Privacy Policy
Last updated: March 2026
1. Information We Collect
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.
2. How We Use Your Information
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.
3. AI Processing Disclosure
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.
4. Data Storage and Security
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.
5. Third-Party Services
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.
6. Data Retention
We retain your account data for as long as your account is active. If you close your account, you may request deletion of your personal data by contacting us at the email below. Some data may be retained for legal or compliance purposes.
7. Your Rights
Depending on your jurisdiction, you may have rights to access, correct, or delete your personal data. To exercise these rights, contact us at trailblazer@theprogressivetrailblazer.com.
8. Changes to This Policy
We may update this Privacy Policy from time to time. Continued use of the App after changes constitutes acceptance of the updated policy.
9. Contact
Questions? Contact us at trailblazer@theprogressivetrailblazer.com.