FennEdge provides source-linked ticker research and a separate workspace for reviewing completed trading records. This Policy explains how we handle personal information when you use fennedge.ai and related FennEdge products and services (the “Services”). In this Policy, “FennEdge,” “we,” “us,” and “our” refer to the service and its operator.
By using the Services, you acknowledge the practices described here. If you do not agree, please do not use the Services.
Trader quick answers
- Are my trades public?
No. Imported executions, broker connections, notes, searches, chats, and personal performance context are scoped to your verified account. They are kept separate from reusable public ticker intelligence. - Does FennEdge place trades?
No. FennEdge does not execute orders, hold brokerage assets, or ask for a brokerage password. A supported broker connection may use a separate credential or token presented as read-only. - Do you sell personal information?
No. We do not sell personal information or share it for cross-context behavioural advertising. - Do you train general-purpose AI on my private content?
Not unless we first obtain separate, express, off-by-default consent that identifies the content and purpose involved. - Can public market data be wrong or late?
Yes. Public filings, prices, company facts, and third-party feeds may be delayed, incomplete, corrected, or unavailable. FennEdge shows sources, timing, conflicts, and unknowns where supported. - How do I request deletion?
Use the privacy or account controls made available within the Services. Security records, legal holds, backups, and mandatory records may follow a different schedule.
1. Information we collect
1.1 Account and access information
When you create an account or sign in, we may receive an account identifier, name, email address, profile image, authentication status, and related security information from Clerk, Google, or another login method we make available. We may also collect invitation-code redemption and product-admission records.
1.2 Workspace and research content
We collect the searches, watchlists, notes, daily-workspace state, saved preferences, prompts, chat messages, uploaded files, and other content you choose to provide. We also process the responses, summaries, citations, and other outputs returned to you. Private workspace content is associated with your verified account so the Services can save and restore it.
1.3 Brokerage and trading information
If you connect a supported broker or trade-reporting service, we may collect the connection type, account identifiers, connection status, encrypted access credentials or tokens, token hints, sync dates, order and execution records, fees, symbols, quantities, prices, timestamps, and derived trading statistics. Supported connections are intended to be read-only. We do not need your brokerage password and do not use a broker connection to place orders.
We may normalise fills into trade episodes and derive private context such as entry windows, holding periods, realised results, trade styles, and data-quality warnings. Derived values can be incomplete or incorrect when source records are missing, duplicated, delayed, denominated in different currencies, or later corrected.
1.4 AI inputs and outputs
When you use AI-assisted ticker research or chat, we process your current question and the relevant public evidence needed to answer it. Private notes, conversation history, positions, executions, and trading performance are not included in that model input. Trade Records statistics are calculated separately from imported historical records. Model outputs can contain errors and should be independently reviewed.
1.5 Device, usage, and security information
We may collect browser type, device and operating-system information, language and region settings, IP address, approximate location derived from IP, request timing, feature activity, session and installation identifiers, error events, rate-limit events, and security logs. We design application logs to exclude authentication tokens, raw request bodies, questions, private notes, and model responses, but support material you deliberately submit may contain information you choose to include.
1.6 Public market and issuer information
FennEdge processes public or licensed information such as SEC filings, issuer facts, prices, volume, corporate actions, market-status information, and source URLs. This information is generally not personal information about you, although public filings can include information about officers, directors, reporting persons, or other individuals.
1.7 Support and communications
If you contact us, we collect your message, contact details, attachments, and the records needed to investigate and respond. Please do not send brokerage passwords, full access tokens, or unnecessary sensitive information in support messages.
2. How we collect information
We collect information:
- directly from you when you sign in, configure a workspace, connect a supported service, upload information, ask a question, or contact us;
- automatically when your browser or device communicates with the Services;
- from authentication, hosting, database, model, security, and other service providers acting for us;
- from a broker or trade-reporting service you direct us to connect; and
- from public agencies, exchanges, issuer websites, market-data services, and other evidence sources.
3. How we use personal information
We use personal information to:
- authenticate users, manage invitations, and protect account access;
- provide source-linked ticker research, private workspaces, research chat, broker sync, and retrospective trade-history analysis;
- keep public ticker research separate from user-private notes, positions, executions, and performance;
- operate, debug, secure, measure, and improve the Services;
- prevent abuse, fraud, unauthorised access, and attempts to bypass product or source limits;
- respond to support, privacy, security, and legal requests;
- send important account, security, product, Terms, or policy notices; and
- comply with law and enforce our agreements.
4. Legal bases for processing
If you are in the European Economic Area or United Kingdom, our legal bases may include:
- Contract: processing needed to provide the features you request and manage your account.
- Legitimate interests: security, support, service reliability, fraud prevention, and proportionate product analysis where those interests are not overridden by your rights.
- Legal obligation: records and disclosures required by applicable law.
- Consent: optional processing for which we specifically ask permission. You may withdraw consent for future processing.
