Privacy Policy

1. Contact details

Data Controller / Operator
Mackenzie Lambourn, trading as Trade Optic

Privacy and general enquiries: hello@tradeoptic.io
Customer support: support@tradeoptic.io

2. Personal information we collect

The information we collect depends on how you use Trade Optic.

Account and identity information

This may include:

• Your name;
• Email address;
• Account ID;
• Profile and account preferences;
• Authentication and login information;
• Confirmation that you are aged 18 or over; and
• Information received through a supported sign-in provider, such as Google or Apple, where you choose to use one.

Trading, journal and feature information

You may provide, create or upload:

• Manual trade records;
• Instruments or assets traded;
• Entry, exit, stop-loss and take-profit information;
• Position size, risk, reward and profit-and-loss information;
• Trade timestamps and sessions;
• Journal entries, notes and reflections;
• Strategy information;
• Goals, achievements and preferences;
• Confidence, mindset or emotion entries;
• Screenshots, charts and other uploaded content;
• Performance and analytics information; and
• Information you submit to the AI Assistant or other Trade Optic features.

Connected broker-account information

Connecting a broker account is optional.

Where you choose to connect a supported broker or trading account, we may receive and process information needed to provide the connection and import closed trades. Depending on the connection method and permissions, this can include:

• Broker name and account identifiers;
• Trading-platform or server details;
• Trade history;
• Instruments traded;
• Open, close and execution details;
• Timestamps;
• Positions;
• Profit-and-loss information;
• Order or deal information; and
• Other relevant account and trade data required for journaling and analytics.

Trade Optic does not use broker connections to hold customer money, manage a portfolio or execute trades.

Subscription and payment information

When you start a free trial or subscription, we may process:

• Subscription, trial and cancellation status;
• Stripe customer and subscription identifiers;
• Billing dates and renewal status;
• Product and price identifiers;
• Payment and invoice status; and
• Limited billing information provided by Stripe.

Payments are processed by Stripe. Trade Optic does not store complete payment-card numbers or CVC/security codes.

Technical and usage information

We may collect:

• IP address;
• Browser, device and operating-system information;
• Approximate location inferred from IP address;
• Pages or features used;
• Referrer information;
• Session, login and security information;
• Error and performance logs;
• Cookie identifiers; and
• Similar technical information needed to operate, secure and improve the Service.

Communications and marketing information

If you contact us or join Early Access, a mailing list, referral campaign or creator campaign, we may process:

• Your name and email address;
• The content of your message;
• Support history;
• Signup date;
• Marketing preferences;
• Referral or creator code;
• Campaign attribution information; and
• Unsubscribe preferences.

3. How we collect information

We collect information directly from you when you create an account, use features, log a trade, upload content, contact us, start a trial or subscribe.

We may also collect information:

• From your chosen authentication provider;
• From Stripe in connection with subscriptions and payments;
• From a broker account that you voluntarily connect;
• From broker-connection providers;
• Through cookies and similar technologies; and
• From advertising or analytics technology where you have consented where consent is required.

4. How and why we use your information

Where UK GDPR applies, we use personal information only where we have a lawful basis.

To provide the Service — performance of a contract

We use information to:

• Create and manage your account;
• Provide trade logging, journals, reports and analytics;
• Provide Pattern Analysis, Personal Trading DNA, strategy and goals features;
• Import data from an account you choose to connect;
• Provide AI-assisted features you request;
• Process trials, subscriptions and payments;
• Send essential service, security and account communications; and
• Provide customer support.

To operate, secure and improve Trade Optic — legitimate interests

We may use information to:

• Keep the Service secure;
• Prevent fraud, abuse and unauthorised access;
• Diagnose technical issues;
• Improve features and user experience;
• Understand aggregate Service use;
• Protect our legal rights; and
• Respond to legal claims or disputes.

We only rely on legitimate interests where your rights and interests do not override ours.

With your consent

Where required, we rely on consent for:

• Non-essential cookies;
• Advertising pixels;
• Certain analytics or measurement tools; and
• Marketing communications where consent is required.

You can withdraw consent at any time. This does not affect processing that took place lawfully before withdrawal.

To comply with legal obligations

We may process information where necessary to meet legal, regulatory, accounting, tax or record-keeping obligations.

5. Broker connections

Trade Optic currently supports different connection methods depending on the broker.

Some brokers may connect through a direct API. Other accounts may connect through MetaTrader 4 or MetaTrader 5 using MetaApi. Other eligible brokers or exchanges may connect through the provider portal made available through SnapTrade.

When you choose to connect an account, we and the relevant provider process only the information required to establish and maintain the connection and import relevant trading data.

Connection credentials, access tokens and similar secrets are protected using appropriate technical safeguards, including encryption where applicable. You should never share your Trade Optic password with a broker or connection provider.

