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TraderLeveling Terms of Service

Effective date: June 11, 2026 Last updated: June 11, 2026

These Terms of Service ("Terms") are a binding agreement between you and TraderLeveling — currently operated by its founder as a sole proprietorship doing business as "TraderLeveling," with formation of a successor limited liability company in progress (see Section 18.3) — ("TraderLeveling," "we," "us," "our") governing your access to and use of the TraderLeveling application, website, and related services at traderleveling.com (collectively, the "Service").

By clicking "I agree," creating an account, or using the Service, you accept these Terms and our Privacy Policy. If you do not agree, do not use the Service. Section 17 contains a binding arbitration provision and class action waiver that affect your legal rights. You may opt out of arbitration as described in Section 17.6.


1. The Service

TraderLeveling is a software tool for traders. It provides trade journaling, performance analytics, methodology documentation, AI-assisted coaching and review, chart display and annotation, replay/training tools, and related features. The Service's analytical features operate on your own trades and your own documented methodology and return analysis, organization, and feedback derived from them.

Beta features. Features identified as "beta," "preview," "experimental," or "coming soon" are provided as-is, may change or be withdrawn at any time, and may be subject to additional terms presented at enablement.

Changes to the Service. We may add, modify, or remove features at any time. We will provide reasonable notice of changes that materially reduce core functionality of a paid plan.


2. NOT FINANCIAL ADVICE — READ THIS SECTION CAREFULLY

TraderLeveling is an educational and analytical software tool. It is not a financial advisor, broker, commodity trading advisor, commodity pool operator, or investment advisor. Nothing in the Service constitutes investment, financial, legal, or tax advice, or a recommendation or solicitation to buy, sell, or hold any financial instrument.

2.1. The Service does not tell you what trades to take. Outputs of the Service — including AI coaching, trade grades, methodology analysis, premarket reads, level identification, sensor or condition checks, replay results, and any other analysis — are informational tools that apply your own documented rules to data. All trading decisions, and their consequences, are yours alone.

2.2. No registration. We are not registered with the SEC, CFTC, NFA, FINRA, or any other financial regulator. The Service is not a substitute for advice from a qualified, licensed professional.

2.3. RISK DISCLOSURE. Futures, options, and other leveraged trading involve substantial risk of loss and are not suitable for all persons. You can lose more than your initial investment. You should trade only with capital you can afford to lose.

2.4. HYPOTHETICAL AND SIMULATED PERFORMANCE DISCLOSURE. Backtest, replay, simulated, and historical analysis results generated by or displayed in the Service are hypothetical. HYPOTHETICAL PERFORMANCE RESULTS HAVE MANY INHERENT LIMITATIONS. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN. HYPOTHETICAL RESULTS DO NOT REPRESENT ACTUAL TRADING AND ARE GENERALLY DESIGNED WITH THE BENEFIT OF HINDSIGHT; THEY DO NOT REFLECT THE IMPACT OF FINANCIAL RISK, SLIPPAGE, LIQUIDITY, OR THE ABILITY TO WITHSTAND LOSSES IN ACTUAL TRADING. PAST PERFORMANCE, ACTUAL OR HYPOTHETICAL, IS NOT INDICATIVE OF FUTURE RESULTS.

2.5. Proprietary trading firm rules. If you trade through a proprietary trading firm or funded-account program, you are solely responsible for compliance with that firm's rules. Nothing in the Service modifies, overrides, or assures compliance with any firm's rules, and we are not responsible for evaluation failures, account breaches, or losses of funded status.


3. Eligibility and Accounts

3.1. You must be at least 18 years old and capable of forming a binding contract.

3.2. You must provide accurate registration information and keep it current. You are responsible for safeguarding your credentials and for all activity under your account. Notify us immediately at support@traderleveling.com of any unauthorized use.

3.3. One account per person. You may not share, sell, transfer, or sublicense your account.

3.4. Electronic communications. You consent to receive communications from us electronically (email and in-Service notices), and agree that electronic communications satisfy any legal requirement that communications be in writing.


4. Market Data Terms

This section governs all price, quote, and market information displayed in or processed by the Service ("Market Data").

4.1. Nature of our Market Data. Market Data displayed from our own data sources is historical and delayed — generally embargoed at least 24 hours — and is provided for review, journaling, replay, training, and analytical purposes only. The Service does not provide real-time market data from our sources, and no display in the Service should be used to make live execution decisions. Replay and training modes use historical data and do not represent current market conditions.

