Trade Manager (the "Service") is operated by Creative Vision LLC, based in Boise, Idaho, USA. For privacy questions, contact info@trademanagerapp.com.
Account info — email address, account name, and authentication tokens (via Supabase Auth).
Trade and journal data — the trades, notes, rules, goals, and configurations you enter into the app. This belongs to you; we store it so the Service works across your devices.
Brokerage statements (investing accounts) — if you import positions, activity or realized-gain files from your broker, we keep the holdings and transactions they contain (symbols, quantities, prices, amounts and dates) so your portfolio views work across your devices. We don't keep the original file. Ticker symbols you hold are sent to Yahoo Finance to look up prices, dividends and fund details. If you ask Coach for a portfolio review, summary numbers (for example the account type, total value, returns, fees, percentages and the ticker symbols of your largest holdings — no account numbers, account names, your name or your email) are sent to Anthropic to write it.
Linked brokerage accounts (optional, read-only) — if you choose to link an investing account, we use Plaid to retrieve its holdings, cost basis and investment transactions (up to 24 months back, then updates about once a day), plus the institution and account names and the last four digits of the account number. You sign in to your brokerage through Plaid; we never see or store your brokerage password. We store an encrypted access token that lets our servers read this data. The link is read-only: Trade Manager cannot place trades or move money. You can disconnect at any time from the Linked accounts screen and choose to keep the data already synced or delete it; deleting your Trade Manager account also removes every link. Plaid's handling of your information is described in the Plaid End User Privacy Policy.
Coach and other AI features — nothing is sent until you ask. When you run a Coach mission, chat with Coach or ask for AI insights, a summary of that account's trades, notes, reviews and settings (no name, email or account numbers) is sent to Anthropic to write the answer. For each AI request we keep a count of the words processed (token counts) and which feature it was, but not what was sent or answered, so we can keep costs and fair-use limits in check.
Screenshots — if you use the "Upload image" feature, the screenshot is sent to our AI provider (Anthropic) to extract trade fields. Screenshots are not stored by us after extraction completes.
Billing info — handled entirely by Stripe. We store your Stripe customer ID and subscription status, but never your card number, CVC, or bank details.
Technical data — IP address, browser type, and basic usage metrics to operate the Service, rate-limit abuse, and debug errors.
Feature-usage counts — which parts of the app you open (for example "Analytics" or "AI Coach"), counted once per visit and linked to your account, so we can see which features are useful. These counts never include your trades, prices, notes or any other journal content. You can turn them off any time in the Account menu ("Share feature-usage counts").
Feedback and surveys — anything you send through "Send feedback" or an in-app survey, together with your email address so we can follow up if you allow it.
Each of these has its own privacy policy governing data they receive from us.
You have the right to:
If you're in the EU, UK, or California, you have additional rights under GDPR and CCPA. To exercise any of them, email info@trademanagerapp.com.
While your account is active, we keep your data indefinitely so the Service works. When you delete your account, all data is removed from our primary database within 24 hours, and from backups within 30 days. Stripe retains a record of past payments separately per their own retention policies.
Data is encrypted in transit (TLS) and at rest (Supabase handles this). Authentication uses Supabase Auth with industry-standard password hashing. We rate-limit AI endpoints to prevent abuse. We don't claim perfect security — no internet service can — but we take it seriously.
The Service isn't designed for anyone under 18 and we don't knowingly collect data from minors. If you believe a minor has created an account, email info@trademanagerapp.com and we'll remove it.
If you use the Service from outside the United States, your data will be transferred to and stored on servers in the United States. By using the Service, you consent to this transfer.
We'll post material changes here and notify active users by email at least 14 days before they take effect.
Creative Vision LLC
Boise, Idaho, USA
Email: info@trademanagerapp.com