Terms of Use

Version: 2026-07-20

Software service

Cataldex provides market-intelligence and trading-automation software. It is not a brokerage, bank, exchange, custodian, tax preparer, or promise of investment performance.

Eligibility and accounts

You are responsible for account information, brokerage eligibility, capital, permissions, tax obligations, and compliance with broker rules. Do not share access credentials.

Service limitations

Features may change, fail, be delayed, or be withdrawn. Paper results may differ materially from live results because of fills, latency, liquidity, slippage, fees, and market conditions.

Billing and renewal

Free Paper, including a supported paper brokerage connection, is available at no charge. Cataldex Pro is $499 per month for eligible real-money automation through an approved live brokerage connection, unless a different offer is shown at checkout. The first payment is charged when you order, and the membership renews monthly at the disclosed price until canceled. Trading capital, brokerage, paid data, exchange, tax, and other third-party charges are separate. Cancellation stops future renewals but is not retroactive; paid Pro access ordinarily continues through the current paid period before the account returns to Free Paper.

Conditional first-payment refund policy

Refund policy version 2026-07-20. You may request a refund of the first Pro payment within seven calendar days after that charge only when (a) Cataldex fails to provision the advertised Pro software access within the delivery time stated at purchase, or (b) a reproducible Cataldex defect prevents access to a core Pro feature and Cataldex Support cannot restore that access within three business days after receiving the information reasonably needed to reproduce and investigate the issue. Verified duplicate charges and verified unauthorized charges are refundable.

To request review, email sales@cataldex.com from the email address on the membership account and include the charge date and a description of the delivery or access issue. Cataldex may request reasonable information needed to verify the account, charge, and defect. Approved refunds are returned to the original payment method.

No refund is offered for broker decisions or ineligibility; trading losses or dissatisfaction with trading performance; brokerage, data, exchange, tax, or other third-party fees; failure to provide or maintain required broker authorization; or unused time after Cataldex successfully delivers Pro access. Nothing in this policy limits non-waivable rights or remedies available under applicable law.

Client agreement and live activation

Payment activates the Pro software membership, but real-money automation remains unavailable until Cataldex records a signed client agreement and confirms applicable broker approval, account eligibility, authorization, and technical provisioning. Free Paper remains available while the agreement or live-account review is pending.

Acceptable use

You may not probe, copy, resell, reverse engineer, abuse, or use Cataldex to violate law, broker terms, market rules, or another person's rights.

Support and billing requests

Questions about these terms or the service may be sent to sales@cataldex.com. Refund requests must be sent from the membership email and identify the charge date and issue, as described above.