Privacy notice
What this research application processes, and the controls available in this deployment.
Updated October 23, 2026 · research-release-20261023
Information you provide
The application processes account identifiers, saved holdings, quantities, costs, watchlists, research requests and any notes or strategy information you submit. Avoid including credentials, government identifiers or information about other people in notes or AI prompts.
How information is used
Account and portfolio records support sign-in, saved research and portfolio displays. Market-data requests use instrument identifiers. Brokerage integrations use their configured credentials and permissions. Hosting and authentication services can record operational and security logs.
Device storage
This device stores session information and preferences such as appearance, text size, motion and research style. Some caches and research tools retain local state. Clearing site data or removing an installed web app can remove device-only information. Confirm server-saved holdings before doing so.
AI processing
When you explicitly request AI research, the research input and supplied context may be transmitted to the configured AI provider. Do not assume that AI output is accurate or that a source citation validates its interpretation. Provider processing and retention depend on the operator’s actual configuration.
Service providers and sharing
Authentication, database, hosting, market-data, AI and explicitly connected brokerage services process information needed for their functions. This notice does not promise that those services have identical retention, residency or security practices. Commercial operators must publish an accurate provider and sharing inventory.
Your controls and requests
You can edit or remove saved positions and watchlist entries through the application and change device preferences. Account deletion, data access and correction requests must be handled by this deployment’s operator. A contact address is shown below when configured. No automatic retention deadline is promised by this private release.
Security and changes
Use a unique password and protect devices and API credentials. No system is risk-free. The operator must maintain access controls, respond to incidents and keep this notice aligned with actual processing. This service is not intended for children to submit personal financial information.