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Terms of Service

Last updated: 2026-08-01

These Terms of Service (“Terms”) govern your use of Slatemark (formerly traider; the “Service”), operated through slatemark.ai and any related properties. By creating an account, linking a brokerage, or otherwise accessing the Service, you agree to these Terms. If you do not agree, do not use the Service.

1. What the Service is, and is not

Slatemark is a read-only research and journaling tool that exposes market data, fundamentals, macro releases, filings, and your own brokerage data to an AI client of your choice (Claude Desktop, Cursor, OpenCode, or similar) via the Model Context Protocol. It also stores a trade journal you author yourself.

Slatemark does not provide investment advice. The Service is not:

  • A registered investment adviser, broker-dealer, financial planner, or fiduciary.
  • A source of personalized recommendations about specific securities, position sizes, allocations, stops, targets, or portfolio composition.
  • A trading platform: the Service cannot place, modify, or cancel orders. Every trade you make happens in your own brokerage account, executed by you.
  • A guarantee of accuracy, completeness, or timeliness of any market data, fundamental data, news, macro releases, or any other content the Service surfaces.

Content the Service or any AI client connected to it produces is educational and informational only. Past performance does not predict future results. Trading securities involves substantial risk, including the risk of total loss. You are solely responsible for every trading decision you make and for the suitability of any decision in light of your own financial situation, risk tolerance, and objectives.

Slatemark describes a research process and a set of framework rules: a methodology you configure and apply yourself, and a journal that keeps your own record. Describing that process, or the discipline of journaling and reviewing your own trades, is not a promise that it will improve your results, reduce your losses, or produce any particular outcome. Any benefit comes from the decisions you make, which remain entirely your own.

Some features of the Service, including the Strategy Scorecard, present descriptive analytics about your own historical, closed trades. These analytics (for example, win rate, average expectancy, total profit and loss, and holding period) are computed from the brokerage fills you choose to link or the realized profit and loss you record yourself, and they are a record of your own past activity, shown to you for your information and review. They are not a recommendation, a signal, a forecast, or a performance claim; they do not predict, project, or suggest your future results; and they do not tell you what to trade. Past performance does not guarantee or predict future results. Slatemark provides automated diagnostic tracking of the data you input; the categorization, tagging, and evaluation of your strategies are for educational and journaling purposes only and do not create an advisory or fiduciary relationship. The Service reports the numbers; every trading decision remains entirely your own.

2. Eligibility

You must be at least 18 years old and a resident of the United States to use the Service. The Service is not currently offered in jurisdictions outside the United States and we make no representations that the Service complies with the laws of any other jurisdiction. By using the Service you represent and warrant that you meet these eligibility requirements.

3. Your account

You authenticate to the Service through Stytch (our identity provider). You are responsible for maintaining the confidentiality of any credentials associated with your account, for all activity that occurs under your account, and for notifying us promptly at support@slatemark.ai if you suspect unauthorized access.

The Service supports linking external accounts (such as a brokerage account). Brokerage connections run through SnapTrade, our brokerage-connection provider: you sign in to your brokerage inside SnapTrade’s secure portal and authorize read-only data sharing, and we receive your brokerage Account Data (balances, positions, orders, and transaction history) through SnapTrade for the purpose of surfacing it to the AI client you operate. We never receive your brokerage password, we do not receive write access to your brokerage, and we cannot place or modify orders.

4. Subscriptions, billing, and cancellation

The Service is offered in a free plan and one or more paid plans. Paid subscriptions are billed in advance through Stripe, our payment processor. By subscribing to a paid plan, you authorize recurring charges at the then-current rate until you cancel. You may cancel at any time through your account dashboard; cancellation takes effect at the end of the current billing period and the Service remains available through that period.

We may modify pricing, plan features, or available payment methods with reasonable advance notice. Continued use of a paid plan after a pricing change takes effect constitutes acceptance of the new pricing.

Refunds are not provided for partial billing periods except where required by applicable law. If you believe you were billed in error, contact support@slatemark.ai.

5. Brokerage and trading read-only invariant

The Service is architecturally read-only with respect to brokerage, trading, order, and funds systems. It does not place, modify, or cancel orders, transfer funds, or write to your brokerage. If you switch on the catalyst calendar through a subscription feed or native Google Calendar delivery, its entries carry reminders, by default one day and thirty minutes ahead of each event, and you can change those lead times or turn reminders off entirely. Your calendar application is what fires them, and no reminder tells you to trade.

The data the Service writes to its own infrastructure is the data described in our Privacy Policy: your own journal entries and the entries derived from your brokerage fills, bounded metadata about holdings reads, an encrypted record of those fills, your account profile, configured credentials, saved preferences, your subscription and billing records, the dated calendar entries and email records, records of how you use the Service, and a record of any authorization you give us. It also includes any exact share-receipt projection you deliberately publish and the pseudonymous referral attribution associated with that receipt. Your private account data is stored in our infrastructure on your behalf and accessible only to you. The sole public exception is an exact share-receipt projection you choose to publish as described below.

