5AM Shift Investment strategy

Privacy

Privacy Policy

Privacy policy for 5AM Shift and the Capital Guard Swing Trader private GPT, including newsletter, analytics, Schwab OAuth, and market-data use.

Last updated: July 2, 2026

5AM Shift is a public website focused on weekly long-only stock watchlists, investment strategy, management quality, leadership, and risk discipline. Capital Guard Swing Trader is a private GPT used for personal market analysis and trading decision support.

This Privacy Policy explains what information may be collected through 5AM Shift and the Capital Guard Swing Trader GPT, how that information is used, and how sensitive brokerage credentials should be handled.

Information collected by 5AM Shift

5AM Shift may collect limited information when you visit the website, subscribe to the research list, or interact with site content.

This may include:

  • Email address if you choose to subscribe to the 5AM Shift research list.
  • Basic form-submission details, such as the page where a signup occurred and the time of submission.
  • Website analytics information, such as pages viewed, referring pages, browser type, device type, approximate location, and other standard usage data.
  • Local browser data used to remember subscription state or improve the website experience.

5AM Shift does not intend to collect sensitive financial account information, brokerage credentials, Social Security numbers, or payment-card information through the website.

Newsletter and form submissions

The newsletter form is used to receive voluntary email subscriptions for weekly long-only watchlists, management-quality notes, and investment leadership essays. Form submissions may be routed through FormSubmit and sent to Jared Jones through a protected email route.

Email addresses are used to manage the research list and respond to subscription-related requests. 5AM Shift does not sell newsletter subscriber information.

Analytics and cookies

5AM Shift uses Google Analytics to understand how readers find and use the website. Analytics tools may use cookies, device identifiers, or similar technologies to measure traffic, page views, and engagement.

The website may also use local storage or similar browser features to remember whether a visitor has subscribed or completed a form. You can control cookies and local storage through your browser settings.

Capital Guard Swing Trader GPT and Schwab OAuth

Capital Guard Swing Trader is a private GPT used for personal market analysis.

This GPT may connect to the Charles Schwab API through OAuth to retrieve permitted market data such as quotes, price history, candles, and related stock information.

Schwab credentials, Client Secrets, OAuth authorization codes, access tokens, and refresh tokens should not be entered into normal chat messages. API authentication should be handled through the GPT Action OAuth setup and Schwab’s authorization process.

Information retrieved from Schwab is used only to provide market analysis, watchlist review, trading decision support, and related research for the user. This GPT is not intended to collect, sell, or share user data.

Third-party services

5AM Shift and the Capital Guard Swing Trader GPT may rely on third-party services to operate the website, process forms, measure analytics, host content, or connect to market-data APIs.

These services may include:

  • Google Analytics for website traffic measurement.
  • FormSubmit for newsletter form delivery.
  • OpenAI for GPT functionality and GPT Actions.
  • Charles Schwab API for permitted market data retrieved through OAuth.
  • Website hosting and infrastructure providers used to publish 5AM Shift.

Each third-party service may process data according to its own privacy policy and terms.

5AM Shift may link to company websites, ticker-related pages, brokerage resources, social platforms, or other external websites. External websites are not controlled by 5AM Shift. Their privacy practices are governed by their own policies.

Investment and trading disclaimer

5AM Shift and Capital Guard Swing Trader provide research, education, market analysis, and trading decision support. They do not guarantee trading outcomes. All trading and investment decisions remain the responsibility of the user.

Market data may be delayed, incomplete, or subject to provider limitations. Any watchlist, stock idea, or market comment should be reviewed alongside your own risk tolerance, time horizon, and independent judgment.

Data sharing and sale of information

5AM Shift does not sell personal information. Limited information may be processed by service providers when needed to operate the website, deliver email signup forms, provide analytics, or support authorized GPT/API functionality.

Information may also be disclosed if required by law, to protect the website, or to address misuse, security issues, or legal obligations.

Data security

Reasonable care should be used when handling sensitive information. Users should not paste brokerage passwords, Schwab Client Secrets, OAuth tokens, or other confidential credentials into normal chat messages, website forms, or public comments.

No website, GPT, API connection, or internet transmission can be guaranteed to be perfectly secure.

Children’s privacy

5AM Shift and Capital Guard Swing Trader are not directed to children under 13 and are intended for adults interested in investment research, market analysis, and leadership content.

Changes to this policy

This Privacy Policy may be updated as the website, newsletter tools, analytics setup, GPT Actions, or API connections change. The updated date at the top of this page will reflect the most recent version.

Contact

For privacy questions, email Jared Jones.