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Privacy Policy

Long-Term Mindset LLC  ·  Last Updated: March 22, 2026  ·  Hello@stocksimplifier.com

This Privacy Policy explains how Long-Term Mindset LLC ("we," "us," or "our") collects, uses, stores, and shares your personal information when you use Stock Simplifier (the "Services"). By using the Services, you agree to the collection and use of your information as described here. Questions? Contact us at Hello@stocksimplifier.com.

Note for EU/EEA Users: If you are located in the European Union or European Economic Area, additional rights apply to you under the GDPR. See Section 10 for details.

Note for California Users: If you are a California resident, additional rights apply under the CCPA. See Section 11 for details.

1 Information We Collect

We collect your name, email, payment info (via Stripe), how you use the site, stock watchlist and analysis data you save, and data from cookies and advertising pixels.

1.1 Information You Provide Directly

  • Name and email address, provided when you create an account or sign up for our newsletter.
  • Payment information, including billing address. We do not store your full card number — all payment processing is handled by Stripe, Inc. We only receive a tokenized reference and basic billing details.
  • Stock watchlist and analysis data, including any stocks you analyze, scores you assign, and notes you save within the Research Wizard.
  • Communications you send us, such as support emails or feedback.
  • Testimonials or reviews you voluntarily submit. If you provide a testimonial, you grant us a non-exclusive, royalty-free license to display it on our website and marketing materials, with your name and general description. We will not display your full email address publicly.

1.2 Information Collected Automatically

  • Usage data, including pages visited, features used, time spent, clicks, and other interaction data collected via cookies and similar technologies.
  • Device and browser information, including IP address, browser type, operating system, and referring URLs.
  • Cookie and tracking data. We use cookies and similar tracking technologies for analytics and advertising. See Section 6 for full details.

1.3 Information from Third Parties

  • Meta (Facebook) Pixel data, including information about actions you take on our site and how you arrived there, used to measure and improve our advertising effectiveness.
  • Fiscal AI provides the financial data displayed within the Services. We do not receive personal data from Fiscal AI about you.

2 How We Use Your Information

We use your data to run the product, process payments, send you emails you signed up for, improve the service, show you relevant ads, and comply with the law.

  • To provide, operate, and maintain the Services, including your account, analysis history, and watchlist.
  • To process payments securely through Stripe.
  • To send you transactional emails, such as receipts, account notices, and service updates.
  • To send you marketing and educational emails through ConvertKit / Kit, if you have opted in. You can unsubscribe at any time via the link in any email.
  • To analyze how users interact with the Services so we can improve features and fix bugs.
  • To measure the effectiveness of our advertising on Meta (Facebook and Instagram) and other platforms.
  • To display testimonials and reviews submitted by users, with permission.
  • To comply with applicable laws, regulations, and legal processes.
  • To detect, prevent, and investigate fraud, abuse, security incidents, or violations of our Terms of Service.

3 Automated Decision-Making and AI

Our AI generates scores and analysis to help you research stocks. These are educational tools only. No automated decision is made about you personally based on this output.

Stock Simplifier uses artificial intelligence to generate analysis, scores, and summaries about stocks. We want to be transparent about how this works:

  • The AI analysis within the Services is generated automatically based on financial data from Fiscal AI and trained AI models. It produces scores, written summaries, and indicators for stocks you choose to research.
  • This automated analysis is applied to stocks, not to you as a person. We do not use automated decision-making to make any decisions about your account, your access to the Services, your creditworthiness, or any other matter that significantly affects you as an individual.
  • You retain full control over all investment decisions. The AI output is a research aid, not a recommendation.
  • EU/EEA users: Under GDPR Article 22, you have the right not to be subject to decisions based solely on automated processing that produce significant legal or similarly significant effects. Because our automated processing applies to stock research and not to decisions about you as a person, Article 22 protections are not directly triggered. However, if you have concerns, please contact us at Hello@stocksimplifier.com.

4 How We Share Your Information

We do not sell your data. We share it only with the service providers we use to run the business.