5. Private and public data
5.1 Public ticker intelligence
Reusable issuer, filing, and market snapshots may be shared across users because they come from public or licensed sources. We label source links, timing, data basis, and known gaps where supported. We do not use private trading records, positions, account size, risk tolerance, or performance to personalise current ticker research.
5.2 User-private context
Your notes, chats, workspace state, broker connections, executions, and personal trading analysis are kept in an account-scoped data boundary derived from your verified Clerk session. We do not trust a browser-supplied user ID to decide access.
5.3 Model processing
We and our processors may transmit a research question and relevant public evidence to a hosted model service to produce a requested answer. Private trading records and notes are not included in the public ticker-research assistant's model input. We do not use your private User Content to train general-purpose models for other users unless we obtain separate express consent. Acceptance of this Policy, ordinary use, or failure to opt out is not training consent.
6. Cookies and local storage
We use cookies, session tokens, and similar technologies that are necessary to sign you in, maintain security, prevent abuse, and provide the Services. The web application also uses local storage and browser caches for theme, language, drafts, interface state, and short-lived task receipts. Some private workspace state is stored server-side so it can follow your verified account.
Disabling essential storage may prevent authentication or core features from working. If we introduce non-essential analytics or advertising technologies that require consent, this Policy alone is not that consent.
7. Storage and retention
We retain information only while it is reasonably needed for the disclosed purpose, security, disputes, or law. In general:
- Account and admission records are kept while the account is active and for a limited period after closure where needed for recovery, security, disputes, or legal obligations.
- Workspace, chat, notes, and private trading records are kept while associated with your active account or until you delete them through an available control, subject to backups and legal exceptions.
- Encrypted broker credentials are kept only while the related connection remains active or while needed to complete a user-requested disconnection and security process.
- Public ticker snapshots may be retained and reused because they are not private account content, but source and freshness limits still apply.
- Support records are kept until the matter is closed and no longer reasonably needed for follow-up, security, disputes, or law.
- Error, audit, and security logs are kept for the period needed to investigate reliability, fraud, abuse, or security events and are then deleted or de-identified.
Encrypted backups may retain information until the applicable rotation cycle completes. Information subject to a legal hold, fraud-prevention need, or mandatory recordkeeping may be kept longer.
8. How we share information
We do not sell personal information and do not share it for cross-context behavioural advertising. We may disclose information to:
- Service providers for authentication, hosting, databases, model inference, email, security, and support, restricted to providing services to us.
- Connected services such as a broker or trade-reporting provider when you direct us to establish or operate a connection.
- Data-source providers when a request is needed to retrieve or refresh public or licensed evidence.
- Authorities or affected parties where required by law or reasonably necessary to protect rights, safety, property, users, or the Services.
- Transaction counterparties in a merger, financing, reorganisation, bankruptcy, acquisition, or sale of assets, subject to appropriate protections.
- Others at your direction when you choose to export, copy, connect, or share information.
We may use and disclose aggregated or de-identified information that cannot reasonably identify you.
9. Security
We use reasonable technical and organisational safeguards, including encrypted network transport, access controls, verified session boundaries, server-side secret handling, encrypted storage for supported broker credentials, user-scoped database access, rate limits, and security logging. No internet transmission, service, or storage system is completely secure, and we cannot guarantee absolute security.
If you believe your account or a connected credential has been compromised, revoke the credential with its issuer where possible and contact us promptly.
10. Your rights
Depending on where you live, you may have rights to access, correct, delete, restrict, or receive a portable copy of personal information; object to certain processing; withdraw consent; appeal a privacy decision; or complain to a regulator. Applicable exceptions may allow or require us to keep certain records.
Submit a request through the privacy, account, or support controls made available within the Services. We may verify your identity and authority before acting. We will respond within the period required by applicable law.
California residents may also request the categories, sources, purposes, and recipients of covered personal information. We do not sell California residents' personal information or share it for cross-context behavioural advertising, and we do not unlawfully discriminate against a person for exercising privacy rights.
11. International data transfers
We and our service providers may process information in countries other than the country where you live. Where applicable law requires a transfer mechanism, we use recognised safeguards such as adequacy decisions, Standard Contractual Clauses, or another legally recognised transfer mechanism.
12. Children's privacy
FennEdge is intended for adults who can legally manage their own trading and account decisions. You must be at least 18 years old and legally capable of entering these Terms. We do not knowingly collect personal information from children. If you believe a child has provided information, contact us so we can investigate and delete it where required.
13. Changes to this Policy
We may update this Policy as the Services, providers, or law change. We will post the revised Policy and update the effective date. When a change materially affects how we use personal information, we will provide a prominent website or in-product notice before it takes effect unless a shorter period is required for legal, security, or urgent operational reasons.
14. How to contact us
For questions, complaints, or privacy requests, email legal@fennedge.com.
For privacy and data-protection purposes, the operator of FennEdge is the controller responsible for personal information processed to provide the Services.
If you are in the EEA or UK and are not satisfied with our response, you may complain to your local data-protection supervisory authority.