Privacy Policy

Effective November 6, 2026

This policy explains what NS Applied LLC ("Statrex AI", "we") collects when you use app.statrex.ai and our connected-app integrations, how we use it, and the choices you have.

What we collect

• Account details: your email address and name, and how you sign in (an emailed link or Google). If you turn on two-step verification, we store your authenticator secret, encrypted, to check your codes.
• Brokerage data, when you link Charles Schwab: balances, positions, transaction history and a daily snapshot of each linked account. We store Schwab's account identifier and the last four digits of the account number, never the full number. We never see your Schwab password; Schwab gives us an access token, which we store encrypted.
• Orders: trade proposals, the orders you review and approve, and a record of each step (preview, approval, placement, status changes).
• Conversations and analyses: the questions you ask, the AI's answers, and analyses and paper-trading experiments you create.
• Mobile number, if you add one: the number (stored encrypted), whether it is verified, and a record of your consent to texts (time, IP address, browser and the version of the consent wording).
• Connected apps: if you connect Statrex AI to an AI assistant such as Claude or ChatGPT, a record of that connection.
• Technical data: IP address, browser type, sign-in sessions and server logs, used to run and secure the service.

How we use it

• To provide Statrex AI: answer your questions, show your accounts and history, and run analyses.
• To check proposed orders against risk limits and to place the orders you approve with your broker.
• To keep your account secure, including two-step verification for sensitive actions.
• To send the emails and text messages you have asked for, such as verification codes and order alerts.
• To provide support, fix problems, and meet legal obligations.

We do not sell your personal information, and we do not use your brokerage data for advertising.

Who we share it with

We share data only with providers that help us run the service, and only what they need:

• Amazon Web Services: hosting, database, email and text-message delivery, encryption keys, and AI models.
• OpenAI: generates AI answers, so it receives your questions and the data needed to answer them.
• LangChain (LangSmith): records how the AI assistant handled a request, including your questions and its answers, so we can find and fix problems.
• Charles Schwab: at your direction, to read your accounts and place orders you approve.
• Google: only if you choose to sign in with Google.
• Web search and market-data providers: receive search terms and ticker symbols, not your account details.

If you connect an AI assistant such as Claude or ChatGPT, the data you ask it to fetch is sent to that assistant and handled under its provider's privacy policy. We may also disclose information when the law requires it, or as part of a merger or sale of the business, under this policy.

Text messages

If you add a mobile number and agree to texts, we use it to send verification codes and the account and order alerts you choose. Message frequency varies. Message and data rates may apply. Reply STOP to stop, or HELP for help. See the messaging section of our Terms.

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties.

How we protect it

Data is encrypted in transit. Broker access tokens, authenticator secrets and mobile numbers are encrypted at rest with keys held in AWS Key Management Service. Sensitive actions, such as approving an order, require two-step verification. Our servers are in the United States.

How long we keep it

• Account data: while your account is open, and deleted when you ask us to close it.
• Synced Schwab history: until you unlink Schwab or choose Settings › Delete synced history. Unlinking deletes it.
• Order records and their audit log: 7 years after each order, to meet record-keeping obligations.
• Text-message consent records: as long as needed to show consent was given.

Your choices

• Unlink Schwab, turn off history sync, or delete synced history in the app at any time.
• Remove your mobile number, change notification settings, or reply STOP to any text.
• Disconnect AI assistants in Settings › Connected apps.
• Ask to see, correct, export or delete your data by emailing support@statrex.ai. Depending on where you live, you may have further rights under local law, and we will honor them.

Cookies and local storage

We do not use advertising or analytics cookies. Your browser's local storage keeps you signed in.

Children

Statrex AI is not intended for anyone under 18, and we do not knowingly collect their data.

Changes

We will post changes here and update the effective date. If a change is significant, we will tell you by email before it takes effect.

Contact

NS Applied LLC, 2013 Shaker Trail, Austin, TX 78754, United States. support@statrex.ai