Terms of Service

Last updated: July 6, 2026

1. Agreement to these terms

QuantAscent Technologies LLC ("QuantAscent," "we," "us") operates quantascent.io and the QuantAscent desktop application (together, the "Service"). By creating an account, installing the application, or using the website, you agree to these Terms of Service and our Privacy Policy. If you do not agree, do not use the Service.

2. Eligibility

You must be at least 18 years old and legally capable of entering into a binding contract to use the Service. You may use the Service only for your own personal purposes and only in compliance with applicable law.

3. Your account

You agree to provide accurate account information and to keep your sign-in credentials secure. You are responsible for all activity that occurs under your account. Notify us promptly at [email protected] if you believe your account has been compromised.

4. License

Subject to these terms, we grant you a personal, non-exclusive, non-transferable, revocable license to install and use the QuantAscent desktop application and to access the website. We retain all rights not expressly granted. You may not sell, sublicense, rent, or provide the Service to third parties.

5. Not investment advice; no advisory relationship

QuantAscent is self-directed research and portfolio-management software — a tool, not an advisor. QuantAscent Technologies LLC is not a registered investment adviser, broker-dealer, or financial planner, and using the Service does not create an advisory, fiduciary, brokerage, or client relationship of any kind.

• Nothing in the application, documentation, or website is investment, financial, legal, or tax advice, or a recommendation or solicitation to buy, sell, or hold any security.
• All strategies run in the Service are configured, adopted, or authored by you. Built-in strategy templates are analytical starting points that you choose and can modify; they are not recommendations, and adopting one is solely your decision.
• The Service does not consider your personal financial situation, objectives, or risk tolerance, and its output is not tailored to them.
• Investing involves risk, including the possible loss of principal. You alone are responsible for your investment decisions. If you are unsure whether an investment is appropriate for you, consult a licensed financial professional.

6. Your brokerage account and trading

The Service can connect to a brokerage account that you hold with a third-party broker. All trades execute in your own account, under your credentials and your control. You are responsible for reviewing and approving the configuration that produces orders and for every order placed through the Service. We are not a party to your brokerage relationship, we never take custody of your funds or securities, and we cannot move money on your behalf. Software, data feeds, markets, and brokerage connections can fail or behave unexpectedly — always verify orders, positions, and data independently with your broker.

7. Backtested and hypothetical performance

Strategy scores, rankings, screens, and backtests are analytical tools. Backtested and simulated results are hypothetical, have inherent limitations, may be affected by survivorship and other biases, do not reflect actual trading or costs you may incur, and are not a guarantee or prediction of future performance. Past performance does not indicate future results.

8. Market data and third-party services

Data displayed in the Service comes from third-party sources we believe to be reliable, but it is provided "as is" and may be delayed, incomplete, or inaccurate. You may not redistribute, resell, or systematically extract data feeds provided through the Service. Your use of third-party services connected to the Service — including your broker — is governed by those parties' own terms.

9. Subscriptions and billing

• Payment. Paid plans are billed in advance through our payment processor. Your payment details go directly to the processor; we never see or store your card number.
• Auto-renewal. Subscriptions renew automatically at the end of each billing period until you cancel.
• Cancellation. You may cancel at any time; your access continues through the end of the period you have paid for. Except where required by law, fees already paid are non-refundable and we do not prorate partial periods.
• Price changes. We may change subscription prices with at least 30 days' notice; changes take effect at your next renewal.
• Taxes. Prices may not include applicable taxes, which will be added where we are required to collect them.
• Free access. Free, trial, alpha, or beta access is provided at our discretion and may be modified or discontinued at any time.

10. Acceptable use

You agree not to:

• disrupt, overload, or interfere with the Service or its infrastructure;
• attempt to access other users' data or accounts;
• circumvent access controls, authentication, or usage limits;
• reverse engineer, decompile, or disassemble the software except to the extent permitted by applicable law;
• scrape the Service or redistribute its data or content; or
• use the Service for any unlawful purpose, including market manipulation.

11. Intellectual property

The Service, including its software, design, documentation, and content, is owned by QuantAscent Technologies LLC or its licensors and is protected by intellectual-property law. The strategies you author and the portfolio data stored on your own computer remain yours. If you send us feedback or suggestions, you grant us a perpetual, royalty-free license to use them without obligation to you.

12. Beta software; disclaimer of warranties

QuantAscent is in active development. Features may change, break, or be removed as the product evolves.

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR THAT ITS DATA OR OUTPUT WILL BE ACCURATE, AND WE MAKE NO WARRANTY OR REPRESENTATION REGARDING ANY INVESTMENT OUTCOME.

13. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW: (A) QUANTASCENT TECHNOLOGIES LLC WILL NOT BE LIABLE FOR TRADING OR INVESTMENT LOSSES, LOST PROFITS, LOSS OF DATA, OR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM OR RELATED TO THE SERVICE, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES; AND (B) OUR TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS RELATED TO THE SERVICE WILL NOT EXCEED THE GREATER OF THE AMOUNT YOU PAID US IN THE TWELVE MONTHS BEFORE THE CLAIM AROSE OR ONE HUNDRED U.S. DOLLARS ($100).

Some jurisdictions do not allow certain limitations of liability, so parts of this section may not apply to you.

14. Indemnification

You agree to indemnify and hold harmless QuantAscent Technologies LLC and its members, officers, and agents from claims, damages, and expenses (including reasonable attorneys' fees) arising from your misuse of the Service, your violation of these terms or applicable law, your investment decisions, or any dispute between you and your broker.

15. Dispute resolution; arbitration; class-action waiver

Informal resolution first. Before filing a claim, you agree to contact us at [email protected] and give us 30 days to work toward an informal resolution.

Binding arbitration. Any dispute arising out of or relating to these terms or the Service that is not resolved informally will be resolved by binding arbitration administered by the American Arbitration Association under its Consumer Arbitration Rules, rather than in court. The Federal Arbitration Act governs this section. Either party may instead bring an individual claim in small-claims court, and either party may seek injunctive relief in court for infringement or misuse of intellectual property.

Class-action waiver. Disputes will be resolved only on an individual basis. YOU AND QUANTASCENT TECHNOLOGIES LLC EACH WAIVE THE RIGHT TO A JURY TRIAL AND THE RIGHT TO PARTICIPATE IN A CLASS ACTION OR CLASS-WIDE ARBITRATION.

Opt-out. You may opt out of this arbitration agreement by emailing [email protected] within 30 days of first accepting these terms, with your name and the statement that you opt out of arbitration.

16. Termination

You may stop using the Service and delete your account at any time. We may suspend or terminate your access if you violate these terms, if required by law, or as needed to protect the Service or other users. Sections of these terms that by their nature should survive termination — including Sections 5–8 and 11–17 — survive.

17. Governing law

These terms are governed by the laws of the State of Wisconsin, without regard to conflict-of-law rules. Any dispute not subject to arbitration will be brought exclusively in the state or federal courts located in Wisconsin, and you consent to their jurisdiction.

18. Changes to these terms

We may update these terms as the product evolves. If a change is material, we will notify you — for example in a release update or by email — before it takes effect. Continued use of the Service after an update means you accept the revised terms.

19. Miscellaneous

These terms and the Privacy Policy are the entire agreement between you and us regarding the Service. If any provision is found unenforceable, the rest remain in effect. Our failure to enforce a provision is not a waiver. You may not assign these terms; we may assign them in connection with a merger, acquisition, or sale of assets.

20. Contact

Questions? Email [email protected].