SDSQuant was founded on the concept of making financial data more available, more transparent and more affordable. We are based in San Francisco and also have an office in Youngstown, Ohio. Our founders and investors have decades of experience in the financial industry having founded Sage Clearing Corporation (acquired by ABN-AMRO in 1998), the broker-dealer Preferred Capital Markets (acquired by Fimat in 2005) and having acquired Revere Data, LLC (sold to FactSet in 2013). Our management team includes the former Chairman and CEO of Revere Data and a CFA Charterholder. Our advisory board includes the former Acting Chairman of the Pacific Stock Exchange.
Our objective is to leverage XBRL and our proprietary technology to deliver the most accurate data to our customers at affordable prices. Every piece of data presented is reviewed by an analyst based in the United States according to strictly defined processes to ensure that our data sets the standard for accuracy. Our Research Platform provides professional-grade tools to retail investors, while our Data Feeds deliver timely information to our customers. We seek to fill the needs of all customers including active traders, market analysts, fund managers, corporate competitive intelligence analysts, broker-dealers, online trading platforms, investment thought leaders and academic institutions at the most affordable price point on the market.
When we say “You” we are referring to anyone who accesses or uses the Research Platform. When we say “We” or “Us,” we are referring to the Company.Acceptance of Terms
By creating an account or accessing or using the Research Platform, You accept and agree to be bound by the terms of this Agreement. We may modify this Agreement from time to time. Any amended terms automatically take effect 10 days after they are initially posted on this Site. Your use of the Research Platform following the effective date of any modifications to this Agreement will constitute your acceptance of the Agreement, as modified. You agree that notice on the website of modifications is adequate notice.Registration and Eligibility
The Company grants You a limited, revocable, non-exclusive, non-transferable license to access and use the Research Platform during the Term of this Agreement solely for your own individual use subject to the other terms of this Agreement.
As a condition of using the Research Platform, You agree not to use the Research Platform for any purpose that is prohibited by this Agreement. You are responsible for all of your activity in connection with the Research Platform and You shall abide by all local, state, national, and international laws and regulations and any applicable regulatory codes. You agree to the following:
The Company may charge for certain features or subscriptions to the Research Platform (“Paid Services”). Fees for such Paid Services shall become due in accordance with the terms provided when such Paid Services were ordered. Notwithstanding the foregoing sentence, the Company may modify payment terms on subscription services or other recurring payment services. The Company reserves the right to change unpaid services to Paid Services. This Agreement may be terminated by the Company for nonpayment of Paid Services.Enforcing Security
Actual or attempted unauthorized use of any of the Site may result in criminal and/or civil prosecution. For your protection, we reserve the right to view, monitor, and record activity on the Site without notice or further permission from You, to the fullest extent permitted by applicable law. Any information obtained by monitoring, reviewing, or recording is subject to review by law enforcement organizations in connection with the investigation or prosecution of possible criminal activity on any of the Site.Third Party Links
From time to time and without prior notice to You, we may change, expand and improve the Site and Research Platform. We may also, at any time, cease to continue operating part or all of the Research Platform or selectively disable certain aspects of the Research Platform or portions of the Site. Any modification or elimination of the Research Platform will be done in our sole and absolute discretion and without an ongoing obligation or liability to You, and your use of the Site and Research Platform and/or payment of Paid Services do not entitle You to the continued provision or availability of the Site and Research Platform.Changes to the Research Platform
From time to time and without prior notice to You, we may change, expand and improve the Site and Research Platform. We may also, at any time, cease to continue operating part or all of the Research Platform or selectively disable certain aspects of the Research Platform or portions of the Site. Any modification or elimination of the Research Platform will be done in our sole and absolute discretion and without an ongoing obligation or liability to You, and your use of the Site and Research Platform and/or payment of Paid Services do not entitle You to the continued provision or availability of the Site and Research Platform.Indemnity
You hereby agree to indemnify and hold the Company, its affiliates, officers, directors, employees, agents, legal representatives, licensors, subsidiaries, joint ventures and suppliers, harmless from any claim or demand, including reasonable attorneys' fees, made by any third party due to or arising out of your breach of this Agreement, or your violation of any law or the rights of a third party.Content Disclaimer
The Company cannot and does not represent or guarantee that the information available through the Research Platform is accurate, current, comprehensive, or appropriate for your needs. Some content is obtained through independent third parties whom we do not control, and some content is obtained from professional or business organizations who are generally believed to be reliable sources of information. Nevertheless, due to various factors, and inherent possibilities of errors occurring, We cannot guarantee the accuracy, completeness or timeliness of information that we make available on the Research Platform.No Advice; Information Only.
