RulePilotAll policies
Draft for beta preparation. Before paid public launch, fill real operator details and complete focused legal review.

Updated 2026-05-07

Data Retention Notice

How long RulePilot expects to keep different categories of data.

Retention Purpose

RulePilot keeps data only as long as reasonably needed to provide risk monitoring, maintain account history, support billing, protect security, investigate incidents, and comply with legal obligations.

Active Account Data

  • User account and workspace data.
  • Prop account configuration.
  • Latest account balance, equity, PnL, and position state.
  • Sampled account snapshots and risk warnings.
  • NinjaTrader desktop and broker connection metadata.
  • Billing and subscription metadata.
  • Audit and security logs.

Live Sync History

  • Latest live state is updated whenever valid data arrives.
  • No-change heartbeat updates do not create duplicate history rows.
  • Changed live state is sampled into history at controlled intervals.
  • Important changes, such as open-position count changes, may be stored immediately.
  • Raw broker or platform payloads are not stored by default.

Current Beta Retention Targets

  • Intraday sampled snapshots: 90 days.
  • Daily or session summaries, once implemented: 24 months.
  • Security audit logs: at least 13 months.
  • Expired verification codes, OAuth intents, pairing intents, and stale rate-limit buckets: removed by scheduled cleanup.
  • Broker refresh tokens are kept only while the broker connection is active.
  • NinjaTrader desktop tokens are stored only as hashes, and disconnection disables use.