Terms of Use
Platform Purpose
Strategy Lab provides software for systematic investment research, model design, backtesting, charting, and export workflows. The platform does not execute trades, custody assets, provide tax advice, or provide individualized investment recommendations.
Beta Access
Access is invite-only during beta. Accounts are personal to the invited or registered user and may not be shared without written permission. We may modify, suspend, or discontinue beta features at any time, including to address security, compliance, performance, or data-quality concerns.
User Responsibilities
- You are responsible for reviewing all assumptions, limitations, generated outputs, and exports before relying on them.
- You will not represent platform output as actual performance, guaranteed results, or approved regulatory material.
- You will not reverse engineer, scrape, resell, redistribute, or externally publish platform data, screenshots, exports, or derivative datasets except as authorized in writing.
- You will comply with laws, firm policies, client-communication rules, books-and-records obligations, and any applicable securities regulations.
- You will not use Strategy Lab to store client personally identifiable information, non-public client account data, health information, payment card data, or other sensitive personal information unless separately authorized in writing.
No Advice or Guarantee
Platform output is informational and hypothetical. It is not a recommendation, offer, solicitation, fiduciary communication, or guarantee. Any live-trading, client-reporting, or marketing use is solely your responsibility and should be reviewed by your compliance, legal, and investment personnel.
Strategy Lab does not provide tax, legal, accounting, ERISA, insurance, estate-planning, suitability, best-interest, or fiduciary advice. You should consult qualified professionals before using research output in a live portfolio, client communication, advertisement, or regulatory filing.
Professional and Client-Facing Use
If you are an adviser, broker-dealer representative, consultant, asset manager, or other financial professional, you are responsible for determining whether any output is appropriate for your firm, clients, prospects, policies, and regulatory obligations. This includes supervisory review, books and records, advertisement review, hypothetical-performance disclosures, client suitability or fiduciary analysis, and any required approval before external use.
Exports and Reports
CSV exports, screenshots, saved screens, charts, and reports are provided for research and reconciliation. You may not strip required disclosure context, present exports as actual account performance, or imply that Strategy Lab has approved a model for client use. We may add, remove, watermark, or restrict export formats during beta to support data rights, compliance review, and platform reliability.
Data and Availability
Market and fundamentals data may be delayed, revised, incomplete, unavailable, or subject to provider restrictions. Strategy Lab may impose usage limits, queueing, caps on expensive calculations, or feature restrictions to preserve platform reliability and licensing compliance.
You may not redistribute raw or derived vendor data, rebuild a competing dataset, use automated scraping outside documented product workflows, or use the platform in a manner that violates data-provider restrictions. Data coverage, ticker availability, field availability, calculation methods, and historical revisions may change without notice.
Confidentiality
Saved screens, user settings, and usage records are account-scoped. You are responsible for safeguarding login credentials and for avoiding uploads or notes that include personal client information unless separately authorized.
Beta Changes
During beta, methodology, signal definitions, available universes, default settings, disclosure language, rate limits, pricing, access controls, and export behavior may change. Saved screens may produce different results after data refreshes, methodology improvements, or bug fixes.
Intellectual Property and Third-Party Marks
Strategy Lab software, interface design, documentation, workflows, and non-user-generated content are owned by Strategy Lab or its licensors. Third-party company names, ticker symbols, fund names, indexes, trademarks, and logos remain the property of their respective owners and do not imply endorsement or affiliation.
Limitation of Liability
To the fullest extent permitted by law, Strategy Lab is provided as-is during beta. We are not liable for investment losses, missed trades, data errors, service interruptions, lost profits, regulatory consequences, or indirect damages arising from use of the platform.
Contact
Questions about these terms can be sent to [email protected].