The Research Platform is for informational purposes only. You understand and agree that the information provided on the Research Platform does not constitute tax, legal, or investment advice or opinions regarding investment strategy. You should consult with a professional advisor regarding any specific situation. Under no circumstances shall the Company be liable for any loss or damages as a result of trading or investment activity that you or anyone else engages in based on information You obtained through the Research Platform. You acknowledge and agree that use of the Research Platform, and any decisions made in reliance upon the information provided there are made at your own risk.Warranty Disclaimer
The Company controls and operates the Site from various locations and makes no representation that this website is appropriate or available for use in all locations. The Research Platform may not be available in your location, or may vary among locations. THE SITE AND RESEARCH PLATFORM ARE PROVIDED "AS IS", "AS AVAILABLE" AND ARE PROVIDED WITHOUT ANY REPRESENTATIONS OR WARRANTIES OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF TITLE, NON-INFRINGEMENT, MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, AND ANY WARRANTIES IMPLIED BY ANY COURSE OF PERFORMANCE OR USAGE OF TRADE, ALL OF WHICH ARE EXPRESSLY DISCLAIMED, SAVE TO THE EXTENT REQUIRED BY LAW. THE COMPANY, AND ITS DIRECTORS, EMPLOYEES, AGENTS, REPRESENTATIVES, SUPPLIERS, PARTNERS AND CONTENT PROVIDERS DO NOT WARRANT THAT: (A) THE RESEARCH PLATFORM WILL BE SECURE OR AVAILABLE AT ANY PARTICULAR TIME OR LOCATION; (B) ANY DEFECTS OR ERRORS WILL BE CORRECTED; (C) ANY CONTENT OR SOFTWARE AVAILABLE AT OR THROUGH THE RESEARCH PLATFORM IS FREE OF VIRUSES OR OTHER HARMFUL COMPONENTS; OR (D) THE RESULTS OF USING THE RESEARCH PLATFORM WILL MEET YOUR REQUIREMENTS. YOUR USE OF THE SITE AND RESEARCH PLATFORM IS SOLELY AT YOUR OWN RISK. SOME STATES / COUNTRIES DO NOT ALLOW LIMITATIONS ON IMPLIED WARRANTIES, SO THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU.Limitation of Liability
IN NO EVENT SHALL THE COMPANY, ITS OFFICERS, DIRECTORS, AGENTS, AFFILIATES, EMPLOYEES, ADVERTISERS, OR DATA PROVIDERS BE LIABLE FOR ANY INDIRECT, SPECIAL, INCIDENTAL, CONSEQUENTIAL OR PUNITIVE DAMAGES (INCLUDING BUT NOT LIMITED TO LOSS OF USE, LOSS OF PROFITS, OR LOSS OF DATA) WHETHER IN AN ACTION IN CONTRACT, TORT (INCLUDING BUT NOT LIMITED TO NEGLIGENCE), EQUITY OR OTHERWISE, ARISING OUT OF OR IN ANY WAY CONNECTED WITH THE USE OF THIS SITE, RESEARCH PLATFORM. THE AGGREGATE LIABILITY OF THE COMPANY SHALL BE THE TOTAL AMOUNT OF FEES PAID FOR PAID SERVICES OVER THE 12-MONTH PERIOD PROCEEDING THE LAST INCIDENT GIVING RISE TO LIABILITY. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF LIABILITY, SO THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU.Term and Termination
If You access the Research Platform pursuant to Paid Services, the term of this Agreement shall commence upon payment of the fees as set forth in this agreement, and shall continue for the period specified with the order of the Paid Services or one year if no such term is specified (“Subscription Term”). This Agreement and any Paid Services shall renew automatically for at the end of any Subscription Term unless either party provides the other party with 30 days prior written notice of nonrenewal. The initial Subscription Term and any renewal shall be constitute the “Term.”
If you are granted access to the Research Platform only, the Company may terminate Your license to use the Research Platform with or without cause at any time, with or without notice. Should You breach this Agreement or fail to comply with any term of this Agreement, Your right to use the Research Platform shall terminate immediately and without notice. You may also terminate this Agreement by simply discontinuing use of the Research Platform. All provisions of this Agreement which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability.
No refund for Paid Services shall be due for termination of this Agreement.
Any dispute arising from this Agreement shall be governed by the laws of the State of California without regard to its conflict of law provisions. SOLE AND EXCLUSIVE JURISDICTION FOR ANY ACTION OR PROCEEDING ARISING OUT OF OR RELATED TO THIS AGREEMENT SHALL BE IN AN APPROPRIATE STATE OR FEDERAL COURT LOCATED IN SAN FRANCISCO COUNTY, STATE OF CALIFORNIA AND THE PARTIES UNCONDITIONALLY WAIVE THEIR RESPECTIVE RIGHTS TO A JURY TRIAL. Any cause of action You may have with respect to your use of the Site and Research Platform must be commenced within one (1) year after the claim or cause of action arises. If for any reason a court of competent jurisdiction finds any provision of this agreement, or a portion thereof, to be unenforceable, that provision shall be enforced to the maximum extent permissible so as to affect the intent of this Agreement, and the remainder of this Agreement shall continue in full force and effect. A printed version of this agreement shall be admissible in judicial or administrative proceedings. This Agreement constitutes the entire agreement between You and the Company relating to their subject matter, and cancel and supersede any prior versions of this Agreement. You may not assign or otherwise transfer this Agreement or any right granted hereunder.No Class Actions
All claims between the parties related to this Agreement will be litigated individually and the parties will not consolidate or seek class treatment for any claim, unless previously agreed to in writing by the parties. BY USING THE RESEARCH PLATFORM OR ACCESSING THE SITE OR RESEARCH PLATFORM, YOU HEREBY ACKNOWLEDGE THAT YOU HAVE READ THIS AGREEMENT, UNDERSTAND IT, AND AGREE TO BE BOUND BY ITS TERMS AND CONDITIONS.
In order to resolve a complaint regarding the Site or to receive further information regarding use of the Site, please contact us at: firstname.lastname@example.org
The information we gather from customers enables us to personalize and improve our services, and allows our users to set up a user account and profile that can be used to personalize their experience on the Website. We collect the following types of information from our customers:
We use personal information collected via our Website for a variety of business purposes described below. We process your personal information for these purposes in reliance on our legitimate business interests, in order to enter into or perform a contract with you, with your consent, and/or for compliance with our legal obligations. We indicate the specific processing grounds we rely on next to each purpose listed below.
We use the information we collect or receive:
Account and user profile information
User e-mail address
Username and password
Any additional custom profile settings defined by the user.