Terms of Service
The service
TraderSwim (traderswim.tooly.fyi) is owned by TradeRefined LLC and developed by itpro360 LLC. It is a free market dashboard (the Wall: a clock, stock and crypto heat maps embedded from TradingView, and headlines from public news feeds) and TraderSwim Desk, a tool for signed-in people to send orders to and follow their own Schwab account. By using it you agree to these terms.
Information only — not investment advice
Nothing on TraderSwim is financial, investment, tax or legal advice, or a recommendation to buy or sell any security or crypto asset. Heat-map data may be delayed, incomplete or wrong. Headlines are written by third-party publishers; we don't write, verify or endorse them. Market session times shown don't account for exchange holidays or early closes. Do your own research and consult a licensed professional before making decisions.
TraderSwim Desk
- You trade your own account. Desk connects through a Schwab developer app that you create and control, and sends only the orders you confirm. Neither TradeRefined LLC nor itpro360 LLC is a broker-dealer or investment adviser; neither holds your money or securities, or trades for you. Your relationship for orders and accounts is with Charles Schwab, under Schwab's terms (including its terms for the Trader API), which you are responsible for following.
- You are responsible for every order. Check the confirm screen before you place an order. Desk turns your typed instruction into an order using its own rules; it can misread an instruction, and you must catch that on the confirm screen. Orders may fill, partly fill or not fill; stop orders become market orders and can fill far from the stop price; markets can gap; and Schwab or our server can be slow, unavailable or wrong. Linked exit orders are placed and managed by Schwab.
- Aids, not advice. Strategy goals, position sizes, targets, performance figures and wash-sale warnings are calculations to help you, can be incomplete or wrong (for example they only see this Schwab account and the last 12 months of trades), and are not financial or tax advice. Your Schwab statements and tax forms are authoritative.
- Stealth orders. When you choose Stealth on the confirm screen, you authorize Desk to send the orders you confirmed there (the buy at your limit price, a protective stop for the shares bought, and the sell at your target) to Schwab on your behalf, automatically, when its price checks say your levels are reached, and to cancel and resend them as described on that screen. Until then nothing is at Schwab. Desk checks prices every few seconds from a background process; it may act late or not at all (for example while our server, the watcher or your Schwab connection is down, or when prices move faster than it checks), prices can skip past your levels, orders may fill partly, and the quotes it uses can be delayed or wrong. A stop that Desk places stays at Schwab until it fills or you cancel it. You can stop watching at any time on the Active tab.
- Connections. Schwab requires you to reconnect every 7 days; Desk can't place or cancel orders while disconnected, and your open orders stay at Schwab. Keep your Schwab app key and secret private.
- We may limit, pause or remove Desk at any time, including for maintenance or if Schwab changes its API.
Accounts
Visitors to the Wall don't need an account. Accounts are used for Desk and the admin console and can be a Tooly SSO account or a local TraderSwim account. Keep your sign-in details and authenticator secure, and don't share accounts. Access to the admin console requires an administrator role; attempting to access it without authorization is prohibited. You can delete your TraderSwim account on the My account page.
Acceptable use
Don't attempt to disrupt, overload, probe or break the site's security; don't scrape it with automated tools at a rate that burdens it; don't use it to break any law. We may block traffic that does.
Your content
The plans, notes, strategy entries, expenses and receipts you save in Desk are yours and are visible only to you. Upload only receipts and documents you have the right to keep, and nothing unlawful. Desk's expense list is a record-keeping aid, not tax advice; keep your own copies of important receipts.
Third-party content and links
Embedded TradingView widgets and linked publisher websites are governed by their owners' terms and policies. We aren't responsible for their content, accuracy or availability.
Suspension, deletion and changes to the service
We may change, suspend or stop the service, or block or delete accounts that break these terms, at any time without notice.
No warranty
The service is provided "as is" and "as available", without warranties of any kind, express or implied, including fitness for a particular purpose, accuracy and non-infringement.
Limitation of liability
To the fullest extent permitted by law, neither TradeRefined LLC nor itpro360 LLC (its developer) is liable for any indirect, incidental, special, consequential or punitive damages, or for any loss of profits, trading or investment losses, or loss of data, arising from your use of the service, including orders sent, not sent, delayed, misread or mis-executed through Desk. Our total liability for any claim relating to the service is limited to US $100.
Indemnity
You agree to indemnify and hold harmless TradeRefined LLC and itpro360 LLC from claims and costs (including reasonable attorneys' fees) arising from your misuse of the service or your breach of these terms.
Governing law
These terms are governed by the laws of the State of California, USA, without regard to conflict-of-law rules. Disputes will be heard in the state or federal courts located in California.
Changes to these terms
We may update these terms; the effective date above shows the latest version, and changes are noted in the changelog. Continued use means you accept the current terms.