Privacy

Privacy supports public profiles and private workspaces.

Tradesera uses privacy rules for public profile display, portal analytics, simulated trades, Academy progress, rankings, support records, billing, and integrations.

This page maps privacy to the product surface: public identity, private portal work, operational records, billing, support, and integrations.

Public profilesPrivate portalUser controls

Data categories.

The product surface map helps organize privacy language.

Public

Profile data

Trader name, Tradesera handle, avatar, badges, selected rankings, market focus, and optional profile details.

Private

Portal data

Account settings, private analytics, journal notes, support history, billing, and tool settings.

Operational

System records

Agreement acceptances, audit logs, provider operations, event reviews, security logs, and support records.

Privacy controls.

Public identity only works if users trust the controls.

Choice

Profile visibility

Members control what profile details are public when possible.

Purpose

Use limitation

Data is used to operate the product, support users, improve services, and meet legal/provider requirements.

Security

Access control

Admin and Core access is limited, logged, and tied to operational needs.

Connected financial data.

Finance information remains private and is used only to provide the member's financial workspace.

Collect

Accounts and transactions

With member permission, Tradesera receives read-only account, balance, and transaction data from its financial-data provider, or normalized transaction data from a statement the member uploads.

Use

Personal finance features

Tradesera uses this data to show balances and cash flow, organize income and expenses, support budgets and goals, monitor net worth, and optionally classify prop-firm fees and payouts.

Limit

No payments or credit decisions

The Finance integration is read-only. Tradesera does not use it to initiate payments or make lending or credit decisions, and does not expose provider access tokens to members or client applications.

AI assistant connections.

Members choose whether an outside AI provider may read a Tradesera report and select Trade, Journal, and eligible Finance permission separately.

Share

Selected report data

Trade reports contain simulated performance totals and coverage. Journal reports can contain private note text and account references. Finance reports contain cash-flow totals, exclusion counts, reconciliation status, and coverage. Tradesera sends a report only when the connected provider requests it under an active member grant.

Recipient

Your chosen AI provider

The connected AI provider receives the requested report to answer the member's prompt. Tradesera passwords, bank credentials, and OAuth tokens are not included. The provider's terms, conversation history, retention settings, and data controls apply after it receives a report.

Control

Consent and revocation

Members can decline a permission, reconnect with fewer permissions, or revoke a connection. Revocation stops future reads through that grant but does not delete information already included in an outside provider conversation. Tradesera retains limited authorization and security records under its published retention schedule.

Privacy is part of the profile product.

A public trading resume only works when private data stays private.

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