We collect information you provide directly to us when you create an account, use our services, or contact us for support.
Account Information
When you create an account, we collect your email address, name, and authentication credentials through our identity provider (Clerk).
Trading Data
We store the trading data you choose to log, including trade entries/exits, profit/loss figures, notes, screenshots, strategies, and session information. This data is yours: we never sell it, and we only share it with the sub-processors listed under "Data Sharing" below — the infrastructure and, if you use AI coaching, the AI processing providers needed to operate the service.
Usage Information
We automatically collect information about how you interact with our service, including pages visited, features used, and session duration. This helps us improve the product.
If you accept analytics cookies, we also use PostHog to record the steps you take in the app, such as opening the import tool, starting a session, or viewing upgrade options. This shows us where people get stuck. These records are linked to your account ID, not your name or email, and they do not include text you type or text shown on screen. You can withdraw this consent at any time from our
Cookie Policy page.
Session Recordings (free trial only)
If you are on a free trial and have accepted analytics cookies, PostHog may also record how you move through the app: which screens you open, where you click, and how you scroll. Before anything leaves your browser, the text on screen and everything you type is hidden, with one exception: your charts and strategy flowcharts are recorded as they appear, including the prices, trade levels and strategy content they show. Your wellness check-ins, session answers and reflections, coach conversations, notes, uploaded trade screenshots, and broker connection details are left out of recordings entirely, and billing and account pages are never recorded. Recordings are linked to your account ID and kept for 30 days. Paid subscribers are not recorded.
Device Information
We collect device information such as browser type, operating system, and IP address for security and analytics purposes.