Privacy Policy

Account information. We may collect your name, email address, authentication information, account preferences, and information needed to operate your account.

Trading and journal data. When you use the Service, you may provide trade history, account labels, instruments, entry and exit information, profit and loss data, notes, strategies, screenshots, reviews, and other journal or analytics information. If you enable an automated connection, we also process connection metadata and trade data needed to synchronize supported trading activity. Private connection tokens are used to authenticate connections; the Service is designed to store a cryptographic hash rather than the raw token after it is shown to you.

AI feature data. When you use AI-assisted features, we process the information needed to fulfill your request, which may include selected trading data, prompts, and the resulting analysis.

Billing information. Paid subscriptions are processed by Stripe. We may receive subscription, customer, invoice, payment status, and limited payment-method information from Stripe. Invest Further does not store your full payment card number.

Technical information. We and our service providers may process device, browser, authentication, diagnostic, security, and usage information needed to operate, protect, and improve the Service.

We use information to provide and secure the Service; create and manage accounts; import, synchronize, display, and analyze trading data; provide AI-assisted features; process subscriptions; respond to support requests; troubleshoot problems; prevent abuse; maintain records; and improve product performance and reliability.

We may also use information to comply with applicable law and enforce our Terms of Service.

We may share information with service providers that help us host, authenticate, operate, analyze, secure, or support the Service; with Stripe for payment and subscription processing; and with AI or infrastructure providers when necessary to provide features you choose to use. These providers process information on our behalf or under their own applicable terms and privacy obligations.

We may also disclose information when reasonably necessary to comply with law, protect rights or safety, investigate abuse, or in connection with a merger, financing, acquisition, reorganization, or sale of business assets. We do not sell your personal information for money.

Invest Further connections are intended to import or synchronize trading activity for journaling and analytics. Invest Further does not use those connections to execute trades, withdraw funds, deposit funds, or manage your brokerage account. You are responsible for protecting any connection token shown to you and for revoking or regenerating it if you believe it has been exposed.

We retain information for as long as reasonably necessary to provide the Service, maintain legitimate business and security records, comply with legal obligations, and resolve disputes. Retention periods may differ by data type. You can delete your Invest Further account from Account → Danger Zone. This cancels active Invest Further subscriptions, disconnects syncing, removes your app records, and removes your login. You may also contact us about a privacy or deletion request.

Deleted application records may remain in Base44’s recovery storage for up to 30 days. Base44 also retains platform logs and a removed profile record, and uploaded files are not automatically erased when an account is removed. Analytics expire after 60 days; any backups follow the provider’s retention schedule. Our app removes the screenshot references from your trading records, but this does not erase the stored files.

Stripe retains payment and invoice records. Account deletion does not automatically issue refunds. Contact us at support@investingfurther.com for deletion requests involving uploaded files or other provider-held information.

We use reasonable administrative and technical safeguards designed to protect information. No online service can guarantee absolute security. You are responsible for maintaining the confidentiality of your account credentials and connection tokens and for notifying us if you suspect unauthorized access.

Depending on where you live, applicable law may give you rights to request access to, correction of, or deletion of certain personal information, or to object to or restrict certain processing. You may contact us to make a request. We may need to verify your identity before completing it.

You can manage eligible subscription and payment settings through the billing tools made available in the Service.

The Service and its providers may use cookies, browser storage, or similar technologies that are necessary for authentication, security, preferences, and core application functionality.

The Service is intended for adults and is not directed to children under 18. We do not knowingly collect personal information from children under 18 through the Service.

We may update this Privacy Policy as the Service evolves or legal requirements change. We will post the updated policy with a new effective date. If a change is material, we may provide additional notice when appropriate.

For privacy questions or requests, contact Invest Further at support@investingfurther.com.