Profile data
Trader name, Tradesera handle, avatar, badges, selected rankings, market focus, and optional profile details.
Privacy
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.
The product surface map helps organize privacy language.
Trader name, Tradesera handle, avatar, badges, selected rankings, market focus, and optional profile details.
Account settings, private analytics, journal notes, support history, billing, and tool settings.
Agreement acceptances, audit logs, provider operations, event reviews, security logs, and support records.
Public identity only works if users trust the controls.
Members control what profile details are public when possible.
Data is used to operate the product, support users, improve services, and meet legal/provider requirements.
Admin and Core access is limited, logged, and tied to operational needs.
Finance information remains private and is used only to provide the member's financial workspace.
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.
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.
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.
Members choose whether an outside AI provider may read a Tradesera report and select Trade, Journal, and eligible Finance permission separately.
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.
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.
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.
A public trading resume only works when private data stays private.