Privacy Policy

Effective Date: August 2, 2026

The Stocks Agent ("The Stocks Agent," "we," "our," or "us") respects your privacy and is committed to protecting the information you provide when using our website, platform, and services. This Privacy Policy explains what information we collect, how we use it, and how we protect your information.

By using The Stocks Agent, you acknowledge the practices described in this Privacy Policy.

Information We Collect

When you create an account, subscribe to our services, contact us, or use our platform, we may collect information such as your name, email address, account credentials, subscription details, payment-related information, communication preferences, and information you provide when contacting support.

We may also automatically collect certain technical information, including your IP address, browser type, device information, operating system, pages visited, and usage activity. This information helps us maintain security, improve platform performance, and understand how users interact with our services.

Brokerage Account Information

The Stocks Agent does not require access to your brokerage account.

We do not collect, store, or access your brokerage login credentials, portfolio holdings, account balances, or trading history. We do not manage your investments, execute trades, or connect to your brokerage accounts.

You remain fully in control of your investment accounts and make all trading decisions independently through your chosen brokerage.

How We Use Your Information

We use information we collect to provide and improve our services, manage user accounts, process subscriptions, communicate important updates, provide customer support, maintain security, prevent fraud and abuse, and improve the functionality and user experience of our platform.

How We Share Information

We do not sell, rent, or trade your personal information.

We may share information with trusted service providers that help us operate our business, such as payment processors, hosting providers, analytics providers, email providers, and security services. These providers may only use your information as necessary to provide services to us.

We may also disclose information when required by law, legal process, or to protect the rights, safety, or security of The Stocks Agent, our users, or others.

Cookies and Analytics

We may use cookies and similar technologies to maintain website functionality, remember preferences, analyze usage, improve performance, and measure the effectiveness of our services. You may adjust your browser settings to manage cookies, although some features of the website may not function properly.

For signed-in product pages, we collect the application page name, a sanitized path, access times, login-session association, and accumulated foreground duration so we can understand feature use, improve navigation, and troubleshoot the service. Timing pauses while a browser tab is hidden. We do not collect form values, page content, URL fragments, or query parameters; query parameters are excluded because they can contain tokens or personal data. Static assets, background/API requests, authentication callbacks, administration pages, and the analytics endpoint itself are excluded.

Data Security and Breach Response

We use reasonable administrative, technical, and organizational safeguards designed to protect your personal information. These may include secure hosting practices, access controls, monitoring, and other security measures appropriate to the information we collect.

However, no website, application, database, or electronic transmission method can be guaranteed to be completely secure. In the event of a security incident affecting personal information, we will take reasonable steps to investigate, contain the issue, restore security, and provide notifications when required by applicable laws.

The Stocks Agent is not responsible for losses resulting from unauthorized access, cybersecurity incidents, data breaches, service interruptions, or failures outside our reasonable control, except where required by law.

Data Retention and Your Choices

We retain personal information only as long as necessary to provide our services, maintain accounts, comply with legal obligations, resolve disputes, and enforce agreements.

Depending on applicable laws, you may have rights to request access, correction, deletion, or information about how your personal data is used. You may also unsubscribe from marketing communications at any time.

California Privacy Rights

California residents may have additional privacy rights under applicable laws, including the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA). These rights may include requesting access to, correction of, or deletion of personal information.

The Stocks Agent does not sell personal information.

Children's Privacy

The Stocks Agent is intended for users who are at least 18 years old. We do not knowingly collect personal information from children under 18.

Third-Party Services

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or security of third-party providers and encourage you to review their privacy policies.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with a revised Effective Date. Continued use of our services after changes become effective means you accept the updated policy.

Contact Us

If you have questions regarding this Privacy Policy, please contact us through the Contact Us page on our website.