Privacy Policy
Last updated: October 2026
1. Who we are
StockMyWealth ("we", "us") operates the StockMyWealth mobile app and website. This policy explains what we collect, why, and what you can ask us to do about it. It covers both visitors to the website and users of the app.
2. If you only visit the website
Visiting the website can store a first-touch record in your browser’s localStorage under the key smw_attribution. Where available, that record includes:
- A random visitor id generated in your browser. It is not derived from your device or your identity.
- How you arrived: utm_source, utm_medium, utm_campaign, utm_content and utm_term from the link you followed, the referring website, the page you landed on, and when you first arrived.
If you create an account from the website, that stored record can be sent with signup. Clearing your browser storage removes the visitor id from this device.
A waitlist still exists in the product. If you previously joined it, or if we invite you, we may hold your email, the same attribution fields where available, and whether you opted in to marketing email. Opting out of marketing email does not stop an invite from reaching you.
Product screenshots on the website are taken from the live desk or app. A capture may show workspace chrome such as a display name or email in the sidebar — from the account used to produce the image, not from you as a visitor. We do not use those images to identify browsing visitors, and we do not sell screenshot content. Product screenshots show the actual StockMyWealth desk and app interface. They are not investment advice, recommendations, or guarantees of performance.
3. If you use the app
- Account: email, name and phone if you provide one, plan and subscription status.
- Your settings: risk per trade (1% or 2%), the live fund you declare for each broker, trading style, watchlists and which strategies you enabled.
- Trading activity: scan matches shown to you, what you approved or ignored, paper orders, broker-synced activity, and their outcomes.
- Broker connection: when you connect a supported broker, the session token the broker issues is stored encrypted. It is used to sync balances, holdings, positions and orders, and to send an approved ticket where broker execution is enabled. We never see or store your broker password, PIN or TOTP; those go to the broker’s own login.
- Device and diagnostics: app version, error reports, and a push token if you turn notifications on.
4. Why we hold it
- To run the scan, review, size and approve workflow.
- To enforce the risk rules you set.
- To send and reconcile the orders you approve, where enabled.
- To send alerts and email you asked for.
- To keep accounts secure, support you, and meet legal obligations.
We do not use your trading activity to trade for ourselves, and we do not sell it.
5. Who else sees it
We do not sell personal data. Limited data reaches:
- Your broker — only when you connect, approve an order, or sync.
- Infrastructure providers under contract: hosting, the database, email delivery, error reporting and billing.
- Authorities where the law requires it.
6. How it is protected
- Broker session tokens are stored encrypted.
- All traffic uses HTTPS/TLS.
- App sessions expire and broker sessions are re-authenticated.
No system is perfectly secure. If a breach affects your data we will tell you.
7. How long we keep it
- Account and trading data: while your account is open.
- Waitlist entries: until you ask us to remove yours, or until we no longer need the record.
- Broker tokens: removed when you disconnect the broker or delete your account.
- When you delete your account in the app or on the web desk, we remove the account and personal data, except where we are required to keep records.
8. Your choices
- Ask for a copy of your data, or ask us to correct or delete it.
- Delete your account in the mobile app (Profile → Delete account) or on the web desk (Settings). That permanently removes the account and personal data.
- Withdraw marketing consent at any time; invites can still reach you.
- Disconnect your broker from the app at any time.
- Turn off notifications on your device.
Email support@stockmywealth.com and we will handle the request.
9. Children
StockMyWealth is not for anyone under 18 and we do not knowingly collect their data.
10. Changes
We will update this policy as the product changes and move the date above. Material changes will be notified in the app or by email.