> ## 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 Summary

> A plain-language summary of how Rallies.ai collects, uses, and protects your personal data. Understand your privacy rights and our commitments.

# Privacy Policy Summary

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

| Data                        | Why We Collect It                                        |
| --------------------------- | -------------------------------------------------------- |
| **Email address**           | Account creation, communications, login                  |
| **Password**                | Secure access to your account                            |
| **Name** (optional)         | Personalization                                          |
| **Payment info**            | Processing subscriptions (handled by payment processors) |
| **Watchlists & portfolios** | Providing the service you signed up for                  |
| **Chat history**            | Conversation context, improving AI                       |

### Information Collected Automatically

| Data               | Why We Collect It                             |
| ------------------ | --------------------------------------------- |
| **Device info**    | Technical support, compatibility              |
| **Browser type**   | Optimizing experience                         |
| **IP address**     | Security, approximate location for compliance |
| **Usage patterns** | Improving the product                         |
| **Cookies**        | Session 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 a secure connection service 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 Type             | Purpose                       |
| ------------------------ | ----------------------------- |
| **Payment processors**   | Handle billing (e.g., Stripe) |
| **Brokerage aggregator** | Brokerage connections         |
| **Cloud infrastructure** | Hosting and storage           |
| **Email services**       | Delivering notifications      |
| **Analytics**            | Understanding 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.

### Legal Requirements

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 →](/account/download-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 →](/account/delete-account)

### Control Communications

Manage email preferences and opt out of marketing communications.

[Notification settings →](/account/notifications)

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

**Mail:**
Rallies / Blotter Inc.
\[Address]

We aim to respond to privacy inquiries within 30 days.

***

## Quick Reference

| Topic                     | Summary                                    |
| ------------------------- | ------------------------------------------ |
| **Data sale**             | Never. We don't sell your data.            |
| **Brokerage credentials** | We never see or store them.                |
| **Data deletion**         | You can delete your account anytime.       |
| **Email opt-out**         | You control your notification preferences. |
| **Security**              | Industry-standard encryption and controls. |
| **Children**              | Not for users under 18.                    |

***

## Related Articles

* [Full Privacy Policy](/legal/privacy-policy)
* [Terms of Service](/legal/terms-of-service)
* [Deleting Your Account](/account/delete-account)
* [Portfolio Data Security](/portfolio/security)
