Privacy Policy

When you use Upside, we collect:

• •Account information — email address and authentication credentials
• •Investment preferences — your configured goals, contribution amounts, and strategy settings
• •Brokerage data — account balances, positions, and trade history retrieved from your connected brokerage
• •Usage data — how you interact with the service, including logs of automated actions

Upside connects to Alpaca Securities LLC to access your brokerage account and execute trades on your behalf. When you connect your account, Alpaca shares certain account information with us as authorized by you.

Your brokerage relationship is directly with Alpaca, and their privacy policy governs how they handle your data. We encourage you to review Alpaca's privacy policy.

We use your information to:

• •Operate and maintain the service
• •Execute trades according to your configured settings
• •Monitor your goals and send notifications
• •Improve and develop the service
• •Communicate with you about your account

We implement reasonable security measures to protect your information. Brokerage credentials are handled through secure OAuth connections — we do not store your brokerage username or password.

However, no method of transmission over the internet is completely secure. We cannot guarantee absolute security of your data.

We do not sell your personal information. We may share your information only:

• •With Alpaca, to execute trades and retrieve account data
• •When required by law or legal process
• •To protect our rights or the safety of users

You have the right to:

• •Access your personal information
• •Correct inaccurate data
• •Delete your account and associated data
• •Disconnect your brokerage account at any time

We retain your information for as long as your account is active or as needed to provide services. Trade history and logs may be retained for compliance and record-keeping purposes. You may request deletion of your account by contacting us.

We may update this privacy policy from time to time. We will notify you of significant changes by posting the updated policy with a new effective date.

Questions about this privacy policy? Contact us at support@upside.app.