Terms of Service

By creating an account, accessing, or using Fillbook (the "Service"), you agree to be bound by these Terms of Service ("Terms") and our Privacy Policy, and you acknowledge our Risk Disclosure, each of which is incorporated here by reference. If you don't agree, don't use the Service.

You must be at least 18 years old and capable of forming a binding contract to use Fillbook. If you're using Fillbook on behalf of a company or other legal entity, you represent that you have the authority to bind that entity to these Terms, in which case "you" refers to that entity.

You represent that all information you provide during signup and afterward is accurate and that you'll keep it current.

Fillbook is a trade journaling and analytics software tool. Nothing in the Service, including AI-generated responses, the Edge Score, Risk Guardian, Find My Leaks, What-If projections, simulators, calculators, pass-probability estimates, rule-based flags, alerts and notes, or any other feature, is financial, investment, tax, legal, accounting or trading advice, a recommendation or solicitation to buy, sell or hold any security, futures contract or other instrument, or a recommendation to take, or not take, any trading action.

Fillbook is not a broker-dealer, futures commission merchant, introducing broker, commodity trading advisor, commodity pool operator, investment adviser or signal service, and is not registered with the CFTC, NFA, SEC, FINRA or any other authority in any such capacity. We do not manage money, hold customer funds, place or execute trades, recommend trades, or provide trade signals. We have no visibility into your live broker or prop-firm account beyond the trade data you import or sync.

Descriptions of your own data, such as patterns, scores, observations, limits and buffers, are calculations and observations about information you logged. They are not instructions, predictions or recommendations.

Futures and forex trading contains substantial risk and is not for every investor. An investor could potentially lose all or more than the initial investment. Risk capital is money that can be lost without jeopardizing one's financial security or lifestyle. Only risk capital should be used for trading and only those with sufficient risk capital should consider trading. Past performance — whether your own logged history or any figure Fillbook computes from it — is not necessarily indicative of future results.

Read our Risk Disclosure page for a plain-language summary of the risks of futures trading, simulated and hypothetical results, and prop-firm evaluations.

Risk Disclosure

Fillbook's alerts, buffers and rule checks are calculated only from the trade data you have imported or synced into Fillbook and the rule values you entered. They are not a live monitor of your broker or prop-firm account. Data can be missing, delayed, duplicated or wrong, syncs can fail or lag, and alerts, notifications and emails can arrive late or not at all. Prop firms set and change their own rules and calculate balances, drawdown, daily loss and payout eligibility in their own way, and may not follow the figures shown in Fillbook; their determination controls. Fillbook alerts warn only; Fillbook does not and cannot block, close or modify orders or positions. You are solely responsible for monitoring your account and complying with your firm's rules. Always confirm the current figure on your firm's or broker's platform before relying on any number or alert.

Calculators, the rule simulator, the pass-probability estimate, the evaluation expected-value card, What-If and similar tools are educational illustrations. They apply the inputs and assumptions shown on the page to your past data or to numbers you enter. They assume your future trading will resemble your past trading, do not account for every firm rule, fee or change, and are not predictions, forecasts or guarantees of any result, including passing an evaluation, receiving a payout or avoiding a breach. Preset firm rules and fee figures are starting points that may be out of date or incomplete; verify them with the firm.

We do not guarantee the accuracy, timeliness, completeness or availability of the Service or of any data in it, including imported or synced trades, market data, rule presets, contract specifications and fee tables. Imports and syncs can fail, lag, duplicate or misread data such as time zones and symbols. The Service may be interrupted, changed or discontinued, in whole or in part, including for maintenance or because of an outage at a third-party provider.

Features described as "AI" or "AI-generated" are produced by a third-party large language model (see the Privacy Policy). Output can be incomplete, inaccurate, out of date, inconsistent from one run to the next, or simply wrong, a phenomenon sometimes called "hallucination". It is generated automatically from your logged data and is not reviewed by a human before it reaches you. It is not financial advice. You must independently verify anything material before relying on it, and you use AI-generated content entirely at your own risk.

