Terms and Conditions

Last updated: 6 November 2026

Risk warning. Trading and investing carry a high risk of loss, and you can lose all of the money in your brokerage account. Leveraged products such as currencies and gold carry a higher risk still, and you can lose money quickly. Backtests and practice results are not a guide to future results. Vertex Robots is software. It does not give financial advice, and nothing on this site or in the app is a recommendation to trade or invest. Only trade with money you can afford to lose, and get independent advice if you're unsure whether trading is right for you.

1. About these terms

Vertex Robots is operated by Cocoa Innovations Pty Ltd (ACN 669 106 754, ABN 80 669 106 754), a company registered in Victoria, Australia ("we", "us"). Postal address: PO Box 573, Torquay VIC 3228, Australia.

These terms apply to the Vertex Robots website, the web app, the connector your AI assistant uses, and everything else we provide under the Vertex Robots name (together, "Vertex Robots"). By creating an account or using Vertex Robots, you agree to these terms and to our Privacy Policy. You must be at least 18 years old to create an account.

2. What Vertex Robots is

Vertex Robots is software for building, testing and running your own trading and investing strategies. You describe a strategy to your own AI assistant (such as Claude or ChatGPT), and it builds the strategy through our connector from our library of building blocks: indicators, entry and exit rules, schedules and position sizing. You can backtest a strategy on historical prices, run it on a practice (paper) account, and, if you choose, run it on a live account.

A strategy runs as a "robot" on our servers against your own account with a third-party broker. It places orders in that account by following the rules you set.

3. What Vertex Robots is not

We don't give advice. We don't provide financial, investment, tax or trading advice, and we don't recommend strategies, securities or trades. We don't take your objectives, financial situation or needs into account. Any examples, templates or information we provide are general information only.
We aren't a broker. We don't open or maintain brokerage accounts, execute or clear trades, or provide brokerage services. Your broker does those things under its own terms.
We never hold your money. We never receive, hold or move the funds in your brokerage account. You pay us only for the software.
We don't manage accounts. We don't trade on our own judgement or manage money for you. Every robot follows a strategy you built and chose to run.
No copy trading or social trading. You can't follow, subscribe to or copy other people's strategies or trades through Vertex Robots, and others can't copy yours.
No performance claims. We don't promise or predict any result.

4. Your brokerage account

You open and fund your brokerage account directly with the broker, under the broker's terms, and you remain responsible for it. You link it to Vertex Robots either by signing in with the broker and approving access, or by giving us an API key the broker issued to you. By linking an account, you authorise us to read its information (balances, positions, orders and history) and to place, change and cancel orders in it, as your robots' strategies direct.

You can unlink an account at any time in the app. That deletes the access we hold. You can also remove our access in your broker's own settings. Unlinking stops your robots from trading on that account.

Your broker decides which products, markets and account types are available to you, and when its markets are open. Its fees, margin rules and order handling apply to every order your robots place.

5. Practice and live trading

Robots start on a practice account, which trades with simulated money. Moving a robot to a live account is a separate step that only you can take, in the web app. Before you do, you review the strategy and set hard limits: the maximum position size, a daily loss stop and the maximum number of open positions. Your AI assistant can't move a robot to a live account.

Our software checks those limits before it places an order, but no software is perfect. Prices can gap, orders can fill at worse prices than expected, and brokers, data feeds, networks or our own systems can fail or be delayed. When a robot can't reach your broker or the market is closed, it pauses rather than trading without current information. You are responsible for every order placed in your account, for the strategies and limits you choose, and for watching your live robots and stopping them when needed.

6. Your AI assistant

Your AI assistant is a third-party service you choose, under its provider's own terms and subscription. AI assistants can misunderstand you or make mistakes, so check that a strategy does what you intended, and test it, before running it on a live account. Our connector gives your assistant the information it needs to build and test your strategies, such as strategy definitions, backtest results and the status of your practice robots. It never gives your assistant your broker passwords, API keys or access tokens.

