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Terms of Service

Last updated: May 15, 2026

1. Acceptance of Terms

By accessing or using QuantWheel's website and services (the "Service"), you agree to be bound by these Terms of Service ("Terms"). By clicking "Subscribe", "Start Trial", "Start 7 Days for $1", checking an acceptance box at checkout, or otherwise accessing any paid feature of the Service, you specifically acknowledge that you have read, understood, and agree to be bound by these Terms in full, including the Broker Data and Outreach License (Section 7) and the Subscription, Billing, Refund, Cancellation, and Chargeback sections (Sections 8, 9, 10, and 11). If you do not agree to these Terms, you may not use the Service.

QuantWheel records and retains evidence of your acceptance of these Terms — including the date and time of acceptance, the IP address from which acceptance was made, the account email, and the version of the Terms accepted — and may produce that evidence to payment processors, card networks, regulators, or courts in connection with any dispute.

2. What QuantWheel Is — and What It Is Not

QuantWheel is software. It provides analytics, screening, journaling, alerting, market-structure analysis, and educational content for options market participants. That is the entirety of what QuantWheel does.

QuantWheel is NOT, and does not hold itself out as, any of the following:

  • A broker, broker-dealer, dealer, introducing broker, or clearing firm
  • A trading platform, exchange, or alternative trading system (ATS)
  • A market maker, liquidity provider, or order matching engine
  • An order router or smart order router
  • A money transmitter or money services business
  • A financial advisor, investment advisor, or registered investment advisor (RIA)
  • A custodian of any funds, securities, or other assets

QuantWheel does not execute, route, clear, settle, match, custody, or transmit money or securities of any kind. QuantWheel does not place orders. All trading activity is conducted by you, in your own separately-maintained brokerage account, under your broker's terms.

Not Financial Advice. The content, tools, analysis, screeners, alerts, scores, rankings, AI-generated text, and signals provided by QuantWheel do not constitute financial advice, investment advice, trading advice, tax advice, legal advice, or any other sort of advice. QuantWheel does not recommend any specific security, investment strategy, or course of action.

3. Service Description

As stated in Section 2, QuantWheel is software that helps options market participants analyze the market, screen opportunities, journal their own activity, learn the wheel strategy, and receive alerts. The features of the Service include:

  • Options Screener: Filters that help users identify options contracts that match user-defined criteria
  • Options Journal: Read-only synchronization of the user's own portfolio and trade history (sourced from the user's connected brokerage via SnapTrade) into a journaling and analytics view
  • Copy Trading Alerts: Notifications when other QuantWheel users who have opted in to a public profile show new trade activity in their own brokerage accounts (see Section 12)
  • AI Intelligence: AI-generated text-based analysis and educational commentary about the user's portfolio, market structure, and options strategies
  • Alerts: User-configured notifications for price, GEX, expiration, assignment risk, earnings, and similar events
  • GEX Analytics: Gamma, vanna, charm, and related market-structure analytics computed from public market data
  • Educational Content: Articles, courses, walkthroughs, and similar materials about the wheel strategy and options selling

4. Risk Disclosure

Options Trading Risks: Options trading involves substantial risk and is not suitable for all investors. Trading options can result in partial or total loss of your investment. You should carefully consider whether options trading is appropriate for you in light of your experience, objectives, financial resources, and other relevant circumstances.

No Performance Guarantees: Past performance of any trading system, methodology, or signal is not necessarily indicative of future results. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown on our Service.

Technology Risks: You acknowledge that software systems may contain bugs, experience outages, or produce incorrect results. Data feeds may be delayed, inaccurate, or unavailable.

5. Limitation of Liability

No Liability for Trading Losses: QuantWheel shall not be liable for any trading losses, regardless of cause, including but not limited to:

  • Losses from orders you place in your own brokerage account
  • Losses from acting on signals, alerts, scores, rankings, AI-generated text, or other information provided by our Service
  • Losses from following copy trading alerts
  • Losses from software bugs, errors, or malfunctions in our Service
  • Losses from API outages, connectivity issues, or service interruptions
  • Losses from delayed, incorrect, or missing market or portfolio data
  • Losses from execution, clearing, or settlement decisions made by your broker or any other third party
  • Losses from user configuration or input errors

Gross Negligence Exception: Nothing in these Terms shall limit our liability for losses caused by our gross negligence or willful misconduct.

Maximum Liability: To the maximum extent permitted by law, QuantWheel's total liability for any claims arising from or related to the Service shall not exceed the amount you paid to QuantWheel in the twelve (12) months preceding the claim.

