1. Overview

TradingRuleBook ("we," "us," or "our") is committed to protecting the privacy of our users. This Privacy Policy explains what information we collect, how we use it, and the choices you have regarding your data.

By using the TradingRuleBook platform ("Service"), you consent to the data practices described in this policy. This policy applies to all users of the Service, including visitors to our website.

We do not sell your personal data or trading information to any third party. Your data is used solely to operate your TradingRuleBook account.

2. Data We Collect

We collect the following categories of information:

CategoryExamplesPurpose
Account Information Name, email address, phone number Account creation, support, billing
Broker Credentials Dhan Client ID, Access Token Connecting to your broker account for rule enforcement
Rule Configuration Loss limits, time windows, position size limits Enforcement of your defined trading rules
Trading Activity Data Position data, P&L figures, order history Monitoring for rule triggers; analytics dashboard
Rule Trigger Logs Which rule triggered, timestamp, action taken Discipline analytics; audit trail
Payment Information Billing status, subscription plan Subscription management (payment details held by Razorpay)
Usage Data Login times, pages visited, feature usage Service improvement; bug detection
Device & Log Data IP address, browser type, operating system Security monitoring; fraud prevention

3. How We Use Your Data

We use collected data for the following purposes:

  • Service Operation: To provide, maintain, and improve the rule enforcement features of the platform
  • Account Management: To create and manage your account, process subscriptions, and handle billing
  • Rule Enforcement: To monitor your trading activity and execute enforcement actions when rules are triggered
  • Analytics: To generate your discipline analytics dashboard and consistency reports
  • Communications: To send transactional emails, WhatsApp alerts, and support responses
  • Security: To detect and prevent fraudulent or unauthorised account activity
  • Legal Compliance: To comply with applicable Indian laws and regulatory requirements

We do not use your data for advertising purposes and do not allow third parties to use your data for advertising.

4. Data Sharing

We do not sell, rent, or trade your personal information. We share data only in the following limited circumstances:

  • Dhan (broker): API communication is required to read your positions and place orders. Data exchanged is limited to what is necessary for enforcement actions.
  • Razorpay: Our payment processor handles billing and subscription payments. Razorpay's own privacy policy governs how they handle payment data.
  • WhatsApp / Meta: Alert notifications are sent via WhatsApp Business API. Message content is limited to rule trigger information.
  • Cloud Infrastructure: Our platform is hosted on cloud servers. Data is stored within India or in regions compliant with applicable data protection standards.
  • Legal Requirements: We may disclose data if required by applicable law, court order, or government authority.
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All third-party service providers are contractually obligated to process your data only for the purposes for which it was shared and in accordance with applicable privacy laws.

5. Broker & Trading Data

Your broker API credentials (Client ID and Access Token) are encrypted using AES-256 encryption at rest and transmitted over TLS in transit. These credentials are used exclusively to:

  • Read your current open positions and P&L in real time
  • Place market orders to close positions when a rule is triggered
  • Read your order history for rule trigger verification

We do not store raw order-level trading history beyond what is required for the discipline analytics dashboard. Aggregate P&L figures and rule trigger events are retained as described in Section 7.

You may revoke our access at any time by deleting the API token from your Dhan account. This immediately prevents TradingRuleBook from accessing your broker account, regardless of your subscription status.

6. Data Security

We implement appropriate technical and organisational measures to protect your data against unauthorised access, alteration, disclosure, or destruction. These include:

  • AES-256 encryption for stored broker credentials and sensitive data
  • TLS encryption for all data in transit
  • Role-based access controls limiting internal access to user data
  • Regular security reviews and dependency updates
  • Monitoring for unusual account activity

While we take reasonable steps to protect your data, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee absolute security.

In the event of a data breach that may affect your rights, we will notify affected users within 72 hours of becoming aware of the incident, in accordance with applicable Indian data protection requirements.

7. Data Retention

We retain your data for as long as your account is active or as necessary to provide the Service. Upon account cancellation:

  • Your account data is retained for 30 days to allow for reactivation
  • After 30 days, your account and all associated personal data is permanently deleted from our active systems
  • Aggregated, anonymised analytics data (with no personally identifiable information) may be retained for internal service improvement purposes
  • Transaction records required for tax and legal compliance may be retained for up to 7 years in accordance with Indian law

You may request immediate deletion of your data at any time by contacting us. We will process deletion requests within 48 hours.

8. Your Rights

As a user of TradingRuleBook, you have the following rights with respect to your personal data:

  • Access: Request a copy of the personal data we hold about you
  • Correction: Request correction of inaccurate or incomplete data
  • Deletion: Request permanent deletion of your account and associated data
  • Portability: Request a copy of your data in a structured, machine-readable format
  • Withdrawal of Consent: Withdraw your consent to data processing at any time (subject to the effect on Service availability)

To exercise any of these rights, contact us at contact@tradingrulebook.in. We will respond within 30 days. We may request verification of your identity before processing your request.

9. Cookies & Tracking

TradingRuleBook uses cookies and similar technologies to operate the Service. We use the following categories of cookies:

  • Essential cookies: Required for login sessions and account authentication. Cannot be disabled without affecting Service functionality.
  • Functional cookies: Remember your preferences and settings within the dashboard.
  • Analytics cookies: Collect aggregated, anonymised data on how users navigate the platform, used to improve the Service.

We do not use advertising cookies or allow third-party advertising networks to place cookies on our platform. You may manage cookie preferences through your browser settings, though disabling essential cookies will prevent you from logging in.

10. Children's Privacy

The Service is intended for adults aged 18 and above. We do not knowingly collect personal information from individuals under the age of 18. If we become aware that we have collected data from a minor, we will delete that information immediately. If you believe a minor has provided us with personal information, please contact us at contact@tradingrulebook.in.

11. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will notify registered users of material changes via email at least 14 days before the changes take effect.

The "Last updated" date at the top of this page reflects the most recent revision. We encourage you to review this policy periodically. Continued use of the Service after the effective date of changes constitutes acceptance of the updated policy.

12. Contact

For questions, concerns, or requests regarding this Privacy Policy or your personal data, please contact us:

Email: contact@tradingrulebook.in
WhatsApp: +91 80887 71302
Address: Bengaluru, Karnataka, India
Support Hours: Monday–Saturday, 9:00 AM–6:00 PM IST