7. Backtests and practice results

Backtests are simulations on historical prices. They can't fully account for spreads, slippage, fees, liquidity or changes in market conditions, and a strategy that tested well can lose money when it trades. Practice accounts can also behave differently from live ones. Treat backtest and practice results as a way to check that a strategy does what you intended, not as a forecast of what it will earn.

8. Plans, trials and payment

Vertex Robots is sold as a monthly or annual subscription. The plans and their prices are shown in the app at checkout.
A new subscription can start with a free trial. If you don't cancel before the trial ends, your plan starts and you are charged.
Subscriptions renew automatically at the end of each billing period until you cancel. You can cancel any time from Plan and billing in the app. Cancelling stops the next renewal, and you keep your plan until the end of the period you've paid for.
Card payments are processed by Stripe. We don't see or store your full card details.
We don't refund part of a billing period you've already started, except where the law requires it.
We may change our prices. A change applies from your next renewal, and we'll tell you at least 14 days before it does.
Plan codes, trials and referral discounts apply as described when they're offered, and can be withdrawn at any time for new customers.

9. Using Vertex Robots fairly

You agree to:

keep your account to yourself, keep your sign-in secure, and tell us straight away if you think someone else has used it;
use Vertex Robots only for your own accounts, not to trade for, manage money for, or provide signals to other people;
not copy, resell, reverse engineer or interfere with the software, the connector or our systems, or use them in ways designed to overload them;
not use Vertex Robots for anything unlawful, including market manipulation, or in breach of your broker's terms.

10. Your strategies and our software

The strategies you build are yours. You give us the right to store, run and process them to provide Vertex Robots to you. We don't share your strategies with other customers. Vertex Robots itself, including its building blocks, software, design and content, belongs to us or our licensors. Your subscription gives you a personal, non-transferable right to use it while your plan is active.

11. Availability and changes

We work to keep Vertex Robots available and accurate, but we can't promise it will always be available, error-free or uninterrupted. We may change, add or remove features. If a change removes something central to your plan, you can cancel and we'll refund any unused part of a prepaid period.

12. Liability

Nothing in these terms excludes, restricts or modifies any right or remedy you have under the Australian Consumer Law, or any other law, that can't lawfully be excluded. Where the law allows us to limit our liability for failing to meet a consumer guarantee, our liability is limited to supplying the services again or paying the cost of having them supplied again.

Subject to that, and to the extent the law allows:

we aren't liable for trading or investment losses, lost profits or missed opportunities, including losses caused by your strategies, your settings, your AI assistant, your broker, market conditions or delays and outages;
we aren't liable for indirect or consequential loss; and
our total liability to you for any claim about Vertex Robots is limited to the fees you paid us in the 12 months before the claim arose.

13. Suspending and closing accounts

You can stop your robots, unlink your brokerage accounts and cancel your plan at any time, and you can ask us to close your account through the live chat. We may suspend or close an account, stopping its robots, if it breaches these terms, if we need to protect you, other customers or our systems, or if the law requires it. Unless there's an urgent reason not to, we'll tell you first. How we handle your information after an account is closed is set out in our Privacy Policy.

14. Affiliates

If you join our affiliate program, you earn the commission described on the Affiliates page for customers you refer. You must not make performance claims or give advice when promoting Vertex Robots, or present yourself as acting for us. We may end the program, or your place in it, at any time.

15. Changes to these terms

We may update these terms. We'll post the new version here with its date and, for a significant change, tell you by email or in the app before it takes effect. If you keep using Vertex Robots after a change takes effect, the new terms apply. If you don't agree with them, you can cancel your plan.

16. Law and contact

These terms are governed by the laws of Victoria, Australia, and the courts of Victoria have jurisdiction. If you have a question or a complaint, message us through the live chat in the app, or write to PO Box 573, Torquay VIC 3228, Australia.