Stock portfolio management gets real

Terms of Service

By using the web site ('Service'), a service of New Forge Technologies LLC ('New Forge'), you are agreeing to be bound by these terms and conditions ('Terms of Service'). New Forge reserves the right to update and change the Terms of Service from time to time without notice. Any new features that augment or enhance the current Service, including the release of new tools and resources, shall be subject to the Terms of Service. Continued use of the Service after any such changes shall constitute your consent to such changes. You can review the most current version of the Terms of Service at any time at

Violation of any of the terms below will result in the termination of your Account. While New Forge prohibits such conduct and Content on the Service, you understand and agree that New Forge cannot be responsible for the Content posted on the Service and you nonetheless may be exposed to such materials. You agree to use the Service at your own risk.

Account Terms

  1. You must be 13 years or older to use the Service.
  2. A human must register your account. Accounts registered by automated methods are not permitted.
  3. You must provide a valid email address and any other information requested in order to complete the signup process.
  4. Only one person may use a login ID. Sharing a login ID among multiple people is not permitted.
  5. You are responsible for maintaining the security of your account and password. New Forge cannot and will not be liable for any loss or damage from your failure to comply with this security obligation.
  6. You are responsible for all data, graphics, photos, links ('Content') posted and activity that occurs under your account (even when Content is posted by others who have access to your account).
  7. You may not use the Service for any illegal or unauthorized purpose. You must not, in the use of the Service, violate any laws in your jurisdiction (including but not limited to copyright laws).

Purchase of Trade Batches and Refunds

  1. A trade batch provides you the ability to record trades with the Service.
  2. A guest (unpaid) trade batch remains active and usable until 3 months from the date of account creation.
  3. All accounts with paid trade batches must provide a valid credit card ('Card') to be associated with the account.
  4. Paid trade batches remain active and usable until 3 months from the date of purchase.
  5. Any unused trades in an active trade batch may be rolled-over to a newly purchased trade batch.
  6. For paid trade batches, the Service bills the Card at the time of purchase.
  7. You will initiate all charges to the Card by choosing to purchase a trade batch.
  8. All charges to the Card are non-refundable.
  9. The expiration of a trade batch may cause the loss of Content, features, or capacity of your Account. Any unused trades remaining in an expired trade batch are voided. New Forge does not accept any liability for such loss.
  10. If you do not maintain an active trade batch for a period of 30 days, New Forge reserves the right to suspend your account.
  11. There will be no refunds or credits for partial months of Service, or refunds for unused months.
  12. All fees are exclusive of all taxes, levies, or duties imposed by taxing authorities, and you shall be responsible for payment of all such taxes, levies, or duties, excluding only United States (federal or state) taxes.
  13. One person or legal entity may not maintain more than one guest account.

Cancellation and Termination

  1. You can cancel your account at any time.
  2. You are solely responsible for properly canceling your account. An email or phone request to cancel your account is not considered cancellation.
  3. All of your Content will be immediately deleted from the Service upon cancellation. This information cannot be recovered once your account is canceled.
  4. If you cancel the Service before the expiration of your active trade batch, your cancellation will take effect immediately.
  5. Abuse or excessively frequent usage may result in the temporary or permanent suspension of your account. New Forge, in its sole discretion, will determine abuse or excessive usage. New Forge will make a reasonable attempt via email to warn you prior to suspension.
  6. New Forge, in its sole discretion, has the right to suspend or terminate your account and refuse any and all current or future use of the Service, or any other New Forge service, for any reason at any time. Such termination of the Service will result in the deactivation or deletion of your Account or your access to your Account, and the forfeiture and relinquishment of all Content in your Account. New Forge reserves the right to refuse Service to anyone for any reason at any time.
  7. Without limiting any other remedies, New Forge may suspend or terminate your account if New Forge suspects that you (by conviction, settlement, insurance or escrow investigation, or otherwise) have engaged in fraudulent activity in connection with the Service.

Modifications to the Service and Prices

  1. New Forge reserves the right at any time and from time to time to modify or discontinue, temporarily or permanently, the Service (or any part thereof) without notice.
  2. Prices of all Services, including but not limited to the fees associated with trade batches, are subject to change upon 30 days notice from New Forge. Such notice may be provided at any time by posting the changes to the Realized Site,, or the Service itself.
  3. New Forge shall not be liable to you or to any third party for any modification, price change, suspension or discontinuance of the Service.

