Privacy Policy

Last updated: September 26, 2026

1. Information We Collect

We collect information you provide, receive from connected services, or generate as you use the Service. This can include:

  • Account and contact details: name, email, phone number, and linked Discord identifiers.
  • Brokerage and portfolio data: connected account identifiers, holdings, positions, balances, and related investment activity provided through SnapTrade and your connected broker. StockVisionz does not receive your broker password through this connection.
  • Content and communications: prompts, chat messages, voice audio or transcripts when voice features are used, and messages or interactions through enabled integrations.
  • Subscription records: plan, subscription status, and transaction or billing details handled by Stripe. StockVisionz does not store full payment-card numbers.
  • Technical and usage information: pages and features used, device/browser information, referring page, approximate location derived from network information, and performance metrics. Vercel Analytics is configured for aggregated site analytics and Speed Insights for performance metrics.

Some information comes directly from you; other information comes from Clerk, SnapTrade and your broker, Stripe, market-data services, or your chosen messaging integrations.

2. How We Use Your Information

We use this information to create and secure your account; connect and display your portfolio; generate analysis, alerts, and Decision Log records; process subscriptions; provide support; deliver enabled messaging and voice features; maintain and improve the Service; prevent abuse; and meet legal obligations. We do not place brokerage orders on your behalf.

3. Third-Party Service Providers

We disclose information to the service providers below to operate the Service. We do not sell personal information for money or use it for cross-context behavioral advertising. Some privacy laws define “sale” or “sharing” broadly; contact us to exercise any applicable opt-out rights.

  • SnapTradeBrokerage connections and portfolio/holdings data. You enter broker login details with the broker or connection provider, not in StockVisionz.
  • ClerkAuthentication and account management.
  • StripeSubscription billing and payment processing.
  • VercelWebsite hosting, aggregated page analytics, and performance metrics.
  • Neon and AWSDatabase and cloud infrastructure used to operate the Service.
  • TwilioSMS delivery and phone-number verification.
  • DiscordOptional Discord account linking and chat/voice delivery.
  • AlpacaMarket news and price data used for analysis.
  • DeepSeekOura text chat and analysis. Prompts and relevant conversation or portfolio context may be sent to generate responses.
  • Google (Gemini)Live voice features when used. Audio and related conversation context may be sent to process the voice interaction.

Oura text chat sends prompts and relevant conversation or portfolio context to DeepSeek. Live voice features may send audio and related context to Google Gemini. Avoid including information you do not want processed by these providers. Each provider may process information under its own terms and privacy practices.

4. Data Retention

We retain account-linked information while needed to provide the Service and for legitimate operational, security, legal, accounting, and dispute-resolution purposes. The period depends on the type of information and why it is retained; specific retention periods are still being confirmed for this preview policy. When you delete your account, most linked app records are removed and brokerage access is revoked, but trade logs are anonymized rather than erased. Stripe and other providers may retain records under their own legal and retention requirements.

5. Your Rights and Choices

Depending on where you live, you may have the right to know/access, correct, delete, or obtain a portable copy of your information; object to or restrict some processing; withdraw consent where processing relies on consent; and appeal a denied request. California residents may also have the right to limit certain uses of sensitive personal information, opt out of sale or sharing, and not be discriminated against for exercising their rights. You can delete your account in account settings. We may need to verify your identity and may retain information where the law permits or requires it. To make a request, email support@stockvisionz.com.

6. Cookies and Similar Technologies

Clerk and other providers may use cookies or similar storage for authentication, security, and core functionality. Vercel Analytics is configured for aggregated usage measurement, and Vercel Speed Insights measures site performance. We do not use these tools to serve targeted advertising. You can control cookies through your browser, though blocking essential cookies may affect the Service.

7. Security

We use administrative, technical, and organizational safeguards designed to protect information. Brokerage connection secrets stored by us are encrypted. No method of transmission or storage is perfectly secure, and we cannot guarantee absolute security.

8. International Users

The Service is operated from the United States. Our providers may process information in the U.S. and other countries. Where required, we will use a legally recognized transfer mechanism and provide information about it upon request.

9. Changes to This Policy

We may update this Policy from time to time. Material changes will be communicated through the Service or by email.

10. Contact

For privacy requests or questions, email support@stockvisionz.com. The responsible business is StockVisionz. Its mailing address and a dedicated privacy contact are not provided here and should be added after confirmation by the company.