6. No Guarantees of Uptime or Data Accuracy

While we strive to provide reliable service, we do not guarantee:

  • Continuous, uninterrupted access to the Service
  • Accuracy, completeness, or timeliness of market data
  • Accuracy of calculations, analytics, or AI-generated content
  • Availability of third-party integrations (brokers via SnapTrade, data providers)

The Service is provided "as is" and "as available" without warranties of any kind, either express or implied.

7. User Accounts, Broker Connections, and Data License

7.1 Your Account

To access certain features of the Service, you may need to create an account. You are responsible for maintaining the confidentiality of your account credentials and for all activities that occur under your account.

7.2 Broker Connections (Read-Only)

When you connect a brokerage account, you authorize SnapTrade (the third-party API service that operates the connection) to read information from that brokerage on QuantWheel's behalf in read-only mode. The information accessed includes your account positions, balances, open and historical orders, executed trades, and related portfolio data. QuantWheel itself never receives or holds your broker login credentials, has no ability to place orders, withdraw funds, or change settings in your brokerage account, and has no custodial relationship of any kind with your broker.

7.3 License to Use Broker Data

By connecting a brokerage account, you grant QuantWheel a worldwide, royalty-free, non-exclusive license to access, copy, store, process, display to you, and analyze the data described in Section 7.2 for the following purposes:

  • Providing the Service to you, including portfolio tracking, journaling, AI insights, alerts, and the Wheel-strategy workflow.
  • Generating aggregated, anonymized, or de-identified statistics about platform-wide trading activity for product development, research, and marketing (for example, "X% of QuantWheel users sold cash-secured puts on NVDA last week"). Aggregated and de-identified data is not personal to you and may be retained and used without restriction.
  • Analyzing the performance of your trading activity on QuantWheel for the purposes described in Section 7.4.

QuantWheel does not sell your broker data. We keep your broker-sourced trade and portfolio data secure and access-controlled, and we do not share it with third parties except as described in our Privacy Policy. When you delete your account, we delete your trading data in accordance with the retention rules in our Privacy Policy. QuantWheel may use aggregated, anonymized, or de-identified platform usage and market activity data for analytics, research, product improvement, benchmarking, and marketing purposes.

This license survives only as long as your broker connection is active. When you disconnect a broker, we stop accessing new data from that broker; data already accessed and stored is governed by the retention rules in our Privacy Policy.

7.4 Performance Insights, Leaderboards, and Outreach

You acknowledge and agree that QuantWheel may, using the data licensed under Section 7.3:

  • Analyze the performance of your trading activity on the platform — including realized and unrealized profit and loss, win rate, average premium captured, frequency of assignment, and similar metrics — for internal product, research, and outreach purposes.
  • Rank users internally by performance metrics to identify high-performing and underperforming traders.
  • Contact you by email or in-app message about your trading activity, including (a) offering collaboration, ambassador, partnership, or revenue-share opportunities to traders performing exceptionally well, and (b) offering education, support, coaching, or alternative product fits to traders who appear to be struggling. These messages are part of providing the Service and improving your experience.
  • Display performance metrics publicly only with your explicit opt-in. Public leaderboards, public copy-trading profiles, and any other surface where your name, handle, or performance is shown to other users requires you to opt in through your account settings. You can revoke that opt-in at any time and your public surface will be hidden going forward.

You may opt out of outreach emails at any time using the unsubscribe link in those emails or by emailing hello@quantwheel.com. Opting out of outreach does not affect transactional or service emails (receipts, renewal notices, security alerts).

8. Subscription, Billing, Auto-Renewal, and Free Trial

8.1 Plans and Fees

Access to paid features of the Service requires an active paid subscription. Current plans and fees are displayed on our pricing page at quantwheel.com/pricing. By subscribing to a paid plan, you agree to pay the fees as quoted at the time of purchase, in U.S. dollars, in advance, for the full billing period you select (monthly or annual).

8.2 Automatic Renewal

All paid subscriptions automatically renew at the end of each billing period. This means:

  • Monthly plans automatically renew every month and your payment method is charged the then-current monthly fee.
  • Annual plans automatically renew every twelve (12) months and your payment method is charged the then-current annual fee in a single payment.

Renewal will occur unless you cancel before the renewal date in accordance with Section 10 (Cancellation Policy). You authorize QuantWheel and its payment processor (Stripe) to charge your stored payment method for these recurring fees.

8.3 Free Trial ($1 for 7 Days)

The 7-day trial is offered for a one-time non-refundable fee of $1. By starting the trial, you authorize QuantWheel to automatically charge your payment method the full subscription fee of the plan you selected (monthly or annual) at the end of the 7-day trial period, unless you cancel before the trial ends.