Copyright and Content Ownership

  1. New Forge claims no intellectual property rights over the material you provide to the Service. Your profile and trade history remain yours. However, by creating Content such as new public securities and price quotes, you agree to allow others to view and share that Content.
  2. New Forge does not pre-screen Content, but New Forge and its designee have the right (but not the obligation) in their sole discretion to refuse or remove any Content that is available via the Service.
  1. The process flow, navigational structure, look and feel of the Service is copyright ©2013 New Forge Technologies, LLC. All rights reserved. You may not duplicate, copy, or reuse any portion of: the application concept; the visual design; the process flow; or the underlying HTML, CSS, JavaScript or other software without express written permission from New Forge.

General Conditions

  1. Your use of the Service is at your sole risk. The Service is provided on an 'as is' and 'as available' basis.
  2. Technical support is only provided to accounts with paid trade batches and is only available via
  3. You understand that New Forge uses third party vendors and hosting partners to provide the necessary hardware, software, networking, storage, and related technology required to run the Service.
  4. You must not modify, adapt or hack the Service or modify another website so as to falsely imply that it is associated with the Service, New Forge, or any other New Forge service.
  5. You agree not to reproduce, duplicate, copy, sell, resell or exploit any portion of the Service, use of the Service, or access to the Service without the express written permission of New Forge.
  6. New Forge may, but has no obligation to, remove Content and Accounts containing Content that New Forge determines in its sole discretion are unlawful, offensive, threatening, libelous, defamatory, pornographic, obscene or otherwise objectionable or violates any party’s intellectual property or these Terms of Service.
  7. You understand that the technical processing and transmission of the Service, including Content, may be transferred unencrypted and involve transmissions over various networks and changes to conform and adapt to technical requirements of connecting networks or devices.
  8. You must not transmit any worms or viruses or any code of a destructive nature.
  9. If your bandwidth significantly exceeds the typical bandwidth usage (as determined solely by New Forge) of other Realized customers, we reserve the right to immediately suspend your account or throttle your access to the Service until you can reduce your bandwidth consumption.

Exclusion of Warranties

  1. New Forge makes no warranty concerning the Service. Accordingly, the Service and all other data, materials, and documentation provided in connection with this agreement by New Forge and its suppliers are provided 'as is' and 'as available', without representations or warranties of any kind. New Forge and its suppliers make no other warranties, express or implied, by operation of law or otherwise, including, without limitation, any implied warranties of non-infringement, merchantability or fitness for a particular purpose or any implied warranties arising out of course of performance, course of dealing or usage of trade.
  2. New Forge does not warrant that: the Service will meet your specific requirements; the Service will be uninterrupted, timely, secure, or error-free; the results that may be obtained from the use of the Service will be accurate or reliable; the quality of any products, services, information, or other material purchased or obtained by you through the Service will meet your expectations; and any errors in the Service will be corrected.

Limitation of Liability

  1. You expressly understand and agree that New Forge shall not be liable for any direct, indirect, incidental, special, consequential or exemplary damages, including but not limited to, damages for loss of profits, goodwill, use, data or other intangible losses (even if New Forge has been advised of the possibility of such damages), resulting from: the use or the inability to use the Service; the cost of procurement of substitute goods and services resulting from any goods, data, information or services purchased or obtained or messages received or transactions entered into through or from the Service; unauthorized access to or alteration of your transmissions or data; statements or conduct of any third party on the Service; or any other matter relating to the Service.
  2. New Forge's total cumulative liability for any and all claims arising from or in connection with this agreement (under any legal theory including claims in contract or tort), and the Service, will not exceed: (a) twenty dollars ($20) in the case of customers using a no cost guest account or (b) in the case of customers using accounts with paid trade batches, the amounts actually paid to New Forge by such customer in the six (6) month period immediately preceding the formal written notice of the claim for liability hereunder. All claims against New Forge will be aggregated to satisfy this limit and multiple claims will not enlarge this limit. In no event will New Forge be liable for special, incidental, direct or consequential damages arising out of or in connection with this agreement (under any legal theory including claims in contract or tort), including, but not limited to, interrupted communications, lost data or lost profits, and damages that result from inconvenience, delay or loss of use of any information or data or of the Service, even if New Forge has been advised of the possibility of such damages, and notwithstanding the failure of essential purpose of any limited remedy provided herein.


  1. The failure of New Forge to exercise or enforce any right or provision of the Terms of Service shall not constitute a waiver of such right or provision. The Terms of Service constitutes the entire agreement between you and New Forge and govern your use of the Service, superseding any prior agreements between you and New Forge (including, but not limited to, any prior versions of the Terms of Service).
  2. Questions about the Terms of Service should be sent to support at newforge-tech dot com.