4.2. View-only; no redistribution. Market Data is licensed for your viewing within the Service only. You may not, directly or indirectly: copy, scrape, harvest, extract, download, record, or store Market Data from the Service; redistribute, republish, retransmit, sell, or make Market Data available to any third party; use automated means (bots, scripts, crawlers) to access Market Data; or use the Service as a source for any data feed, dataset, or derived data product. We enforce technical limits (including rate limits and window caps) in support of these restrictions, and circumventing them is a material breach.

4.3. Exchange ownership. Market Data is the property of the originating exchanges (including CME Group exchanges) and/or our data providers, and is protected by their rights and policies. Your use of Market Data is subject to those rights.

4.4. User-connected data sources (when available). The Service may allow you to connect your own brokerage or market data accounts (e.g., via OAuth). If you do: (a) your access to and display of data from those connections is governed by your own agreements with the broker, platform, data vendor, and underlying exchanges, including any market data subscriber agreement you have signed, and you represent that your use of the Service with those connections complies with them; (b) you may connect only accounts you are authorized to use; (c) live data from your connections is processed ephemerally and per-session to provide features to you — we do not store your live market data, do not display it to any other user, and do not incorporate it into our own data sets; and (d) we may store derived analytical events (e.g., that a condition you defined was met) as described in the Privacy Policy, which contain analysis and references to your own annotations, not market data series.

4.5. No warranty of data. Market Data may be delayed, incomplete, inaccurate, or unavailable. Neither we nor our data providers or the exchanges warrant the accuracy, timeliness, or completeness of any Market Data, and none of them shall be liable for any reliance on it.


5. AI Features and Automated Analysis

5.1. How analysis works. Quantitative metrics and detection events in the Service are computed by deterministic software from your data and applicable Market Data; AI language models are used to interpret, organize, and explain. Even so, errors are possible at every layer: deterministic detectors can be mis-parameterized, and AI-generated text can be inaccurate, incomplete, or wrong. You must independently evaluate any output before relying on it.

5.2. AI processing. AI features are powered by third-party large language model providers (currently Anthropic) via API, as described in the Privacy Policy. Under the applicable commercial API terms, your inputs and outputs are not used to train the provider's models.

5.3. Methodology compilation. Features that compile your methodology descriptions, annotations, and worked examples into structured specifications, sensors, or playbook entries are assistive. Compiled artifacts that drive automated monitoring or expand your methodology's vocabulary require your confirmation before activation; all compiled artifacts are yours to review, edit, or delete, and they remain your content (Section 6).

5.4. Usage limits. AI features are subject to fair-use and rate limits to keep the Service available and affordable. We may adjust limits with notice; paid plan limits will be stated at purchase.


6. Your Content and Intellectual Property

6.1. You own your content — including your methodology. "User Content" means everything you create, upload, or connect to the Service: trades and fills, journal entries, notes, methodology descriptions, strategies, rules, setups, concepts, chart annotations and drawn objects, labels, voice or text explanations, and similar material. You retain all ownership rights in your User Content. This expressly includes your trading methodology and all AI-assisted refinements of it generated at your direction within the Service — compiled methodology specifications, concept registries, sensor configurations, organized trade theses, and playbook entries derived from your methodology. As between you and TraderLeveling, those derived artifacts are part of your User Content and belong to you.

6.2. License to us. To operate the Service, you grant TraderLeveling a limited, non-exclusive, worldwide, royalty-free license to host, store, process, transmit, display, and create derivative works of your User Content solely to provide, secure, maintain, and improve the Service for you, including transmitting relevant portions to our AI subprocessor to deliver features you request. This license ends when you delete the relevant content or your account, except for residual copies in routine backups (purged on rotation) and records retained as required by law.

6.3. What we will not do with your methodology. We will not sell your methodology, share it with other users, use it to provide insights or signals to other users, or trade it ourselves. We may use aggregated or de-identified usage information that does not identify you and does not reveal your methodology to improve the Service.

6.4. Our intellectual property. The Service — software, design, sensor template library, analytical frameworks, prompts and system architecture, trademarks, and all content we provide — is owned by TraderLeveling or its licensors. We grant you a limited, non-exclusive, non-transferable, revocable license to use the Service for your personal or internal business purposes in accordance with these Terms. You may not copy, modify, distribute, sell, lease, reverse engineer, or create derivative works of the Service, or use the Service or its outputs to develop a competing product.

6.5. Feedback. If you send us ideas, suggestions, or feature requests, we may use them without restriction or compensation. Feedback does not include your User Content.

6.6. Third-party attributions. The Service includes third-party components (including TradingView Lightweight Charts™) used under their licenses; attributions are listed at /attributions. Nothing in these Terms implies sponsorship or endorsement by any third party.


