EdgeCoach

Privacy Policy

Last updated November 4, 2026

Draft. This page has not been reviewed by a lawyer yet. It describes how EdgeCoach actually works today and will be finalized before payments go live.

EdgeCoach is a trading journal that reviews trades you have already made. This policy explains what we store, why, who helps us process it, how long we keep it and how you control it. In short: your trading data is used only to show you your own results, we don't sell it or use it for advertising, and you can export or delete all of it at any time.

1. What we collect

  • Account: your email address, name and profile picture (if you sign in with Google), time zone and plan.
  • Trading data: the broker files you upload (kept only until the import is committed or cancelled), the fills and trades built from them, trades you enter by hand, and live-sync data if you connect a broker.
  • What you write and add: journal notes, trade notes, tags, rules, setups, checklists and chart screenshots.
  • AI: the weekly reviews, chat answers and tag suggestions generated for you, and how much each AI request cost.
  • Broker connections (Pro broker sync only): see “Broker sync” below. EdgeCoach never sees your broker password and never places orders.
  • Feedback you send, and a CSV file only if you choose to attach it and tick the consent box.
  • Usage and errors: a few product events (for example that you signed up or imported a file) with a hashed user id, and error reports scrubbed of emails, numbers and amounts. No advertising trackers and no analytics cookies.

2. How we use it

  • To show you your dashboard, reports, calendar, journal and rule checks.
  • To write your weekly review and answer your coach questions.
  • To send sign-in links and the emails you can turn off in Settings (review ready, import problems).
  • To keep the service secure (rate limits, abuse prevention) and to fix bugs.

3. AI processing

Weekly reviews, chat and tag suggestions are generated by Anthropic's Claude models. For each request we send the statistics, trade summaries and notes needed for that answer, never your credentials. Every number the AI writes is checked against your data. The AI never changes your trades, tags or notes without your approval. Anthropic processes this data to provide the service to us and, under its commercial terms, does not train its models on it.

4. Broker sync

Broker auto-sync (Pro) uses SnapTrade as the connection provider. You log in to your broker on SnapTrade's page; EdgeCoach never sees or stores your broker username or password, and asks only for read-only access.

  • What we receive: your broker's name, your account names and the last 4 digits of each account number, and your trade activity (symbol, option details, buy or sell, quantity, price, fees, date and, when the broker provides it, the time of each fill). Dividends, deposits and other cash activity are read but not stored.
  • What we store: the fills (like a CSV import), a SnapTrade user id, and a SnapTrade access secret encrypted at rest with AES-256-GCM. The secret is never shown in the app or written to logs.
  • Disconnecting: Settings → Connected brokers → Disconnect removes the connection at SnapTrade; you choose whether to keep the trades it imported. Deleting your account deletes your SnapTrade user and all its connections.

5. Who processes your data

We use these providers to run EdgeCoach:

  • Vercel: hosting, and private file storage for screenshots (Vercel Blob).
  • Neon: the database (United States).
  • Anthropic: AI models.
  • Resend: sending email.
  • Google: sign-in, if you choose "Continue with Google".
  • Stripe: payments, once paid plans open. We never see your card number.
  • SnapTrade: broker connections, if you use broker auto-sync (Pro).
  • PostHog and Sentry: product events and error reports, when enabled.

We do not sell or rent your data, and we don't share it for advertising.

6. How long we keep it

  • Your account data: until you delete it or your account.
  • Uploaded broker files: removed once the import is committed or cancelled.
  • Server logs: kept by our host for a short time (about 30 days or less).
  • Database backups: our database provider keeps point-in-time history for a limited window (days, not months); deleted data falls out of it when the window passes.
  • Invoices: Stripe keeps payment records as the law requires.

7. Deleting your data

Settings → Delete my account permanently deletes your account and everything in it: trades, fills, notes, screenshots, rules, AI reviews and feedback files. It is a hard delete, not a hidden flag. Any subscription is cancelled first. You can also delete a single broker account and its trades, or remove sample data, at any time.

8. Your rights

You can see and export all of your data (Settings → Export all my data gives you JSON and CSV files), correct your profile, turn off optional emails, and delete everything. Depending on where you live (for example under the GDPR or CCPA) you may have further rights; contact us and we'll help.

9. Security

Data is encrypted in transit (HTTPS) and at rest by our providers; broker credentials are additionally encrypted by EdgeCoach. Every query is limited to your own account, screenshots are only served to you, and sign-in uses one-time email links or Google.

10. Children

EdgeCoach is not for anyone under 18.

11. Changes and contact

We'll update this page when something changes and, for important changes, email you. Questions or requests: use Feedback in the app, or email [contact email to be added].