Privacy Policy

TradePanel (“TradePanel”, “we”, “us”) is an online trading journal available at tradepanel.app. This policy explains what personal information we collect through the website and app, how we use it, and the choices you have. If you have a question, write to hello@tradepanel.app.

Account details. When you sign in with Google we receive your name, email address, and profile photo. We do not receive your Google password.

Waitlist details. If you join the waitlist we store the email address you enter.

Trading data you provide. This includes trades you enter by hand, files you import (such as CSV exports from your broker), and data that arrives through connections you set up, such as a broker linked through SnapTrade or alerts sent to your personal TradingView webhook. It can include symbols, prices, quantities, times, profit and loss, account names, notes, and setup tags.

Broker connections. When you link a broker, you sign in on the connection provider’s own screen (SnapTrade) and never on ours. We receive your account and transaction data, not your broker login or password.

Chart screenshots and descriptions. If you use Chart Analysis, the image and the setup description you write are sent to our AI provider to produce a response. We do not save the image on our servers.

Referral information. If you join through someone’s referral link, we record who referred you. If you share your own link, we record how many people joined and subscribed through it and show you those counts, not their identities. We use this only to run the referral program.

Billing information. Payments are handled by Stripe. We store a Stripe customer ID, your plan, and your subscription status and dates. We never see or store your full card number.

Technical information. Like most websites, our hosting provider records standard request data such as IP address, browser type, and pages requested, which we use to keep the service secure and working. See “Cookies and local storage” below.

Messages. If you email us, we keep the message and our reply.

• To run your account and show your journal, statistics, calendar, and charts.
• To provide AI analysis when you ask for it.
• To take payment, manage your subscription, and send billing notices.
• To email you about your account and, if you joined the waitlist, about your access.
• To secure the service, prevent abuse, and fix problems.
• To meet legal obligations.

We do not use your trading data for advertising and we do not sell it.

When you use AI Insights or Chart Analysis, we send a summary of your trade history and statistics, plus any chart image and description you submit, to Anthropic, the company that provides the AI model. It is used to generate the response you see. We do not authorize Anthropic to use it for advertising. Please read Anthropic’s own privacy policy for how it handles data on its side.

If you would rather not send anything, switch off AI features in Settings. With AI off, nothing is sent. AI output can be wrong, so treat it as a process review and not as advice. See our Terms of Service for more.

We share information only with the service providers we need to run TradePanel, and only what each one needs:

• Vercel hosts the website and app.
• Neon hosts our database, which stores your account and trading data.
• Google provides sign-in.
• Stripe processes payments and subscriptions.
• Resend delivers our emails.
• Anthropic provides the AI model, as described above.
• SnapTrade connects your broker account if you choose to link one.
• Market data providers (Finnhub, CoinGecko, exchangerate-api.com, and Frankfurter) receive only the ticker or currency you look up in Market Pulse, not information about you.

We may also disclose information if the law requires it, to protect our rights or the safety of others, or as part of a merger, acquisition, or sale of the business, in which case we will tell you if your information is affected. We do not sell personal information and we do not share it for cross-context behavioral advertising.

We use a small number of cookies and browser storage, all for the service to work:

• A session cookie that keeps you signed in.
• A cookie that remembers which accounts you have selected in the account filter.
• A local storage entry that remembers your light or dark theme.
• A cookie that remembers a referral link you arrived from, for up to 30 days, so the referral can be credited.

We do not use advertising cookies or third-party analytics trackers. Stripe and Google may set their own cookies on their own pages when you pay or sign in.

We keep your account and trading data while your account is open. If you ask us to delete your account, we delete or anonymize your personal data within 30 days, except records we must keep by law, such as billing and tax records, which Stripe and we retain for the period the law requires. Backups roll off on a regular schedule. Waitlist emails are kept until you ask us to remove them.

You can ask us at any time to:

• send you a copy of the personal data we hold about you,
• correct anything that is wrong,
• delete your account and data, or
• remove you from the waitlist or from emails.

Email hello@tradepanel.app from the address on your account and we will respond within 30 days. You can also turn off AI features and disconnect a broker yourself from Settings and Connections, and cancel your subscription from Settings.

Depending on where you live, such as California, the European Economic Area, or the United Kingdom, you may have additional rights under local law, including the right to object to or restrict certain processing and to complain to your local data protection authority. We will honor those rights. Where the law requires a legal basis, ours are performing our contract with you, our legitimate interest in running and securing the service, meeting legal obligations, and your consent where we ask for it.

TradePanel and its providers operate primarily in the United States. If you use the service from another country, your information will be transferred to and processed in the United States and possibly other countries where our providers operate.

We use HTTPS to protect data in transit and rely on the security controls of our hosting, database, and payment providers. We limit access to production data. No online service is completely secure, so we cannot guarantee absolute security, and you should keep your Google account protected.

TradePanel is for people 18 and older. We do not knowingly collect information from anyone under 18. If you believe a child has given us information, contact us and we will delete it.

We may update this policy from time to time. When we make a material change we will update the date at the top and, where appropriate, notify you by email or in the app.

Questions or requests about privacy: hello@tradepanel.app.