Effective Date: March 1, 2026 · Last Updated: March 1, 2026
By accessing or using CoverEdge (“the Service”), operated by CoverEdge, LLC (“Company,” “we,” “us,” or “our”), you agree to be bound by these Terms of Service (“Terms”). If you do not agree to these Terms, you may not access or use the Service.
CoverEdge is a portfolio tracking and analytics tool designed to help users manage covered call strategies. The Service provides ledger-based accounting, trade lifecycle management, option chain research, roll recommendations, and performance analytics.
CoverEdge is NOT a registered investment adviser, broker-dealer, or financial planner. The Service does not provide personalized investment advice, financial advice, tax advice, or trading recommendations. All data, analytics, and suggestions provided through the Service are for informational and educational purposes only.
To use the Service, you must create an account by providing a valid email address and password. You are responsible for:
You must be at least 18 years of age to create an account and use the Service.
CoverEdge offers both free and paid subscription tiers. Certain features, including advanced analytics, research tools, roll recommendations, and email notifications, may require a paid subscription (“CoverEdge Pro”).
You agree not to:
You retain ownership of all trade data, portfolio information, and other content you enter into the Service (“Your Data”). By using the Service, you grant us a limited license to store, process, and display Your Data solely for the purpose of providing the Service to you.
We will not sell, share, or disclose Your Data to third parties except as described in our Privacy Policy.
The Service, including all software, designs, logos, text, graphics, and other content (“CoverEdge Content”), is the exclusive property of CoverEdge, LLC and is protected by copyright, trademark, and other intellectual property laws. You may not copy, modify, distribute, or create derivative works of CoverEdge Content without our written consent.
The Service may display market data sourced from third-party providers, including but not limited to Tradier and Finnhub. We do not guarantee the accuracy, completeness, or timeliness of any third-party data. Third-party data is provided “as is” and may be delayed.
Your use of any third-party services integrated with CoverEdge is subject to those services’ own terms and privacy policies.
CoverEdge does not provide investment advice. Options trading involves substantial risk of loss and is not suitable for every investor.
For more details, see our Financial Disclaimer.
TO THE MAXIMUM EXTENT PERMITTED BY APPLICABLE LAW, COVEREDGE, LLC AND ITS OFFICERS, DIRECTORS, EMPLOYEES, AND AGENTS SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES, OR ANY LOSS OF PROFITS, REVENUE, DATA, OR USE, ARISING OUT OF OR RELATED TO YOUR USE OF THE SERVICE.
IN NO EVENT SHALL OUR TOTAL LIABILITY EXCEED THE AMOUNT YOU PAID FOR THE SERVICE DURING THE TWELVE (12) MONTHS PRECEDING THE EVENT GIVING RISE TO THE LIABILITY, OR ONE HUNDRED DOLLARS ($100), WHICHEVER IS GREATER.
THE SERVICE IS PROVIDED “AS IS” AND “AS AVAILABLE” WITHOUT WARRANTIES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, AND NON-INFRINGEMENT. WE DO NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED, ERROR-FREE, OR SECURE.
You agree to indemnify, defend, and hold harmless CoverEdge, LLC from and against any claims, damages, losses, costs, and expenses (including reasonable attorneys’ fees) arising out of your use of the Service, violation of these Terms, or infringement of any rights of a third party.
We may suspend or terminate your account at our discretion, with or without cause, at any time. You may delete your account at any time by contacting us. Upon termination:
We reserve the right to modify these Terms at any time. If we make material changes, we will notify you by email or by posting a notice within the Service at least 30 days before the changes take effect. Your continued use of the Service after the effective date constitutes acceptance of the updated Terms.
These Terms shall be governed by and construed in accordance with the laws of the State of Oklahoma, without regard to its conflict of law provisions. Any disputes arising under these Terms shall be resolved exclusively in the state or federal courts located in Oklahoma.
If any provision of these Terms is found to be unenforceable or invalid, that provision shall be limited or eliminated to the minimum extent necessary so that these Terms shall otherwise remain in full force and effect.
These Terms, together with our Privacy Policy and Financial Disclaimer, constitute the entire agreement between you and CoverEdge, LLC regarding the Service and supersede all prior agreements and understandings.
If you have questions about these Terms, please contact us:
CoverEdge, LLC
1034 Acclivis Way
Newcastle, OK 73065
legal@coveredge.io