Privacy Policy

1. Information We Collect

We collect information that identifies, relates to, describes, references, is capable of being associated with, or could reasonably be linked, directly or indirectly, with you ("Personal Information").

A. Information You Provide to Us

• Account Information: We collect basic contact details such as your email address and name when you register for an account.
• User Content: Any text, notes, tags, or other content you voluntarily add to the system (e.g., trading journal entries).
• Support Inquiries: Information you provide when contacting us for support.

B. Information Collected via Third-Party Integrations

To provide our core services, we integrate with third-party brokerage and financial data providers. Through these integrations, we may access and process:

• Financial Account Details: Information about your connected financial accounts (e.g., account names, masked account numbers, balances).
• Transaction & Portfolio Data: History of trades, deposits, withdrawals, and current holdings.

C. Automatically Collected Usage Data

When you access the Application, we may automatically collect:

• Device & Technical Information: Browser type, operating system, IP address, and device identifiers.
• Usage Activity: Pages visited, time spent on pages, and interaction patterns.
• Diagnostics: Error logs and performance data to help us improve the Application stability.

2. How We Use Your Information

• Service Provision: To provide, operate, and maintain the Application, including displaying your portfolio and performance metrics.
• Communication: To send you updates, security alerts, and administrative messages.
• Security & Performance: To monitor and analyze trends, usage, and activities in connection with our Application; to detect, prevent, and address technical issues and fraud.
• Compliance: To comply with applicable legal obligations.

3. How We Share Your Information

We do not sell your personal data. We share information only with trusted third-party service providers and partners who assist us in operating the Application, conducting our business, or serving our users, so long as those parties agree to keep this information confidential.

These categories of third parties include:

• Cloud hosting and database providers
• Identity and authentication services
• Financial data aggregation services
• Usage analytics and performance monitoring services
• Email delivery services

We may also disclose information if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency).

4. Data Retention and Security

Storage

We implement appropriate technical and organizational security measures designed to protect the security of any personal information we process. This includes encryption of data in transit and at rest where applicable, and strict access controls.

Retention

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy policy, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements).

When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymize it, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible.

5. GDPR Compliance (For European Economic Area Users)

If you are a resident of the European Economic Area (EEA), you have certain data protection rights. ThetaGrind aims to take reasonable steps to allow you to correct, amend, delete, or limit the use of your Personal Data.

Legal Basis for Processing

We process your personal data under the following legal bases:

• Contract: When we need to perform a contract with you (e.g., providing the Service).
• Legitimate Interests: For our legitimate business interests (e.g., improving the Application, security).
• Consent: When you have given us permission to do so.
• Legal Obligation: Where processing is necessary for compliance with a legal obligation.

Your Rights under GDPR

In certain circumstances, you have the following data protection rights:

• The right to access, update or to delete the information we have on you. Whenever made possible, you can access, update or request deletion of your Personal Data directly within your account settings section. If you are unable to perform these actions yourself, please contact us to assist you.
• The right of rectification. You have the right to have your information rectified if that information is inaccurate or incomplete.
• The right of restriction. You have the right to request that we restrict the processing of your personal information.
• The right of data portability. You have the right to be provided with a copy of the information we have on you in a structured, machine-readable and commonly used format.
• The right to withdraw consent. You also have the right to withdraw your consent at any time where we relied on your consent to process your personal information.

International Data Transfers

Your information, including Personal Data, may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction. By using the Application, you consent to this transfer. We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy.

6. Children's Privacy

Our Service does not address anyone under the age of 18. We do not knowingly collect personally identifiable information from anyone under the age of 18.

7. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

8. Contact Us

If you have any questions about this Privacy Policy, please contact us:

• By email: support@thetagrind.com