1. Data We Collect
We collect your email address, name (optional), and the portfolio, transaction, and watchlist data you input or import. We also collect standard server logs (IP address, browser/user-agent, timestamps) for security and debugging, including a record of account events such as sign-ins, sign-outs, and password changes.
If you connect a brokerage account (SnapTrade, TradeStation, or Interactive Brokers), we store account metadata needed to sync your data — connection status, linked account names, and sync timestamps. We never store your brokerage login credentials; access tokens and secrets issued by these providers are held only on our servers and are never included in any data export.
With your consent (see Section 6, Cookies), we also collect product analytics — which pages you visit, which features you use, and session recordings/heatmaps of how you interact with the interface — to understand usage and improve the product. Numbers, email addresses and anything you type are masked in those recordings before they leave your browser (see Section 6).
Marketing site visitors: if you join the waitlist or use the contact form at recurringtrade.com before creating an account, we collect the email address (and, for the contact form, your name and message) you provide, to add you to the waitlist and respond to your message. This is used and protected the same way as described in this policy, and is never sold or rented.
2. How We Use It
Your data is used to provide the Recurring Trade service — displaying your portfolios, running the analytics and backtests you request, and sending the account and alert emails you've asked for — and to understand and improve the product, including through the analytics described in Section 6. We do not sell or rent your personal data. Where we use third-party analytics providers (Google, Microsoft), your data is processed under their respective privacy terms as our data processors, not shared with them for their own marketing purposes.
3. Data Storage & Security
Data is stored on secure cloud infrastructure. Passwords are hashed using bcrypt and are never stored in plain text. Brokerage credentials and access tokens are stored encrypted and are never included in any account export. Access to production data is restricted to the engineers operating the Service.
No method of transmission or storage is 100% secure, and we cannot guarantee absolute security. If we become aware of a breach affecting your personal data, we will notify you as required by applicable law.
4. Data Retention
We retain your account and portfolio data for as long as your account is active. If you delete your account (Section 5), your data is deleted immediately as described there. Server logs and account-event records are retained for a limited period for security and debugging purposes, then routinely purged.
5. Your Rights
You can export a copy of your account data at any time from Account Settings — this includes your profile, portfolios, transactions, watchlist and preferences, alert subscriptions, connected brokerage account metadata, and your recent account activity log. It never includes brokerage credentials, access tokens, or your account password.
You can also delete your account from Account Settings at any time. This immediately and permanently deletes your account and associated portfolios, transactions, watchlist, and connected-brokerage links. Deletion cannot be undone.
Depending on where you live, you may have additional rights over your personal data — including the right to access, correct, or request deletion of it, and to object to or restrict certain processing. The export and delete tools above cover most of these directly; for anything else, or to correct information you can't edit yourself in Account Settings, contact us at privacy@recurringtrade.com.
6. Cookies & Analytics
We use a single HTTP-only session cookie for authentication — this is required for the app to function and isn't optional.
With your consent (via the cookie banner shown on your first visit), we also use Google Analytics and Microsoft Clarity on both our website (recurringtrade.com) and the app (app.recurringtrade.com) to understand how they are used. Google Analytics records which pages you visit and which features you use. Microsoft Clarity additionally records session replays and heatmaps of how you interact with the interface, to help us identify usability issues. Both tools set their own cookies. We do not use advertising cookies.
Clarity masks sensitive content in your browser before anything is sent, so it is never collected: everything you type into forms and every drop-down selection is always masked, and all numbers and email addresses shown on screen — including portfolio values, quantities, prices, and returns — are masked as well. Other on-screen text, such as page headings, labels, and ticker symbols or company names, can appear in recordings.
Declining means neither tool loads and no analytics cookies are set. Your choice is stored separately on the website and in the app. You can change it on the website at any time with the “Cookie Settings” link in the footer; in the app, clearing app.recurringtrade.com's site data in your browser brings the consent banner back.
7. Children's Privacy
The Service is not directed to, and we do not knowingly collect personal data from, anyone under 18. If you believe a minor has provided us with personal data, contact us at privacy@recurringtrade.com and we will remove it.
8. Changes
This policy reflects Recurring Trade's data practices as they currently exist, but it has not yet been reviewed by legal counsel. A complete, attorney-reviewed policy will replace this before the platform's public launch. We may update this policy as our practices evolve; material changes will be reflected here with an updated "Last updated" date.
9. Contact
Questions about this policy, or requests regarding your personal data, can be sent to privacy@recurringtrade.com. See also our Terms of Service.