Privacy Policy

This Policy applies to personal information we process through simplealgo.io, simplealgo.ai, our member dashboard, emails, community channels we operate, and any related product or service (the “Services”). It does not apply to third-party platforms that have their own privacy policies and control their own processing, including TradingView, Whop, Discord, SnapTrade, payment networks, and any exchange or broker you use. This Policy covers our handling of information received through those platforms; their own policies govern their separate processing. Our use of a provider does not remove our obligations under applicable privacy law.

The Services are intended for individuals 18 years of age or older. See Section 12.

• Provide the Services — create and secure accounts, grant and revoke indicator access on TradingView, deliver courses and documentation, and operate AI-assisted features.
• Connected portfolio tracking — establish and maintain the connection you request, synchronize authorized brokerage information, display holdings, balances and portfolio calculations, and diagnose connection problems. Brokerage authorization is not consent to use your financial data for unrelated advertising.
• Billing and membership — process trials, subscriptions, renewals, cancellations, refunds, and disputes through our payment provider.
• Support — respond to requests, troubleshoot access, and maintain a record of what was resolved.
• Product improvement and analytics — understand feature usage, run A/B tests, measure funnels, and fix defects.
• Marketing — send offers, onboarding, and educational emails you may unsubscribe from at any time, and measure and optimize advertising.
• Affiliate attribution — credit referrals and detect fraudulent or self-referred conversions.
• Security, fraud prevention, and enforcement — detect abuse, license sharing, and payment fraud, defend chargebacks, and enforce our Terms.
• Legal compliance — meet tax, accounting, recordkeeping, and lawful-request obligations, and establish, exercise, or defend legal claims.

Where the GDPR or UK GDPR applies, our legal bases are: performance of a contract (accounts, billing, access provisioning and portfolio tracking you request), legitimate interests (security, fraud prevention, analytics, direct marketing to existing customers, defending claims), consent (non-essential cookies, advertising technologies, and marketing email where required), and legal obligation (tax and compliance records).

We share personal information only as described below, and we require service providers to process it on our instructions for the purposes we specify.

• Payments and memberships — our checkout and subscription provider (Whop) and its payment processors handle purchases, renewals, refunds, and disputes.
• Hosting, database, and application infrastructure — our cloud hosting, database, authentication, storage, and serverless function providers.
• Charting platform — TradingView, to grant or remove access to invite-only indicators tied to the username you provide.
• Brokerage connectivity — SnapTrade and the broker you select, to authenticate and maintain your authorized connection and retrieve financial account data for portfolio tracking. SnapTrade’s own processing is described in its Privacy Policy; review the privacy notices and authorization disclosures supplied by your broker as well.
• Email and messaging — transactional and marketing email delivery providers and our on-site support chat provider.
• Independent reviews — Trustpilot, which may receive your name, email address, and a limited setup-completion reference so it can send an optional, neutral invitation to review your genuine customer experience. We do not share your private setup-survey answer, support notes, or trading information for this purpose.
• Community and media — Discord (if you connect) and our video hosting provider for course delivery.
• Advertising, analytics, and measurement — Meta, TikTok, Google, and similar partners, including server-side conversion APIs that may transmit hashed identifiers such as a hashed email address to attribute a purchase.
• AI providers — model providers that process prompts and inputs you submit to AI-assisted features in order to return a response.
• Professional advisors — accountants, auditors, insurers, and lawyers under duties of confidentiality.
• Legal and safety — law enforcement, regulators, or other parties where we believe disclosure is required by law or reasonably necessary to protect our rights, users, or the public, or to investigate fraud or abuse.
• Corporate transactions — an acquirer or successor in a merger, financing, reorganization, or sale of assets, subject to this Policy.

We do not sell personal information for money. Our use of advertising cookies and conversion APIs may be treated as “selling” or “sharing” for cross-context behavioral advertising under California and certain other state laws. You may opt out as described in Section 10.

