QuantWheelQuantWheel

Terms of Service

Last updated: December 26, 2025

1. Acceptance of Terms

By accessing or using QuantWheel's website and services (the "Service"), you agree to be bound by these Terms of Service ("Terms"). If you do not agree to these Terms, you may not use the Service.

2. Financial Disclaimer

QuantWheel is not a financial advisor, broker-dealer, or registered investment advisor. The information provided through our Service is for informational and educational purposes only. We do not provide personalized investment advice or recommendations.

Not Financial Advice: The content, tools, analysis, screeners, alerts, and signals provided by QuantWheel do not constitute financial advice, investment advice, trading advice, or any other sort of advice. QuantWheel does not recommend any specific security, investment strategy, or course of action.

No Broker-Dealer Services: QuantWheel is not a broker-dealer and does not execute, clear, or settle securities transactions. All trade execution is handled by your chosen brokerage through third-party services. QuantWheel facilitates order routing but does not have custody of your funds or securities.

3. Service Description

QuantWheel provides the following tools and services:

  • Options Screener: Tools to filter and identify options trading opportunities based on user-defined criteria
  • Options Journal: Portfolio tracking and trade journaling with broker synchronization
  • Copy Trading: Ability to follow and receive alerts when other verified traders execute trades
  • AI Intelligence: AI-powered analysis and risk assessment tools
  • Trade Routing (Beta): Optional feature to route orders to connected brokerages via third-party services
  • Alerts: Notifications based on user-configured criteria

4. Trade Routing Feature

Third-Party Execution: Trade routing is facilitated through SnapTrade, a third-party API service. QuantWheel does not execute trades directly. All orders are routed to your connected brokerage account where they are executed according to your broker's terms and conditions.

User Responsibility: When using trade routing, you are solely responsible for:

  • Verifying all orders before and after execution in your brokerage account
  • Ensuring sufficient funds or margin in your account
  • Understanding the risks of the trades you place
  • Monitoring your positions and account status
  • Configuring trade routing settings correctly

Supported Brokers: Trade routing is currently supported for select brokerages including TastyTrade, Charles Schwab, E*Trade, and Webull. Availability may change without notice.

5. Risk Disclosure

Options Trading Risks: Options trading involves substantial risk and is not suitable for all investors. Trading options can result in partial or total loss of your investment. You should carefully consider whether options trading is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances.

No Performance Guarantees: Past performance of any trading system, methodology, or signal is not necessarily indicative of future results. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown on our Service.

Technology Risks: You acknowledge that software systems may contain bugs, experience outages, or produce incorrect results. Data feeds may be delayed, inaccurate, or unavailable. Order routing may fail, be delayed, or execute at prices different than expected.

6. Limitation of Liability

No Liability for Trading Losses: QuantWheel shall not be liable for any trading losses, regardless of cause, including but not limited to:

  • Losses from trades placed using our Service or trade routing feature
  • Losses from acting on signals, alerts, or information provided by our Service
  • Losses from following copy trading alerts
  • Losses from software bugs, errors, or malfunctions
  • Losses from API outages, connectivity issues, or service interruptions
  • Losses from delayed, incorrect, or missing market data
  • Losses from incorrect order routing or execution
  • Losses from user configuration or input errors

Gross Negligence Exception: Nothing in these Terms shall limit our liability for losses caused by our gross negligence or willful misconduct.

Maximum Liability: To the maximum extent permitted by law, QuantWheel's total liability for any claims arising from or related to the Service shall not exceed the amount you paid to QuantWheel in the twelve (12) months preceding the claim.

7. No Guarantees of Uptime or Data Accuracy

While we strive to provide reliable service, we do not guarantee:

  • Continuous, uninterrupted access to the Service
  • Accuracy, completeness, or timeliness of market data
  • Accuracy of calculations, analytics, or AI-generated content
  • Successful execution of trade routing requests
  • Availability of third-party integrations (brokers, data providers)

The Service is provided "as is" and "as available" without warranties of any kind, either express or implied.

8. User Accounts

To access certain features of the Service, you may need to create an account. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.

Broker Connections: When you connect your brokerage account, you authorize QuantWheel and its third-party partners (including SnapTrade) to access your account information for the purposes of synchronizing trades, displaying positions, and routing orders (if enabled).

