Privacy Policy

TradeRegimen (“we,” “our,” or “us”) is operated by a sole proprietorship domiciled in Winterthur, Canton of Zurich, Switzerland. This Privacy Policy explains how we collect, use, and protect your information when you use the TradeRegimen mobile application, web app, and associated services (the “Service”).

The Service is offered only to users in the United States.

1. Information We Collect

Account Information

• Email address (for authentication)
• Name (optional, for personalization)
• Authentication tokens from Google or Apple sign-in

Trading Data

• Trade entries you create or import (ticker, entry/exit prices, position sizes, dates)
• Journal entries and mood logs you submit
• Watchlist and signal data
• Portfolio configuration (equity amount, risk parameters)

Broker Connection Data

If you choose to connect a brokerage account via SnapTrade, we store connection metadata (broker name, connection status, last sync time) and trade history imported from your broker.

We never request or store your brokerage login credentials (username, password, or MFA codes).

Usage Data

• Pseudonymous product analytics and platform metrics via PostHog, including feature usage, app navigation, subscription flow outcomes, and platform/app context
• Sanitized client error diagnostics and de-identified service diagnostics via Sentry, including error type, stack locations, and limited app and device metadata
• Device type and operating system
• App version

Product analytics, platform metrics, and diagnostics are collected automatically when you use the Service and are not controlled by a separate analytics preference. PostHog and Sentry process this pseudonymous or sanitized data in the United States.

We do not send your email address, holdings, searches, or journal text to PostHog or Sentry.

2. How We Use Your Information

• Provide trade tracking, portfolio analysis, and coaching features
• Generate AI-powered behavioral coaching reports
• Calculate risk metrics and Constitution compliance scores
• Send push notifications for trade alerts and daily rituals
• Improve the Service and maintain its reliability through pseudonymous product analytics, platform metrics, and sanitized diagnostics

3. AI Features and Data Processing

Our AI coaching features use third-party large language models to generate behavioral reports. When you use AI coaching, relevant trading data (positions, rule compliance scores, and journal entries) is sent to our AI provider for processing.

• Your data is not used to train AI models.
• We minimize the data sent and configure providers according to their available privacy and retention controls.
• AI-generated coaching reports may contain inaccuracies and should not be relied upon as the sole basis for trading decisions.

4. Data Storage and Security

• Your data is stored on secure servers in the United States, managed by Supabase and our backend infrastructure.
• All data is transmitted over HTTPS/TLS encryption.
• Authentication is handled by Supabase Auth with industry-standard JWT tokens.
• We implement per-user data isolation — your data is never accessible to other users.

5. Third-Party Services

We use the following third-party services to operate TradeRegimen:

6. Data Sharing

We do not sell, rent, or share your personal data with advertisers or data brokers.

Data is only shared with the third-party services listed above, solely for the purpose of providing the Service.

7. Data Retention

• Active accounts: Your data is retained for as long as your account is active.
• Deleted accounts: All server-side data is permanently deleted within 30 days of account deletion.
• Pseudonymous analytics and diagnostics: Retained according to our configured provider retention periods for product improvement, reliability, and security.
• Backups: Encrypted backups are retained for up to 90 days, after which deleted account data is purged from backups.

8. United States Processing and Swiss Operator

TradeRegimen is offered only in the United States, and your information is stored and processed in the United States to operate and support the Service. Because TradeRegimen is operated from Switzerland, we also process personal data in accordance with the Swiss Federal Act on Data Protection (nFADP).

We collect and use information for the service and business purposes described in this Policy, including to:

• Provide requested features, customer support, and account administration;
• Maintain the performance, reliability, safety, and security of the Service;
• Improve our products and understand how the Service is used;
• Prevent misuse, enforce our terms, comply with applicable law, and protect legal rights.

9. Your Rights (Including US State Privacy Rights)

Depending on your state of residence, and only where an applicable US privacy law covers TradeRegimen and the relevant processing, you may have specific rights regarding your personal data:

• Access: You can access your data at any time through the app's Settings screen.
• Correction: You can correct inaccurate data within the app.
• Deletion: You can delete your account and associated data through the app settings. Account deletion removes all server-side data within 30 days.
• Export: You can export your data upon request.

For step-by-step instructions, the data covered, and an alternative request method, visit Delete Your TradeRegimen Account and Data.

These rights are subject to applicable exceptions and may not apply in every state or to every operator. Where an applicable US state privacy law provides additional rights, we will honor them as required. We do not “sell” or “share” your personal information as those terms are defined by the California Consumer Privacy Act (CCPA).

To exercise any of these rights, contact us at support@myhappy.family.

10. Data Breach Notification

In the event of a data breach that compromises your personal information, we will notify you via email and/or in-app notification without undue delay, and in any event within the timeframes required by applicable law. We will also notify relevant regulatory authorities as required.

11. Cookies and Tracking Technologies

PostHog uses first-party local storage to maintain a pseudonymous analytics identity. We do not use analytics or diagnostics for advertising, sell that data, enable advertising cookies or third-party tracking pixels, or use session replay.

12. Children's Privacy

The Service is not intended for users under 18 years of age. We do not knowingly collect personal data from minors.

13. Changes to This Policy

We may update this Privacy Policy from time to time. When required, we will provide notice by email or in the Service and require renewed acceptance of the updated policy before continued use.

14. Contact Us

Email: support@myhappy.family