We keep personal information for as long as your account is active and afterwards only as long as we need it for the purposes described in this Policy. Transaction, tax, chargeback-defense, and anti-fraud records are retained for the longer of the period required by applicable law or the period during which a related claim, dispute, or audit remains possible. Support communications and marketing suppression records are retained so we can honor prior requests. Private setup-survey comments are generally retained for 12 months, while invitation audit records may be retained for up to 24 months to demonstrate fair, unbiased invitation practices and resolve delivery issues. When information is no longer needed we delete it or de-identify it.

Brokerage connection records and synchronized portfolio information are retained as needed to provide the connection you request, maintain security, resolve errors or disputes, and meet applicable legal obligations. Revoking a connection stops future authorized retrieval once the revocation is effective, but does not itself erase information already received. You may request deletion of that information as described in Section 10, subject to applicable exceptions and backup retention. SnapTrade and your broker apply their own retention policies to information they hold.

• Strictly necessary — authentication, session continuity, security, and load management. These cannot be turned off through our Services.
• Functional — remembering preferences, onboarding progress, dismissed banners, and countdown state.
• Analytics — measuring traffic, funnels, and experiments.
• Advertising — Meta, TikTok, Google, and partner pixels used to measure conversions and show relevant ads.

You can block or delete cookies in your browser, and mobile and browser settings may let you limit ad tracking. Blocking strictly necessary cookies will break sign-in and checkout. We honor the Global Privacy Control (GPC) signal as a valid opt-out of “sale”/“sharing” where required by law.

By purchasing, creating an account, or submitting your email through a form on our site, you agree to receive transactional messages (receipts, access instructions, security and billing notices) and, unless you opt out, marketing emails. Transactional messages are required to operate your account and cannot be unsubscribed from while your account is active. You can opt out of marketing at any time using the unsubscribe link in any marketing email or by emailing support@simplealgo.io.

We use technical and organizational measures intended to protect personal information, including encrypted transport (HTTPS), access controls, database row-level access policies, and restricted administrative access. No product, service, transmission method, or storage system is perfectly secure. We do not warrant that the Services will be free of unauthorized access, and to the maximum extent permitted by law we disclaim liability for events beyond our reasonable control. You are responsible for keeping your credentials confidential and for all activity under your account. If you suspect unauthorized access, contact support@simplealgo.io immediately.

We operate from the United States and our providers may process information in the United States and other countries whose data-protection laws differ from those where you live. Where required, transfers out of the EEA, UK, or Switzerland are made under appropriate safeguards such as the European Commission’s Standard Contractual Clauses together with supplementary measures. By using the Services you understand that your information will be processed in the United States.

Some features send your prompts, uploaded charts or images, and related account context to third-party model providers to generate a response. Do not submit confidential information, credentials, or personal information about other people. AI outputs may be inaccurate, incomplete, or unsuitable and are provided for informational and educational purposes only; they are not financial, investment, tax, or legal advice. We may retain prompts and outputs to operate, monitor, secure, and improve the feature.

If you choose to include portfolio or brokerage information in an AI prompt, upload, or analysis request, that information may be processed by the model providers supporting that feature. Do not include brokerage login credentials, security codes, or unnecessary account identifiers. Merely connecting a brokerage account is not permission to publish its data or use it in testimonials or unrelated marketing.

The Services are not directed to and may not be used by anyone under 18. We do not knowingly collect personal information from children. If we learn that we have collected information from a person under 18, we will delete the account and the information. A parent or guardian who believes a child has provided information may contact support@simplealgo.io.

Our Services link to third-party websites, communities, and platforms we do not control. We are not responsible for their content, security, or privacy practices, and this Policy does not apply to them. Review their policies before providing information.

Nothing on this page or elsewhere in the Services is financial, investment, tax, or legal advice. Trading involves substantial risk of loss. Results shown in marketing are individual experiences and are not typical, verified, or a guarantee of future results. See our Terms of Service and Risk Disclaimer for the full disclaimers, limitation of liability, arbitration agreement, and class action waiver that apply to your use of the Services.

We may update this Policy at any time. Material changes take effect when posted with an updated “Last Updated” date, and where practical we will provide notice by email or in-product. Continued use after the effective date constitutes acceptance. If you do not agree, stop using the Services and cancel your subscription.

Privacy questions, rights requests, and appeals: support@simplealgo.io. We are the controller of the personal information described in this Policy.