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Ballast · invited beta

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Ballast Terms of Use (Beta)

Version 2026-10-01 (draft for the web-based product). By clicking "I agree" or ticking the box that refers to these terms you accept them. If you do not agree, do not use the software.

1. What Ballast is — and is not

Ballast is self-directed software. The Trade Desk is a tool that executes the trading configuration you create, in your brokerage account, on a server you rent in your own hosting account. Ballast Digital ("we") is a software vendor. We are not a broker-dealer, not an investment adviser, and not your fiduciary. Nothing in the software, its sample configurations, its documentation, or its research surfaces is investment, legal, or tax advice or a recommendation to buy or sell any asset.

The Sports Desk (sports.ballastdigital.xyz) is a separate product that we host. It has its own terms, which you accept when you sign up there. These terms do not govern the Sports Desk.

2. You are the operator

responsible for reviewing and setting every rule, watchlist entry, and limit before enabling trading.

confirmation (GO LIVE). Until then the software operates in paper (simulated) mode.

relationships, API-provider terms, and legal compliance in your jurisdiction.

it, and you are responsible for its cost, its security (including your hosting account, your passkey and your recovery codes) and any backups. Deleting the server ends the hosting charges and removes what is stored on it. We do not operate, access, back up or switch off your server.

3. Risk disclosure

Trading securities and cryptocurrency involves substantial risk of loss and is not suitable for everyone. Automated systems can act on stale data, software defects, or market conditions no rule anticipated, and can lose money faster than a human would. Hypothetical, simulated, and backtested results have inherent limitations, do not represent actual trading, and are no guarantee of future results. Never trade money you cannot afford to lose.

4. Your accounts, keys and third parties

The software connects to accounts and API services using credentials you supply. Those credentials are stored on your server, and your agreements with those providers are between you and them. We have no custody of, or access to, your funds, accounts, or keys.

The services the Trade Desk uses are your own accounts, under their terms and at your cost:

access; crypto through the separate Robinhood Crypto API). Eligibility for either is decided by Robinhood.

AI-assisted features use.

Ballast is independent of these providers and is not endorsed by them. Where our website links to a broker using a referral link, the referrer may receive a reward; using that link is optional.

5. What we provide

signature is checked before anything is installed. Updates are offered in your desk; you choose whether and when to apply them.

<username>.ballastdigital.xyz. The username cannot be changed.

helper that your own AI tool (for example Claude Code or Codex) can run for you. Your AI tool is a third-party service that you choose and direct; the helper asks for codes and tokens in its own window and does not send them to us.

6. AI-assisted features

Some features (the engine's news check, research, and the Assistant) send relevant context to the AI provider you configured, under your own key and that provider's terms. AI output can be wrong, incomplete or out of date. It is an input for you to review, not advice and not a recommendation, and it does not replace your own judgment or the software's trading checks.

7. Beta software and fees

This is pre-release software, available by invitation and provided free of charge for evaluation. We charge nothing during the beta; paid plans have not launched. It may contain defects, may change without notice, and features may be added or removed. Updates and hosted conveniences (the waitlist, invites, the setup page and your web name) may be modified or discontinued at any time.

Safety features that run on your server (stops, exits, circuit breakers and the STOP control) are designed to work regardless of any subscription, licence state or whether our servers can be reached, but like all software they are not guaranteed to be free of defects. A circuit-breaker trip halts new buying while exit and stop evaluation continues, subject to the data and broker access it needs. STOP prevents further automated cycles, including exits; it does not cancel an order already sent. A stop cannot guarantee a sale or a price.

8. License

We grant you a personal, non-exclusive, non-transferable license to install and use the software on servers you control, and to modify your own installation for your own use. You may not resell, redistribute, sublicense, or offer the software (or a derivative) to third parties, and you may not use it to provide advisory or money-management services to others.

9. Disclaimer of warranty

THE SOFTWARE IS PROVIDED "AS IS" AND "AS AVAILABLE," WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, ACCURACY, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SOFTWARE WILL BE UNINTERRUPTED, ERROR-FREE, OR PROFITABLE.

10. Limitation of liability

TO THE MAXIMUM EXTENT PERMITTED BY LAW: (a) WE ARE NOT LIABLE FOR ANY TRADING LOSSES, LOST PROFITS, LOST DATA, OR INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM OR RELATING TO THE SOFTWARE, EVEN IF ADVISED OF THE POSSIBILITY; AND (b) OUR TOTAL AGGREGATE LIABILITY FOR ALL CLAIMS SHALL NOT EXCEED THE AMOUNTS YOU PAID US FOR THE SOFTWARE IN THE TWELVE MONTHS BEFORE THE CLAIM (OR $50 IF YOU PAID NOTHING). Some jurisdictions do not allow certain limitations; these apply to the fullest extent permitted.

11. Indemnity

You will indemnify and hold us harmless from claims arising out of your use of the software, your trading activity, your configurations, or your breach of these terms.

12. Privacy

Your Trade Desk runs on your server and does not send us your positions, balances, orders, credentials, or funds. What we do receive:

and chosen username when you set up a desk) — used to operate those features and to contact you about Ballast.

its username — used to give it its web name and to recognise it.

version.

exists and fetches signed updates you choose to apply.

Your username is part of a public web name. See the in-app Sources page for what each optional third-party connection shares with its own provider under its own terms.

13. Your username

If your desk does not check in for 7 days we email you. After 14 days without a check-in we remove the web name and stop offering updates, so the name cannot be used by someone else. We may also remove the web name and update access if you ask us to, or if you materially breach these terms. Removing the web name or update access never stops your server: the software on it, including its exits, stops and circuit breakers, keeps running until you stop it. You can release your username from your server before you delete it.

14. Changes and termination

We may update these terms for new versions of the software; the version you accepted governs the copy you accepted it on, and a changed version will ask for acceptance again. You may stop using the software at any time. We may terminate the license if you materially breach these terms.

15. General

These terms are the entire agreement regarding the beta. If a provision is unenforceable, the rest remain in effect. These terms are governed by the laws of the United States and the state of our principal place of business, without regard to conflict-of-law rules.

*Questions: hello@ballastdigital.xyz*