Privacy Policy

1. Introduction

At [Company Name] (hereinafter "the Company", "we", "us", or "our"), we respect your privacy and are committed to protecting the personal data you provide to us. This Privacy Policy explains how we collect, use, share, and protect your personal information when you access our digital platform for monitoring and analyzing stock portfolios (hereinafter the "Service"). By using our Service, you agree to this Privacy Policy. We encourage you to read it carefully, and if you have any questions, you can contact us using the details provided at the end of the document.

2. Information We Collect

2.1. Information you provide directly to us
  • Registration Data: When you register on our platform, we collect basic information, such as your name, email, username, and any other information you voluntarily provide to us.
  • Financial Information: Although we do not manage funds or conduct transactions on your behalf, we may request access to certain data about your investment portfolio, including positions and securities, to provide you with analysis and monitoring.
  • Communications: If you contact us, we will collect and store your communications to manage your queries or incidents.
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    2.2. Information we collect automatically
  • Usage Data: We collect information about how you interact with our Platform, such as your IP address, the browser you use, the pages you visit, the duration of your use, and other technical data that helps us improve your experience.
  • Cookies and Similar Technologies: We use cookies and similar technologies to improve the functionality of the Service, recognize your preferences, and analyze the use of our Platform. You can manage your cookie preferences through your browser settings.
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    3. Purposes of Data Processing

    We process your personal data for the following purposes:
  • Provision of the Service: We use your personal and portfolio data to provide you with tracking and analysis of your trading positions, personalize your experience, and allow you to view the performance of your investments.
  • Service Improvement: We analyze usage data to improve our Service, detect technical issues, and develop new features to optimize user experience.
  • Communication: We may use your contact information to send you important updates regarding the operation of the Service, responses to your inquiries, or information regarding changes to our policy.
  • Legal compliance: We will process your data where necessary to comply with our legal obligations, resolve disputes, or enforce our terms and conditions.
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    4. Legal Basis for Data Processing

    Under the General Data Protection Regulation (GDPR), we only process your personal data where we have a legal basis to do so. These bases include:
  • Execution of a contract: We process data to perform the contract we have entered into with you by agreeing to our terms and conditions.
  • Consent: We request your explicit consent for certain data processing, such as the use of cookies and the processing of sensitive information related to your stock portfolios.
  • Legitimate interests: We process your personal data to improve our platform and ensure its security, but always in a way that does not compromise your fundamental rights and freedoms.
  • Compliance with legal obligations: We will process your data when necessary to comply with applicable laws.
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    5. How We Share Your Information

    We are committed to not selling or sharing your personal information with third parties for their marketing purposes without your consent. However, we may share your data in the following situations:
  • Service Providers: We work with technology service providers (e.g. hosting, data analytics, security) to help us operate the Platform. These third parties will only have access to the information that is strictly necessary and are subject to confidentiality agreements.
  • Legal Compliance: We may disclose your personal data if required to do so by law, or if necessary to protect the rights, safety or interests of the Company or third parties.
  • Business reorganization: In the event of a merger, acquisition or sale of assets, the personal data we process may be transferred as part of the business arrangement.
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    6. International Data Transfers

    If we process your data outside the European Economic Area (EEA), we will ensure that it is protected with the same level of security required by European regulations. To do so, we will use appropriate mechanisms, such as standard contractual clauses approved by the European Commission or the Privacy Shield, in the case of transfers to the US (where applicable).

    7. Data Security

    We take the security of your data very seriously. We implement appropriate technical and organisational measures to protect your information against unauthorised access, loss, alteration or disclosure. However, no system is completely secure. If we detect any vulnerability that could compromise your data, we will notify you without delay.

    8. Data Retention

    We will only retain your personal data for as long as it is necessary for the purposes outlined in this Privacy Policy or as required by law. When the data is no longer needed, it will be deleted or anonymized.

    9. Your Rights

    As a user of our platform, you have several rights in relation to your personal data, including:
  • Access: You can request information about the data we have about you.
  • Correction: If your data is incorrect or incomplete, you can ask us to correct it.
  • Deletion: You may request that we delete your personal data, provided that we are not legally required to retain it.
  • Restriction of processing: You can ask us to restrict the processing of your data in certain circumstances.
  • Data portability: You can request a copy of your data in a structured, commonly used and machine-readable format.
  • Objection: You may object to the processing of your data in certain situations.
    •  To exercise any of these rights, you can contact us through the contact form.

    10. Changes to the Privacy Policy

    We reserve the right to update this Privacy Policy at any time. We will post any changes on our platform and notify you if the changes are significant. We encourage you to review this policy periodically.

    11. Contact

    If you have any questions about this Privacy Policy or about the processing of your personal data, you can contact us using the contact form.
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