Part I / 01—12
Terms of Service
These Terms of Service govern your access to and use of Quantory (the “Service”). If you do not agree, do not use the Service.
01The Service
Quantory is a quantitative research and portfolio analysis platform that lets you validate tickers, retrieve market data, develop and test quantitative strategies, run allocation models, and save research and portfolio results. The Service is provided through a hosted deployment.
02Eligibility
You must be at least 18 years old and able to form a binding contract to use the Service.
03Accounts and Security
You are responsible for maintaining the confidentiality of your credentials and for all activity on your account. Provide accurate information and notify us promptly of unauthorized access.
04Acceptable Use
- Do not use the Service in violation of any law or regulation.
- Do not attempt to access or interfere with other users’ data or systems.
- Do not reverse engineer, scrape, or overload the Service or its data sources.
- Do not upload malicious code, attempt to bypass security, or abuse rate limits.
Third-party dependency
05Market Data and Third-Party Services
The Service may retrieve market data from Tiingo through your own provider account, FRED for risk-free rates, and French factor-data sources. We do not control or guarantee the accuracy, completeness, or timeliness of third-party data. Your use of third-party data is subject to the terms of those providers.
Important disclosure
06No Investment Advice
Quantory is provided for informational and analytical purposes only. We do not provide investment, legal, or tax advice, and nothing on the Service constitutes a recommendation to buy or sell securities. You are solely responsible for your investment decisions and outcomes.
07User Content and Ownership
You retain ownership of the data you input into the Service, including research, strategy, decision, and portfolio inputs and saved results. You grant Quantory a limited license to host, process, and display your data solely to operate the Service.
08Intellectual Property
The Service, including its software, design, and content, is owned by Quantory and its licensors. You may not copy, modify, distribute, or create derivative works except as permitted by law.
Product analytics
Product analytics is a standard part of operating, supporting and improving Quantory after you accept the applicable Terms and acknowledge the Privacy Policy. We use minimized, account-linked feature events, active time and sanitized reliability, compute and provider-operation metadata for those purposes. We do not collect credentials, holdings lists, financial payloads, field contents or raw error messages in product analytics. This is not permission to sell personal information, target advertising or override applicable law, provider contracts or protected privacy choices. Where separate consent is required, acceptance of these Terms does not replace it and collection must remain restricted until that requirement is satisfied.
09Service Availability and Changes
We may update, modify, or discontinue parts of the Service at any time. Availability may be affected by maintenance, updates, or technical issues.
10Termination
We may suspend or terminate access if you violate these Terms or if required to protect the Service. You may stop using the Service at any time.
Liability
11Disclaimers and Limitation of Liability
The Service is provided “as is” without warranties of any kind. To the maximum extent permitted by law, Quantory is not liable for indirect, incidental, special, or consequential damages. Our aggregate liability for any claim is limited to the amount you paid to use the Service in the twelve months before the claim, if any.
12Governing Law
These Terms are governed by the laws of the jurisdiction in which Quantory is established, without regard to conflict of law rules.
Part II / 01—08
Privacy Policy
This Privacy Policy explains how Quantory collects, uses, and shares information when you use the Service.
01Information We Collect
- Account information such as name, email address, and password hash.
- Saved strategies, portfolios and their intended use classification, analysis results, saved stress tests, and simulated monitoring activity that you choose to store.
- Onboarding progress and completion of setup milestones.
- First-party product telemetry: pages and features used, session identifiers, active time, interactions, basic viewport/browser information, and sanitized error, reliability, provider-request and compute-usage metadata. These events are linked to your account for internal product analytics and support.
- Cookies or similar technologies used for session management and preferences.
- Feedback categories, subjects and messages. If you include context, we collect allowlisted page, entity and analysis-state details; you can disable that context before submitting. Your account email supplies the reply address. Submissions are stored even if support email delivery fails.
- Provider API credentials that you connect are stored encrypted for use with your account. Credentials, auth tokens and passwords are excluded from product telemetry and automatic feedback context.
02How We Use Information
- Provide, operate, and maintain the Service.
- Authenticate users, secure accounts, and prevent abuse.
- Run allocation workflows and store portfolio results.
- Respond to support inquiries and send service-related notices.
- Improve functionality and reliability based on usage trends.
Data lifecycle
04Data Storage and Retention
If you use the hosted Service, we store data using our service providers for as long as your account is active or as needed to provide the Service. Raw product events and session records are targeted for cleanup after 90 days by default, with configurable retention and periodic bounded cleanup. Cleanup may be delayed by service interruptions. Feedback and saved product data are retained separately. You may request deletion of your account data, subject to legal or operational retention requirements.
Security
05Security
We use reasonable safeguards to protect information, but no system is completely secure. You are responsible for keeping your credentials confidential.
Product analytics and browser storage
Product analytics is part of standard platform usage after the applicable agreement is recorded. Events are linked to your account and may include controlled page and feature identifiers, session identifiers, active time, and sanitized reliability, compute and provider-operation metadata. Analytics session identifiers and upload-budget timestamps use browser session storage. Event bodies are not stored in browser storage. Raw telemetry is retained under the configured retention period (90 days by default) and is available only to authorized internal administrators. Collection is best effort and is separate from essential authentication, security, accounting and support records.
We honor existing recorded analytics restrictions, administrative restrictions and Global Privacy Control signals by suppressing product analytics. Acceptance does not reset an existing restriction or authorize collection of pre-acceptance events. You may exercise applicable privacy rights through Privacy & Data or by contacting legal@quantorysolutions.com. We do not operate advertising pixels or sell or share personal information for targeted advertising. Applicable rights and any required separate consent are preserved.
06Your Choices
You may update your account information, request deletion, or opt out of non-essential communications by contacting us. Feedback context can be disabled in the submission form. Session management uses browser storage; changing browser storage settings may affect sign-in. Account deletion is handled by support request.
07International Transfers
If you access the Service from outside our operating region, your information may be transferred and processed in other countries with different data protection laws.
08Children’s Privacy
The Service is not intended for children under 18, and we do not knowingly collect personal information from children under 13.
Questions / legal documents
Contact
For questions about these Terms or the Privacy Policy, contact us at support@quantorysolutions.com.