Legal

Privacy Policy

This policy draft is written for Stock.Agent specifically and is suitable for product wiring and review, but it should still be reviewed by counsel before launch.

Back
Last updated: April 2, 2026

1. Information We Collect

We may collect account identifiers, authentication details, contact information, newsletter preferences, portfolio inputs, watchlists, prompts, AI interactions, usage telemetry, device and browser metadata, support communications, and billing-related identifiers needed to operate Stock.Agent.

2. How We Use Information

We use collected information to provide and improve the service, personalize newsletters and research outputs, secure accounts, diagnose bugs, communicate with users, enforce our terms, analyze performance, and comply with legal obligations.

3. AI and Third-Party Processing

Some inputs and outputs may be processed through third-party services such as authentication providers, payment processors, infrastructure vendors, market data providers, email vendors, analytics tools, and AI model providers. We use these processors to operate the platform and deliver requested features.

4. Sharing of Information

We do not sell personal information for cash. We may disclose information to service providers acting on our behalf, to protect the rights and safety of users or the public, to comply with law, to investigate misuse, or as part of a merger, acquisition, financing, or asset transfer.

5. Data Retention

We retain account and service data for as long as reasonably necessary to provide the platform, maintain records, resolve disputes, enforce agreements, and satisfy legal, security, tax, or compliance requirements. Retention periods may vary depending on the data category and risk profile.

6. Security

We use reasonable administrative, technical, and organizational safeguards to protect information, but no system is perfectly secure. You are responsible for protecting your own account credentials and using strong security practices on devices you control.

7. Your Choices

Depending on your location, you may have rights to access, correct, delete, or limit certain uses of your personal information. You may also update newsletter settings, unsubscribe from marketing emails, or contact us to request account-related changes.

8. Cookies and Analytics

We may use cookies, local storage, and similar technologies for authentication, product preferences, session continuity, analytics, fraud prevention, and performance monitoring. Some of these tools may be provided by third-party vendors acting on our behalf.

9. International Transfers

If you access Stock.Agent from outside the United States, your information may be processed in countries where privacy laws differ from those in your jurisdiction. Where required, we use appropriate safeguards for cross-border processing.

10. Changes to This Policy

We may update this Privacy Policy from time to time as the platform changes, as laws evolve, or as our processing practices mature. If a change is material, we will provide reasonable notice through the service or another appropriate channel.