Privacy Policy for Wheel Strategy Options

Wheel Strategy Options ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and share your information when you visit or use our website, wheelstrategyoptions.com (the "Site").

Information We Collect

We collect different types of information to provide and improve our services. This includes:

• Google Sign-In Information: If you choose to sign in with your Google account, we receive and store certain information from your Google profile as permitted by your Google account settings.
• Username and Password: You may now create an account with a unique username and password. When you create such an account, we collect your chosen username and the password you set. This login information is stored securely.
• Email Address: We collect your email address when you register for our services, subscribe to updates, or contact us.
• Usage Data
  • We use Google Tag Manager and Google Analytics to collect information about how you use our Site, such as the tickers you search for, the features you use, and your overall interaction with the Site. This data helps us improve the Site's functionality and user experience. We pass a hashed user ID to Google Analytics to enable us to analyze user behavior anonymously.
  • We also use Microsoft Clarity, a behavioral analytics tool that helps us understand how users interact with the Site by collecting data such as mouse movements, clicks, scroll behavior, and non-sensitive keystroke activity. This helps us improve the Site's usability and performance. For more information, see the Microsoft Privacy Statement.
• Alert Subscriptions: If you subscribe to our alert service, we collect your name, email address, and ticker filter selections to send you automated alert emails.
• Blog Subscriptions: If you subscribe to our blog, we collect your username and email address. Blog subscription data is stored within our self-hosted Ghost platform.
• Chat Support: If you use our chat support feature, we collect your first name, email address, and any files you upload to address your feedback or inquiries.
• Brokerage Connection & Account Data (via SnapTrade): If you choose to connect one or more brokerage accounts through our integration partner SnapTrade, we receive certain information about those accounts from SnapTrade and/or your brokerage, such as account identifiers, institution names, account balances, positions (including option holdings), and transaction/activity data. We do not receive or store your brokerage login credentials.

How We Use Your Information

We use the information we collect for various purposes, including:

• Providing and Maintaining Our Services: To manage your account, process transactions, and ensure the functionality of our platform
• Communication: We use your email address to send you the following types of communications:
  • Transactional Emails: These include important notifications related to your account, such as account creation confirmations, trial period updates, subscription alerts, and payment notifications. These emails are essential for the operation of our services.
  • Promotional Emails: With your explicit consent, we may also send you emails containing promotional content, such as subscription discounts, updates about new features, and blog posts.
  • Marketing Automation: We use a third-party marketing automation platform to manage email communications and provide chat support.
• Improving Our Services: We analyze how users interact with our platform and emails to understand what content is most relevant and engaging, and to improve our services accordingly.
• Brokerage Connection & Trade Import: If you connect a brokerage account through SnapTrade, we use the account, position, and transaction data shared with us to provide features such as automatic trade import, portfolio summaries, performance analytics, and other tools designed to help you view, track, and analyze your options and stock activity. We do not use this data to place trades on your behalf.

Consent for Promotional Emails

When you register for our services or at other relevant points, we will obtain your consent to receive promotional emails. You will have the option to affirmatively agree to receive such communications.

Email Tracking Technologies

To help us improve the content and effectiveness of our emails, we may use technologies such as tracking pixels or clear GIFs that allow us to see if you have opened an email and clicked on links within it. This data helps us understand what content is most engaging to our users and allows us to tailor our communications to your interests.

Information Sharing

• Service Providers: We share information with third-party service providers, such as Google (for analytics and login), our cloud database provider, our self-hosted Ghost platform provider, our marketing automation platform, and our brokerage connectivity provider SnapTrade, who assist us in providing and maintaining our services. We ensure these providers are contractually obligated to protect your information and to use it only for the purposes of providing services to us.
• Legal Compliance: We may disclose your information if required by law, court order, or government request.

SnapTrade and Brokerage Connections

• Third-Party Integration: When you choose to connect a brokerage account, you are using services provided by SnapTrade, a third-party platform that securely connects to supported brokerages. Your brokerage login credentials are handled by SnapTrade and/or your brokerage and are not shared with Wheel Strategy Options.
• Types of Data Received: Through our integration with SnapTrade, we may receive read-only data about your connected accounts, including account identifiers, institution names, currency, balances, holdings (including option positions), and historical or ongoing transaction/activity data that is necessary to support our trade-tracking and analytics features.
• Read-Only Access: Our access to your brokerage data via SnapTrade is intended to be read-only. We do not have the ability to place or modify trades, transfer funds, or otherwise exercise control over your brokerage accounts.
• Retention and Deletion: If you disconnect a brokerage account, we will stop requesting new data from SnapTrade for that account. We may retain previously imported data for as long as necessary to provide our services, comply with legal obligations, resolve disputes, or enforce our agreements, unless you request deletion where applicable under law.
• Your Agreements with SnapTrade and Your Brokerage: Your use of SnapTrade and your brokerage's services is governed by the terms, conditions, and privacy policies of SnapTrade and your brokerage. We encourage you to review those documents carefully, as we do not control their practices.

Data Security

We take reasonable measures to protect your information from unauthorized access, use, or disclosure. However, no data transmission over the Internet or electronic storage method is 100% secure.

Your Choices

We believe in providing you with control over your information. Your choices include:

• Accessing and Updating Your Information: You can typically access and update your account information through your account settings.
• Unsubscribing from Promotional Emails: You can unsubscribe from our promotional email list at any time by clicking the "unsubscribe" link provided in the footer of our promotional emails or by adjusting your communication preferences within your account settings (if applicable).

Changes to this Privacy Policy

We may update this Privacy Policy from time to time. We will post any changes on this page.

Contact Us

If you have any questions about this Privacy Policy, please contact us at: [email protected].