A broker connection can be disconnected through the Service where that functionality is available. Disconnecting stops future synchronisation, but does not automatically remove information already imported into your Trade Optic account. You can request deletion of your account or applicable data as explained below.

Broker connections depend on third parties and may change, fail or become unavailable. You should always verify important information against your broker's official records.

6. AI features

Trade Optic may use artificial intelligence to provide summaries, insights, pattern analysis, conversational assistance, screenshot or chart analysis, and other features.

To provide these features, relevant information you submit may be processed by an AI provider. This may include your prompt, journal entries, trade data, strategy information, analytics and screenshots or charts that you choose to upload.

Our current AI provider may include OpenAI. We seek to limit the information shared to what is reasonably necessary to provide the requested feature.

Do not submit unnecessary sensitive personal information into AI prompts or uploads. AI outputs may be inaccurate or misleading and should not be treated as financial advice.

7. Payments

Stripe processes Trade Optic subscription payments.

Stripe may process your payment-card details, billing information and payment authentication directly. We receive the limited payment and subscription information needed to activate your trial or subscription, manage billing, identify failed payments and respond to support requests.

Stripe's use of information is governed by its own privacy documentation.

8. Service providers and sharing

We may share personal information with carefully selected providers where necessary to operate Trade Optic.

These may include:

We may also disclose information where necessary to comply with law, protect rights and safety, investigate fraud or security incidents, or in connection with a restructuring, sale or transfer of the Trade Optic business.

We do not sell your personal information.

9. Cookies and advertising

Trade Optic uses cookies and similar technologies, including local storage, session storage, authentication technologies and, where enabled, analytics and advertising tags.

Essential technologies are used for core functionality, authentication, security and preferences. Non-essential cookies, analytics and advertising technologies are used only where permitted and, where required, only after you provide consent through our cookie banner or settings.

Where you grant Marketing consent, Trade Optic currently uses the Meta Pixel to measure website visits and certain conversions (such as Early Access waitlist signups). The Meta Pixel is not loaded, and advertising events are not sent, until Marketing consent is given. You can reject or withdraw Marketing consent at any time through Cookie Settings.

Trade Optic does not currently operate a TikTok Pixel or Google Ads pixel on the Service. If additional advertising technologies are introduced later, this Privacy Policy and the Cookie Policy will be updated.

More detail is available in the Trade Optic Cookie Policy.

10. International transfers

Some providers may process personal information outside the United Kingdom.

Where this occurs, we will use safeguards required by applicable law, which may include UK adequacy regulations, approved contractual safeguards, the UK International Data Transfer Agreement, the UK Addendum or another legally recognised transfer mechanism.

11. Data retention

We keep personal information only for as long as reasonably necessary for the purposes set out in this Privacy Policy.

For example:

• Account, journal and connected-trade data is generally retained while your account remains active;
• Subscription and transaction records may be retained where required for legal, tax or accounting purposes;
• Security and technical logs are retained for an appropriate limited period;
• Marketing information is retained until you unsubscribe or ask us to stop; and
• Backups may retain information temporarily before it is deleted through normal backup cycles.

We may delete, anonymise or aggregate data once it is no longer needed.

12. Your rights

Subject to applicable law, you may have the right to:

• Ask for access to your personal information;
• Ask us to correct inaccurate information;
• Ask us to erase information in certain circumstances;
• Ask us to restrict processing;
• Object to processing based on legitimate interests;
• Receive certain information in a portable format;
• Withdraw consent where we rely on consent; and
• Ask not to be subject to certain solely automated decisions with legal or similarly significant effects.

To make a request, contact hello@tradeoptic.io. We may need to verify your identity before responding.

You also have the right to complain to the UK Information Commissioner's Office. We would appreciate the opportunity to resolve your concern first.

13. Security

We use reasonable technical and organisational measures designed to protect personal information. These may include access controls, encryption in transit, encrypted secrets where applicable, secure hosting, authentication controls, monitoring and payment processing through Stripe.

No internet-based service can be guaranteed completely secure. You should keep your Trade Optic account credentials confidential and notify us promptly of suspected unauthorised access.

14. Children

Trade Optic is intended only for people aged 18 or over. We do not knowingly provide the Service to children.

If we learn that an under-18 person has created an account, we may restrict or delete that account and associated information where appropriate.

15. Changes to this Privacy Policy

We may update this Privacy Policy as Trade Optic develops, including when we add features, connection providers, advertising technologies or legal requirements.

Where a material change is made, we will provide notice where required. The "Last updated" date shows when this policy was most recently changed.

16. Contact us

For privacy questions, data-rights requests or general enquiries:

hello@tradeoptic.io

For customer support:

support@tradeoptic.io

Trade Optic
Mackenzie Lambourn, trading as Trade Optic