Slatemark.

Terms of Service

Last updated: 2026-05-24

These Terms of Service (“Terms”) govern your use of Slatemark (formerly slatemark; the “Service”), operated through slatemark.ai and any related properties. By creating an account, linking a brokerage, or otherwise accessing the Service, you agree to these Terms. If you do not agree, do not use the Service.

1. What the Service is, and is not

Slatemark is a read-only research and journaling tool that exposes market data, fundamentals, macro releases, filings, and your own brokerage data to an AI client of your choice (Claude Desktop, Cursor, OpenCode, or similar) via the Model Context Protocol. It also stores a trade journal you author yourself.

Slatemark does not provide investment advice. The Service is not:

  • A registered investment adviser, broker-dealer, financial planner, or fiduciary.
  • A source of personalized recommendations about specific securities, position sizes, allocations, stops, targets, or portfolio composition.
  • A trading platform: the Service cannot place, modify, or cancel orders. Every trade you make happens in your own brokerage account, executed by you.
  • A guarantee of accuracy, completeness, or timeliness of any market data, fundamental data, news, macro releases, or any other content the Service surfaces.

Content the Service or any AI client connected to it produces is educational and informational only. Past performance does not predict future results. Trading securities involves substantial risk, including the risk of total loss. You are solely responsible for every trading decision you make and for the suitability of any decision in light of your own financial situation, risk tolerance, and objectives.

2. Eligibility

You must be at least 18 years old and a resident of the United States to use the Service. The Service is not currently offered in jurisdictions outside the United States and we make no representations that the Service complies with the laws of any other jurisdiction. By using the Service you represent and warrant that you meet these eligibility requirements.

3. Your account

You authenticate to the Service through Stytch (our identity provider). You are responsible for maintaining the confidentiality of any credentials associated with your account, for all activity that occurs under your account, and for notifying us promptly at support@slatemark.ai if you suspect unauthorized access.

The Service supports linking external accounts (such as a Charles Schwab brokerage account) via OAuth. When you link an external account, you authorize us to receive read-only access to data that account exposes through its public API for the purpose of surfacing that data to the AI client you operate. We do not receive write access to your brokerage and cannot place or modify orders.

4. Subscriptions, billing, and cancellation

The Service is offered in a free tier and one or more paid tiers. Paid subscriptions are billed in advance through Stripe, our payment processor. By subscribing to a paid tier, you authorize recurring charges at the then-current rate until you cancel. You may cancel at any time through your account dashboard; cancellation takes effect at the end of the current billing period and the Service remains available through that period.

We may modify pricing, tier features, or available payment methods with reasonable advance notice. Continued use of a paid tier after a pricing change takes effect constitutes acceptance of the new pricing.

Refunds are not provided for partial billing periods except where required by applicable law. If you believe you were billed in error, contact support@slatemark.ai.

5. Read-only invariant

The Service is architecturally read-only with respect to every external system it integrates with. It does not place orders, modify orders, cancel orders, set alerts, transfer funds, or write to any third-party service or your brokerage. The only data the Service writes is your own journal entries, account profile, configured credentials, and saved preferences, all stored in our infrastructure on your behalf and accessible only to you.

6. Acceptable use

You agree not to:

  • Use the Service to violate any applicable law or regulation, including securities laws.
  • Resell, sublicense, or redistribute the Service or any data obtained through the Service except for your own use.
  • Attempt to circumvent rate limits, access controls, authentication, or any other technical or operational protections of the Service.
  • Use automated means (other than the supported MCP client integrations) to access the Service.
  • Reverse engineer, decompile, or attempt to derive source code from the Service except as permitted by law.
  • Use the Service to harass, abuse, or harm another person.
  • Probe, scan, or test the vulnerability of the Service without our prior written consent.

We may suspend or terminate your account, with or without notice, for any conduct we reasonably believe violates these Terms or harms the Service, other users, or third parties.

7. Third-party data and services

The Service surfaces data and content from a number of third-party sources, including (without limitation) brokerage APIs, exchange feeds, public regulatory data, news vendors, and macro-economic data providers. We do not control these sources and make no warranty as to the accuracy, timeliness, completeness, fitness for any particular purpose, or continued availability of any third-party data.

