Effective Date: April 20, 2026
TradeSync Analytics provides a technical bridge for synchronizing brokerage data between Charles Schwab and third-party journaling tools, alongside proprietary performance analytics.
Strict Policy: TradeSync Analytics is not, and will never be, a copy-trading platform. We do not broadcast, redistribute, or allow the real-time replication of user trades by third parties.
Users retain full ownership of their trading data. We act solely as a data processor. To protect your competitive edge, any aggregated statistical analysis is performed on closed trades only and with a significant time delay to ensure operational invisibility.
We use industry-standard encryption (AES-256) and 3-legged OAuth 2.0. Users are responsible for managing their third-party API permissions and may revoke access at any time through their Schwab dashboard.
Trading involves substantial risk. TradeSync Analytics is a data tool and does not provide financial, investment, or tax advice. We are not responsible for trading losses or technical issues arising from third-party API interruptions.