Privacy Policy

Privacy Commitment

We are committed to protecting your privacy and ensuring the security of your personal information. We never sell your data to third parties.

Data Protection

Bank-level encryption for all data transmission and storage

No Account Access

We never request or store your brokerage credentials

Transparency

Clear disclosure of what data we collect and why

Minimal Collection

We only collect data necessary for service delivery

1. Information We Collect

Personal Information

  • Email address (for account creation and communications)
  • Name (for account personalization)
  • Payment information (processed securely through third-party processors)
  • Communication preferences

Usage Information

  • Log data (IP address, browser type, pages visited)
  • Device information (device type, operating system)
  • Usage analytics (features used, time spent, user flows)
  • Email engagement metrics (opens, clicks)

2. How We Use Your Information

  • Service Delivery: Provide access to portfolio systems and market analysis
  • Communication: Send educational content, alerts, and service updates
  • Improvement: Analyze usage patterns to enhance our services
  • Support: Respond to inquiries and provide customer assistance
  • Legal Compliance: Meet regulatory and legal requirements

3. Information Sharing

We do not sell your personal information. We may share information only in these limited circumstances:

Service Providers

We work with trusted third parties who assist with:

  • Payment processing (Stripe, PayPal)
  • Email delivery (SendGrid, Mailchimp)
  • Analytics and performance monitoring
  • Customer support tools

Legal Requirements

We may disclose information when required by law or to protect our rights, property, or safety.

4. Data Security

Security Measures

  • • TLS 1.3 encryption for data in transit
  • • AES-256 encryption for data at rest
  • • Regular security audits and penetration testing
  • • SOC 2 Type II compliance
  • • Multi-factor authentication for admin access

5. Your Rights and Choices

Access and Control

  • Access: Request a copy of your personal information
  • Update: Correct or update your information through account settings
  • Delete: Request deletion of your account and associated data
  • Portability: Export your data in a machine-readable format

Communication Preferences

You can:

  • Unsubscribe from marketing emails using the link in any email
  • Manage email preferences in your account settings
  • Opt out of analytics tracking (though this may affect service quality)

6. Data Retention

We retain your information for as long as necessary to:

  • Provide you with our services
  • Comply with legal obligations
  • Resolve disputes and enforce our agreements

Account information is typically deleted within 30 days of account closure, except as required for legal or compliance purposes.

7. International Transfers

Your information may be processed and stored in countries other than your own. We ensure appropriate safeguards are in place for international data transfers, including Standard Contractual Clauses and adequacy decisions.

8. Children's Privacy

Our service is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes via email or through our service. Your continued use of our service after changes become effective constitutes acceptance of the updated policy.

10. Contact Us

For privacy-related questions or requests:

  • Email: [email protected]
  • Response Time: We respond to all privacy requests within 30 days
  • Data Protection Officer: Available for EU residents

Last updated: September 5, 2025