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Privacy Policy

Effective date: August 22, 2026

Information We Store

We store account identifiers, research sessions, prompts, tasks, reports, alerts, portfolio and watchlist entries, notes, and user-memory data you choose to add. Authentication and application data are stored in Supabase and protected by authentication and row-level access controls.

How We Use Data

We use this information to authenticate you, run research workflows, retrieve relevant workspace context, persist your history, generate requested outputs, prevent abuse, and improve product reliability. We do not sell personal data or use your portfolio data for advertising.

Third-Party Processors

Research requests may be sent to the model provider selected by the operator, either directly or through OpenRouter. Only the prompt and workspace context needed to fulfill that request are included. The service also uses Supabase for authentication and storage; SEC EDGAR, CBOE, Yahoo Finance, and Alpha Vantage for market data; Brave or Tavily for web search when configured; and Vercel Analytics for aggregate product usage. Each provider processes data under its own terms and retention policy.

Cookies and Local Storage

The app uses essential session storage and cookies to keep you signed in, plus local storage for preferences such as theme. Product analytics may collect page, device, and referrer information; it does not receive your portfolio or research content.

Retention and Your Controls

Workspace content remains available while your account is active or until you delete supported items in the app. You can update portfolio, watchlist, notes, and memory data, and delete your own reports and sessions where the interface permits. Service and security logs may be retained for a limited period for reliability and abuse prevention.

Contact

To request access, correction, account deletion, or other privacy help, open a privacy request with the project maintainer. Do not include account credentials, portfolio details, or other sensitive information in a public issue.

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