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Our Form CRS is a short summary of our services, fees, conflicts of interest, and disciplinary history. Because we provide our advisory services online, we answer each of its “Ask us” questions below. For full details, see our Form ADV Part 2A brochure at adviserinfo.sec.gov, or contact us at support@tradvex.org or 254-258-6302.
Our software generates your advice from the information you provide on our website (your plan, watchlist, risk profile, and connected account’s value and holdings), but it does not consider your broader financial situation, goals, or taxes, and no one at SteadForge reviews your circumstances personally. SteadForge may be a fit if you want algorithm-generated trading signals for U.S. stocks (Pro) or automated trading in your own brokerage account within a fixed risk profile (Elite), and you can afford to lose money you trade. It may not be a fit if you want a plan built around your goals, taxes, or retirement, or advice from a person who knows your circumstances.
Our software analyzes a set of publicly traded U.S. stocks four times each trading day, drawn from the day's most active stocks and our subscribers' watchlists. For each stock it combines technical indicators, recent news sentiment, and an artificial intelligence model into a signal and a confidence score. Every subscriber watching the same stock receives the same signal. Your own watchlist and holdings determine which stocks are analyzed for you. For Elite accounts, a trade is placed only when the signal's confidence meets the minimum for your chosen risk profile; the number of shares is based on your account's value and buying power, and stop-loss and take-profit follow your profile.
Our advice is generated by our software platform, which our principals designed and oversee; no individual adviser selects investments for your account. John C. Cochran, our Chief Executive Officer, has passed the Series 65 (Uniform Investment Adviser Law) examination, which tests knowledge of investment adviser regulation, ethics, and investment concepts. Callagher W. Chaffin, a 22-year Army veteran, serves as our Manager and Chief Compliance Officer.
All $10,000 stays invested in your own brokerage account. Our fee is charged to your card, not deducted from your account, and it is a flat amount that doesn't change with your account size. Over one year, our fee would be:
| Plan | Our fee for one year | As a share of $10,000 |
|---|---|---|
| Pro (monthly) | $588 | 5.88% |
| Elite (monthly) | $1,188 | 11.88% |
| Elite (annual) | $499 | 4.99% |
You may also pay costs charged by your brokerage, such as regulatory fees or margin interest. Fees reduce your net return: for example, on Elite annual, a $10,000 account would need to gain about $499 in a year just to offset our fee.
We trade our own account on the same signals as Elite subscribers. To address this, every account receives the same signal at the same time, each account's orders are placed independently, and our account gets no priority. We also earn more when you choose a higher-priced plan or prepay for a year. To address this, our prices and refund terms are disclosed in advance, annual subscribers receive a prorated refund if they cancel early, and you can cancel or change plans at any time from your dashboard.
No. Neither SteadForge nor any of our financial professionals has any legal or disciplinary history. You can verify this with the free search tool at Investor.gov/CRS.
Our services are provided online, so you don't have an individual assigned adviser. Your primary contact is our support team at support@tradvex.org or 254-258-6302, staffed by our principals, who are representatives of an investment adviser, not a broker-dealer. Your account itself is held at Alpaca Securities LLC, a broker-dealer. If you have concerns about how you are being treated, contact our Chief Compliance Officer, Callagher W. Chaffin, at the same email address. You can also contact the SEC at sec.gov/tcr.