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Who We Serve
- Investment Experts
- Self-Directed Investors
News & Insights
How It Works
About Us
- Our Team
- Contact Us

Link Your Account

You can link to your online brokerage account in the Trade Exchange mobile app. Desktop brokerage linking functionality coming soon.

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1. IMPORTANT NOTICE AND DISCLOSURE  

(a) Trading Ideas. TradeExchange provides an independent marketplace from which you may access investment information based on expert guidance and patented analytics. Our Services platform allows you to access investment ideas and strategies (“Trading Ideas”) as published by independent, third party sources (“Publishers”). With our Services, you may evaluate and apply Trading Ideas, and track the resulting outcomes in a simulated trading account. Such outcomes illustrate the hypothetical results of applying the Trading Ideas / strategies you select via your entry/adjustment/exit decisions under market, limit and conditional order types. When you select a Trading Idea strategy, we provide hypothetical performance details with respect to the entire strategy, as well as the individual details of closed trades with net returns expressed as a percentage or dollar amount.

(b) Publishers. You may find Publishers of Trading Ideas in the marketplace through our strategy search feature using parameters such as asset class and trading style (e.g., buy/hold, swing trading, day trading, etc.). Our sector search results are then provided to you and sorted according to performance and time frame. Our Services also allow you to search the marketplace by Publisher and by the Trading Idea strategies (or listings) that they make available.

(c) Application of Idea Credits. Our Services are available to you based on your expenditure of credits that you acquire under your account (“Idea Credits”). You may apply your Idea Credits to various Trading Idea products as listed in the marketplace. You may acquire Idea Credits via your payment of fees (“Fees”), receipt of refunds or special offers from us. Basically, you pay for access to Trading Ideas with the Idea Credits in your account on a “per Trading Idea” basis. The results of these Trading Ideas are evaluated by our trading simulation processing. If a given Trading Idea closes as a “gain” as determined by our simulation system, then the Idea Credits that you applied to the Trading Idea are spent and are not refundable. If, on the other hand, the Trading Idea closes as a “loss” as determined by our simulation system, or if the Trading Idea is canceled by the Publisher, the Idea Credits that you expended for the Trading Idea will be refunded and recredited to your account.

(d) We may also credit your account with “free” Idea Credits under special promotions that we may offer to you from time to time. Regardless of whether you received your Idea Credits via your payment of Fees, refunds for Trading Idea “losses,” or our special promotions, you may apply any Idea Credits in your account to any Trading Idea listed in the marketplace. Also, at the end of each yearly quarter, we will refund any remaining Idea Credits in your account to you, with the exception of Idea Credits that we provided to you under special promotions.

(e) IMPORTANT. You understand and agree that there is no relationship whatsoever between Trading Idea gains and losses as determined by our simulation system, and the actual gains and losses that you may experience when engaging in real trades based on the Trading Ideas. Fees charged and refunds (if any) are based solely on our determination of Trading Idea performance via simulation, NOT on how you may choose to apply such Trading Ideas to your actual trades. For example, if after purchasing a Trading Idea you elected not to engage in any real trades or you closed a trade at an actual loss, however, our simulation system registered a gain for the Trading Idea at the time of its closing, your Idea Credits will be spent and you will not be refunded any Fees or Idea Credits.

(f) You understand and agree that all trades that you make after reviewing the Trading Ideas made available by the Services are solely based on your own decisions. Trading Ideas may include suggested entry prices, allocation amount (expressed as a % of portfolio) and symbols of particular securities (stocks, options, spreads, crypto). TradeExchange, however, does not propose investment ideas directed at your personal financial situation or otherwise, but rather only presents the Trading Ideas upon which you may decide whether or not to act.

(g) You are responsible for managing your own investment positions and any orders that you make using the Services including those for entry, adjustment, cancellation, and close at market or other exit targets. Our Services provide you with simulated trading capabilities to allow you to try the platform Services before linking to a real money account.

(h) Note to Publishers: TradeExchange reserves the right to upload the trading history for any product or strategy offered on the Services platform to verify results via various methods including without limitation Global Investment Performance Standards (GIPS) statements, third party validation, and brokerage statements.

GENERAL DISCLAIMERS

(a) You may use the Services for informational purposes only. TradeExchange is not a registered securities broker-dealer or an investment advisor. No information presented by the Services is intended as securities brokerage, investment, tax, accounting or legal advice, as an offer or solicitation of an offer to sell or buy, or as an endorsement, recommendation or sponsorship of any company, security or fund.

(b) TradeExchange cannot and does not assess, verify or guarantee the accuracy or completeness of any Trading Ideas or other information provided by the Services, the suitability or profitability of any given investment, or the quality of any publisher. You are responsible for conducting your own investment research and making your own decisions. We recommend that you seek the advice of a qualified securities professional before making any investments, and that you investigate and fully understand any and all risks before investing. TradeExchange in no way warrants the solvency, financial condition, or investment advisability of any securities. No Trading Ideas or strategies made available by the Services are intended to be used as the sole basis of any investment decision, nor should be construed as advice designed to meet any particular investor’s investment goals.

(c) IMPORTANT: TradeExchange expressly disclaims, and you may not rely on the accuracy of any hypothetical results generated by any TradeExchange simulated trading capabilities as a basis of your investment decisions. Past results of any individual trader or Publisher Trading Ideas or strategies made available via the Services are not indicative of future returns by such source, and are not indicative of future returns that will be realized by you.

(d) Please see our further disclaimers in Section 15 of our Terms of Service.

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