Privacy policy
Last updated July 31, 2026
Who controls your data
What we collect
- Account data: email, username, display name, and any optional profile fields you provide (bio, Substack URL, X handle, website).
- Portfolio data: the trades, notes, and cash flows you record. This is yours.
- Payment data: handled by Stripe. We see only the metadata needed to fulfill subscriptions; Stripe holds the card information.
- Usage telemetry: basic server logs (IP, user agent, request paths) and aggregate analytics.
What's public by default
How we use it
Automated decision-making
Sub-processors
- Supabase — database + authentication
- Vercel — application hosting + cron + logs
- Polygon.io — market data lookups (we don't send them personal information)
- Stripe — payment processing for paid follows
- Cloudflare R2 — encrypted backups of the database
- SEC EDGAR — public 13F filing data (no personal data sent)
- SnapTrade — brokerage account linking and trade/position sync for connected brokerages
- Resend — delivery of account, notification, and digest emails (receives your email address)
- Anthropic — AI-generated portfolio summaries (receives the computed figures shown on the page)
- OpenAI — text-to-speech narration of those summaries (receives the summary text)
How long we keep it
- Account data: retained while your account exists. When you delete your account, deletion is immediate and cascades through the associated account records.
- Server and request logs: retained for 60 days.
- Payment records: transaction records may be retained longer by Stripe under its own retention requirements and by us where tax, accounting, or other law requires financial records to be kept.
- Backups: deleted data may remain in encrypted backup copies until those copies expire under the active backup rotation.
Your rights
You can download a full data export from Settings under "Your data," or permanently delete your account from Settings under "Danger zone." You can also edit or delete your profile, portfolios, and trades from your account.
- Access: you may request a copy of your personal data and information about how we process it.
- Rectification: you may ask us to correct inaccurate or incomplete personal data.
- Erasure: you may ask us to delete your personal data.
- Restriction: you may ask us to limit how we process your personal data.
- Portability: you may request your personal data in a structured, commonly used, machine-readable format and ask us to transmit it where applicable.
- Objection: you may object to processing where that right applies.
If you cannot use the in-app controls, exercise these rights by emailing privacy@tradeandtell.com. We'll respond without undue delay and in any event within one month.
Where processing relies on your consent, you may withdraw that consent at any time without affecting processing carried out before withdrawal. Use the notification email toggles in Settings or contact us at the address above.
UK readers may complain to the Information Commissioner's Office. Readers elsewhere may complain to their local supervisory authority.