Four optional features deliver your own records outward at your direction. The calendar subscription is a pull-based feed that a calendar application of your choosing reads from us. Native Google Calendar delivery uses the Google Calendar API to write entries and reminder choices only to a separate calendar Slatemark creates after you expressly authorize the connection; that permission does not let us read or change your other calendars. The Weekly Slate is an email we send to the address on your account. A share receipt makes only the factual projection you preview and approve available at an unguessable capability link until it expires or you revoke it; it excludes linked brokerage Account Data. You initiate each feature yourself and can stop its outward delivery. None of these delivery methods places or initiates a trade, changes an order, moves funds, or tells anyone to open or close a position.

6. Acceptable use

You agree not to:

  • Use the Service to violate any applicable law or regulation, including securities laws.
  • Resell, sublicense, or redistribute the Service or any data obtained through the Service except for your own use.
  • Attempt to circumvent rate limits, access controls, authentication, or any other technical or operational protections of the Service.
  • Use automated means (other than the supported MCP client integrations) to access the Service.
  • Reverse engineer, decompile, or attempt to derive source code from the Service except as permitted by law.
  • Use the Service to harass, abuse, or harm another person.
  • Probe, scan, or test the vulnerability of the Service without our prior written consent.
  • Use the Service to manage or advise on accounts held for other people, including uploading their account data, without a separate written agreement with us. The Service is licensed for your own trading accounts; trading your own capital through a business entity is your own account for this purpose.

Notwithstanding the prohibition on redistribution, users may publicly share limited data artifacts exclusively through Slatemark's approved 'Share Receipt' function. By using this function, you represent that you hold the necessary rights to distribute the included data.

We may suspend or terminate your account, with or without notice, for any conduct we reasonably believe violates these Terms or harms the Service, other users, or third parties.

7. Third-party data and services

The Service surfaces data and content from a number of third-party sources, including (without limitation) brokerage APIs, market-data services, public regulatory data, news vendors, and macro-economic data providers. We do not control these sources and make no warranty as to the accuracy, timeliness, completeness, fitness for any particular purpose, or continued availability of any third-party data.

Your use of any third-party service through the Service is subject to that service’s own terms and privacy policy. You are responsible for reviewing and complying with them.

In these Terms, our vendors, licensors, and processors (collectively, the “Upstream Providers”) means the third parties whose systems, data, or services the Service depends on or interoperates with. They include, without limitation: the brokerage you connect and the brokerage-connection provider through which you connect it; the vendors and licensors whose market, fundamental, macro-economic, regulatory, and news data the Service surfaces; our infrastructure, identity, and payment providers; and the AI client and model provider you connect to the Service, into which the Service passes data at your request so that client can answer your questions. Several provisions below (the warranty disclaimer, the limitation of liability, the indemnification, and the third-party-beneficiary clause) operate for the benefit of the Upstream Providers.

8. Your data and credentials

You may provide credentials (such as API keys) for third-party data vendors to expand the Service’s tool surface. You represent that you have the right to provide those credentials and that doing so does not violate the third party’s terms. We store credentials encrypted with per-user keys (see our Privacy Policy) and use them solely to make the calls you initiate through the Service.

You retain ownership of your content: every journal entry, account profile, note, and tag you create, together with every file you upload, record you import, and dataset you otherwise provide to the Service. You grant us a limited, non-exclusive license to host, process, and display that content solely for the purpose of providing the Service to you. We do not claim any other rights to your content and we do not sell it.

If you deliberately publish a share receipt, you grant us the same limited license to display only the exact public projection you approved at its capability link until you revoke it or it expires. That permission does not extend to the rest of the underlying record or to brokerage Account Data, which the share-receipt feature does not publish.

You represent that you own the content you upload, import, or otherwise provide, or that you hold the legal authority and any consent required to provide it to us and to have us process it through the Service. This applies to any file describing an account you do not hold in your own name.

9. Our intellectual property

The Service, including the software, design, documentation, skill templates, framework rules, and analytics, is owned by us or our licensors and is protected by copyright, trademark, and other laws. We grant you a limited, non-exclusive, non-transferable license to use the Service in accordance with these Terms. All rights not expressly granted are reserved.

10. Disclaimer of warranties

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE”, WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, AVAILABILITY, OR ABSENCE OF ERRORS. WE DO NOT WARRANT THAT THE SERVICE OR ANY DATA OR CONTENT MADE AVAILABLE THROUGH IT WILL BE UNINTERRUPTED, SECURE, ACCURATE, OR TIMELY, OR THAT ANY DEFECTS WILL BE CORRECTED.

NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED THROUGH THE SERVICE OR FROM US CREATES ANY WARRANTY NOT EXPRESSLY STATED IN THESE TERMS.

THE UPSTREAM PROVIDERS (AS DEFINED IN SECTION 7) MAKE NO WARRANTIES OF ANY KIND TO YOU AND DISCLAIM ALL EXPRESS AND IMPLIED WARRANTIES WITH RESPECT TO THE SERVICE AND ANY DATA OR CONTENT THEY SUPPLY, INCLUDING THE IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, AVAILABILITY, AND ABSENCE OF ERRORS. ANY DATA OR CONTENT AN UPSTREAM PROVIDER SUPPLIES IS PROVIDED TO YOU “AS IS” AND “AS AVAILABLE.”

11. Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW, WE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUES, DATA, OR TRADING LOSSES, WHETHER INCURRED DIRECTLY OR INDIRECTLY, OR ANY LOSS OF GOODWILL OR OTHER INTANGIBLE LOSSES, ARISING FROM OR RELATED TO YOUR USE OF, OR INABILITY TO USE, THE SERVICE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR AGGREGATE LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATED TO THE SERVICE SHALL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID US FOR THE SERVICE IN THE TWELVE MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, AND (B) ONE HUNDRED U.S. DOLLARS ($100).

THE UPSTREAM PROVIDERS (AS DEFINED IN SECTION 7) SHALL HAVE NO LIABILITY TO YOU OF ANY KIND ARISING OUT OF OR RELATED TO THE SERVICE, ANY DATA OR CONTENT THEY SUPPLY, OR YOUR USE OF OR INABILITY TO USE THE SERVICE, AND YOU AGREE NOT TO BRING ANY CLAIM AGAINST AN UPSTREAM PROVIDER ARISING OUT OF OR RELATED TO THE SERVICE. THE EXCLUSIONS AND LIMITATIONS IN THIS SECTION APPLY FOR THE BENEFIT OF US AND OF THE UPSTREAM PROVIDERS ALIKE.

Some jurisdictions do not allow the exclusion or limitation of certain damages, so portions of this section may not apply to you.

12. Our sole responsibility to you

Slatemark is solely responsible to you for the Service. Subject to the disclaimers in Section 10 and the limitation of liability in Section 11, any claim, liability, or damages you may have arising out of or related to the Service lie against Slatemark alone, and not against any Upstream Provider (as defined in Section 7). You agree to look solely to Slatemark, and not to any Upstream Provider, for any support, remedy, or resolution relating to the Service.

We maintain a support contact for questions, problems, and claims relating to the Service. You can reach us at support@slatemark.ai.

13. Indemnification

You agree to indemnify, defend, and hold harmless Slatemark, our affiliates, our officers, directors, employees, and agents, and the Upstream Providers (as defined in Section 7), from and against any third-party claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to your use of the Service, your violation of these Terms, or your violation of any third-party right, including any intellectual-property or privacy right. This obligation runs to each Upstream Provider as well as to us, and an Upstream Provider may enforce it directly as provided in Section 14.

14. Third-party beneficiaries

The Upstream Providers (as defined in Section 7) are intended third-party beneficiaries of these Terms. Each Upstream Provider may enforce, directly against you and in its own name as though it were a party to these Terms, the provisions that operate for its benefit, including the warranty disclaimer in Section 10, the limitation of liability in Section 11, the sole-responsibility provision in Section 12, and your indemnification obligation in Section 13. Except as stated in this Section, these Terms create no third-party-beneficiary rights and may be amended or rescinded by the parties without any third party’s consent.

15. Termination

You may terminate your account at any time through the dashboard or by emailing support@slatemark.ai. We may suspend or terminate your account, with or without notice, if we reasonably believe you have violated these Terms, if required by law, or if continued service would create undue risk for us, you, or other users.

Upon termination, your right to use the Service ceases immediately. Sections that by their nature should survive termination (including the disclaimer of warranties, the limitation of liability, our sole responsibility to you, indemnification, the third-party-beneficiary rights of the Upstream Providers, governing-law provisions, and ownership of intellectual property) will survive.

16. Changes to these Terms

We may modify these Terms from time to time. When we make material changes, we will update the “Last updated” date above and, where appropriate, provide additional notice (for example, by email or an in-product banner). Your continued use of the Service after the effective date of any change constitutes acceptance of the modified Terms. If you do not agree to the modified Terms, your sole remedy is to stop using the Service.

17. Governing law and disputes

These Terms are governed by the laws of the State of Delaware, United States, without regard to its conflict-of-laws principles. Any dispute arising out of or related to these Terms or the Service will be brought exclusively in the state or federal courts located in Delaware, and you consent to personal jurisdiction and venue in those courts.

18. Contact

Questions about these Terms can be sent to support@slatemark.ai.