Privacy Policy

Last updated: June 23, 2026

Pragy Investments respects your privacy. This Privacy Policy explains how we collect, use, protect, and manage personal information when you visit our website, subscribe to a newsletter, submit a form, contact us, use dashboards or calculators, request access to tools, or interact with our educational market research content.

Pragy Investments provides financial education and market research only. We are not an investment advisor, portfolio manager, wealth manager, financial planner, broker, dealer, tax advisor, or legal advisor.

This policy is intended as practical website privacy information, not legal advice. It may need legal review as Pragy Investments adds paid memberships, payments, analytics, communities, user accounts, or other expanded services.

1. Who We Are

Pragy Investments is a financial education and market research platform focused on U.S. and Canadian stocks, watchlists, market ideas, dashboards, calculators, options-flow commentary, technical setups, thesis snapshots, templates, and risk/reward frameworks.

Website:
https://pragyinvestments.com/

Contact:
Use the contact form on the website or the email address listed on the Contact page.

2. Scope of This Policy

This Privacy Policy applies to information collected through:

  • The Pragy Investments website
  • Newsletter signup forms
  • Contact forms
  • Microsoft Forms or similar form tools
  • Educational dashboards and calculators
  • Market research pages and tools
  • Future templates, memberships, workshops, or digital products
  • Email communications
  • Analytics, cookies, and website usage data

This policy does not apply to websites, platforms, or services we do not control.

3. Information We Collect

Depending on how you use the website, we may collect the following types of information.

Information you provide directly

This may include:

  • Name
  • Email address
  • Market interest, such as U.S. markets, Canadian markets, or both
  • Trading or investing style selected in a form
  • Questions submitted through contact forms
  • Newsletter consent preferences
  • Early-access or waitlist requests
  • Feedback about dashboards, tools, articles, or market research content

Website and technical information

When you visit the website, we or our service providers may collect limited technical information such as:

  • IP address
  • Browser type
  • Device type
  • Pages visited
  • Referring website
  • Approximate location based on technical data
  • Date and time of visit
  • Cookies or similar tracking technologies
  • Website interaction data

Future account, payment, or membership information

If Pragy Investments later offers paid memberships, templates, workshops, or digital products, additional information may be collected, such as:

  • Billing name
  • Billing email
  • Payment status
  • Product access history
  • Membership level
  • Purchase or subscription records

Payment card details should be processed by third-party payment processors and should not be stored directly by Pragy Investments unless a future system explicitly states otherwise.

4. How We Collect Information

We may collect information when you:

  • Subscribe to the Free Weekly Watchlist
  • Submit a Microsoft Form or website form
  • Contact us
  • Request early access to tools, templates, dashboards, or memberships
  • Use calculators or dashboards
  • Visit pages or articles
  • Click links in emails
  • Interact with affiliate or sponsored links
  • Register for future workshops, learning sessions, or memberships

5. How We Use Information

We may use personal information to:

  • Send newsletters, watchlist emails, updates, and educational content
  • Respond to questions or contact requests
  • Manage early-access or waitlist requests
  • Improve website content, dashboards, calculators, and tools
  • Understand which educational content is useful to visitors
  • Maintain website security and performance
  • Track consent and unsubscribe preferences
  • Provide access to future templates, memberships, workshops, or digital products
  • Meet legal, regulatory, accounting, tax, or security obligations
  • Prevent misuse, spam, fraud, or unauthorized access

We do not use personal information to provide personalized investment advice, portfolio management, financial planning, or buy/sell recommendations.

6. Newsletter and Email Communications

If you subscribe to the Free Weekly Watchlist or any other email list, we may use your email address to send:

  • Educational market notes
  • Watchlist context
  • Website updates
  • Dashboard or tool updates
  • Research framework examples
  • Product or membership launch updates
  • Workshop or template announcements

You can unsubscribe from marketing emails at any time by using the unsubscribe link in the email, replying with an unsubscribe request if applicable, or contacting us through the website.

We aim to send email only with consent or where otherwise permitted by applicable law.

7. Cookies, Analytics, and Website Data

The website may use cookies or similar technologies to:

  • Improve website performance
  • Remember basic preferences
  • Understand page traffic
  • Measure content engagement
  • Improve user experience
  • Protect the website from spam or misuse

Analytics tools may collect aggregated or pseudonymous usage information. This helps us understand which pages, calculators, articles, dashboards, and tools are most useful.

You can usually control or disable cookies through your browser settings. Some website features may not work properly if cookies are disabled.

8. Microsoft Forms and Third-Party Services

Pragy Investments may use Microsoft Forms, email platforms, analytics tools, hosting providers, security tools, payment processors, or other third-party services to operate the website and manage communications.

These services may process personal information on our behalf. Their use of information is also governed by their own privacy policies and terms.

