Privacy Policy

Last updated: January 1, 2025

1. Information We Collect

Personal Information

• Account Information: Name, email address, phone number, and billing information
• Profile Data: Investment preferences, risk tolerance, and portfolio information you choose to share
• Payment Information: Credit card details and billing addresses (processed securely through third-party payment processors)
• Communication Data: Messages you send us through support channels

Usage Information

• Platform Activity: Tools used, analyses performed, and time spent on different sections
• Technical Data: IP address, browser type, device information, and operating system
• Analytics Data: Page views, click patterns, and user journey through our platform

2. How We Use Your Information

• Service Delivery: Provide and maintain our financial analysis tools and features
• Personalization: Customize your experience and provide relevant insights
• Communication: Send service updates, security alerts, and customer support responses
• Platform Improvement: Analyze usage patterns to enhance our services
• Compliance: Meet legal and regulatory requirements
• Security: Detect and prevent fraud, abuse, and security threats

3. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

• Service Providers: Trusted third parties who assist in operating our platform (payment processors, cloud hosting, analytics)
• Legal Requirements: When required by law, court order, or government regulation
• Business Transfers: In connection with mergers, acquisitions, or asset sales
• Consent: With your explicit permission for specific purposes

4. Data Security

We implement industry-standard security measures to protect your information:

• Encryption: All data transmission is encrypted using SSL/TLS protocols
• Access Controls: Strict access limitations and authentication requirements
• Regular Monitoring: Continuous security monitoring and vulnerability assessments
• Data Backup: Secure backup systems to prevent data loss

5. Cookies and Tracking Technologies

We use cookies and similar technologies to:

• Remember your login credentials and preferences
• Analyze platform usage and performance
• Provide personalized content and recommendations
• Ensure platform security and prevent fraud

You can control cookie settings through your browser preferences.

6. Data Retention

We retain your personal information for as long as necessary to:

• Provide our services and maintain your account
• Comply with legal and regulatory requirements
• Resolve disputes and enforce agreements
• Improve our services and platform security

7. Your Rights and Choices

You have the following rights regarding your personal information:

• Access: Request a copy of your personal information
• Correction: Update or correct inaccurate information
• Deletion: Request deletion of your personal information (subject to legal requirements)
• Portability: Receive your data in a structured, machine-readable format
• Opt-out: Unsubscribe from marketing communications

8. Third-Party Services

Our platform may integrate with third-party financial data providers and services. We are not responsible for the privacy practices of these external services. We encourage you to review their privacy policies.

9. International Data Transfers

Your information may be transferred and processed in countries other than your own. We ensure appropriate safeguards are in place to protect your information in accordance with applicable data protection laws.

10. Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children under 18.

11. Changes to This Privacy Policy

We may update this Privacy Policy periodically. We will notify you of any material changes by email or through our platform. Your continued use of our services after such modifications constitutes acceptance of the updated Privacy Policy.

12. Contact Information