7. Acceptable Use

You agree not to, and not to permit others to:

(a) use the Service in violation of any applicable law, regulation, or third-party right; (b) access another user's data or attempt to bypass authentication, authorization, tenant isolation, rate limits, or data embargoes; (c) probe, scan, or test vulnerabilities, or interfere with or disrupt the Service; (d) scrape, harvest, or extract data from the Service, or access it by automated means except through interfaces we expressly provide; (e) use bots or scripts to make AI requests beyond normal application use, or otherwise abuse usage limits; (f) upload malicious code, or content that is unlawful, infringing, or that you lack rights to provide; (g) misrepresent Service outputs as personalized financial advice, signals, or recommendations when sharing them with others; (h) resell, sublicense, white-label, or provide the Service to third parties as a service bureau; (i) circumvent the Market Data restrictions in Section 4.

We may investigate violations and may suspend or limit accounts that present risk to the Service, other users, our data providers, or us.


8. Fees, Subscriptions, and Billing

*(Applies when paid plans are available.)*

8.1. Subscriptions. Paid plans are billed in advance on a recurring basis (monthly or annual) via our payment processor (Stripe) and renew automatically until canceled. By subscribing you authorize recurring charges to your payment method.

8.2. Cancellation. You may cancel anytime in account settings; cancellation takes effect at the end of the current billing period, and you retain access until then.

8.3. Refunds. Except where required by law or expressly stated otherwise, fees are non-refundable, including for partial periods and unused features.

8.4. Trials and promotions. Free trials or promotional pricing convert to paid subscriptions at the then-current rate unless canceled before the trial ends. We may modify or discontinue free tiers and trials.

8.5. Price changes. We may change prices with at least 30 days' notice; changes apply at your next renewal. Continued use after renewal constitutes acceptance.

8.6. Taxes; chargebacks. Fees exclude taxes, which are your responsibility where applicable. If you initiate a chargeback we reasonably believe is unwarranted, we may suspend your account pending resolution.


9. Third-Party Services

The Service interoperates with third-party services (payment processing, AI providers, email delivery, brokerage and data connections). Your use of any third-party service is governed by that party's terms, and we are not responsible for third-party services. If you connect a brokerage or data account, Section 4.4 applies.


10. Copyright Complaints (DMCA)

If you believe content on the Service infringes your copyright, send a notice containing the information required by 17 U.S.C. § 512(c)(3) to our designated agent at support@traderleveling.com (mailing address available upon written request to the same address). We may remove allegedly infringing content and may terminate repeat infringers' accounts.


11. Termination

11.1. You may close your account at any time in settings.

11.2. We may suspend or terminate your access if you materially breach these Terms, create legal or security risk for us, our users, or our data providers, fail to pay fees when due, or if we discontinue the Service (with reasonable notice and, for prepaid periods, a pro-rata refund in the case of discontinuation).

11.3. Before closing your account, you may export your trades and journal records using the export tools provided. Upon termination, your license to use the Service ends; deletion of your data follows the Privacy Policy. Sections 2, 4.2–4.5, 6, 7, and 12–18 survive termination.


12. Disclaimers of Warranty

THE SERVICE, ALL OUTPUTS, AND ALL MARKET DATA ARE PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE, NON-INFRINGEMENT, ACCURACY, OR UNINTERRUPTED OR ERROR-FREE OPERATION. WE DO NOT WARRANT THAT ANY OUTPUT, ANALYSIS, SENSOR EVENT, OR DATA WILL BE ACCURATE, COMPLETE, TIMELY, OR RELIABLE, OR THAT DEFECTS WILL BE CORRECTED. SOME JURISDICTIONS DO NOT ALLOW EXCLUSION OF IMPLIED WARRANTIES, SO SOME EXCLUSIONS MAY NOT APPLY TO YOU.


13. Limitation of Liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW:

13.1. NEITHER TRADERLEVELING NOR ITS OWNER(S), OFFICERS, EMPLOYEES, AGENTS, LICENSORS, OR DATA PROVIDERS WILL BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY, OR PUNITIVE DAMAGES, OR FOR ANY TRADING LOSSES, LOST PROFITS, LOST OR DEGRADED FUNDED-ACCOUNT STATUS, FAILED EVALUATIONS, LOST DATA, LOST GOODWILL, OR BUSINESS INTERRUPTION, ARISING FROM OR RELATED TO THE SERVICE OR THESE TERMS, UNDER ANY LEGAL THEORY, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

13.2. OUR TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS RELATING TO THE SERVICE WILL NOT EXCEED THE GREATER OF (A) THE AMOUNTS YOU PAID US IN THE TWELVE (12) MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS (US$100).

