Privacy Policy
Effective date: July 7, 2026. This policy explains how RulesFirst handles personal information, trading workflow data, and read-only brokerage or financial-data information you authorize.
1. Information We Collect
RulesFirst may collect account and contact information, authentication information, subscription and billing records processed by our payment provider, product usage data, device and log data, support messages, waitlist submissions, trade-planning inputs, journal entries, uploaded trade files, and brokerage or financial-data information you authorize us to access.
2. Brokerage And Financial-Data Information
If you connect a broker, custodian, trading platform, or financial-data provider, RulesFirst may receive read-only account, balance, position, order-history, execution-history, transaction, symbol, timestamp, and related metadata depending on provider availability and your authorization. RulesFirst does not place trades, transmit orders, move money, custody assets, or write to brokerage accounts.
3. How We Use Information
We use information to provide and improve the service; operate trade-planning, journaling, alerting, analytics, risk-workflow, and broker-sync features; process subscriptions; provide support; secure the service; detect abuse; communicate with users; comply with legal obligations; and understand product performance.
4. How We Share Information
We may share information with service providers that help us run RulesFirst, including hosting, database, email, analytics, customer-support, payment, security, and broker/data-integration providers. We may also disclose information when required by law, to protect rights and security, in connection with a business transaction, or with your direction or consent.
5. No Sale Of Customer Trading Data
RulesFirst is a subscription software product. We do not sell customer trading data as a business model, and we do not use broker-connected trading data to target third-party advertising. If this changes, we will update this policy and provide choices required by applicable law.
6. Cookies, Logs, And Analytics
We may use cookies, local storage, logs, and analytics tools to keep users signed in, measure feature performance, understand traffic, detect errors, prevent abuse, and improve the service. Browser and device settings may let you limit some tracking, but some features may not work correctly without required storage.
7. Retention And Deletion
We retain information for as long as needed to provide the service, maintain business records, resolve disputes, enforce agreements, secure the platform, comply with legal obligations, and support legitimate operational needs. You may request deletion by contacting privacy@rulesfirst.com, subject to retention that may be required or permitted by law.
8. Security
We use technical, administrative, and organizational safeguards designed to protect information, including encrypted connections and access controls. No security program can guarantee that data will never be accessed, disclosed, altered, lost, or unavailable.
9. Your Choices And Privacy Rights
Depending on where you live, you may have rights to access, correct, delete, or receive a copy of certain personal information, or to object to or limit certain processing. To make a request, email privacy@rulesfirst.com. We may need to verify your identity before completing a request.
10. Third-Party Services
Brokerages, custodians, financial-data providers, payment processors, app stores, and other third-party services may collect and process information under their own terms and privacy policies. RulesFirst is not responsible for third-party privacy or security practices.
11. Minors
RulesFirst is not intended for children under 18, and we do not knowingly collect personal information from children under 18.
12. Changes And Contact
We may update this Privacy Policy as the service, law, or our practices change. For privacy questions or deletion requests, email privacy@rulesfirst.com. For security questions, email security@rulesfirst.com.