Privacy

Last updated: March 31, 2026

How this service processes data at application level.

Data categories

Account data: email and authentication metadata.
Workspace and settings data: filters, planner parameters, and holdings entries.
Usage data: technical logs for availability and troubleshooting.
Analytics data after consent: information about page views, navigation paths, funnel steps, CTA interactions, scroll behavior, technical usage parameters, and pseudonymous online identifiers.

Provide screener, put rating, and portfolio planner functions.
Store user preferences and holdings for continuity across sessions.
Maintain service security, reliability, and abuse prevention.
Measure entry paths, conversion funnels, interactions with key page elements, and UX friction after explicit analytics consent.

Holdings and workspace settings are stored per user workspace.
Session and locale preferences may be stored in browser local storage/cookies.
Operational logs are retained for a limited period as needed for support and security.

Market and reference data is fetched from configured providers and internal APIs.
Ticker, option-chain, and metadata requests are used only to deliver product features.
No guarantee is made regarding completeness, timeliness, or provider uptime.

Payment processing is provided by Stripe Payments Europe, Limited (Ireland).
Social sign-in can involve Google and Apple.
If analytics consent is granted, Google Analytics 4 can be used to analyze page views, navigation paths, funnel steps, and conversions.
If analytics consent is granted, Microsoft Clarity can be used to analyze heatmaps, scroll behavior, and session recordings.
Recipients of this analytics data can in particular include Google and Microsoft, depending on the enabled integration.
Depending on provider and infrastructure configuration, processing may also take place outside the EU/EEA, in particular in the United States.
Where legally required, transfers are based on an adequacy decision or on EU Standard Contractual Clauses (SCC).
Used market-data providers are listed on the Data Providers legal page.