Privacy Policy
Effective 1 April 2026 — Version 1.3
When you use our services, you’re trusting us with your information. We understand that this is a big responsibility and we work hard to protect your data and put you in control.
This Privacy Policy is meant to help you understand what information we collect, why we collect it, and how you can manage it.
1. Information we collect
We collect information to provide better services to all our users—from basic setup to complex financial intelligence and AI-assisted insights.
Things you provide
When you create an account, you provide us with personal information like your name, email address, and professional details. You may also upload documents (like regulatory filings) or create content within the app.
Device & Activity info
We collect information about the apps and devices you use to access our services. This includes unique identifiers, IP addresses, crash reports, and your activity within the platform (such as search terms or financial metrics you track).
Location info
We may use your IP address to determine your general location to provide region-specific financial data (e.g., NSE/BSE vs. SEC filings).
2. Why we collect data
Provide our services: To deliver your financial dashboards, process your RAG (Retrieval-Augmented Generation) queries, and manage your staff or services.
Maintain & improve: To ensure our tools are working as intended and to develop new features, such as improved OCR for financial tables.
Personalization: To customize your experience, such as recommending relevant market insights based on your previous searches.
Communication: To send you technical notices, security alerts, and support messages.
3. Your privacy controls
You have choices regarding the information we collect and how it’s used:
Manage
Review and update your info in settings at any time.
Export
Download your data for use outside our platform.
Delete
Securely remove specific content or your entire account.
4. Sharing your information
We do not share your personal information with companies, organizations, or individuals outside of our company except in the following cases:
We’ll share information when we have your explicit permission.
Trusted service providers process data based on our strict instructions.
When disclosure is reasonably necessary to meet any applicable law or enforceable governmental request.
5. Keeping your information secure
We use encryption (SSL/TLS) to keep your data private while in transit.
We review our storage and processing practices to prevent unauthorized access.
We restrict access to personal information to only those who need it for processing.