You may cancel at any time during the trial through your account settings or by emailing hello@quantwheel.com. If you do not cancel before the trial ends, you will be charged the full subscription fee and the Refund Policy in Section 9 will apply to that charge.

8.4 Price Changes

We reserve the right to change subscription fees. We will provide at least thirty (30) days' notice of any price change by email or in-app notice before the change takes effect. Price changes do not affect any current paid term; they apply only to renewals occurring after the notice period.

8.5 Failed Payments

If a renewal payment fails, we may retry the charge and may suspend or terminate your access until payment is successfully collected. You remain responsible for any fees owed.

9. Refund Policy

This Section 9 is the complete and exclusive refund policy for all paid features and subscriptions on QuantWheel, including QuantWheel GEX, QuantWheel PRO, Copy Trading subscriptions, and any other paid feature.

9.1 14-Day Money-Back Guarantee (Initial Purchase Only)

You may request a full refund of your first paid subscription charge by emailing hello@quantwheel.com within fourteen (14) calendar days of that initial charge. The 14-day window begins on the date your payment method is first charged the full subscription fee (the date your trial converts, or the date of your first paid subscription purchase if you did not take a trial). Refunds requested under this clause will be processed to your original payment method within five (5) business days.

9.2 The 14-Day Guarantee Does NOT Apply To:

  • Renewal charges. Once your monthly or annual subscription renews, the renewal payment is final and non-refundable. The 14-day window does not reset on renewal. If you purchase an annual subscription and it renews in year two, you are not entitled to a refund of the renewal even if you request it within 14 days of the renewal charge.
  • Charges more than 14 days after the initial purchase. No refunds will be issued after the 14-day window has passed, for any reason, including but not limited to: lack of use, change of mind, dissatisfaction discovered after the window, life events, market conditions, trading losses, broker integration issues, or feature changes.
  • The $1 trial fee. The $1 introductory trial fee is non-refundable.
  • Partial periods, unused time, or early cancellation. See Section 10.
  • Add-ons, one-time fees, or third-party charges (e.g., broker fees, data fees) passed through to providers.

9.3 Annual Subscriptions

You acknowledge and agree that annual subscriptions are purchased and billed as a single, twelve-month commitment in exchange for a discounted annual rate. If you cancel an annual subscription after the 14-day window in Section 9.1, you will retain access to the Service until the end of your paid annual period, but you will not receive a refund of any portion of the annual fee. There are no prorated, partial, or pro-rata refunds for annual subscriptions cancelled after the initial 14-day window.

9.4 No Refunds for Use

You acknowledge that the Service is a digital, on-demand product that becomes immediately accessible upon payment. Use of the Service after the 14-day window constitutes acceptance of the Service and waiver of any right to a refund.

9.5 How to Request a Refund

To request a refund covered by Section 9.1, email hello@quantwheel.com from the email address on your account, including your account email, the date of your initial charge, and a brief reason. We will respond within five (5) business days.

10. Cancellation Policy

You may cancel your subscription at any time through your account settings or by emailing hello@quantwheel.com.

When you cancel:

  • Your subscription will not renew at the end of your current billing period.
  • You retain full access to the paid features until the end of the period you have already paid for. For example, if you cancel a monthly plan on the 10th day of the month, you retain access for the remaining ~20 days. If you cancel an annual plan three months in, you retain access for the remaining ~9 months.
  • You will not be charged again unless you reactivate the subscription.
  • No prorated or partial refunds are issued for the unused portion of your paid period. Cancellation stops future billing only; it does not refund past billing. The only path to a refund is the 14-day window described in Section 9.1.

It is your responsibility to cancel before a renewal date if you do not wish to be charged for the next period. Renewal charges that occur because you did not cancel before the renewal date are subject to Section 9.2 and are not refundable.

11. Chargebacks and Payment Disputes

We want every customer to be treated fairly. If you have any issue with a charge, you agree to contact us at hello@quantwheel.com first so we can review your situation and, where appropriate under Section 9, issue a refund directly. We commit to responding within five (5) business days.

Filing a chargeback or payment dispute with your bank, card issuer, or Stripe without first contacting us — or filing a dispute for a charge that is non-refundable under Section 9 — is a material breach of these Terms. In such cases, we reserve the right to:

  • Immediately suspend or terminate your account and all access to the Service.
  • Recover the disputed amount, plus any chargeback fees imposed on us by our payment processor, plus reasonable collection costs and attorneys' fees, through any lawful means including referral to a collection agency.
  • Submit these Terms, your billing record, your acceptance of these Terms at checkout, and evidence of your use of the Service to the payment processor or card network as evidence in the dispute.
  • Permanently ban the disputing customer and any associated accounts from future use of the Service.

