Slate

Your data

How your data is handled

Slate holds your trading history, so here is exactly what it receives, where it’s kept and what it can do with it. In short: it can only read, it never trades, and your journal is yours.

What Slate can never do

How your trades come in

A file from your broker

The file is read on your device; the file itself is never uploaded. What you choose to add is saved to your account: the trades, and each row of the history as your broker wrote it, so deposits and dividends are never counted as profit and an import can be checked later. Undoing an import deletes what it added.

Interactive Brokers, with a key

You make a key in Interactive Brokers that can only read your reports. When you fetch your history, the key goes through Slate’s relay to Interactive Brokers and is forgotten: the relay keeps nothing and writes nothing down. If you tick “Remember on this device”, the key is kept in that browser only.

Log in to your broker, through SnapTrade

You log in on SnapTrade’s own page, so Slate never sees your broker password. SnapTrade keeps the connection and collects your history once a day. To fetch it, Slate’s server keeps a code SnapTrade gives for your account: only the server can read it, and it can only read your history. SnapTrade knows you by a number that doesn’t name you. Disconnecting in Settings removes the connection; deleting your account deletes you at SnapTrade too. (This way is still being tested.)

Where it’s kept

Yours to take, or to delete

Who else is involved

Supabase keeps the database, Cloudflare hosts the website, Resend sends the emails you ask for, Paddle takes payments, and Frankfurter gives the European Central Bank’s exchange rates. Interactive Brokers and SnapTrade are involved only if you connect them. Who sees what, how long things are kept and your rights are all in the privacy policy.

Questions about your data? Write to hello@slatejournal.app.