affect the Service. Quantly is not responsible for failures caused by third parties outside our reasonable control.

Other users' content. Strategies, track records, and performance information shared by other users are provided for informational purposes only. Quantly does not endorse, verify, or recommend any user strategy or track record.

Trading in financial instruments carries significant risk. You should only trade with money you can afford to lose. Quantly is not responsible for any trading losses you may incur.

12. Prohibited Conduct

You agree not to:

  • Use the Service for any unlawful purpose or in violation of any regulations.
  • Submit User Content you do not have the right to use or that infringes third-party rights.
  • Impersonate any person or entity or misrepresent your affiliation, strategy authorship, or performance.
  • Attempt to gain unauthorized access to the Service or related systems.
  • Interfere with or disrupt the Service or servers.
  • Reverse engineer, decompile, or disassemble any part of the Service except where prohibited by law.
  • Use automated means (bots, scrapers, or similar tools) to access the Service or harvest data without our written consent.
  • Share your account credentials with third parties.
  • Use the Service to engage in market manipulation, front-running, or other abusive trading practices.
  • Resell, sublicense, or distribute the Service without authorization.
  • Circumvent plan limits, rate limits, or access controls.

13. Intellectual Property

The Service and all content, features, and functionality provided by Quantly (excluding User Content) are owned by Quantly Technologies, Inc. and are protected by United States and international copyright, trademark, and other intellectual property laws.

You may not copy, modify, distribute, sell, or lease any part of the Service without our express written permission.

14. Disclaimer of Warranties

THE SERVICE IS PROVIDED ON AN "AS IS" AND "AS AVAILABLE" BASIS, WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED, OR STATUTORY, INCLUDING WITHOUT LIMITATION WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, QUIET ENJOYMENT, AND ANY WARRANTIES ARISING FROM COURSE OF DEALING OR USAGE OF TRADE.

WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, SECURE, OR FREE OF HARMFUL COMPONENTS, OR THAT BACKTESTS, MARKET DATA, EXECUTION, OR AI OUTPUT WILL BE ACCURATE OR RELIABLE.

Some jurisdictions do not allow the exclusion of certain warranties, so some of the above exclusions may not apply to you.

15. Limitation of Liability

To the maximum extent permitted by law, Quantly Technologies, Inc. and its officers, directors, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, trading losses, data, or business opportunities, arising from or related to your use of the Service, User Content, market data, backtests, execution, AI features, or third-party services.

Our total liability for any claim arising from these Terms or the Service shall not exceed the amount you paid us in the twelve (12) months preceding the claim.

Some jurisdictions do not allow the limitation or exclusion of liability for certain damages, so some of the above limitations may not apply to you.

16. Arbitration and Class Action Waiver

Any dispute arising out of or relating to these Terms or your use of the Service shall be resolved exclusively through final and binding arbitration pursuant to the Federal Arbitration Act, conducted by a single neutral arbitrator and administered by the American Arbitration Association in a location mutually agreed upon by the parties. The arbitrator's award shall be final, and judgment may be entered upon it in any court having jurisdiction.

THE PARTIES AGREE THAT ANY ARBITRATION UNDER THESE TERMS WILL TAKE PLACE ON AN INDIVIDUAL BASIS. CLASS ARBITRATIONS AND CLASS/REPRESENTATIVE/COLLECTIVE ACTIONS ARE NOT PERMITTED. YOU MAY BRING CLAIMS AGAINST US ONLY IN YOUR INDIVIDUAL CAPACITY, AND NOT AS A PLAINTIFF OR CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE PROCEEDING.

This arbitration provision shall survive the termination of these Terms. If any portion of this arbitration provision is deemed unenforceable, the remaining portions shall remain in full force and effect.

Nothing in this section prevents either party from seeking temporary or preliminary injunctive relief in a court of competent jurisdiction to protect intellectual property or confidential information pending arbitration.

17. Indemnification

You agree to indemnify, defend, and hold harmless Quantly Technologies, Inc. and its affiliates from any claims, losses, damages, liabilities, costs, and expenses (including reasonable attorneys' fees) arising from your use of the Service, your User Content, your trading activity, violation of these Terms, or violation of any rights of a third party.

18. Termination

We may suspend or terminate your access to the Service at any time, with or without cause, with or without notice. Upon termination, your right to use the Service ceases immediately.

You may terminate your account at any time by contacting us or through the Service settings. Provisions that by their nature should survive termination will survive, including ownership provisions, warranty disclaimers, indemnity, and limitations of liability.

19. Entire Agreement

These Terms, together with the Privacy Policy and Fee and Pricing Schedule incorporated by reference, constitute the entire agreement between you and Quantly Technologies, Inc. regarding your use of the Service and supersede all prior or contemporaneous communications, proposals, and agreements, whether electronic, oral, or written.

20. Governing Law

These Terms are governed by the laws of the State of Delaware, United States, without regard to its conflict of law provisions, except to the extent preempted by applicable federal law.

Subject to Section 16 (Arbitration), the state and federal courts located in Delaware shall have exclusive jurisdiction to enforce any arbitration award or to hear claims for injunctive relief not subject to arbitration. You consent to personal jurisdiction in those courts.

21. International Users

The Service is controlled and operated by Quantly Technologies, Inc. from the United States. If you access the Service from outside the United States, you are responsible for compliance with all local laws. You agree that you will not use the Service in any country or in any manner prohibited by applicable laws, restrictions, or regulations.

22. Severability

If any provision of these Terms is found to be unenforceable, that provision shall be enforced to the maximum extent permissible, and the remaining provisions shall remain in full force and effect.

23. Changes to These Terms

We may update these Terms from time to time. We will notify you of material changes by posting the updated Terms on this page with a revised "Last updated" date. Your continued use of the Service after any changes constitutes acceptance of the new Terms.

24. Contact

If you have questions about these Terms, please contact us at [email protected].