Terms of Service
Effective date: July 7, 2026. These terms describe RulesFirst as subscription software for user-directed trading workflows, analytics, and alerts. They do not create any brokerage, advisory, custodial, fiduciary, or trade-execution relationship.
1. Acceptance Of These Terms
These Terms of Service govern your access to and use of RulesFirst websites, applications, alerts, analytics, subscriptions, and related services. By using RulesFirst, you agree to these Terms. If you do not agree, do not use the service.
2. Software Service Only
RulesFirst provides software for trade planning, behavioral risk workflows, journaling, analytics, alerts, and user-configured guardrails. RulesFirst is not a broker-dealer, investment adviser, financial adviser, commodity trading adviser, fiduciary, exchange, custodian, bank, prop firm, or trading execution venue.
3. Read-Only Brokerage And Data Connections
Where brokerage or financial-data integrations are available, they are intended to provide read-only access to account, position, order-history, execution-history, or similar data that you authorize. RulesFirst does not place, transmit, route, modify, cancel, or recommend orders; does not move money; does not custody assets; and does not write to brokerage accounts. Broker, custodian, market-data, and aggregation-provider terms may also apply.
4. No Investment, Tax, Legal, Or Financial Advice
RulesFirst does not provide recommendations to buy, sell, hold, short, hedge, or otherwise transact in any security, commodity, derivative, digital asset, or financial instrument. Product outputs, alerts, calculations, labels, examples, and analytics are informational tools for your own review and are not personalized investment advice, trading signals, research reports, tax advice, legal advice, or a substitute for qualified professional judgment.
5. Trading Risk And User Responsibility
Trading and investing involve substantial risk, including the possible loss of principal and, for certain products or strategies, losses greater than deposits or margin posted. You are solely responsible for every trading decision, order, position, risk limit, account action, tax consequence, gain, loss, and outcome. RulesFirst cannot guarantee profits, prevent losses, ensure discipline, or ensure that alerts will be accurate, complete, timely, or available.
6. Alerts, Analytics, And Availability
RulesFirst alerts, blockers, overlays, calculations, and analytics may be delayed, incomplete, inaccurate, interrupted, or unavailable due to market conditions, broker or provider limits, internet or device settings, outages, data issues, maintenance, or other causes. You should verify important account, position, order, and tax information directly with your broker, custodian, or other official source.
7. Subscriptions, Trials, And Cancellation
Paid plans may include a trial period and may renew automatically unless cancelled before renewal. Billing is processed by our payment provider. Fees, taxes, renewal timing, cancellation, refund eligibility, and account access may depend on the checkout terms shown at purchase and applicable law. Unless required by law or stated at checkout, fees are non-refundable.
8. Your Responsibilities
You are responsible for maintaining accurate account information, protecting credentials and devices, using the service lawfully, obtaining any required consents, reviewing product outputs before relying on them, and deciding whether to follow, ignore, override, or modify any alert or workflow.
9. Third-Party Services
RulesFirst may interoperate with third-party brokers, custodians, financial-data providers, payment processors, hosting providers, analytics providers, email providers, and other services. RulesFirst does not control those third parties and is not responsible for their data, availability, policies, errors, fees, outages, or actions.
10. Privacy And Security
Our Privacy Policy explains how we collect, use, disclose, retain, and protect information. We use administrative, technical, and organizational safeguards, but no system can be guaranteed to be secure, uninterrupted, or error-free.
11. Disclaimers And Limitation Of Liability
RulesFirst is provided on an as-is and as-available basis to the maximum extent permitted by law. We disclaim warranties of merchantability, fitness for a particular purpose, non-infringement, accuracy, availability, and trading or investment performance. To the maximum extent permitted by law, RulesFirst will not be liable for trading losses, lost profits, lost opportunities, indirect damages, consequential damages, special damages, punitive damages, or losses caused by reliance on alerts, analytics, examples, third-party data, or unavailable service.
12. Changes, Suspension, And Termination
We may update the service, change features, modify these Terms, suspend access, or terminate accounts where needed for security, legal, operational, billing, abuse-prevention, or product reasons. Continued use after changes become effective means you accept the updated Terms.
13. Contact
For support, email support@rulesfirst.com. For billing questions, email billing@rulesfirst.com. For privacy questions, email privacy@rulesfirst.com. For security questions, email security@rulesfirst.com.