We do not sell your personal information to third parties. We share your information only in the following circumstances:

4.1 Service Providers

Stripe Processes all payments. Privacy policy at stripe.com/privacy.
ConvertKit / Kit Manages our email newsletter and marketing communications. Privacy policy at kit.com/privacy.
Meta (Facebook) We use Meta Pixel to track conversions and run targeted advertising. Data policy at facebook.com/policy. Manage your ad preferences at facebook.com/adpreferences.
Fiscal AI Provides institutional financial data displayed within the Services. Privacy policy at fiscal.ai.

4.2 Legal Requirements

We may disclose your information if required to do so by law, court order, subpoena, or government authority, or if we believe in good faith that disclosure is necessary to protect the rights, property, or safety of Long-Term Mindset, our users, or the public.

4.3 Business Transfers

If Long-Term Mindset is involved in a merger, acquisition, asset sale, or similar transaction, your information may be transferred as part of that transaction. We will notify you via email or a prominent notice on our website at least 30 days before your information is transferred and becomes subject to a different privacy policy.

4.4 With Your Consent

We may share your information for any other purpose with your explicit prior consent.

4.5 Aggregated and Anonymized Data

We may share aggregated, anonymized data that does not identify any individual user with partners, researchers, or the public for analytical or promotional purposes.

5 Data Retention

We keep your data while your account is active and for 12 months after cancellation. You can request deletion at any time.

We retain your personal information for as long as your account is active or as needed to provide the Services, including to:

  • Comply with legal obligations, including financial record-keeping requirements (typically 7 years for financial transaction records).
  • Resolve disputes and enforce our agreements.
  • Detect and prevent fraud and abuse.

If you cancel your subscription, we will retain your account data, including your analysis history and watchlist, for up to 12 months. This allows you to reactivate without losing your work, and allows us to respond to any disputes or chargebacks that may arise after cancellation.

After 12 months, your personal data will be deleted or anonymized, except where we are required by law to retain it longer.

To request deletion before this period, contact us at Hello@stocksimplifier.com. We will process deletion requests within 30 days.

6 Cookies and Tracking Technologies

We use cookies for keeping you logged in, analytics, and advertising. You can control or opt out of non-essential cookies.

6.1 What We Use

  • Essential cookies — Required for the Services to function, including session cookies that keep you logged in. You cannot opt out of essential cookies while using the Services.
  • Analytics cookies — Help us understand how users interact with the Services. These collect anonymized usage data such as pages visited, time on site, and features used.
  • Advertising cookies — Meta Pixel places a cookie on your device when you visit our site, allowing Meta to show you relevant ads and helping us measure ad performance.

6.2 Do Not Track

At this time, Stock Simplifier does not alter its data collection practices in response to Do Not Track (DNT) signals. We will revisit this position as standards develop.

6.3 Managing Cookies

You can control cookies through your browser settings. To opt out of Meta's use of your data for advertising purposes, visit facebook.com/adpreferences or use the Digital Advertising Alliance opt-out tool at optout.aboutads.info.

EU/EEA users will be presented with a cookie consent banner when they first visit the site. You may withdraw your consent to non-essential cookies at any time.

7 Data Security

We use industry-standard security measures to protect your data. If there is a breach that affects you, we will notify you promptly.

We implement commercially reasonable technical and organizational measures to protect your personal information, including:

  • Encrypted connections (HTTPS/TLS) for all data transmission.
  • Secure third-party payment processing through Stripe (PCI DSS compliant).
  • Access controls limiting who within Long-Term Mindset can access personal data.
  • Regular review of our data collection, storage, and processing practices.

No method of transmission over the internet or method of electronic storage is 100% secure. We cannot guarantee absolute security.

7.1 Security Breach Notification

In the event of a data security breach that affects your personal information, we will notify you without undue delay and no later than 72 hours after becoming aware of the breach, where feasible. Notification will be provided by email to the address associated with your account.

8 Children's Privacy

The Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children under 18 or under 13 as defined under COPPA. If you believe we have collected information from a minor, please contact us at Hello@stocksimplifier.com.

9 Your Rights (All Users)

Regardless of where you live, you can access, correct, or request deletion of your data at any time by emailing us. We respond within 30 days.

