> ## Documentation Index
> Fetch the complete documentation index at: https://support.rallies.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Privacy Policy

> The complete privacy policy for Rallies.ai, detailing how we collect, use, share, and protect your personal information.

# Privacy Policy

**Last Updated:** January 1, 2025

**Effective Date:** January 1, 2025

This 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.

***

## 1. Information We Collect

### Information You Provide

* **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]

### Information Collected Automatically

* **Device/Technical Info:** Device type, OS, browser, IP address, device identifiers
* **Usage Information:** Pages accessed, time spent, clickstream data, search queries
* **Cookies:** Session, preference, and analytics cookies (see Section 6)

### Information from Third Parties

**Brokerage Data via Secure Connection** \[REVIEW REQUIRED: Verify 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).

***

## 2. How We Use Your Information

* **Provide Service:** Create accounts, display portfolios/watchlists, power AI research, send alerts, process payments, provide support
* **Improve Service:** Analyze usage, fix bugs, develop features, train AI models
* **Communicate:** Service updates, support responses, marketing (with consent), security alerts
* **Safety/Security:** Fraud detection, unauthorized access prevention, ToS enforcement, legal compliance

### 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 [privacy@rallies.ai](mailto:privacy@rallies.ai).

***

## 3. How We Share Your Information

### Service Providers

| Provider Type            | Purpose               | Data Shared         |
| ------------------------ | --------------------- | ------------------- |
| **Stripe**               | Payments              | Billing information |
| **Brokerage aggregator** | Brokerage connections | Auth tokens         |
| **Cloud hosting**        | Infrastructure        | Encrypted data      |
| **Email services**       | Notifications         | Email, preferences  |
| **Analytics**            | Usage analysis        | Anonymized data     |

\[REVIEW REQUIRED: List all vendors and ensure DPAs in place]

### We Do NOT Sell Your Data

We do not sell, rent, or trade your personal information to third parties.

### Legal Requirements \[REVIEW REQUIRED: Add jurisdiction requirements]

We may disclose information for court orders, subpoenas, government requests, or protecting rights/safety.

### Business Transfers

Your information may transfer in mergers/acquisitions. We will notify you before any privacy policy changes.

***

## 4. Data Retention

**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]

***

## 5. Data Security

### Technical Measures

* TLS/HTTPS encryption in transit
* AES-256 encryption at rest
* Secure password hashing (bcrypt)
* Regular security audits

### Organizational Measures

* Need-to-know employee access
* Security training
* Incident response procedures

\[REVIEW REQUIRED: Standard security disclaimer] No transmission method is 100% secure. We cannot guarantee absolute security.

***

## 6. Cookies and Tracking

**Essential Cookies:** Authentication, security, basic functionality

**Preference Cookies:** Settings, language preferences

**Analytics Cookies:** Usage understanding, UX improvement \[REVIEW REQUIRED: List specific tools]

**Your Choices:** Control via browser settings, cookie preference center, or "Do Not Track" signals.

***

## 7. Your Privacy Rights

* **Access/Portability:** View and download your data via [Account Settings](/account/download-data)
* **Correction:** Update information in account settings
* **Deletion:** [Delete your account](/account/delete-account) anytime
* **Opt-Out:** Marketing, AI training, non-essential cookies

### State-Specific Rights \[REVIEW REQUIRED: Add CCPA, VCDPA compliance details]

**California (CCPA):** Right to know, delete, opt-out of "sale," non-discrimination

**Virginia, Colorado, Connecticut:** \[REVIEW REQUIRED: Add specific requirements]

***

## 8. Children's Privacy

Rallies is not for children under 18. We do not knowingly collect information from minors. Contact [privacy@rallies.ai](mailto:privacy@rallies.ai) if you believe a child provided information.

***

## 9. International Data Transfers

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]

***

## 10. Third-Party Links

The Service may link to third-party sites. We are not responsible for their privacy practices.

***

## 11. Changes to This Policy

Material changes will be communicated via email or in-app notice. Continued use after changes constitutes acceptance.

***

## 12. Contact Us

**Email:** [privacy@rallies.ai](mailto:privacy@rallies.ai)

**Mail:** Blotter Inc. \[REVIEW REQUIRED: Insert address]

Response time: Within 30 days.

***

## 13. Additional Information

### Legal Basis for Processing \[REVIEW REQUIRED: Add GDPR section if serving EU]

* **Contract:** Providing services
* **Consent:** Marketing, optional features
* **Legitimate interests:** Security, fraud prevention, improvement
* **Legal obligation:** Compliance

### Data Protection Officer \[REVIEW REQUIRED: Determine if DPO required]

***

## Related Articles

* [Privacy Policy Summary](/legal/privacy-summary)
* [Terms of Service](/legal/terms-of-service)
* [How We Handle Your Data](/legal/data-handling)
* [Delete Your Account](/account/delete-account)