Your use of any third-party service through the Service is subject to that service’s own terms and privacy policy. You are responsible for reviewing and complying with them.

8. Your data and credentials

You may provide credentials (such as API keys) for third-party data vendors to expand the Service’s tool surface. You represent that you have the right to provide those credentials and that doing so does not violate the third party’s terms. We store credentials encrypted with per-user keys (see our Privacy Policy) and use them solely to make the calls you initiate through the Service.

You retain ownership of every journal entry, account profile, note, and tag you create. You grant us a limited, non-exclusive license to host, process, and display that content solely for the purpose of providing the Service to you. We do not claim any other rights to your content and we do not sell it.

9. Our intellectual property

The Service, including the software, design, documentation, skill templates, framework rules, and analytics, is owned by us or our licensors and is protected by copyright, trademark, and other laws. We grant you a limited, non-exclusive, non-transferable license to use the Service in accordance with these Terms. All rights not expressly granted are reserved.

10. Disclaimer of warranties

THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE”, WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION ANY WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, NON-INFRINGEMENT, ACCURACY, AVAILABILITY, OR ABSENCE OF ERRORS. WE DO NOT WARRANT THAT THE SERVICE OR ANY DATA OR CONTENT MADE AVAILABLE THROUGH IT WILL BE UNINTERRUPTED, SECURE, ACCURATE, OR TIMELY, OR THAT ANY DEFECTS WILL BE CORRECTED.

NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED THROUGH THE SERVICE OR FROM US CREATES ANY WARRANTY NOT EXPRESSLY STATED IN THESE TERMS.

11. Limitation of liability

TO THE FULLEST EXTENT PERMITTED BY LAW, WE SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUES, DATA, OR TRADING LOSSES, WHETHER INCURRED DIRECTLY OR INDIRECTLY, OR ANY LOSS OF GOODWILL OR OTHER INTANGIBLE LOSSES, ARISING FROM OR RELATED TO YOUR USE OF, OR INABILITY TO USE, THE SERVICE, EVEN IF WE HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

OUR AGGREGATE LIABILITY FOR ANY CLAIM ARISING OUT OF OR RELATED TO THE SERVICE SHALL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID US FOR THE SERVICE IN THE TWELVE MONTHS PRECEDING THE EVENT GIVING RISE TO THE CLAIM, AND (B) ONE HUNDRED U.S. DOLLARS ($100).

Some jurisdictions do not allow the exclusion or limitation of certain damages, so portions of this section may not apply to you.

12. Indemnification

You agree to indemnify, defend, and hold harmless Slatemark, our affiliates, and our officers, directors, employees, and agents from and against any claims, liabilities, damages, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of or related to your use of the Service, your violation of these Terms, or your violation of any third-party right, including any intellectual-property or privacy right.

13. Termination

You may terminate your account at any time through the dashboard or by emailing support@slatemark.ai. We may suspend or terminate your account, with or without notice, if we reasonably believe you have violated these Terms, if required by law, or if continued service would create undue risk for us, you, or other users.

Upon termination, your right to use the Service ceases immediately. Sections that by their nature should survive termination (including disclaimers, limitations of liability, indemnification, governing-law provisions, and ownership of intellectual property) will survive.

14. Changes to these Terms

We may modify these Terms from time to time. When we make material changes, we will update the “Last updated” date above and, where appropriate, provide additional notice (for example, by email or an in-product banner). Your continued use of the Service after the effective date of any change constitutes acceptance of the modified Terms. If you do not agree to the modified Terms, your sole remedy is to stop using the Service.

15. Governing law and disputes

These Terms are governed by the laws of the State of Delaware, United States, without regard to its conflict-of-laws principles. Any dispute arising out of or related to these Terms or the Service will be brought exclusively in the state or federal courts located in Delaware, and you consent to personal jurisdiction and venue in those courts.

16. Contact

Questions about these Terms can be sent to support@slatemark.ai.