13.3. THE LIMITATIONS IN THIS SECTION ARE FUNDAMENTAL ELEMENTS OF THE BARGAIN BETWEEN YOU AND US, AND APPLY EVEN IF A REMEDY FAILS OF ITS ESSENTIAL PURPOSE. SOME JURISDICTIONS DO NOT ALLOW CERTAIN LIMITATIONS, SO PARTS OF THIS SECTION MAY NOT APPLY TO YOU.


14. Indemnification

You will defend, indemnify, and hold harmless TraderLeveling and its owner(s), officers, employees, and agents from and against any claims, damages, liabilities, and expenses (including reasonable attorneys' fees) arising out of or related to: (a) your User Content; (b) your use of the Service, including your trading activity and any decisions informed by Service outputs; (c) your violation of these Terms, applicable law, or any third-party right; or (d) your breach of any market data, brokerage, or prop-firm agreement applicable to you.


15. Governing Law

These Terms and any dispute arising out of or relating to them or the Service are governed by the laws of the State of California, without regard to conflict-of-laws principles, except that the Federal Arbitration Act governs Section 17.


16. Informal Dispute Resolution

Before filing any claim, you and we agree to try to resolve the dispute informally: the party raising the dispute will send a written description to the other (to support@traderleveling.com for us; to your account email for you), and both parties will negotiate in good faith for at least 30 days. Most concerns can be resolved this way.


17. Arbitration Agreement and Class Action Waiver

Please read this section carefully — it affects your rights.

17.1. Agreement to arbitrate. Any dispute, claim, or controversy arising out of or relating to these Terms or the Service that is not resolved under Section 16 will be resolved by binding individual arbitration, rather than in court, administered by the American Arbitration Association ("AAA") under its Consumer Arbitration Rules, as modified by this Section.

17.2. Exceptions. Either party may (a) bring an individual claim in small claims court, and (b) seek injunctive or other equitable relief in a court of competent jurisdiction for actual or threatened infringement or misappropriation of intellectual property or breach of data-use restrictions (including Section 4.2).

17.3. Class action and jury waiver. YOU AND TRADERLEVELING EACH WAIVE THE RIGHT TO A TRIAL BY JURY AND TO PARTICIPATE IN A CLASS, COLLECTIVE, CONSOLIDATED, OR REPRESENTATIVE ACTION. The arbitrator may award relief only to the individual party seeking it.

17.4. Procedure and costs. Arbitration will be conducted in English, by a single arbitrator, by videoconference or, if an in-person hearing is required, in Los Angeles County, California or another mutually agreed location. Each party bears its own attorneys' fees except where applicable law provides otherwise; arbitration fees will be allocated per the administrator's consumer rules.

17.5. Severability of waiver. If the class action waiver is found unenforceable as to a particular claim, that claim (and only that claim) shall proceed in court, and the remainder shall proceed in arbitration.

17.6. 30-day opt-out. You may opt out of this arbitration agreement by emailing support@traderleveling.com with the subject "Arbitration Opt-Out," your name, and your account email, within 30 days of first accepting these Terms. Opting out does not affect any other provision.


18. General

18.1. Entire agreement. These Terms and the Privacy Policy are the entire agreement between you and TraderLeveling regarding the Service and supersede all prior agreements on that subject.

18.2. Changes to these Terms. We may update these Terms. For material changes, we will provide at least 14 days' notice via the Service or email before the changes take effect; continued use after the effective date constitutes acceptance. Changes do not apply retroactively to disputes arising before the effective date.

18.3. Assignment. You may not assign these Terms. We may assign them to an affiliate or successor entity — including, upon its formation, TraderLeveling LLC or a similar entity formed to operate the Service — or in connection with a merger, acquisition, reorganization, or sale of assets, with notice to you.

18.4. Severability; waiver. If any provision is unenforceable, it will be modified to the minimum extent necessary or severed, and the remainder will remain in effect. A failure to enforce a provision is not a waiver.

18.5. Force majeure. Neither party is liable for delay or failure to perform (other than payment obligations) due to causes beyond its reasonable control.

18.6. Notices. We may provide notices via the Service or to your account email. Legal notices to us go to support@traderleveling.com (mailing address available upon written request).

18.7. Survival. Provisions that by their nature should survive termination do so, including Sections 2, 4.2–4.5, 6, 7, 12–17.


19. Contact

TraderLeveling support@traderleveling.com (Mailing address available upon written request.)

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