Terms of Service

1. Agreement

These Terms of Service (“Terms”) govern your access to and use of Close the Trade (“Service”), operated by Artemis LLC, a Wyoming limited liability company doing business as Close the Trade (“we,” “us,” or “our”). By creating an account, accessing, or using the Service, you agree to these Terms. If you do not agree, do not use the Service.

2. Eligibility

You must be at least 18 years old and legally capable of entering a contract to use the Service. By using the Service, you represent that you meet these requirements.

3. The Service

Close the Trade is a software-as-a-service platform that helps traders log trade executions, journal their decision-making (including via voice recordings), and receive AI-generated analysis of their trading process.

4. Not Investment, Tax, or Legal Advice

The Service does not provide investment advice, financial planning, tax advice, legal advice, or recommendations to buy, sell, or hold any security or financial instrument.

All AI-generated commentary, including pattern detection, daily report cards, trade feedback, and conversational coach responses, is educational and process-oriented analysis only. It reflects observations about your past trading decisions and behavioral patterns, not predictions about markets or recommendations about future trades. You are solely responsible for your trading decisions and outcomes.

Trading securities involves risk, including the possible loss of principal. Past performance does not guarantee future results. We are not registered as an investment adviser, broker-dealer, or financial planner with any securities regulator. You should consult a qualified financial advisor before making investment decisions.

5. Your Account

You are responsible for maintaining the confidentiality of your account credentials and for all activity under your account. Notify us immediately at hello@closethetrade.com if you suspect unauthorized access.

6. Subscriptions and Payment

The Service offers a free tier and paid subscription tiers (Base and Premium). Paid subscriptions are billed monthly or annually in advance via Stripe. By providing a payment method, you authorize us to charge the subscription fee plus applicable taxes for each billing cycle until you cancel.

Subscriptions automatically renew at the end of each billing period unless canceled before renewal. You can cancel anytime through the customer portal; cancellation takes effect at the end of the current billing period and you retain access until then.

Refunds are governed by our Refund Policy.

7. Voice Recordings and Two-Party Consent

The Service allows you to record voice memos for journaling. You consent to the recording and processing of your voice as described in our Privacy Policy. You are responsible for ensuring compliance with any applicable wiretapping or recording-consent laws if you record conversations involving other people; the Service is intended for solo, self-directed journaling only.

8. Brokerage Connections

If you provide an Interactive Brokers Flex Query token to enable auto-import, that token is encrypted at rest using AES-256-GCM. We use the token solely to retrieve your trade history. We do not place trades or modify any brokerage account on your behalf. You can revoke the token at any time from your settings.

9. Acceptable Use

You agree not to:

• Reverse-engineer, decompile, or attempt to extract source code from the Service.
• Resell, sublicense, or commercially exploit the Service or AI-generated content without express written permission.
• Upload trade data or content you do not own or have the right to share.
• Attempt to circumvent usage limits, security controls, or rate limits.
• Use the Service to provide regulated financial advice to others.
• Submit false, misleading, or unlawful data.

10. Your Content

You retain all rights to trade data, journal recordings, transcripts, and notes you upload (“Your Content”). You grant us a limited, worldwide, royalty-free license to host, process, transcribe, and analyze Your Content solely to operate and improve the Service for you. We do not sell Your Content. We do not use Your Content to train third-party AI models without your explicit consent.

11. AI Service Providers

The Service uses third-party AI providers (currently Anthropic for analysis and OpenAI for transcription) to process Your Content. These providers process data on our behalf under their respective enterprise terms; they are contractually prohibited from using your data to train their models.

12. Service Availability

We aim for high availability but do not guarantee uninterrupted service. Scheduled maintenance, third-party outages (Supabase, Vercel, Stripe, Anthropic, OpenAI, Resend), and unforeseen events may cause downtime. We are not liable for losses resulting from Service unavailability.

13. Termination

You may stop using the Service and delete your account at any time. We may suspend or terminate your account for material breach of these Terms, non-payment, or fraudulent activity. Upon termination, your data will be deleted in accordance with the Privacy Policy.

14. Disclaimer of Warranties

The Service is provided “as is” and “as available” without warranties of any kind, express or implied, including but not limited to merchantability, fitness for a particular purpose, non-infringement, or accuracy of AI-generated analysis. We do not warrant that pattern detection, coach responses, or any other AI output will be accurate, complete, or suitable for any particular use.

15. Limitation of Liability

To the maximum extent permitted by law, in no event will Artemis LLC, its members, officers, employees, or affiliates be liable for any indirect, incidental, special, consequential, exemplary, or punitive damages, including but not limited to trading losses, lost profits, lost data, or loss of goodwill, arising out of or related to your use of the Service.

Our aggregate liability for all claims relating to the Service will not exceed the greater of (a) the fees you paid to us in the twelve (12) months preceding the event giving rise to the claim, or (b) one hundred US dollars ($100).

16. Indemnification

You agree to indemnify and hold harmless Artemis LLC and its representatives from any claims, damages, or expenses (including reasonable attorneys’ fees) arising from (a) your use of the Service, (b) your violation of these Terms, (c) your violation of any third-party right, including any intellectual property or privacy right, or (d) any trading decision you make in reliance on Service output.

17. Governing Law; Dispute Resolution

These Terms are governed by the laws of the State of Wyoming, without regard to its conflict-of-laws principles. Any dispute arising under these Terms will be resolved by binding arbitration administered by the American Arbitration Association under its Commercial Arbitration Rules, in Wyoming, or in a small-claims court for claims that qualify. You waive the right to participate in a class action.

18. Changes to Terms

We may update these Terms from time to time. Material changes will be announced by email or in-app notice at least 14 days before they take effect. Continued use of the Service after changes constitutes acceptance.

19. Contact

Artemis LLC
Wyoming, USA
Email: hello@closethetrade.com