Last updated: 5/30/2026
We collect your email address, portfolio data (stock holdings, cost basis, investment rules), and usage logs. This data is necessary to provide the service.
Your portfolio data and investment rules are sent to Anthropic's Claude API to generate analysis. We store your analysis history so you can review past results. We do not use your data to train AI models.
We use Firebase for authentication, Supabase for database storage, Polygon.io for market data, Anthropic for AI analysis, and Stripe for payment processing. Each service has their own privacy policies.
Your data is retained as long as your account is active. You may request deletion of your account and all associated data by contacting us.
All data is encrypted in transit (HTTPS). Sensitive server-side API keys are never exposed to the client. Row-level security ensures you can only access your own data.