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Privacy Policy

Last Updated: July 2026

1. Introduction

This Privacy Policy explains how XeanVI collects, uses, stores, and shares information in connection with our website, SaaS platform, trading automation tools, broker integrations, billing systems, analytics, and email communications.

2. Information We Collect

  • Account information: name, email address, password hash, phone number (if provided), and account profile settings.
  • Billing and subscription information: Stripe customer ID, subscription status, plan, invoice/payment metadata, and billing events. Stripe processes payments; XeanVI does not store full payment card numbers.
  • Broker connection information: encrypted broker tokens, account IDs, connection status, paper/live mode, synced account values (such as buying power or bankroll), and broker-related settings.
  • Trading and platform data: playbooks, automation rules, risk settings, scans, watchlists, order and trade history, journal entries, and automation status.
  • Technical data: IP address, browser/device details, session and cookie data, application logs, and security events.
  • Communications: support requests and transactional emails related to onboarding, billing, security, and operations.
  • Marketing/analytics data: campaign attribution, page events, and referral metadata, including Google tag/Google Ads conversion events and Meta Pixel events where enabled on our public (unauthenticated) pages. These tags are not persistently loaded within the signed-in platform.

3. How We Use Information

We use information to provide and secure accounts; process subscriptions via Stripe; connect to brokers you authorize; operate scans, alerts, automation, execution workflows, journaling, and support; send transactional, billing, security, legal, and product notices; detect abuse; debug issues; monitor performance; and comply with law.

4. Legal Bases and Consent

Where applicable, we process data to perform our contract with you, pursue legitimate business interests, maintain platform security, comply with legal obligations, and rely on consent where required (including certain marketing and cookie uses).

5. Third-Party Processors and Integrations

We use third parties such as Stripe (billing), supported brokers (broker connectivity/order routing), Brevo (email), Google tag/Google Ads conversion tracking where configured, Meta Pixel (marketing attribution on public (unauthenticated) pages where active), hosting/cloud/database providers, and AI/market-data providers. Each third party has independent terms and privacy practices that govern its services.

6. Broker Tokens and Financial Data

XeanVI may store encrypted broker access tokens and account identifiers to maintain broker connectivity features. XeanVI does not store bank login credentials or full payment card numbers. You may disconnect broker access where supported, and revocation may also require action in your broker account. Certain connection and audit records may be retained as needed for legal, security, backup, and compliance purposes.

7. Cookies and Tracking

We use cookies and similar tools for authentication, session management, security, preferences, analytics, and marketing attribution. Blocking cookies in browser settings may limit platform functionality. Google tag/Google Ads and Meta Pixel are used on our public (unauthenticated) pages for campaign performance measurement where configured; they are not persistently loaded within the authenticated, signed-in areas of the platform. A single conversion event (for example, on completing sign-up or a subscription purchase) may fire once immediately after you are redirected into your dashboard, after which no persistent advertising or analytics tags run while you are signed in.

8. How We Share Information

We may share information with service providers, broker/payment/email/analytics partners, for legal or regulatory requests, for fraud/security prevention, in business transfers, and through aggregated or de-identified reporting. XeanVI does not sell personal data in the ordinary sense and does not sell broker credentials or trading data.

9. Data Retention

We retain account, subscription, broker connection, log, trading, and support data for as long as needed to provide services, comply with law, resolve disputes, enforce agreements, and support security/audit and backup operations. After account deletion, we remove or de-identify data where reasonably possible, subject to legal, billing, security, and backup retention needs.

10. Data Security

We use administrative, technical, and organizational safeguards, including TLS in transit, hashed passwords, encrypted sensitive tokens, and access controls with monitoring. No system is perfectly secure. You are responsible for safeguarding account credentials, broker account access, and device security.

11. Privacy Rights and Choices

Depending on your location and applicable law, you may have rights to request access, correction, deletion, export, or marketing opt-out. You may also control cookies in browser settings. Rights for California/other U.S. states and EU/UK users vary by jurisdiction and are subject to legal exceptions.

12. Children

XeanVI is not intended for individuals under 18 years old, and we do not knowingly provide services to minors.

13. International Users

If you access XeanVI from outside the United States, your data may be processed in the United States and other countries where our providers operate.

14. Do Not Track and Global Privacy Controls

Browser “Do Not Track” and similar signals may not be uniformly recognized across systems. You can manage cookie settings in your browser, use platform/browser ad personalization controls where available, and contact support regarding available privacy choices.

15. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Changes are reflected by updating the “Last Updated” date. Continued use of the Service after updates become effective means you accept the revised policy.

16. Contact

For privacy questions, data requests, account questions, billing questions, subscription issues, broker connection support, or general business inquiries, you may contact XeanVI using the information below:

Business Name: XeanVI

Mailing Address: 2900 Acline RD, Punta Gorda, FL 33950

Email: admin@xeanvi.com

Phone: 941 529 7990

Business Hours: Monday through Friday, 9:30 AM to 4:00 PM Eastern Time, excluding regular U.S. stock market holidays.

You may also visit our Contact page for support topics, response-time information, and platform-related contact guidance.

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XeanVI provides rule-driven trading workflow software for market review, paper testing, broker-connected routing controls, and audit visibility. XeanVI is not registered with the SEC or FINRA and is not a broker-dealer, investment adviser, or custodian. Not financial advice. Trading involves risk, including possible loss of capital. Users remain responsible for broker permissions, account settings, and trading decisions.

© 2026 XeanVI. Rule-Driven Trading Workflow Command Center.