Privacy Policy

Casual Means LLC (“Casual Means,” “we,” “our,” or “us") respects the privacy and security of information processed through Casual Means.

This Privacy Policy explains how we may collect, use, store, process, and disclose information in connection with the Casual Means website, dashboard, software, and related services.

1. Information We May Collect

Depending upon the features being used, Casual Means may process the following categories of information.

Account Information

Name, email address, authentication information, account preferences, and related profile information.

Trading and Brokerage Information

Brokerage account identifiers, balances, positions, orders, executions, transaction history, trading activity, and related account information received through authorized integrations.

Trading and Strategy Information

Performance metrics, strategies, AI-generated decisions, risk parameters, trade histories, profit and loss information, and related analytical information.

Technical Information

IP address, device and browser information, timestamps, application logs, error reports, security events, and other technical information generated through use of the Platform.

2. Brokerage Credentials

When Casual Means connects to a supported brokerage using OAuth or another brokerage-controlled authorization process, users authenticate directly with the brokerage provider.

Casual Means does not intend to collect or store a user's brokerage username or password through this process.

The brokerage may instead provide authorization tokens or similar credentials that allow Casual Means to access specifically authorized account information or functionality.

Such credentials are intended to be stored securely and used only for authorized purposes.

3. How We Use Information

Casual Means may use information to:

• Provide, operate, and maintain the Platform
• Authenticate users
• Display authorized brokerage and trading information
• Monitor positions and trading activity
• Calculate performance metrics
• Evaluate trading strategies
• Generate trading analytics
• Monitor risk
• Provide AI-assisted functionality
• Maintain security and prevent unauthorized access
• Diagnose technical problems
• Improve Platform functionality and performance
• Maintain appropriate records
• Comply with applicable legal obligations

4. Artificial Intelligence Processing

Casual Means may use artificial intelligence systems to analyze market information, trading activity, strategies, risk information, and other relevant data.

Where third-party AI providers are used, information may be processed by those providers subject to applicable agreements and privacy practices.

We seek to limit information provided to AI services to information reasonably necessary to provide the applicable functionality.

5. Service Providers

Casual Means may use third-party technology providers to operate portions of the Platform.

These may include providers of:

• Cloud infrastructure and hosting
• Databases
• Authentication
• Brokerage connectivity
• Financial APIs
• Market data
• Artificial intelligence
• Application monitoring
• Analytics

These providers may process information as reasonably necessary to provide their respective services.

6. Sale of Personal Information

Casual Means LLC does not sell personal information for monetary consideration.

If our data practices materially change, we will update this Privacy Policy as appropriate.

7. Data Security

We use reasonable administrative, technical, and organizational safeguards designed to protect information processed through Casual Means.

However, no electronic system, network, database, storage system, or method of transmission can be guaranteed to be completely secure.

8. Data Retention

Information may be retained for as long as reasonably necessary to provide Casual Means, maintain trading and analytical records, satisfy security requirements, resolve disputes, enforce agreements, and comply with applicable legal obligations.

9. Cookies and Similar Technologies

Casual Means may use cookies and similar technologies necessary for authentication, security, user preferences, and Platform functionality.

If additional analytics, advertising, or tracking technologies are introduced, this Privacy Policy will be updated as appropriate.

10. Your Choices and Rights

Depending upon your location and applicable law, you may have certain rights concerning your personal information, including rights to request access to, correction of, or deletion of certain information.

Requests may be submitted to: casualmeans@gmail.com.

Certain information may need to be retained where necessary for legal, security, transactional, fraud-prevention, or legitimate business purposes.

11. Third-Party Services

Casual Means may contain integrations with or links to third-party services.

Those services operate according to their own terms, policies, and privacy practices.

Users should review the privacy practices of any brokerage, technology provider, artificial intelligence provider, or other third-party service they authorize.

12. Changes to This Privacy Policy

Casual Means LLC may update this Privacy Policy as Casual Means and its functionality evolve.

The effective date displayed at the top of this page identifies the latest version.

13. Contact

For privacy questions, concerns, or requests: