Legal & Privacy

Chart.Gallery · Effective June 3, 2026

Privacy Policy

Chart.Gallery ("we," "our," or "us") is committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services, including our portfolio tracker, study guides, radio show, and consultation services.

Please read this policy carefully. If you disagree with any of its terms, please discontinue use of our site. For questions or concerns, reach us at privacy@chart.gallery.

This policy applies to all information collected through our website, any related services, sales, marketing, or events. It covers visitors, registered users, and purchasers alike.

Information We Collect

Information You Provide Directly

Account registration: email address, display name.
Portfolio Tracker: portfolio names, asset holdings, cost basis, and target allocations you choose to enter.
Consultation form: full name, phone number, email, trading background, income details, and goals.
Purchase information: email address used during Stripe checkout. We do not store full card numbers — payment processing is handled entirely by Stripe.
Communications: messages or emails you send us.

Information Collected Automatically

Log data: IP address, browser type, operating system, pages visited, time and date of visits, referring URLs.
Device data: device type, screen resolution, and language preferences.
Usage data: features used, content viewed, interactions with portfolio tools.
Cookies and similar tracking technologies (see Section 7).

Information from Third Parties

Stripe: purchase confirmation, payment status, and customer ID. We receive confirmation of completed payments but not raw card data.
Discord: community interaction data if you join our Discord server (governed by Discord's privacy policy).

How We Use Your Information

We use your information for the following purposes:

Service Delivery

Create and manage your account.
Operate the Portfolio Tracker, including storing your holdings and generating analysis.
Send portfolio rebalancing alerts and email reports you request.
Fulfil study guide purchases and deliver digital download links.
Schedule and manage consultation requests.

Communication

Respond to your inquiries and support requests.
Send transactional emails (receipts, confirmations, download links).
Send periodic community updates if you have opted in (e.g., Discord market insights).

Improvement & Analytics

Analyse usage patterns to improve features and user experience.
Monitor the technical performance and security of our platform.
Conduct research to better serve our trading community.

Legal & Compliance

Comply with applicable laws and regulations.
Detect, prevent, and address fraud or security breaches.
Enforce our Terms of Service.

Legal Bases for Processing (GDPR)

If you are in the European Economic Area (EEA) or United Kingdom, we process your data under the following legal bases:

Contract performance: processing necessary to provide the services you requested (account creation, portfolio storage, purchase fulfillment).
Legitimate interests: analytics and platform improvement, provided these interests are not overridden by your rights.
Consent: marketing communications and non-essential cookies, where we ask for your consent separately.
Legal obligation: compliance with applicable laws and regulations.

Sharing & Disclosure

We do not sell, rent, or trade your personal information. We may share data only in the following limited circumstances:

Service providers: third-party vendors who help us operate our platform (see Section 6), bound by data processing agreements.
Legal requirements: when required by law, court order, or governmental authority.
Safety: to protect the rights, property, or safety of Chart.Gallery, our users, or the public.
Business transfers: in connection with a merger, acquisition, or sale of assets, where your data may be transferred as a business asset. We will notify you before such a transfer.
With your consent: in any other case, only with your explicit consent.

Third-Party Services & Processors

We use the following third-party services. Each is bound by its own privacy policy:

Provider	Purpose	Privacy Policy
Stripe	Payment processing	stripe.com/privacy
Base44	App hosting & database	base44.com/privacy
Discord	Community platform	discord.com/privacy
Google Fonts	Typography delivery	policies.google.com/privacy

Cookies & Tracking Technologies

What Are Cookies

Cookies are small text files stored on your device when you visit a website. We use cookies and similar technologies (local storage, session tokens) to operate our platform.

Types We Use

Strictly necessary: session authentication cookies required for login and account access. Cannot be disabled without breaking functionality.
Functional: stores your theme preference (dark/light mode) and language settings.
Analytics: aggregated, anonymised traffic data to understand how users interact with our site. No advertising or cross-site tracking.

Your Choices

You can control cookies through your browser settings. Disabling strictly necessary cookies will prevent you from logging in. Disabling analytics cookies has no impact on your experience.

Data Retention

We retain your data only as long as necessary for the purposes described in this policy:

Account data: retained while your account is active. Deleted within 30 days of a verified account deletion request.
Portfolio data: retained while your account is active and deleted with your account.
Purchase records: retained for 7 years to comply with financial record-keeping obligations.
Consultation requests: retained for 2 years or until the matter is resolved.
Server logs: retained for 90 days and then automatically purged.

Your Rights

Depending on your jurisdiction, you may have the following rights regarding your personal data:

Rights Available to All Users

Access: request a copy of the personal data we hold about you.
Correction: request correction of inaccurate or incomplete data.
Deletion: request deletion of your personal data, subject to legal retention requirements.
Portability: request your data in a structured, machine-readable format.
Objection: object to processing based on legitimate interests.

Additional Rights Under GDPR (EEA/UK)

Restriction: request that we restrict processing of your data.
Withdraw consent: where processing is based on consent, you may withdraw it at any time.
Lodge a complaint: with your local supervisory authority (e.g., ICO in the UK, or your country's data protection authority).

California Residents (CCPA)

Right to know: categories and specific pieces of personal information collected, disclosed, or sold.
Right to delete: request deletion of personal information we have collected.
Right to opt-out: we do not sell personal information, so no opt-out is required.
Right to non-discrimination: we will not discriminate against you for exercising your CCPA rights.

To exercise any of these rights, email us at privacy@chart.gallery. We will respond within 30 days (or sooner where required by law). We may need to verify your identity before processing your request.

Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected data from a child, please contact us immediately at privacy@chart.gallery and we will promptly delete it.

International Transfers

Chart.Gallery is operated in the United States. If you access our services from outside the US, your information may be transferred to, stored, and processed in the US or other countries where our service providers operate. We ensure appropriate safeguards are in place — including standard contractual clauses where required — to protect your data in accordance with applicable law.

Changes to This Policy

We may update this Privacy Policy periodically. When we make material changes, we will update the effective date at the top of this page and, where appropriate, notify registered users by email. We encourage you to review this policy regularly. Your continued use of our services after changes are posted constitutes your acceptance of the revised policy.

Affiliate Disclosure

Some links on Chart.Gallery — including links to brokerages, trading platforms, educational resources, or other financial tools — may be affiliate links.

This means that if you click on a link and subsequently sign up or make a purchase, Chart.Gallery may receive a referral commission or other compensation at no additional cost to you.

We only link to products and services we believe are genuinely useful to our community. Affiliate relationships do not influence our analysis, recommendations, or editorial content. All opinions expressed on Chart.Gallery are our own.

Transparency note: Where an affiliate relationship exists, we will do our best to disclose it near the relevant link. If you have questions about a specific link or partnership, feel free to ask in our Discord community.

Financial Disclaimer

All content on Chart.Gallery — including portfolio analysis, rebalancing suggestions, growth projections, and educational material — is provided for informational and educational purposes only. It does not constitute financial advice, investment advice, tax advice, or a solicitation to buy or sell any security or financial instrument.

Past performance is not indicative of future results. Investing involves risk, including the possible loss of principal. Always consult a qualified financial professional, tax advisor, or attorney before making investment or financial decisions.

Chart.Gallery is not registered as an investment advisor with the SEC, FINRA, or any other regulatory body. Nothing on this site should be construed as establishing an advisor-client relationship.

For any questions, requests, or concerns regarding this Privacy Policy or your personal data, please contact us at privacy@chart.gallery.

Chart.Gallery · Last updated: June 3, 2026