Security & your data

The coach works on the most sensitive financial document you have — your own trading history. Here is exactly what we do and don't do with it. Every claim below corresponds to behavior in our code, not a policy aspiration.

Read-only, by construction

  • We never place orders or move money. There is no order-placement code in the product. Brokerage access, where you connect it, is read-only.
  • Your brokerage login never passes through us. Connections use SnapTrade's portal: you authenticate with your broker directly. What we hold is a revocable, read-only access token — stored server-side under per-user row-level security, never exposed to the browser.
  • You can revoke the connection at your broker or via SnapTrade at any time.

What we store, and for whom

  • Guests: nothing. Files you try without signing in are analyzed in memory and the extracted rows are discarded with the response; no account, no persistence.
  • Signed-in users: we store the extracted transaction rows (date, side, symbol, quantity, price), your audit summaries, and the findings the coach flags — all private to your account under row-level security. The original uploaded file is processed and discarded; we keep rows, not documents.
  • Delete everything, anytime: Settings → "Delete all my data" removes your trades, audits, and findings in one action.
  • We do not sell or share your data. An append-only audit log records system actions on your account.

Third-party processors

Named plainly, because "we use trusted partners" is not a disclosure:

  • LLM providers — used to read documents (turning a statement or screenshot into transaction rows) and to narrate already-computed findings. They never see credentials, and they never compute your dollar figures.
  • OCR service — optionally used for scanned documents; receives the document image, returns text.
  • SnapTrade — brokerage connectivity (read-only).
  • Supabase — authentication and storage, with row-level security on every user table.
  • Resend — email delivery, only if you explicitly opt into emails; off by default.

What this product is not

An educational tool, not investment advice. The coach quantifies what already happened in your own history; it does not predict, and it never tells you to buy or sell anything. See how the numbers are computed.