SmartStrikes LLC, an Oregon limited liability company ("SmartStrikes," "we," "us," or "our"), respects your privacy. This Privacy Policy explains what information we collect, how we use and share it, and the choices available to you when you use the SmartStrikes application, website, and related services (the "Service").
This Privacy Policy is incorporated into and forms part of our Terms of Service. By using the Service, you agree to the practices described here.
Summary: We collect the information needed to operate the Service — your account details, the brokerage and transaction data you connect or import, and basic usage data. We do not sell your personal information. We do not have access to your brokerage funds or the ability to trade on your behalf. Your trading data is used to provide the Service to you, not marketed to third parties.
1. Information We Collect
1.1Account Information. When you create an account, we collect your email address, a password or authentication identifier, and any display name or profile settings you provide.
1.2Brokerage Connection Data. To provide the Service, you authenticate with your own tastytrade account. We receive and process an access token or equivalent credential that permits the Service to retrieve data from your brokerage account on your behalf. We do not receive or store your brokerage username and password. Your access token is stored in encrypted form and is used solely to retrieve your own data.
1.3Account and Transaction Data. Through your brokerage connection, and through any files you choose to import (including Fidelity CSV exports), we collect and process trading and account information such as: positions, open and closed orders, transaction and execution history, assignments and expirations, cost basis and tax-lot detail, premiums, dividends, fees, realized and unrealized profit and loss, account balances, and buying power. This information is collectively "Financial Data."
1.4Configuration and Settings. We collect the settings you configure, including CAGR thresholds, screening criteria, watchlists, allocation preferences, alerts, and display preferences.
1.5Payment Information. Subscription payments are processed by Stripe, Inc. We do not collect or store your full payment card number. We receive from Stripe a customer identifier, subscription status, billing period, the last four digits and brand of your card, and billing country or postal code as applicable.
1.6Third-Party AI API Keys. If you choose to enable optional AI-assisted analysis features, you may supply your own API key for a third-party model provider. That key is stored in encrypted form and is used only to transmit requests you initiate to that provider. We do not use your key for any other purpose and do not use it on behalf of other users.
1.7Usage and Device Data. We automatically collect limited technical information such as device type, operating system, application version, IP address, timestamps, feature usage, session duration, and diagnostic or crash data. This is used to operate, secure, and improve the Service.
1.8Communications. If you contact support, we collect the contents of your message and any information you choose to include.
1.9Information We Do Not Collect. We do not collect your Social Security number, government identification number, brokerage account password, or full payment card number. We do not have the ability to withdraw funds from, deposit funds to, or place trades in your brokerage account.
2. How We Use Information
2.1We use the information described above to: (a) create and maintain your account and authenticate you; (b) retrieve, process, and display your Financial Data, including calculating cost basis, tranche-level positions, CAGR, profit and loss, and other analytics; (c) generate screens, scores, grades, charts, and other Output; (d) process subscription payments and manage billing, trials, renewals, and cancellations; (e) transmit requests to a third-party AI provider when you enable and initiate those features; (f) provide customer support and respond to your inquiries; (g) monitor, secure, troubleshoot, and improve the Service, including diagnosing errors and preventing fraud and abuse; (h) send service-related communications such as billing notices, security alerts, and material changes to the Service or these policies; and (i) comply with legal obligations and enforce our Terms of Service.
2.2Legal Bases. Where required by law, we process personal information on the bases of performing our contract with you, our legitimate interests in operating and securing the Service, your consent where applicable, and compliance with legal obligations.
3. How We Share Information
3.1We do not sell your personal information, and we do not share your Financial Data with advertisers, data brokers, or marketers.
3.2Service Providers. We share information with vendors who process it on our behalf and under contractual confidentiality and security obligations, limited to what is necessary to perform their function. These include: (a) cloud hosting, database, and authentication providers; (b) Stripe, Inc. for payment processing; (c) error monitoring and analytics providers; and (d) email delivery providers for transactional messages.
3.3Your Brokerage. The Service communicates with tastytrade using the access token you authorize, in order to retrieve your own data. Your relationship with tastytrade is governed by your agreements with tastytrade and its privacy policy, not this one.
3.4Third-Party AI Providers. If you enable AI-assisted analysis and supply your own API key, the position or account information relevant to your request is transmitted to the provider you have selected, using your key. That transmission is subject to that provider's terms and privacy policy, and their handling of your data is outside our control. You should review that provider's policies before enabling these features. If you do not enable these features, no data is transmitted to any AI provider.
