Privacy and data handling
Your research is yours. Here is what Basis handles.
A plain-language account of what is stored, what remains on your device, which services receive data and the choices available to you.
Last reviewed 2026-10-08
Scope and our approach
This policy explains how Basis handles information when you visit basischarts.com, use the terminal, create an account or contact the team. Basis is operated by an independent team and is designed to collect only the information needed to run, secure and improve the service.
Basis does not sell personal information and does not use personal information for third-party behavioural advertising. Market research may be used without creating an account; an account is needed only for features that save or synchronize work.
Information we process
The information Basis processes depends on the features you choose to use.
- Account information: email address, display name, password hash for password accounts, and the identifier needed to link a Google sign-in when OAuth is used. Basis never stores a plaintext password.
- Session and security information: hashed session identifiers, creation and expiry times, and ordinary server records used to authenticate requests, prevent abuse and investigate failures.
- Saved research: workspaces, drawings, symbol lists with their notes, journal entries, alerts, calendar notes, strategies, formulas, tables, screener presets, multi-chart layouts and assistant conversations that you choose to synchronize while signed in.
- Journal charts: a chart you attach to a journal entry is stored with your account as a picture and the chart’s settings (symbol, interval, studies and drawings). It is private: there is no public link to it, only your signed-in session can open it, and it is deleted when you remove it, delete its entry or close your account. Trades you track in the journal are checked against public exchange prices from your browser; your levels are not sent to the exchange or to Basis’ servers for this.
- Scheduled features: alert rules, notification subscriptions, scheduled research tasks and their run history when you enable those services.
- Usage and performance information: aggregate page usage, device and browser characteristics, referrers and performance measurements through Vercel Analytics and Speed Insights.
- Product measurement collected by Basis itself, on this site only and shared with no third party: the pages you open, which product features you use (for example adding an indicator or opening an order-flow view), whether an assistant request succeeded or failed and the category of any failure, and the times of those actions. Two random identifiers group these into a browser and a visit; they are generated in your browser, are not derived from your device, network or account, and clearing site data ends them. Basis does not store your IP address with this measurement. Referring addresses are reduced to a site name before they are stored, so a search engine’s referrer never carries the words you searched for. Nothing you type — prompts, journal entries, notes, formulas or an assistant provider’s error text — is included. If your browser sends a Do Not Track or Global Privacy Control signal, this measurement does not run.
- Feedback: when you rate Basis, the rating from one to five, any comment you write, the page and chart it was sent from, the random browser identifier described above, and your account if you are signed in. No IP address is stored with it.
- Support information: the content and account details you choose to include when contacting the team by email or Telegram, or when reporting an error.
- Embedded charts: when a Basis chart is embedded on another website, Basis records that it loaded and whether Open in Basis was pressed, together with the embedding site’s domain. The identifier used is random, lasts only as long as that page and is never stored; no page views or visits are recorded for that site’s readers. The market data in an embedded chart streams from the exchange to the reader’s browser.
Founders reservations and payments
Reserving a Founders spot holds a place in line; no payment is taken and no payment details are collected. A reservation stores your email address (taken from your account when you are signed in, or typed by you when you are not), the time you reserved, the random browser identifier described above, and, only if you choose to write one, the first question you would ask your chart. For signed-in accounts Basis also records that the Founders offer was shown and how it was answered, so it is not shown again on another device.
We use the address to send you one email, when Founders opens. It is not added to a newsletter or a marketing sequence, and it is not shared beyond the providers that store it and deliver that email. Questions you write help decide what the question engine answers first; they are not published with your name or address.
Reservations are kept while the Founders programme is open. You can ask for yours to be removed at any time by writing to ops@basischarts.com.
Founders checkout requires a signed-in account. Card payment through Creem is the primary option; cryptocurrency through NOWPayments is optional. For crypto, starting checkout creates an order linked to your account that records the price, status, invoice and payment identifiers NOWPayments assigns, and the times it was created, updated and paid. Basis sends NOWPayments the order identifier, the price and a description of the product; it does not send your email address, name or other account details.
