Privacy Policy
Last updated: April 5, 2026
1. Information We Collect
We collect information you provide when using the Service, including:
- Account information (name, email address) via our authentication provider
- Usage data related to your access of portfolio and investment information
- Information necessary to provide the Service and fulfill your requests
2. How We Use Your Information
We use the information we collect to:
- Provide, maintain, and improve the Service
- Authenticate users and manage access
- Display portfolio and investment data relevant to your account
- Communicate with you about the Service
- Comply with legal obligations
3. Data Storage and Security
Your data is stored using industry-standard cloud infrastructure. We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.
4. Third-Party Services
We use the following third-party services to operate the Service:
- Clerk - Authentication and user management
- Supabase - Database and data storage
- Vercel - Hosting and deployment
These providers have their own privacy policies governing how they process data. We recommend reviewing their policies for more information.
5. Your Rights
Depending on your jurisdiction, you may have the right to:
- Access the personal data we hold about you
- Request correction of inaccurate data
- Request deletion of your data
- Object to or restrict certain processing
- Data portability
To exercise these rights, please contact your designated administrator or the contact provided by your institution.
6. Data Retention
We retain your personal information for as long as your account is active or as needed to provide the Service. We may retain certain information as required by law or for legitimate business purposes.
7. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on the Service. Your continued use of the Service after such changes constitutes acceptance of the updated policy.
8. Contact
For questions about this Privacy Policy or our data practices, please contact your designated administrator or the contact information provided by your institution.