Do not enter into an AI feature anything you do not want processed by the AI provider. If you connect an AI assistant of your choice to Fillbook through a read-only token or connector, the data you choose to share is sent to that provider under its own terms and privacy policy. Fillbook does not control that provider or what it says, is not responsible for its output or how it handles your data, and cannot take back data it has already received. AI features are subject to usage limits and fair-use rules, and may be changed or withdrawn.

You are solely responsible for your own trading decisions and for consulting a licensed financial, tax, or legal professional before acting on anything you see in Fillbook.

You are solely responsible for knowing and complying with the rules, terms and conditions of your prop firm, broker, exchange and data vendor, and with applicable law, including your own tax obligations. Firms set and change their rules, fees and payout terms and make the final determination of your account status, drawdown, payouts and eligibility; their determination controls over any figure shown in Fillbook. Always confirm with your firm or broker before relying on a figure from Fillbook.

You are responsible for the accuracy of the data and settings you enter, such as rule values, account sizes and time zones, and for keeping your own copy of anything you cannot afford to lose; you can export your trades at any time. Fillbook is not a system of record for tax, legal or regulatory purposes.

Connecting an account to a third-party tool, or using automation, can be restricted by some firms or brokers. You are responsible for checking that connecting your accounts to Fillbook is permitted by their terms.

You need an account to use Fillbook. You're responsible for keeping your login credentials secure and for all activity that occurs under your account, whether or not you authorized it. Let us know at Developer@fillbookHQ.com immediately if you believe your account has been compromised or used without your permission.

You may not share your login, or sell, rent or transfer your account. We may suspend or terminate your account under Section 18 if information you provided is untrue, inaccurate or incomplete, or if we reasonably suspect it is.

Fillbook offers a permanent Free plan and paid plans (currently Core and Elite; a legacy plan may remain available to existing subscribers). The features, limits and prices of each plan are described on the Pricing page. We may change plans, features, limits and prices going forward; we will give reasonable advance notice of a price increase for a paid plan where required by law.

Paid plans are billed on a recurring basis (monthly, or annually where offered) through Stripe, our third-party payment processor, and renew automatically until you cancel. By subscribing, you authorize Fillbook and Stripe to charge your payment method on a recurring basis at the then-current price.

You can cancel anytime from Billing → Manage subscription; cancellation takes effect at the end of the billing period you've already paid for, and you keep access until then. ALL FEES ARE NON-REFUNDABLE, INCLUDING FOR PARTIAL BILLING PERIODS, UNUSED FEATURES, OR EARLY CANCELLATION, EXCEPT WHERE REQUIRED BY APPLICABLE LAW OR EXPRESSLY STATED OTHERWISE. Chargebacks or payment disputes filed without first contacting us may result in immediate suspension of your account pending resolution.

Free plan and trial: every new account gets a 14-day free trial with no payment method required. The trial gives Core-level access with the limits shown on the Pricing page, and some features, such as AI features and Discord recaps, are not included. If you do not subscribe to a paid plan before the trial ends, your account moves to the permanent Free plan, which has the limits described on the Pricing page. Your trades, journals and history are not deleted, but features that require a paid plan stop working until you subscribe. Each account, person and payment method is eligible for one free trial across the lifetime of the Service; creating a new account does not grant a new one, and we may deny trial eligibility we reasonably believe is duplicative or abusive. Once you subscribe, billing begins at that plan's current price (or a disclosed introductory price for a limited time, where offered) and no further trial applies.

Referral credits, promo codes and similar benefits have no cash value, cannot be transferred or combined unless the offer says so, and may be changed or withdrawn. Taxes may apply where required.

As between you and Fillbook, you own the trade data, notes, journal entries and screenshots you put into Fillbook ("Your Content"). You grant Fillbook a worldwide, non-exclusive, royalty-free license to host, store, reproduce, process and display Your Content solely as necessary to operate, maintain and improve the Service for you and, where you have opted in, to provide features such as the leaderboard or a share link. This license ends when you delete the relevant content or your account, except for backup copies retained for a limited period and anything we are required to keep by law.

