Your privacy is paramount. This Privacy Policy describes how the TradingView Watchlist Sync
extension ("the Software") collects, uses, and handles your data. By using the Software, you consent to the
practices described in this policy.
1. Data We Collect
The Software collects only the minimum information necessary to provide the synchronization service:
Identity Information: We use Google Identity (email address) to create your account, manage
your subscription tier, and securely link your data across sessions.
Brokerage Data (Tickers Only): When you perform a scan (e.g., from Robinhood or Charles
Schwab), we extract ONLY the ticker symbols associated with your positions. We do not
access or collect your account balances, trade history, personal names, or account numbers.
Usage Analytics: We collect anonymous data regarding feature usage (e.g., "Scan Button
Clicked") to improve the Software's performance and user experience.
2. Financial Data Isolation & Security
No Credential Access: The Software does not see, capture, or store your brokerage login
credentials, passwords, or two-factor authentication codes. Brokerage authorization is handled via OAuth on
the brokerage's own official login page, served by our aggregator partner (SnapTrade); the Software only
ever receives a read-only authorization token in return.
Aggregator-Based Connect: Brokerage connections go through SnapTrade's hosted Connection
Portal. SnapTrade exchanges your OAuth authorization for a read-only token and returns only the data
permitted by that scope — positions and account metadata. We do not perform web-based scraping or
ask the Software to read your brokerage's website.
Server-Side Position Fetch: When you trigger a sync, our cloud functions call SnapTrade
with your authorization, receive the list of positions, and extract only the ticker symbols. Account
balances, trade history, account numbers, and personally identifying details are never persisted on our
side.
Encrypted Storage: Your ticker list and per-account preferences are stored in a secure,
encrypted database (Firestore) and are only accessible via authorized requests authenticated through
your Google or Apple Identity.
Direct Schwab (interim): Until SnapTrade approves Charles Schwab, Schwab connections use
Schwab's own OAuth flow directly. The OAuth tokens live server-side in a Firestore collection that is
unreadable to clients (rules deny all read/write); only our cloud functions ever decrypt them, and only
to fetch positions on your behalf.
3. How We Use Your Data
Your data is used specifically for the following purposes:
To synchronize your brokerage-identified symbols to your TradingView account.
To verify your subscription tier and enforce feature limits.
To provide technical support and respond to feedback you submit via the extension.
4. Data Sharing & Third Parties
We do not sell, trade, or rent your personal or financial data to third parties. Data is only
shared in the following limited circumstances:
Service Providers: We use high-security infrastructure providers (Google Firebase/Cloud
Functions) to store and process your data.
TradingView: We transmit your ticker symbols to the TradingView platform solely to
facilitate the watchlist synchronization feature.
5. Data Retention & Deletion
We retain your identity and watchlist data only for as long as your account is active. You may request the
deletion of your data at any time by contacting us through the feedback tool in the extension settings. Upon
request, all associated identity and watchlist records will be purged from our databases.