Short Answer
We collect only the information necessary to provide and improve the AI assistant.
We do not sell your data, and we do not access your brokerage funds.
1. Account Information
When you create an account, we collect:
Name (if provided)
Email address
Login credentials (securely stored or handled by an authentication provider)
Subscription and billing status
This information allows us to create and manage your account.
2. Conversation Data
We store your conversations with the AI assistant to:
Provide contextual responses
Allow you to view your chat history
Improve performance and reliability
Investigate bugs or reported issues
We do not make your conversations public, and other users cannot see them.
3. Financial & Portfolio Data
Depending on how you use the assistant, we may collect:
Portfolio holdings you manually enter
Watchlists
Investment preferences
Connected brokerage data (if you choose to integrate)
We only access financial data that you explicitly provide or authorize.
We do not have the ability to move funds or execute trades unless explicitly stated in the product functionality.
4. Usage & Technical Data
We automatically collect limited technical data such as:
Device type
Browser type
IP address (for security and fraud prevention)
App usage events
Error logs
This helps us maintain security, prevent abuse, and improve performance.
5. Payment Information
If you subscribe to a paid plan:
Payment details are processed securely by our payment provider (powered by Stripe).
We do not store full credit card numbers on our servers.
6. What We Do Not Collect
We do not:
Sell your personal or financial data
Access your bank account without your authorization
Share your portfolio with other users without your consent
Collect unnecessary personal information
Why We Collect Data
We collect data only to:
Provide AI-powered financial analysis
Personalize your experience
Maintain platform security
Comply with legal and regulatory requirements
Improve product performance
If you have questions about your specific data or would like to request deletion, please see “How do I delete my data?” or contact our support team.
If you'd like, I can now draft:
“Do you store my conversations?”
“Is my data used to train the AI?”
“How is my financial data secured?”
Those three together form the core trust layer.