Privacy Policy

This is a template and has not been reviewed by an attorney. Review with counsel before launch — GDPR/CCPA obligations depend on where your members are.

What we collect

Account information (name, email, password hash), payment records (via PayPal — we do not store your card details), login history, and support communications you send us.

Why we collect it

To provide the membership service, process payments, secure your account, and communicate with you about your subscription.

Third parties

• PayPal — processes payments. We never see or store your card or bank details.
• Market data provider — supplies the quote and financial-statement data shown alongside recommendations.
• Email provider (SMTP) — delivers transactional and notification emails.

Retention

We retain account and payment records for as long as required for tax, accounting, and dispute-resolution purposes. Deleted accounts are anonymized; payment records are retained per applicable financial record-keeping requirements. [Insert specific retention periods.]

Your rights

You can view and update your account details from your account page, request a copy of your data, or request deletion by contacting us via the contact form.

Cookies

We use a single essential session cookie to keep you signed in. It is required for the site to function and is not used for tracking or advertising.