3.5Legal and Safety. We may disclose information if required by law, subpoena, court order, or other legal process, or where we believe in good faith that disclosure is necessary to protect our rights, your safety or that of others, to investigate fraud, or to enforce our Terms of Service.
3.6Business Transfers. If SmartStrikes is involved in a merger, acquisition, financing, reorganization, or sale of assets, your information may be transferred as part of that transaction. We will provide notice before your information becomes subject to a materially different privacy policy.
3.7Aggregated and De-Identified Data. We may create and use aggregated or de-identified information that does not identify you or your account for purposes such as improving our analytics, understanding feature usage, and general product development. We will not attempt to re-identify such data.
4. Data Security
4.1We implement commercially reasonable technical and organizational measures designed to protect your information, including encryption of data in transit, encrypted storage of brokerage access tokens and third-party API keys, access controls, and authentication requirements.
4.2You are responsible for maintaining the confidentiality of your account credentials and for any activity under your account. You should use a strong, unique password and enable any available additional authentication.
4.3No system is perfectly secure. We cannot guarantee absolute security, and you provide information at your own risk. If we become aware of a breach affecting your personal information, we will notify you as required by applicable law.
5. Data Retention
5.1We retain your account information and Financial Data for as long as your account is active and as needed to provide the Service.
5.2Following account deletion, we will delete or de-identify your personal information and Financial Data within a commercially reasonable period, except where retention is required for legal, tax, accounting, fraud-prevention, or dispute-resolution purposes.
5.3Revoking your brokerage connection stops further retrieval of new data from your brokerage account. Previously retrieved data remains until you delete your account or request deletion.
5.4Backup copies may persist for a limited period after deletion in accordance with our routine backup cycles.
6. Your Choices and Rights
6.1Access and Correction. You may access and update your account information and settings within the Service.
6.2Disconnecting Your Brokerage. You may revoke the Service's access to your brokerage account at any time through the Service or through your tastytrade account settings.
6.3AI Features. AI-assisted analysis features are optional and off unless you enable them and supply your own API key. You may remove your API key at any time.
6.4Marketing Communications. You may opt out of non-essential emails at any time using the unsubscribe link. We will continue to send transactional and service-related messages necessary to operate your account.
6.5Account Deletion. You may request deletion of your account and associated data by contacting us at the address in Section 11 or using any in-app deletion function.
6.6State Privacy Rights. Depending on your state of residence, you may have rights to confirm whether we process your personal information, access a copy of it, correct inaccuracies, request deletion, obtain a portable copy, and opt out of sale or targeted advertising. We do not sell personal information or use it for targeted advertising. To exercise any right, contact us at the address in Section 11. We will verify your request through your account email and respond within the period required by applicable law. You may appeal a denial by replying to our response, and where applicable you may contact your state attorney general.
6.7Users Outside the United States. The Service is operated in the United States and your information will be processed there. If you are located in a jurisdiction with data protection laws such as the EEA or United Kingdom, you may have additional rights including access, rectification, erasure, restriction, portability, and objection, and the right to lodge a complaint with a supervisory authority. Contact us to exercise these rights.
6.8No Discrimination. We will not deny service, charge different prices, or provide a different quality of service because you exercised a privacy right.
7. Cookies and Similar Technologies
7.1Our website and web application use cookies and similar technologies necessary to authenticate you, maintain your session, remember preferences, and understand aggregate usage.
7.2We do not use advertising cookies or third-party tracking for targeted advertising.
7.3You may control cookies through your browser settings, though disabling essential cookies may prevent the Service from functioning.
8. Children's Privacy
8.1The Service is not directed to children and is intended only for users 18 years of age or older. We do not knowingly collect personal information from anyone under 18. If we learn we have collected such information, we will delete it. If you believe a minor has provided us information, contact us at the address in Section 11.
9. Third-Party Links and Services
9.1The Service may link to or interoperate with third-party websites and services, including your brokerage, payment processor, and any AI provider you select. This Privacy Policy does not apply to those third parties, and we are not responsible for their privacy practices. Review their policies directly.
10. Changes to This Privacy Policy
10.1We may update this Privacy Policy from time to time. We will post the updated policy with a revised "Last Updated" date and, for material changes, provide reasonable advance notice by email or in-app notice.
10.2Your continued use of the Service after the effective date constitutes acceptance of the updated policy.
11. Contact Us
11.1Questions, requests, or complaints regarding this Privacy Policy or your personal information may be directed to:
SmartStrikes LLC
14275 SW Mistletoe Dr.
Tigard, OR 97223
Email: ____________________