RightWhat It Means
AccessRequest a copy of the personal information we hold about you.
CorrectionRequest that we correct inaccurate or incomplete information.
DeletionRequest that we delete your personal information, subject to certain legal retention requirements.
Opt-out of marketingUnsubscribe from marketing emails at any time by clicking the unsubscribe link or contacting us.
Data portabilityRequest a copy of your data in a structured, machine-readable format.

To exercise any of these rights, email Hello@stocksimplifier.com. We will respond within 30 days. We may ask you to verify your identity before processing your request.

10 Additional Rights for EU/EEA Users (GDPR)

If you are in the EU or EEA, GDPR gives you additional rights including the right to object to processing and to file a complaint with your local data authority.

10.1 Legal Basis for Processing

Legal BasisProcessing Activities
Contract performance (Art. 6(1)(b))Account management, service delivery, and payment processing.
Legitimate interests (Art. 6(1)(f))Analytics to improve the Services, fraud detection, and security.
Consent (Art. 6(1)(a))Marketing emails and non-essential advertising cookies. You may withdraw consent at any time.
Legal obligation (Art. 6(1)(c))Financial record-keeping and other legal compliance requirements.

10.2 Your GDPR Rights

In addition to the rights in Section 9, EU/EEA users have the right to:

  • Restriction of processing (Art. 18) — Request that we restrict processing in certain circumstances, such as while a dispute about accuracy is resolved.
  • Object to processing (Art. 21) — Object to processing based on legitimate interests or for direct marketing purposes.
  • Lodge a complaint (Art. 77) — File a complaint with your local supervisory authority. A list of EU data protection authorities is available at edpb.europa.eu.

10.3 International Data Transfers

Long-Term Mindset is based in the United States. Transfers of EU/EEA personal data to the U.S. are protected by Standard Contractual Clauses (SCCs) approved by the European Commission. Copies of applicable SCCs are available upon request. Our key service providers (Stripe, Meta, ConvertKit) maintain their own EU data transfer mechanisms.

10.4 Data Protection Contact

For GDPR-related inquiries, contact us at Hello@stocksimplifier.com. We will respond to all GDPR requests within 30 days.

11 Additional Rights for California Users (CCPA)

California residents have specific rights under CCPA. We do not sell your personal information. You can request to know what data we have and ask us to delete it.

11.1 Your CCPA Rights

  • Right to Know — Request disclosure of what personal information we collect, use, disclose, and sell about you.
  • Right to Delete — Request deletion of your personal information, subject to certain exceptions.
  • Right to Opt Out of Sale — You have the right to opt out of the sale of your personal information. We do not sell personal information.
  • Right to Non-Discrimination — We will not discriminate against you for exercising any of your CCPA rights.

11.2 Categories of Personal Information Collected (Past 12 Months)

CategoryExamples
IdentifiersName, email address, IP address.
Commercial informationSubscription and payment records (processed by Stripe).
Internet or network activityUsage data, browsing behavior on our site, interaction with features.
InferencesStock watchlist and analysis data based on your use of the Research Wizard.

11.3 Submitting a CCPA Request

Email Hello@stocksimplifier.com with the subject line "CCPA Request." We will verify your identity and respond within 45 days. We may extend this period by an additional 45 days where reasonably necessary, with notice.

12 Third-Party Links and Services

The Services may contain links to third-party websites or integrate with third-party services such as Fiscal AI. This Privacy Policy does not apply to those third-party sites or services. We encourage you to review the privacy policies of any third-party services you use in connection with Stock Simplifier.

13 Changes to This Privacy Policy

We may update this Privacy Policy from time to time. When we make material changes, we will notify you by email and by posting a prominent notice within the Services at least 30 days before the changes take effect. We will update the "Last Updated" date at the top of this document.

Your continued use of the Services after the effective date of any changes constitutes your acceptance of the revised Privacy Policy.

14 Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or your personal data, please contact us:

Long-Term Mindset LLC
Email: Hello@stocksimplifier.com
Website: stocksimplifier.com
State of Incorporation: Rhode Island, USA

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