Privacy Policy
Last updated: March 6, 2026
1. Introduction
TradVue ("Company," "we," "us," "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform.
Please read this policy carefully. If you do not agree with our practices, please do not use TradVue.
2. Information We Collect
2.1 Information You Provide Directly
Account Registration:
- ▸Name
- ▸Email address
- ▸Password (encrypted)
- ▸Phone number (optional)
- ▸Country/timezone
- ▸User preferences
Through Your Use of the Service:
- ▸Portfolio holdings (stocks, cryptoassets, or other securities you own)
- ▸Portfolio data including shares, cost basis, and purchase dates
- ▸Watchlist data (securities you track)
- ▸Charts and analysis you create or save
- ▸Technical indicator settings and preferences
- ▸Market alerts you set up
- ▸Tax planning and portfolio performance data
- ▸Profile information you add voluntarily
Communications:
- ▸Support tickets and messages
- ▸Feedback and feature requests
- ▸Communications with our support team
2.2 Automatically Collected Information
Usage Data:
- ▸IP address
- ▸Device type and operating system
- ▸Browser type and version
- ▸Pages visited and time spent
- ▸Features used and frequency
- ▸Search queries within the platform
- ▸Referring website
Cookies & Tracking:
- ▸Session cookies (for login persistence)
- ▸Preference cookies (language, layout settings)
- ▸Analytics cookies (Segment, Google Analytics)
- ▸Advertising cookies (if you consent)
3. How We Use Your Information
Operational Purposes
- ▸Providing, maintaining, and improving the Service
- ▸Creating and managing your account
- ▸Processing requests and transactions
- ▸Sending account notifications and updates
- ▸Troubleshooting and technical support
Analytics & Improvement
- ▸Understanding how users interact with TradVue
- ▸Identifying trends and improving user experience
- ▸Measuring platform performance
- ▸Conducting A/B testing
Communication
- ▸Sending service announcements
- ▸Responding to your inquiries
- ▸Sending educational content (with your consent)
- ▸Notifying you of changes to policies or Service
Legal & Safety
- ▸Complying with legal obligations
- ▸Enforcing our Terms of Service
- ▸Preventing fraud, abuse, or illegal activity
- ▸Protecting the rights, property, and safety of TradVue, users, and the public
Marketing (with consent)
- ▸Sending promotional emails about new features
- ▸Personalized offers based on usage (only if opted-in)
- ▸Market research surveys
5. PORTFOLIO DATA PRIVACY
Your portfolio data is stored securely and is associated only with your account.
5.1 Portfolio Holdings & Financial Data
- ▸Portfolio data (holdings, transactions, cost basis) is encrypted and stored securely
- ▸Your portfolio is accessible only to you and TradVue staff (for support purposes only)
- ▸We do not share your portfolio holdings or financial data with third parties
- ▸We do not sell, rent, or license your portfolio data to advertisers or data brokers
5.2 Broker Integration & Third-Party Connections
If you use broker integration features, we receive read-only data through secure third-party providers (e.g., Plaid) and never store your broker credentials.
- ▸Broker login credentials are transmitted directly to third-party providers; TradVue never stores them
- ▸We access only account-level data (holdings, transactions) for portfolio tracking
- ▸Broker integration is optional; you can manually enter portfolio data instead
- ▸Third-party integrations are subject to their own privacy policies
5.3 What We Don't Store
- ▸Broker usernames or passwords
- ▸Bank account numbers or routing information
- ▸Credit card or payment details (handled by Stripe or similar)
- ▸Social Security numbers or tax IDs (never request these)
6. Data Security
TradVue implements industry-standard security measures:
- ▸SSL/TLS encryption for data in transit
- ▸AES-256 encryption for sensitive data at rest
- ▸Secure password hashing (bcrypt)
- ▸Regular security audits and penetration testing
- ▸Access controls and authentication
- ▸Employee confidentiality agreements
However, no system is completely secure. We cannot guarantee absolute security of your data.
7. Data Retention
- ▸Account Data: Kept while your account is active; deleted upon account termination (unless required for legal obligations)
- ▸Portfolio Data: Kept until you delete your account or holdings
- ▸Usage Logs: Typically retained for 12 months
- ▸Cookies: Session cookies deleted after logout; preference cookies retained for 1–2 years
- ▸Deleted Content: May be retained in backups for up to 90 days
8. GDPR Rights (EU & EEA Residents)
If you are in the EU or EEA, you have the following rights under GDPR:
- ▸Right of Access — Request a copy of all personal data we hold about you
- ▸Right to Rectification — Correct inaccurate or incomplete information
- ▸Right to Erasure ("Right to be Forgotten") — Request deletion of your data, except where we have legal obligations to retain it
- ▸Right to Data Portability — Request your data in a structured, machine-readable format
- ▸Right to Restrict Processing — Limit how we use your data
- ▸Right to Object — Object to our processing of your data for marketing or analytics
- ▸Right to Withdraw Consent — Withdraw consent for communications at any time
9. CCPA Rights (California Residents)
If you are a California resident, you have the following rights under CCPA:
- ▸Right to Know — Request what personal information is collected and how it is used
- ▸Right to Delete — Request deletion of personal information (with exceptions for legal obligations)
- ▸Right to Opt-Out — Opt out of "sale" or "sharing" of your information (we do not sell data, but we may share for analytics)
- ▸Right to Non-Discrimination — We will not discriminate against you for exercising your privacy rights
11. Children's Privacy
TradVue is not directed to children under 13. We do not knowingly collect information from children. If we learn that a child under 13 has provided information, we will delete it immediately.
12. Third-Party Links
TradVue may link to external websites. We are not responsible for their privacy practices. Please review their privacy policies before providing any information.
13. Changes to This Policy
TradVue may update this Privacy Policy periodically. We will notify you of material changes via email or prominent notice on the platform. Continued use after changes indicates acceptance.
14. International Data Transfers
If you are outside the United States, your information may be transferred to, stored in, and processed in the US or other countries. By using TradVue, you consent to such transfers.
For EU/EEA residents, we use Standard Contractual Clauses to ensure adequate protection.
15. Contact & Complaints
- ▸Privacy Questions: privacy@tradvue.io
- ▸Data Protection Officer: dpo@tradvue.io
- ▸Mailing Address: TradVue Privacy Team, [Company Address]
EU/EEA Residents: You have the right to lodge a complaint with your local data protection authority if you believe your rights have been violated.