You represent that you have the right to submit Your Content and that it does not infringe or misappropriate any third party's rights. You can export your trades as a CSV file from the Trades page, and you can delete your content or your account from Settings.

If you connect a broker or platform (via API key, OAuth token, or file-based sync), you're granting Fillbook permission to read your trade history for the sole purpose of importing it into your journal. Fillbook cannot place trades, move funds, withdraw money, or modify your broker account through these connections. You're responsible for the accuracy of any credentials you provide and for revoking access with your broker directly if you no longer want Fillbook to sync.

Fillbook relies on third-party services to operate, such as Supabase, Vercel, Stripe, Resend, Anthropic and any broker, platform or data source you connect. We do not control these providers, do not guarantee their availability, accuracy or security, and are not liable for their acts, omissions, outages, data breaches or changes to their own services, even where they cause Fillbook to malfunction, lose data or become unavailable.

Fillbook is an independent product. Names, logos and trademarks of brokers, trading platforms, prop firms and other companies, including NinjaTrader, Tradovate, Quantower, Apex Trader Funding, Topstep, Bulenox and Boxcar Trading, belong to their respective owners, are used only to identify those companies or their products, and do not imply any affiliation, endorsement or sponsorship, except for the referral relationships disclosed on our Recommended page. Firm rules shown in Fillbook are summaries for reference; the firm's own terms control.

Fillbook offers optional sharing features, such as an accountability or weekly-summary share link, the Edge Score leaderboard, mentor links where available, and images you can create and post. You decide whether to turn them on. Anyone who has a share link can see what the link shows without signing in and can copy or forward it; leaderboard entries (display name and score) are visible to other signed-in Core and Elite members. You are responsible for what you share and with whom, and you can turn a feature off or regenerate a link in Settings.

Shared results are self-reported from your own logged trades. They are not verified or audited. Do not present them as audited performance, and do not use them to solicit investment, manage other people's money, or make guarantees or misleading claims. If you post a share card or summary publicly, you are responsible for complying with the law and the rules of the platform where you post it.

Display names and any text you submit must not impersonate others or be unlawful, hateful or promotional. We may remove a name or entry at any time. Leaderboard scores are self-reported from each trader's own data, are not audited, and are not a measure of skill or a performance record.

Where mentor links are available, a mentor link lets a person you choose view your trades and statistics (and notes or screenshots only if you opt in), and may let them leave comments. You control when a link is created, when it expires and when it is revoked. We are not responsible for what a recipient does with information you share.

You agree not to: (a) use the Service for any unlawful purpose or in violation of any applicable regulation, including securities and commodities law, or any firm's or broker's terms; (b) store data you do not have the right to store or that infringes a third party's rights; (c) attempt to disrupt, overload or impair the Service or the infrastructure it runs on; (d) access, scrape or attempt to access another person's data or account; (e) use bots, scrapers or other automated means to access or extract data from the Service, other than an API or connector we officially publish; (f) reverse-engineer, decompile or attempt to derive the source code of the Service, except to the limited extent applicable law expressly permits; (g) share, sell, rent or transfer your account or credentials, or resell, sublicense or provide the Service to third parties as your own product; (h) circumvent plan limits, trial limits, rate limits or security measures; (i) use AI features in a way that abuses, overloads or attempts to jailbreak the underlying model, or beyond normal individual use; (j) upload malicious code; or (k) use the Service or its output to harass others, defraud or mislead anyone, or advertise results you cannot substantiate.

We reserve the right, but not the obligation, to investigate and take appropriate action against anyone who violates this section, including suspending or terminating their account under Section 18 and reporting them to law enforcement where warranted.