By agreeing to these Terms, you acknowledge that you have read this section and agree that QuantWheel's Refund Policy in Section 9 is the exclusive remedy for billing disputes, and that disputing a valid, non-refundable charge through your bank or card network constitutes a breach of contract.

12. Copy Trading Terms and Disclaimer

Educational Purpose Only

Copy trading alerts and trader subscriptions are provided strictly for educational and informational purposes. This is not a financial product or investment service. The alerts you receive are meant to help you learn about trading strategies and market activity, not to serve as personalized investment recommendations.

No Endorsement or Affiliation

QuantWheel is not affiliated with any trader on the platform. The presence of traders on our copy trading platform does not constitute an endorsement, recommendation, or verification by QuantWheel. Traders are independent individuals who are allowed to make whatever trades they want in their own brokerage accounts, and QuantWheel takes no accountability for their wins, losses, or trading decisions.

Alert Delays

Copy trading alerts are subject to delays. Due to broker data synchronization schedules, alerts may be delayed anywhere from a few minutes to over a day depending on the broker that the trader you are copying has connected:

  • Most brokers (TastyTrade, E*Trade, Webull, etc.): Typically a few minutes delay
  • Fidelity, Charles Schwab, Questrade, Tradier: Up to 1 day delay

You should not assume alerts reflect real-time trades.

Public Profiles and Opt-In

Becoming a publicly visible copy-trading trader is opt-in only and is governed by Section 7.4 of these Terms. When you opt in, your selected trades, performance metrics, and the profile information you choose to make public become visible to other QuantWheel users. You may revoke that opt-in at any time and your public profile will be hidden going forward.

User Responsibility and Due Diligence

You are solely responsible for:

  • Verifying all trades before acting on any alert
  • Conducting your own due diligence and research
  • Assessing whether any trade is appropriate for your financial situation, risk tolerance, and investment objectives
  • Understanding the full risks of any position you may take
  • Making your own independent trading decisions in your own brokerage account

No Trade Execution

QuantWheel does not place trades on behalf of users. We only provide alerts and notifications. Any trades you execute are done through your own brokerage account at your own discretion and risk.

No Liability for Trading Outcomes

QuantWheel bears no financial responsibility for any trading losses that may result from following copy trading alerts, whether directly or indirectly.

Past Performance Disclaimer

Past performance of any trader does not guarantee future results. Historical trading records, statistics, and performance metrics are provided for informational purposes only.

Refunds for Copy Trading Subscriptions

Paid copy trading subscriptions are governed by the platform-wide Refund Policy in Section 9. The 14-day money-back guarantee applies to the initial purchase only. Renewals are non-refundable.

13. AI and Automated Analysis

AI-powered features including risk analysis, options ideas, and market insights are generated by automated systems and may contain errors, inaccuracies, or unsuitable recommendations. These features are provided for informational and educational purposes only and should not be relied upon as the sole basis for trading decisions.

14. Intellectual Property

All content, features, and functionality of the Service, including but not limited to text, graphics, logos, and software, are owned by QuantWheel or its licensors and are protected by intellectual property laws.

15. Indemnification

You agree to indemnify, defend, and hold harmless QuantWheel and its officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, costs, expenses, or fees (including reasonable attorneys' fees) arising from:

  • Your use of the Service
  • Your trading activities
  • Your violation of these Terms
  • Your violation of any third party's rights

16. Modifications

We reserve the right to modify these Terms at any time. We will provide notice of significant changes by posting the new Terms on the Service and updating the "Last updated" date. Material changes to Sections 7, 8, 9, 10, or 11 (broker data, billing, refunds, cancellation, chargebacks) will be communicated by email at least thirty (30) days before they take effect for existing subscribers. Your continued use of the Service after such modifications constitutes your acceptance of the modified Terms.

17. Termination

We may terminate or suspend your account and access to the Service at our sole discretion, without notice, for conduct that we believe violates these Terms or is harmful to other users of the Service, us, or third parties, or for any other reason.

18. Governing Law

These Terms shall be governed by and construed in accordance with the laws of the State of Delaware, United States, without regard to its conflict of law provisions.

19. Dispute Resolution

Any disputes arising from these Terms or your use of the Service shall be resolved through binding arbitration in accordance with the rules of the American Arbitration Association, except that either party may seek injunctive relief in any court of competent jurisdiction.

20. Contact Information

If you have any questions about these Terms, please contact us at hello@quantwheel.com.