- Our Software is an Order Execution and Portfolio Balance Moving Platform only
- Anything on this disclaimer should be taken as first-principles over the actual "Hosting and Licensing Agreement"
- Any examples we provide are not Trading or Financial Advice
- Our examples are simply demonstrations for you to better understand how the platform functions and it not an incentive to "trade"
- No Commercial Guarantee: We offer no promise of gain and trading cryptocurrency carries high risk
- Regulatory Exemption: By accessing this private infrastructure, you acknowledge that we are a technology engineering firm providing dedicated single-tenant software licensing. We do not operate as a regulated asset manager, broker, custodian, or investment adviser
- Timing issues and data availability - whilst all efforts are made to validate data, there is a small risk of gaps. Always manage your position balances to act within sensible tolerances appropriate to your risk profile
- Any documentation tailored to your specific strategies is to assist you, we cannot be held liable for errors or misinterpretations
- We will not share your strategies with other customers
- We won't take your ideas and IP for our own benefit, but we welcome collaboration if customers require so
- We may discuss approaches we take for approaching security but anything we discuss/provide is how we do things and is not intended as guidance - always do your own research
- Manual intervention on your portfolios may affect your positions and NPV
- The current version of our software is ephemeral and proportional based, the amounts and prices you trade and rates may experience slippage
- We feel customers may decide it to be prudent to test strategies on small portfolios initially but this is not advice
Understanding our Software
Each Customer has different needs
The flexibility of our software means that how each customer uses it will be entirely different. Customers will find their own uses. We have our own clear strategies on how we interact with our Centralised Exchange Portfolios. These will undoubtedly differ from your use-cases.
Rather than mentioning Assets, Trading Guidance, we will focus on scenarios and functionality only.
Analytics, Insights and Metrics for Execution Developed by Us
- We are not aiming to add hundreds of indicators to our software
- Customers using our software are the decision maker of what rules they apply to execute portfolio orders and balance transfers between portfolios
- When we develop analytics and signals, these are in agreement with customers and should be considered additive to existing core functionality of our platform
- We cannot be held responsible for errors occurring from these analytics
Analytics, Insights and Metrics for Execution Developed by Customers
- Many customers have existing metrics and analytics they may wish to plug into our platform
- These are sidecars, they may consume extra hosting resources and their may be additional hosting costs
- We will agree fair, additional charges if we predict or notice a surge in costs and performance
- We and the customer may consider alternative ways to make data available to our platform to reduce costs
Hosting and Licensing Agreement
- As part of the onboarding process you will be supplied with our agreement and this is the point at which you agree to specific terms and conditions
- Anything on this Disclaimer page is policy based and indicative of what the agreement will be based upon, but not above the agreement
Maintenance, Limitations, Uptime and Support
- We may have to take action on instances when limits are close to being exceeded
- Downtime can occur on Exchanges and Cloud Hosting
- We may need to apply patches, although rare
- Customers should retain their strategies and other data themselves
- Exchanges do limit usage themselves, we provide some guidance on this
Customer Status
- Customers must be acting in a professional capacity and not as a retail investor
- We take reasonable steps to validate this status, but you must ensure you are not acting in a consumer capacity
- You must be in a capacity to maintain keys on Coinbase Advanced and future Centralised Exchanges/Decentralised Exchanges we may offer in the future
Mention of Trading in our Website
Anything referring to the term "trading" refers to the act of automatically managing positions within a portfolio
In Conclusion
Our goal is to offer as complete a service as possible. We must adhere to regulatory requirements and be seen as an Order Execution and Portfolio Balance Moving platform only.
If you see potential issues with content on this website, we welcome feedback to allow us to present the most honest and fair representation of our service offering.
We are excited to have you as a potential customer.