We collect information you provide when creating an account (name, email address) and information generated through your use of the App (portfolio holdings you enter, research queries, subscription status). We do not collect brokerage credentials or direct access to financial accounts.
We use your information to provide and improve the App, process your subscription, send transactional emails (account confirmations, billing receipts), and respond to support requests. We do not sell your personal information to third parties.
Research queries and portfolio data you submit may be processed by third-party AI providers (including Anthropic) to generate analysis and summaries. This processing is used solely to deliver the App's features. We do not use your data to train external AI models.
Your data is stored securely using Supabase infrastructure. We implement industry-standard security measures including encrypted connections (TLS) and role-based access controls. No system is perfectly secure — use the App at your own risk.
The App uses third-party services including Stripe (payment processing), Finnhub (market data), and SEC EDGAR (public filings). These services have their own privacy policies and data handling practices.
We retain your account data for as long as your account is active. If you close your account, your personal data will be deleted within 30 days of account closure. Database backups containing your data are purged within 90 days. Aggregated, anonymized analytics data may be retained indefinitely. Some data may be retained beyond these periods where required by law or for legitimate compliance purposes (e.g., billing records retained for tax purposes for up to 7 years).
Depending on your jurisdiction, you may have rights to access, correct, or delete your personal data. We will respond to all data access, correction, or deletion requests within 30 days of receipt. To exercise these rights, contact us at trailblazer@theprogressivetrailblazer.com.
If you are a California resident, you have the right to know what personal information we collect, request its deletion, and opt out of the “sale” of your personal information. We do not sell your personal information to third parties. We do not share personal information with third parties for their direct marketing purposes. To submit a data request or exercise any of your California privacy rights, contact us at trailblazer@theprogressivetrailblazer.com. We will verify your identity before processing your request and respond within 45 days as required by CCPA.
We may update this Privacy Policy from time to time. Continued use of the App after changes constitutes acceptance of the updated policy.
Questions? Contact us at trailblazer@theprogressivetrailblazer.com.
