Terms of use

1. The service

Options Desk is software that helps traders, advisory firms and their customers: market data views, a signal scanner, strategy backtests, paper and live order routing through the user's own broker account, and tools to manage advisory customers, proposals and portfolios. Options Desk is not a stock broker, investment adviser or research analyst and does not give investment advice.

2. Accounts

• You must give correct details when registering and keep your password private.
• Agency owners are responsible for the logins they create for their team and customers.
• Accounts are activated after confirmation of a plan and may be suspended for non-payment or misuse.

3. Your broker account and orders

• Live orders are placed on your own broker account using API access you provide. You are responsible for your broker account, its margin, charges and all orders placed on it.
• Every account starts on paper trading. Switching to live trading is your decision and must meet your broker's and the exchange's requirements, including any static IP or algo registration.
• Software, internet, broker or exchange problems can delay or prevent orders. Keep watch on your positions and use your broker's own platform when needed.

4. Advisory use

Firms using the advisory module are responsible for holding any registration their activity requires (for example SEBI investment adviser or distributor registration), for the advice they give, for suitability, and for disclosures to their customers. Suggested allocations are a starting point that the advisor must review.

5. Fees

Plan fees are shown on the pricing page, exclude GST, and are paid in advance for the plan period. Brokerage, exchange charges and taxes on trades are paid to your broker and are not part of our fees.

6. Acceptable use

Do not misuse the service, attempt to access other accounts, share logins outside your team, or use it for anything unlawful, including market manipulation.

7. Liability

The service is provided "as is". To the extent the law allows, we are not liable for trading or investment losses, missed opportunities, or losses caused by broker, exchange, network or data problems. Our total liability is limited to the fees you paid in the three months before the claim.

8. Changes

We may update these terms. Continued use after an update means you accept the new terms. These terms are governed by the laws of India.