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Privacy Policy Summary

This is a plain-language summary of our Privacy Policy. For the complete legal document, see our Full Privacy Policy.

Our Privacy Commitment

We believe your data belongs to you. We:
  • Collect only what we need to provide the service
  • Never sell your personal data
  • Protect your information with industry-standard security
  • Give you control over your data
  • Are transparent about our practices

What We Collect

Information You Provide

DataWhy We Collect It
Email addressAccount creation, communications, login
PasswordSecure access to your account
Name (optional)Personalization
Payment infoProcessing subscriptions (handled by payment processors)
Watchlists & portfoliosProviding the service you signed up for
Chat historyConversation context, improving AI

Information Collected Automatically

DataWhy We Collect It
Device infoTechnical support, compatibility
Browser typeOptimizing experience
IP addressSecurity, approximate location for compliance
Usage patternsImproving the product
CookiesSession management, preferences

Information from Connected Services

If you connect your brokerage:
  • Holdings and positions — To display your portfolio
  • Cost basis — To calculate performance
We receive this through Plaid with read-only access. We never see your brokerage login credentials.

What We DON’T Collect

  • Social Security numbers
  • Full bank account numbers
  • Brokerage login credentials
  • Credit card numbers (handled by payment processor)
  • More than we need

How We Use Your Data

To Provide the Service

  • Display your watchlists and portfolio
  • Answer your questions with the AI
  • Send price alerts you’ve set
  • Process your subscription

To Improve the Service

  • Analyze usage patterns (anonymized/aggregated)
  • Fix bugs and technical issues
  • Develop new features
  • Train AI models on conversation data (with safeguards)

To Communicate With You

  • Service updates and announcements
  • Support responses
  • Marketing emails (only if you’ve opted in, and you can opt out)

To Ensure Security

  • Detect and prevent fraud
  • Protect against abuse
  • Maintain system integrity

Who We Share Data With

Service Providers

We work with trusted partners:
Partner TypePurpose
Payment processorsHandle billing (e.g., Stripe)
PlaidBrokerage connections
Cloud infrastructureHosting and storage
Email servicesDelivering notifications
AnalyticsUnderstanding usage patterns
All partners are contractually required to protect your data.

We Do NOT Sell Your Data

We do not sell, rent, or trade your personal information to third parties for their marketing purposes. Period. We may disclose data if legally required:
  • Court orders
  • Subpoenas
  • Regulatory investigations
  • Protecting safety or rights
We will notify you if legally permitted.

Your Privacy Rights

Access Your Data

You can view the data we have about you in your account settings. You can also request a full data export. Download your data →

Correct Your Data

Update your profile, email, and other information anytime in settings.

Delete Your Data

You can delete your account and associated data at any time. Delete your account →

Control Communications

Manage email preferences and opt out of marketing communications. Notification settings →

Data Portability

Request an export of your data in a machine-readable format.

Data Security

How We Protect Your Data

  • Encryption in transit — HTTPS for all connections
  • Encryption at rest — Data encrypted in our databases
  • Access controls — Limited employee access to user data
  • Regular audits — Security practices reviewed regularly
  • Secure infrastructure — Industry-standard cloud security

Your Role in Security

Help keep your account secure:
  • Use a strong, unique password
  • Enable two-factor authentication
  • Don’t share your login credentials
  • Be cautious of phishing attempts

Data Retention

While You’re Active

We keep your data as long as your account is active and needed to provide services.

After You Leave

When you delete your account:
  • Personal data: Deleted within 30 days
  • Backups: Purged within 90 days
  • Anonymized/aggregated data: May be retained indefinitely (not personally identifiable)
  • Legal records: Retained as required by law (e.g., payment records)

Inactive Accounts

Accounts inactive for extended periods may be subject to data cleanup. We’ll notify you before taking action.

Cookies and Tracking

What We Use

  • Essential cookies — Required for the site to function
  • Preference cookies — Remember your settings
  • Analytics cookies — Understand how you use the site

Your Choices

Most browsers let you control cookies:
  • Block all cookies (may break functionality)
  • Block third-party cookies
  • Clear cookies periodically

Children’s Privacy

Rallies is not intended for children under 18. We do not knowingly collect data from minors. If you believe a child has provided us data, contact us to have it removed.

International Users

Rallies is based in the United States. If you’re outside the US, your data may be transferred to and processed in the US, which may have different privacy laws than your country.

Changes to This Policy

We may update this policy periodically. When we make significant changes:
  • We’ll notify you via email or in-app notice
  • We’ll update the “last updated” date
  • Continued use after changes constitutes acceptance

Questions?

If you have privacy questions or concerns: Email: [email protected] Mail: Rallies / Blotter Inc. [Address] We aim to respond to privacy inquiries within 30 days.

Quick Reference

TopicSummary
Data saleNever. We don’t sell your data.
Brokerage credentialsWe never see or store them.
Data deletionYou can delete your account anytime.
Email opt-outYou control your notification preferences.
SecurityIndustry-standard encryption and controls.
ChildrenNot for users under 18.