Fillbook has referral or affiliate arrangements with some companies named on this site; the Recommended page lists them. If you sign up or purchase through our link or code, Fillbook may earn a commission, at no extra cost to you except as that company states (some programs give you a discount). Where a company requires it, we show the disclosure before the link or code. Our listing of a company is not an endorsement, and this is a financial interest you should weigh. We do not guarantee any outcome from any company's products or services, including funding, payouts or evaluation results.

Fillbook, its logo, and all software, design, text, and functionality that make up the Service (excluding Your Content) are owned by Fillbook or its licensors and protected by copyright, trademark, and other intellectual property laws. Subject to your compliance with these Terms, we grant you a limited, non-exclusive, non-transferable, revocable license to access and use the Service for your own personal or internal business trade-journaling purposes. All rights not expressly granted are reserved.

If you send us feedback or suggestions, you grant us a perpetual, worldwide, royalty-free license to use them without obligation to you.

If you believe content accessible through Fillbook infringes your copyright, send a written notice to Developer@fillbookHQ.com identifying the copyrighted work, the material you claim is infringing and its location, your contact information, a statement of good-faith belief that the use is unauthorized, and a statement under penalty of perjury that the notice is accurate and that you're authorized to act on the copyright owner's behalf. We may remove or disable access to material in response and, in appropriate circumstances, terminate accounts of repeat infringers.

THE SERVICE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS, IMPLIED OR STATUTORY, INCLUDING IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, TITLE AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, TIMELY, SECURE OR ERROR-FREE; THAT ANY CALCULATION, METRIC, ALERT, RULE PRESET OR AI-GENERATED OUTPUT WILL BE ACCURATE, COMPLETE, CURRENT OR DELIVERED ON TIME OR AT ALL; OR THAT USING THE SERVICE WILL RESULT IN PROFIT, PASSING AN EVALUATION, KEEPING A FUNDED ACCOUNT OR RECEIVING A PAYOUT. YOU USE THE SERVICE AT YOUR OWN RISK.

SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN WARRANTIES, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, FILLBOOK AND ITS OWNER AND OPERATOR WILL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, EXEMPLARY OR PUNITIVE DAMAGES, OR FOR ANY LOSS OF PROFITS, REVENUE, DATA, GOODWILL OR OPPORTUNITY, OR FOR TRADING LOSSES, FAILED OR LOST EVALUATIONS, LOST OR TERMINATED FUNDED ACCOUNTS, DENIED OR DELAYED PAYOUTS, OR FEES PAID TO A THIRD PARTY SUCH AS A PROP FIRM OR BROKER, ARISING FROM OR RELATED TO YOUR USE OF THE SERVICE, INCLUDING ANY LATE, MISSING OR INACCURATE ALERT, DATA OR CALCULATION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.

TO THE MAXIMUM EXTENT PERMITTED BY LAW, FILLBOOK'S TOTAL AGGREGATE LIABILITY TO YOU FOR ALL CLAIMS ARISING FROM OR RELATED TO THE SERVICE WILL NOT EXCEED THE GREATER OF (A) THE AMOUNT YOU PAID FILLBOOK IN THE 12 MONTHS BEFORE THE EVENT GIVING RISE TO THE CLAIM, OR (B) ONE HUNDRED U.S. DOLLARS ($100). THESE LIMITATIONS APPLY REGARDLESS OF THE LEGAL THEORY THE CLAIM IS BASED ON AND EVEN IF ANY REMEDY FAILS OF ITS ESSENTIAL PURPOSE. SOME JURISDICTIONS DON'T ALLOW CERTAIN LIABILITY LIMITATIONS, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU.

THESE LIMITATIONS APPLY WHETHER A CLAIM IS BASED ON CONTRACT, TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY OR ANY OTHER THEORY, AND EVEN IF A REMEDY FAILS OF ITS ESSENTIAL PURPOSE. NOTHING IN THESE TERMS LIMITS LIABILITY THAT CANNOT BE LIMITED BY LAW. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF CERTAIN DAMAGES, SO SOME OF THE ABOVE MAY NOT APPLY TO YOU, AND YOU MAY HAVE ADDITIONAL RIGHTS UNDER MANDATORY CONSUMER LAW WHERE YOU LIVE. YOU AND FILLBOOK AGREE THESE LIMITS ARE A REASONABLE ALLOCATION OF RISK AND A FUNDAMENTAL PART OF THE BASIS OF THE BARGAIN.