Examples of third-party services may include:

  • Website hosting providers
  • Microsoft Forms or Microsoft 365 tools
  • Email delivery or newsletter tools
  • Analytics tools
  • Security or anti-spam tools
  • Payment processors, if paid products are introduced
  • Affiliate or referral platforms, if applicable

We do not control the privacy practices of third-party websites or platforms.

9. Dashboards, Calculators, and Research Tools

Pragy Investments may offer dashboards, calculators, templates, indicators, or other educational tools.

These tools are designed for educational scenario planning and market research organization. They are not investment advice and do not provide recommendations to buy, sell, or hold securities.

If a tool allows users to enter assumptions or data, that information may be processed temporarily to generate results. Unless clearly stated, dashboard or calculator inputs are not intended to be used to provide personalized financial advice.

10. Future Memberships, Payments, and Digital Products

Pragy Investments may later offer paid memberships, templates, workshops, dashboards, learning sessions, or digital products.

If paid products are introduced, this Privacy Policy may be updated to explain:

  • What account information is collected
  • What payment processors are used
  • How purchase history is stored
  • How access to products or memberships is managed
  • How cancellation or refund requests are handled
  • How customer support requests are processed

Payment information should be handled by third-party payment providers. Pragy Investments should not store full payment card numbers directly unless a future system explicitly states otherwise and appropriate safeguards are in place.

11. Affiliate Links and Sponsored Relationships

The website may include affiliate links, sponsorships, referral links, or partner links.

If you click an affiliate or sponsor link, third parties may collect information according to their own privacy policies. Pragy Investments may receive compensation from qualifying referrals or relationships.

Affiliate relationships do not change the educational and market research purpose of the website. Content remains for education and research only and is not investment advice.

12. How We Share Information

We may share personal information only where reasonably necessary, such as with:

  • Service providers that help operate the website
  • Email or form tools used to manage subscriptions and communication
  • Hosting, analytics, security, or technical providers
  • Payment processors, if paid products are introduced
  • Professional advisors, such as accountants, lawyers, or compliance consultants
  • Authorities, if required by law
  • Successors or buyers if the business is reorganized, transferred, or sold

We do not sell personal information to advertisers.

13. Cross-Border Processing

Some service providers may store or process information outside your province, territory, or country, including in the United States or other jurisdictions.

When information is processed outside your location, it may be subject to the laws of that jurisdiction. We aim to use reputable service providers and reasonable safeguards when information is processed by third parties.

14. Data Retention

We keep personal information only as long as reasonably necessary for the purposes described in this Privacy Policy, unless a longer period is required or permitted by law.

For example:

  • Newsletter information may be kept until you unsubscribe or request removal
  • Contact form records may be kept to respond to inquiries and maintain business records
  • Transaction records, if paid products are introduced, may be kept for accounting, tax, fraud prevention, and legal purposes
  • Website analytics may be retained in aggregated or anonymized form

15. Safeguards

We use reasonable administrative, technical, and organizational safeguards to protect personal information against unauthorized access, use, disclosure, loss, or misuse.

No website, email system, form tool, hosting provider, or internet transmission is completely secure. Users should avoid sending sensitive personal, financial, tax, legal, or account information through general website forms.

16. Your Choices and Rights

Depending on applicable law, you may have the right to:

  • Request access to personal information we hold about you
  • Request correction of inaccurate information
  • Withdraw consent for future communications
  • Unsubscribe from newsletters or marketing emails
  • Ask questions about how your information is used
  • Request deletion where legally and technically possible
  • Challenge our privacy practices

To make a request, contact us through the Contact page.

We may need to verify your identity before responding to certain privacy requests.

17. Children’s Privacy

Pragy Investments is intended for adults and is not directed to children. We do not knowingly collect personal information from children.

If you believe a child has provided personal information through the website, please contact us so we can review and take appropriate action.

18. External Links

The website may link to third-party websites, platforms, forms, tools, brokers, data providers, news sources, affiliate partners, or educational resources.

We are not responsible for the privacy practices, content, security, or accuracy of third-party websites. Review the privacy policy of any third-party site before submitting personal information.

19. Changes to This Privacy Policy

We may update this Privacy Policy from time to time as the website, tools, services, memberships, or legal requirements change.

The updated version will be posted on this page with a revised “Last updated” date.

20. Contact

For privacy questions, access requests, correction requests, unsubscribe issues, or concerns about how personal information is handled, contact Pragy Investments through the Contact page:

https://pragyinvestments.com/contact/

21. Financial Education Disclaimer

Pragy Investments provides financial education and market research only. Website content, newsletters, watchlists, dashboards, calculators, templates, indicators, workshops, memberships, and educational sessions are not investment advice, financial planning, portfolio management, tax advice, legal advice, or a recommendation to buy, sell, or hold any security.

Trading and investing involve risk, including possible loss of capital. Users are responsible for their own financial decisions.