Privacy notice

This pre-launch notice describes the implemented data categories. It requires legal review and operator contact details before deployment.

Account data

The service stores a verified email address, sessions, consent events, saved firms, private notes, and submissions needed for the requested account features.

Purpose

Data is used to authenticate the account, provide private features, review submitted evidence, protect the service, and honor export or deletion requests.

Sensitive information

The service does not ask users to store financial account numbers, balances, tax details, investment holdings, or equivalent sensitive financial information.

User controls

Signed-in users can request an export and delete their account. Exact retention exceptions must be finalized before production launch.