Privacy Policy

Your privacy and financial data security are our top priorities. This policy explains how we collect, use, and protect your information when using TradeMetrix.

Last Updated: September 12, 2025

Table of Contents

๐Ÿ”’ Data Collection

Account Information

When you create a TradeMetrix account, we collect:

  • Email address and chosen username
  • Device information (iOS version, device model)
  • App usage preferences and settings
  • Subscription status and billing information (processed by Apple)

Trading Data

To provide our core trading analytics service, we store:

  • Trade details (symbols, prices, quantities, dates)
  • Profit/loss calculations and performance metrics
  • Journal entries, notes, and uploaded screenshots
  • Custom tags, categories, and trading strategies
  • Chart annotations and technical analysis notes
Trading-Specific Data: We collect comprehensive trading information to provide accurate analytics, but we never share your individual trading performance or strategies with third parties for commercial purposes.

Broker Integration Data

When you connect your brokerage accounts via API:

  • Read-only access to trade history and positions
  • Account balances and portfolio information
  • Real-time position updates and market data
  • API credentials (encrypted and stored securely)

Usage Analytics

We collect anonymized data to improve our service:

  • Feature usage patterns and app performance metrics
  • Crash reports and error logs (no personal data included)
  • Time spent in different app sections
  • General market data preferences and settings
Important: We never collect or store your actual brokerage login credentials. All broker connections use secure API tokens that can be revoked at any time.

๐ŸŽฏ How We Use Your Data

Core App Functionality

  • Trading Analytics: Calculate P&L, win rates, and performance metrics
  • Journal Management: Store and organize your trading notes and screenshots
  • Data Synchronization: Keep your data synced across all your devices
  • Broker Integration: Automatically import and update trade data
  • Reporting: Generate comprehensive performance reports and exports

Service Enhancement

  • Improve app performance and fix bugs based on usage patterns
  • Develop new features requested by our trading community
  • Optimize real-time data processing and chart rendering
  • Enhance security measures and fraud prevention

Communication

  • Send important service updates and security notifications
  • Provide customer support and technical assistance
  • Share new feature announcements (you can opt out)
  • Process subscription billing through Apple's App Store
Market Data Usage: We may use aggregated, anonymized trading patterns to improve our analytics algorithms, but individual trading strategies and performance data are never shared or used for commercial purposes.

๐Ÿ’ฐ Financial Data Handling

Sensitive Financial Information

TradeMetrix handles sensitive financial data with the highest security standards:

  • Trade Data: All trading information is encrypted at rest and in transit
  • Account Balances: Balance information is used only for portfolio analytics
  • P&L Calculations: Profit/loss data remains private to your account
  • Performance Metrics: Win rates and statistics are for your use only

Broker API Security

When connecting to broker APIs:

  • We use read-only API access with minimal required permissions
  • API tokens are encrypted using bank-level AES-256 encryption
  • Connections are monitored for unusual activity
  • You can revoke API access at any time through your broker

Data Retention for Financial Records

  • Trading data is retained for tax reporting purposes (7 years)
  • You can export all data before account deletion
  • Deleted accounts have all personal identifiers removed
  • Anonymized performance data may be retained for service improvement
Financial Compliance: TradeMetrix is not a registered investment advisor or broker-dealer. We provide analytics tools only and do not offer investment advice or execute trades.

๐Ÿค Third-party Services

Data Sharing with Service Providers

We share limited data with trusted partners to provide our services:

Broker APIs

  • ThinkorSwim, WeBull, and other brokers: Secure read-only access for trade data import
  • Market Data Providers: Real-time quotes and economic calendar information
  • Financial Data Vendors: Historical market data for chart analysis

Infrastructure Partners

  • Cloud Storage (AWS/iCloud): Encrypted data backup and synchronization
  • Analytics Services: Anonymized usage data for app performance monitoring
  • Payment Processing: Subscription billing handled by Apple App Store

What We DON'T Share

  • Individual trading strategies or performance data
  • Personal financial information with advertisers
  • Trading journal entries or private notes
  • Broker credentials or account access information
Vendor Security: All third-party partners are required to maintain SOC 2 Type II compliance and undergo regular security audits to protect your financial data.

