Last Updated: January 1, 2025Effective Date: January 1, 2025This Privacy Policy describes how Blotter Inc. (“Rallies,” “we,” “us,” or “our”) collects, uses, discloses, and protects your personal information when you use our website, mobile application, and services (collectively, the “Service”).By using the Service, you agree to the collection and use of information in accordance with this policy.
Account Information: Email address, password (encrypted), name (optional)
Profile and Preferences: Watchlists, portfolio holdings, notification preferences, alert settings
Communications: Support messages, feedback, AI chat history
Payment Information: Billing name/address, payment details (processed by Stripe; we do not store full card numbers) [REVIEW REQUIRED: Confirm Stripe handles all payment data]
Brokerage Data via Plaid [REVIEW REQUIRED: Verify Plaid integration details]When you connect a brokerage: holdings, positions, cost basis, and transaction history. We never receive or store your brokerage login credentials.Social Login: If using Google/Apple sign-in, we receive email and name (if provided).
AI Training [REVIEW REQUIRED: Legal review of AI training disclosure]
We may use anonymized conversation data to improve AI models with safeguards to remove PII and prevent memorization. Opt out by emailing [email protected].
Active Accounts: Data retained while account is active.After Deletion: Personal data deleted within 30 days; backups purged within 90 days; anonymized data may be retained; legal records kept as required. [REVIEW REQUIRED: Verify retention periods]
Essential Cookies: Authentication, security, basic functionalityPreference Cookies: Settings, language preferencesAnalytics Cookies: Usage understanding, UX improvement [REVIEW REQUIRED: List specific tools]Your Choices: Control via browser settings, cookie preference center, or “Do Not Track” signals.
State-Specific Rights [REVIEW REQUIRED: Add CCPA, VCDPA compliance details]
California (CCPA): Right to know, delete, opt-out of “sale,” non-discriminationVirginia, Colorado, Connecticut: [REVIEW REQUIRED: Add specific requirements]
Rallies is not for children under 18. We do not knowingly collect information from minors. Contact [email protected] if you believe a child provided information.
Rallies is US-based. Data from outside the US is transferred to and processed in the US. [REVIEW REQUIRED: Add SCCs or transfer mechanisms for EU users]
