Last updated: January 2026
Thank you for using TradingPlan. At TradingPlan Ltd. ("Company", "we", "us", "our"), we are committed to protecting your personal information and your right to privacy.
When you visit our website (the "Website"), use our mobile application (the "App", "TradingPlan") and more generally, use any of our services (the "Services"), we appreciate that you are trusting us with your personal information.
This document outlines our approach to privacy. We encourage you to read it carefully. If there are any conditions you do not agree with, please discontinue use of the Services.
We collect only the minimum personal information necessary to provide our Services:
We do not collect, store, or have access to the contents of your trading plan. All trading plan data is stored privately on your device and synced via your personal iCloud account. It never passes through our servers.
TradingPlan is built around the principle that your trading plan is yours. Your rules, checklists, psychology notes, and risk parameters are stored exclusively on your device and within your personal iCloud account. TradingPlan Ltd. has no access to this data at any time.
Because this data is managed through iCloud, Apple's privacy practices also apply. We encourage you to review Apple's Privacy Policy for further information.
If you have provided your email address to join our beta waitlist, we will use it solely to:
We will never sell, share, or pass your email address to any third party for marketing purposes.
As a UK-based company, we are subject to the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018. Our legal basis for processing your email address is your consent, given when you submitted your email to our waitlist or created an account.
You have the right to withdraw consent at any time by contacting us at hello@tradingplan.io or by using the unsubscribe link in any email we send you.
Under UK GDPR, you have the following rights regarding your personal data:
To exercise any of these rights, please contact us at hello@tradingplan.io.
If you contact us for support, you may share personally identifiable information (such as your email address and device information) in the process. We retain support communications in order to improve our service. We will not use this information for any other purpose.
We use cookies solely for website analytics. No cookies are set until you give consent via the banner on our website. You can accept or decline at any time.
The cookies we use are:
We do not use advertising cookies, tracking pixels, or any third-party marketing cookies. If you decline cookies, the site will continue to function normally and no analytics cookies will be set.
You can also manage or delete cookies at any time through your browser settings.
If you accept cookies, we use Google Analytics to understand how visitors use our website. This data is anonymised and used only to improve the site. We do not share this data with any third parties for marketing purposes.
We retain your email address for as long as you have an active account or remain on our mailing list. You can request deletion of your data at any time by contacting hello@tradingplan.io.
Support communications are retained for a reasonable period to help us maintain and improve the Service.
TradingPlan does not knowingly collect personal data from children under the age of 13 and does not target our services to children under 13. If you are under 13, please do not submit any personal data through our Services.
If you have reason to believe that a child under the age of 13 has provided personal data to us, please contact us and we will take steps to remove that information promptly.
You can request deletion of your account and all associated personal data at any time by contacting us at hello@tradingplan.io. We will process your request promptly.
As your trading plan data is stored on your own device and iCloud, you can delete it independently at any time by uninstalling the app or managing your iCloud storage.
This policy replaces all previous privacy policies. We reserve the right to update this policy at any time. Where changes are material, we will endeavour to notify you by email or via a notice on our website. Your continued use of the Services after changes take effect constitutes your acceptance of the revised policy.
If you have any questions or concerns about this Privacy Policy or how we handle your data, please contact us at hello@tradingplan.io.
TradingPlan Ltd. is the data controller responsible for your personal data under UK GDPR.