Legal

Terms of Service & Trading Disclaimer

Last updated: 26 July 2026

Read this before purchasing

Trading involves substantial risk of loss. Nothing we build, publish, or say constitutes financial advice, and no outcome is guaranteed. If you are not prepared to lose the capital you deploy, do not deploy it.

1. What we do

Automated Solutions AI provides software development, automation, and analytics services. We build trading bots, backtesting systems, paper trading environments, dashboards, alerts, and monitoring tooling according to rules specified by the client.

2. What we do not do

  • We are not a registered investment adviser, broker-dealer, or commodity trading advisor.
  • We do not provide financial, investment, tax, or legal advice.
  • We do not manage money, hold client funds, or accept discretionary trading authority.
  • We do not recommend specific securities, tokens, or trades.
  • We do not guarantee profits, returns, win rates, drawdown limits, or uptime beyond what is stated in a signed scope document.

3. Trading risk disclaimer

Trading and investing in stocks, cryptocurrency, options, forex, futures, and other instruments carries a substantial risk of loss and is not suitable for every person. You can lose more than your initial investment. Automated systems introduce additional risks, including software defects, data feed errors, connectivity failures, exchange or broker outages, latency, slippage, and unexpected behaviour in market conditions the system was never tested against.

Backtested and simulated results have inherent limitations. They are produced with the benefit of hindsight, may not account for slippage, fees, liquidity, or order rejection, and are frequently subject to over-fitting. Past performance and simulated performance do not predict future results.

You are solely responsible for every trading decision made in your accounts, including trades placed by automated systems you authorise. You are responsible for setting your own risk limits, position sizes, and capital allocation.

4. Client responsibilities

  • Provide accurate strategy rules and promptly review the specification we produce.
  • Maintain your own broker or exchange accounts and comply with their terms.
  • Supply API credentials with the narrowest permissions your platform allows, and never share account passwords.
  • Monitor your own accounts. Alerts and dashboards are aids, not a substitute for oversight.
  • Confirm you are legally permitted to trade the instruments in question in your jurisdiction.

5. Scope, fees, and payment

Each engagement is defined by a written scope. Setup fees cover the initial build described in that scope. Monthly fees cover hosting, monitoring, maintenance, and the support response level for your plan. Work outside the agreed scope is quoted separately before it begins.

Setup fees are payable before development starts. Monthly fees recur until cancelled. You may cancel a monthly plan at any time, effective at the end of the current billing period; at that point hosting, monitoring, and support stop. Setup fees are non-refundable once development has begun, because the work is bespoke.

6. Support response times

Stated response times (24–48 business hours for Starter, same business day for Pro, 4 business hours for Custom) refer to when troubleshooting begins, not to guaranteed resolution. We do not guarantee that any defect can be resolved within a fixed window, nor that any system will run without interruption.

7. Intellectual property

Your strategy rules and trading data remain yours. Ownership or licensing of the delivered code, along with any reusable components or frameworks we retain, is specified in the scope document for each engagement. Raise ownership requirements before the build starts.

8. Limitation of liability

To the maximum extent permitted by law, Automated Solutions AI is not liable for trading losses, lost profits, missed trades, lost opportunity, data loss, or any indirect, incidental, special, consequential, or punitive damages arising from your use of our services or any system we build. Our total aggregate liability for any claim is limited to the fees you paid us in the three months preceding the claim.

Some jurisdictions do not permit certain exclusions of liability; in those jurisdictions our liability is limited to the smallest amount the law allows.

9. Third-party services

Systems we build may depend on brokers, exchanges, market data providers, hosting providers, and notification services. We are not responsible for their outages, API changes, pricing changes, rate limits, or account decisions, including account restriction or closure.

10. Acceptable use

You may not ask us to build systems intended for market manipulation, wash trading, spoofing, front-running, evading exchange rules or rate limits, unauthorised access to any account, or any activity that breaches applicable law or your broker's terms. We will decline or terminate such work.

11. Termination

Either party may terminate an engagement with written notice. On termination we stop hosting and monitoring, and will make reasonable efforts to hand over configuration and data you own. Outstanding fees for work completed remain payable.

12. Changes to these terms

We may update these terms; the date at the top reflects the current version. Material changes affecting active engagements will be communicated directly, and the terms in your signed scope document take precedence over this page where they conflict.

13. Governing law

These terms are governed by the laws of the State of New York, United States, without regard to conflict-of-law rules.

Contact

Questions about these terms: brett@automatedsolutionsai.com · +1 716 288 4030

Note on this document

These terms are a solid starting point but were not drafted by an attorney. Given that your business sits adjacent to financial services, having a lawyer licensed in your state review this page — and your client scope template — is money well spent.