9. Subscription and Payments

Some features of the Service may require a paid subscription. By subscribing to a paid plan, you agree to pay the fees as quoted at the time of purchase. We reserve the right to change subscription fees upon reasonable notice.

10. Copy Trading Terms and Disclaimer

Educational Purpose Only

Copy trading alerts and trader subscriptions are provided strictly for educational and informational purposes. This is not a financial product or investment service. The alerts you receive are meant to help you learn about trading strategies and market activity, not to serve as personalized investment recommendations.

No Endorsement or Affiliation

QuantWheel is not affiliated with any trader on the platform. The presence of traders on our copy trading platform does not constitute an endorsement, recommendation, or verification by QuantWheel. Traders are independent individuals who are allowed to make whatever trades they want, and QuantWheel takes no accountability for their wins, losses, or trading decisions.

Alert Delays

Copy trading alerts are subject to delays. Due to broker data synchronization schedules, alerts may be delayed anywhere from a few minutes to over a day depending on the broker that the trader you are copying has connected. The delay is determined by how quickly the trader's broker provides trade data to our system:

  • Most brokers (TastyTrade, E*Trade, Webull, etc.): Typically a few minutes delay
  • Fidelity, Charles Schwab, Questrade, Tradier: Up to 1 day delay

You should not assume alerts reflect real-time trades. Market conditions may change significantly between when a trade is executed and when you receive the alert.

User Responsibility and Due Diligence

You are solely responsible for:

  • Verifying all trades before acting on any alert
  • Conducting your own due diligence and research
  • Assessing whether any trade is appropriate for your financial situation, risk tolerance, and investment objectives
  • Understanding the full risks of any position you may take
  • Making your own independent trading decisions

No Trade Execution

QuantWheel does not place trades on behalf of users. We only provide trade alerts and notifications. Any trades you execute are done through your own brokerage account at your own discretion and risk.

No Liability for Trading Outcomes

QuantWheel bears no financial responsibility for any trading losses that may result from following copy trading alerts, whether directly or indirectly. This includes but is not limited to:

  • Losses from trades made based on alerts
  • Losses due to delayed alerts
  • Losses from market conditions changing between the original trade and your execution
  • Losses from misunderstanding or misinterpreting alerts
  • Any other trading losses of any kind

Past Performance Disclaimer

Past performance of any trader does not guarantee future results. Historical trading records, statistics, and performance metrics are provided for informational purposes only and should not be relied upon as indicators of future performance.

14-Day Refund Policy for Paid Subscriptions

Paid copy trading subscriptions come with a 14-day money back guarantee. If you are not satisfied with a paid trader subscription for any reason, you may request a full refund within 14 days of your initial subscription purchase. Refunds after the 14-day period are not available. To request a refund, contact us at hello@quantwheel.com.

11. AI and Automated Analysis

AI-powered features including risk analysis, trade suggestions, and market insights are generated by automated systems and may contain errors, inaccuracies, or unsuitable recommendations. These features are provided for informational purposes only and should not be relied upon as the sole basis for trading decisions.

12. Intellectual Property

All content, features, and functionality of the Service, including but not limited to text, graphics, logos, and software, are owned by QuantWheel or its licensors and are protected by intellectual property laws.

13. Indemnification

You agree to indemnify, defend, and hold harmless QuantWheel and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, costs, expenses, or fees (including reasonable attorneys' fees) arising from:

  • Your use of the Service
  • Your trading activities
  • Your violation of these Terms
  • Your violation of any third party's rights

14. Modifications

We reserve the right to modify these Terms at any time. We will provide notice of significant changes by posting the new Terms on the Service and updating the "Last updated" date. Your continued use of the Service after such modifications constitutes your acceptance of the modified Terms.

15. Termination

We may terminate or suspend your account and access to the Service at our sole discretion, without notice, for conduct that we believe violates these Terms or is harmful to other users of the Service, us, or third parties, or for any other reason.

16. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, United States, without regard to its conflict of law provisions.

17. Dispute Resolution

Any disputes arising from these Terms or your use of the Service shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, except that either party may seek injunctive relief in any court of competent jurisdiction.

18. Contact Information

If you have any questions about these Terms, please contact us at hello@quantwheel.com.