๐Ÿ›ก๏ธ Security Measures

Data Encryption

  • At Rest: All data stored using AES-256 encryption
  • In Transit: TLS 1.3 encryption for all data transmission
  • API Credentials: Encrypted separately with additional security layers
  • Database Security: Encrypted databases with access logging

Access Controls

  • Multi-factor authentication for all administrative access
  • Role-based permissions with principle of least privilege
  • Regular access reviews and automated deprovisioning
  • Comprehensive audit logging of all data access

Infrastructure Security

  • SOC 2 Type II compliant cloud infrastructure
  • Regular penetration testing and vulnerability assessments
  • Automated security monitoring and incident response
  • Geographic data redundancy for disaster recovery

App-Level Security

  • Biometric authentication support (Face ID, Touch ID)
  • Automatic session timeout for inactive users
  • Certificate pinning to prevent man-in-the-middle attacks
  • Code obfuscation and anti-tampering measures
Financial Industry Standards: Our security measures meet or exceed financial industry standards including PCI DSS compliance for handling sensitive financial data.

โš–๏ธ Your Rights

Data Access and Control

  • Access: View all personal and trading data we have about you
  • Export: Download your trading data in CSV/PDF format
  • Update: Modify account information and preferences anytime
  • Delete: Remove specific trades or your entire account

Privacy Controls

  • Control what data is shared with broker APIs
  • Opt out of anonymized usage analytics
  • Manage notification preferences
  • Revoke broker API connections at any time

Data Portability

  • Export trading journal entries with screenshots
  • Download complete trade history with all calculations
  • Transfer data to other analytics platforms
  • Access historical performance reports

Account Deletion

When you delete your account:

  • All personal identifiers are immediately removed
  • Trading data can be exported before deletion
  • Broker API connections are automatically revoked
  • Anonymized analytics data may be retained for service improvement

๐Ÿ‡ช๐Ÿ‡บ GDPR Compliance

Legal Basis for Processing

Under GDPR, we process your data based on:

  • Contract Performance: Providing trading analytics services
  • Legitimate Interest: Improving app performance and security
  • Consent: Optional features like marketing communications
  • Legal Obligation: Compliance with financial regulations

Enhanced Rights for EU Users

  • Right to Rectification: Correct inaccurate personal data
  • Right to Erasure: Delete personal data ("right to be forgotten")
  • Right to Restrict Processing: Limit how we use your data
  • Right to Object: Opt out of certain data processing activities
  • Right to Data Portability: Transfer data to another service

International Data Transfers

For EU users, we ensure adequate protection through:

  • Standard Contractual Clauses with all data processors
  • Adequacy decisions for countries with equivalent protection
  • Additional safeguards for transfers to third countries
  • Regular compliance audits and assessments

Data Protection Officer

Our Data Protection Officer can be reached at: dpo@trademetrix.com

You also have the right to lodge a complaint with your local data protection authority.

๐Ÿ‘จโ€๐Ÿ‘ฉโ€๐Ÿ‘งโ€๐Ÿ‘ฆ Age Requirements

TradeMetrix is designed for adults engaged in trading activities. We require users to be at least 18 years old due to:

  • Legal requirements for trading and financial services
  • Complexity of financial data and analytics
  • Need for mature understanding of investment risks
  • Compliance with financial regulations

We do not knowingly collect data from minors. If you believe a minor has created an account, please contact us immediately at privacy@trademetrix.com.

๐Ÿ“‹ Policy Updates

We may update this privacy policy to reflect changes in our practices, services, or legal requirements. When we make significant changes:

  • We'll notify you through the app and via email at least 30 days in advance
  • Update the "Last Updated" date at the top of this policy
  • Provide a summary of key changes affecting your privacy rights
  • For material changes, we may request your renewed consent

We encourage you to review this policy periodically. Continued use of TradeMetrix after updates constitute acceptance of the revised policy.

Privacy Questions?

Our privacy team is here to help with any questions about how we handle your trading data or to assist you with exercising your privacy rights.

Contact Privacy Team