You choose the cryptocurrency and pay on the NOWPayments page, under NOWPayments’ own terms and privacy policy. Wallet addresses and transaction details are handled by NOWPayments and by the blockchain you pay on, which is public by nature; Basis does not store them and never asks for a wallet key or recovery phrase. A completed payment adds a Founders membership to your account, recorded with its member number, its start date and how it was granted. Payment records are kept for as long as accounting, tax and dispute-resolution obligations require, including after an account is closed.
Creem sells the membership to you as merchant of record and handles the card payment, sales tax, receipt and card refunds under its own terms and privacy policy. For a card payment Basis sends Creem the order identifier, the plan and the email address of your Basis account, so the receipt reaches you; your card details go to Creem only and Basis never sees them. The order records the price, its status, the checkout and order identifiers Creem assigns, and the times it was created, updated and paid, and is kept on the same terms as the crypto orders above. Payment support may require sharing order details with the relevant provider to investigate a refund or dispute.
What stays on your device
Basis uses browser storage so charts and research can work before an account is created. Local settings and unsynchronized work remain in that browser unless you clear them. When you sign in, supported collections can be synchronized to your account so they are available on another device.
The Founders assistant is an AI that answers questions about the membership. If you ask it something, the messages of that conversation are sent to Groq, Inc., which runs the language model, to produce the answer, and Basis stores each question and its answer for 90 days with the time, the page and the random browser identifier described above (and your account, if you are signed in), so that a person can check what the assistant said and improve it. To stop one visitor from flooding it, the assistant counts questions per network address: the address is turned into a keyed hash for that count and is not itself written to our database, and a count is deleted once it is more than two days old, the next time the assistant is used. Do not type passwords, card details or other sensitive information into it. The conversation itself is kept in your browser only until you close the tab.
Bring-your-own AI provider keys are stored on your device. By default a key is kept only for the browser session; remembering it across restarts is an explicit choice. The key is sent only to the AI provider you select, never to Basis servers, and is excluded from synchronized documents and assistant code.
Why we use information
Basis uses information only where it is reasonably necessary to provide the service, honour a request, protect the platform or understand whether the product works. Depending on local law, the basis may be performance of the service you requested, legitimate interests in security and improvement, consent, or compliance with a legal obligation.
- Create and secure accounts, maintain sessions and synchronize selected work.
- Run alerts, notifications and scheduled research that you explicitly configure.
- Hold a Founders reservation and send the single email promised when you made it.
- Process a Founders purchase, grant the membership it pays for and resolve payment problems.
- Deliver charts, market tools and AI-provider requests, and diagnose errors or outages.
- Measure aggregate traffic and performance so slow or broken product paths can be found.
- Prevent fraud, abusive automation, attacks and violations of the Terms of Service.
- Respond to support, correction and privacy requests.
Retention and deletion
Account records and synchronized research are retained while the account is active or as needed to provide the requested feature. Sessions expire and may be removed earlier when you sign out or for security reasons. Operational logs, analytics and backups may be retained for limited periods under the settings and lifecycle controls of the relevant service provider.
You can remove local browser data through the relevant Basis control or your browser settings. You may request access, correction or deletion of account information by writing to ops@basischarts.com. Some information may be retained where required for security, legal compliance, dispute resolution or backup integrity, then removed according to the applicable retention cycle.
Your choices and rights
Depending on where you live, you may have rights to access, correct, delete, restrict or object to processing of personal information, receive a portable copy, or complain to a data-protection authority. Basis will verify requests before acting on them to protect the account. You can also use the terminal without an account, decline to remember an AI key, disable browser notifications and disconnect Google access through your Google account settings.
Security and international processing
Basis uses measures including hashed passwords, hashed server-side session tokens, secure cookies in production, access controls and validation at application boundaries. No online service can guarantee absolute security. Infrastructure providers may process information in countries outside your own; where required, transfers are handled through the safeguards offered by those providers and applicable law.
Children
Basis is intended for adults and is not directed to children under 18. We do not knowingly collect personal information from children. If you believe a child has provided account information, write to ops@basischarts.com so it can be reviewed and removed.
Changes and contact
This policy may change as Basis adds features, providers or legal obligations. Material changes will be reflected on this page with a new review date and, where appropriate, an in-product notice. For privacy questions or requests, write to ops@basischarts.com and mark the subject as a privacy request.
Want to use Basis without an account?
Core charting and market research tools remain available without registration.