Privacy Policy

Last updated: April 26, 2026

1. Information We Collect

We collect information you provide directly, including your name, email address, and brokerage connection credentials (OAuth tokens). We also collect usage data such as trading activity, portfolio performance metrics, and platform interaction logs.

2. How We Use Your Information

We use your information to provide and improve the Service, execute trades on your behalf, calculate performance-based fees, communicate with you about your account, and comply with legal obligations.

3. Data Security

We implement industry-standard security measures to protect your data, including encryption in transit and at rest, secure authentication, and regular security audits. We never store your brokerage passwords - we use OAuth tokens provided by your broker.

4. Data Sharing

We do not sell your personal information. We may share data with your connected brokerage to execute trades, with service providers who assist in operating the platform, and with authorities when required by law.

5. Data Retention

We retain your data for as long as your account is active. Upon account deletion, we remove your personal data within 30 days, except where retention is required by law or for legitimate business purposes (such as commission calculations).

6. Your Rights

You have the right to access, correct, or delete your personal data. You may request a copy of your data or ask us to delete your account by contacting us. Canadian residents have additional rights under PIPEDA.

7. Cookies

We use essential cookies to maintain your session and preferences. We do not use third-party advertising cookies. Analytics cookies are used to improve the Service and can be disabled in your browser settings.

8. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes via email or in-app notification.

9. Contact

For privacy-related inquiries, contact us at [email protected].