Privacy Policy
Last updated: 9/27/2025
Introduction
PlanningTrade ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our trading journal and risk management platform.
By using our service, you agree to the collection and use of information in accordance with this policy.
Information We Collect
Personal Information
We may collect personally identifiable information, such as:
- Name and email address
- Account credentials
- Profile information
- Communication preferences
Trading Data
To provide our services, we collect and store:
- Trade information (symbols, prices, dates, P&L)
- Trading account details
- Risk management configurations
- Performance analytics data
- Images and notes related to trades
Usage Data
We automatically collect certain information when you use our service:
- Device information and IP address
- Browser type and version
- Pages visited and time spent on our platform
- Usage patterns and preferences
How We Use Your Information
We use the collected information for various purposes:
- Provide and maintain our trading journal service
- Process your transactions and manage your account
- Send you technical notices, updates, and security alerts
- Respond to your comments, questions, and customer service requests
- Analyze usage patterns to improve our service
- Detect, prevent, and address technical issues and fraud
- Comply with legal obligations
Information Sharing and Disclosure
We do not sell, trade, or otherwise transfer your personal information to third parties, except in the following circumstances:
Service Providers
We may share your information with trusted third-party service providers who assist us in operating our platform, such as:
- Cloud hosting providers (AWS)
- Email service providers
- Analytics services
- Payment processors
Legal Requirements
We may disclose your information if required to do so by law or in response to valid requests by public authorities.
Business Transfers
In the event of a merger, acquisition, or asset sale, your information may be transferred as part of that transaction.
Data Security
We implement appropriate security measures to protect your personal information:
- Encryption of data in transit and at rest
- Secure authentication systems
- Regular security audits and updates
- Limited access to personal information
- Employee training on data protection
Your Rights
You have the following rights regarding your personal information:
- Access: Request a copy of your personal information
- Correction: Request correction of inaccurate information
- Deletion: Request deletion of your personal information
- Portability: Request transfer of your data
- Withdrawal: Withdraw consent for processing
Cookies and Tracking
We use cookies and similar tracking technologies to enhance your experience:
- Authentication and session management
- User preferences and settings
- Analytics and performance monitoring
- Security and fraud prevention
Data Retention
We retain your personal information only for as long as necessary to provide our services and comply with legal obligations. Trading data may be retained for longer periods for analytical purposes and regulatory compliance.
International Transfers
Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your information in accordance with this Privacy Policy.
Children's Privacy
Our service is not intended for users under the age of 18. We do not knowingly collect personal information from children under 18. If you become aware that a child has provided us with personal information, please contact us.
Changes to This Privacy Policy
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically.
Contact Us
If you have any questions about this Privacy Policy, please contact us:
- Email: privacy@planningtrade.com
- Website: planningtrade.com