To the extent permitted by law, you agree to indemnify and hold harmless Fillbook and its owner and operator from third-party claims, and the resulting losses and reasonable costs, to the extent they arise from: (a) your violation of these Terms or of law; (b) Your Content or your infringement of a third party's rights; (c) what you share through share links, the leaderboard or public posts; or (d) your violation of a broker's or firm's terms. We will give you prompt notice of any such claim and reasonable cooperation. This section does not apply where applicable law prohibits it.

These Terms remain in effect while you use the Service. You may stop using the Service and delete your account at any time from Settings (Privacy section); a paid subscription must have fully ended first. We may suspend or terminate your access, in whole or in part, at any time, with or without notice and with or without cause, including for violating these Terms, non-payment, suspected fraud or abuse, legal requirements, or if we discontinue the Service. If we discontinue the Service entirely, we will try to give reasonable notice and a chance to export your data.

On termination, your right to use the Service ends immediately. Before you close your account you can export your trades as a CSV file from the Trades page. After deletion, your data is handled as described in the Privacy Policy (including limited backup retention and records we must keep). Sections that by their nature should survive termination, including the scope of the content license for backups, Disclaimers, Limitation of Liability, Indemnification, Disputes and Governing Law, survive.

If you have a concern or dispute, please email Developer@fillbookHQ.com first with a description of the problem and what you would like us to do. Both you and Fillbook agree to try in good faith to resolve the matter informally for at least 30 days after written notice before starting a court case, except that either party may seek urgent injunctive relief or use small-claims court at any time.

Subject to the previous paragraph, any dispute arising out of or relating to these Terms or the Service will be brought in the state or federal courts located in the State of Arizona, and you and Fillbook consent to personal jurisdiction and venue there. This does not limit any right you have under mandatory consumer-protection law to bring a claim in the courts of the place where you live.

Fillbook isn't liable for any failure or delay in performance to the extent caused by circumstances beyond our reasonable control, including acts of God, internet or infrastructure outages, denial-of-service attacks, failures of a third-party service we depend on, labor disputes, or government action.

You represent that you're not located in, and won't access the Service from, a country subject to a U.S. government embargo or that has been designated a "terrorist supporting" country, and that you're not listed on any U.S. government list of prohibited or restricted parties.

You may not assign or transfer these Terms or your account without our prior written consent. We may assign these Terms, in whole or in part, without restriction, including in connection with a merger, acquisition, reorganization, or sale of assets.

If any provision of these Terms is held unenforceable, that provision will be modified to the minimum extent necessary and the rest will remain in full force. Our failure to enforce any right or provision isn't a waiver of it. These Terms, together with the Privacy Policy, constitute the entire agreement between you and Fillbook regarding the Service and supersede any prior agreements.

We may update these Terms as the product or the law changes. We will post the updated Terms with a new "Last updated" date and a short summary of what changed. For material changes, we will give reasonable advance notice, for example by email or in the app, where practical or required by law. On request we will provide a prior version. Continuing to use Fillbook after a change takes effect means you accept the updated Terms; if you do not agree, stop using the Service and, if applicable, cancel your subscription.

These Terms are governed by the laws of the State of Arizona and applicable U.S. federal law, without regard to conflict of law provisions, subject to any mandatory consumer-protection law of the place where you live.

These Terms are written and published in English. Any translated version is provided for convenience only and has no independent legal effect. In the event of any conflict, discrepancy, or difference of interpretation between the English version and a translated version, the English version governs and prevails.

Questions about these Terms: Developer@fillbookHQ.com