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Privacy Policy

Last Updated: February 5, 2026

Equivise ("we", "us", or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our portfolio tracking service.

1. Information We Collect

1.1 Account Information

When you create an account, we collect:

• Email address
• Display name (if provided)
• Profile photo (if you sign in with Google)
• Authentication credentials (securely managed by Firebase)

1.2 Portfolio Data

When you use the Service, you may provide:

• Portfolio names and settings
• Investment holdings (symbols, quantities, purchase prices)
• Transaction records (purchases, sales, dates)
• Notes and custom labels
• Investment goals and targets

1.3 Automatically Collected Information

We automatically collect:

• Device type and browser information
• IP address
• Usage patterns and feature interactions
• Error logs and performance data

2. How We Use Your Information

We use your information to:

• Provide and maintain the Service
• Calculate portfolio values and performance metrics
• Generate tax reports and analysis
• Provide AI-powered market insights based on your holdings
• Improve and optimize the Service
• Respond to your inquiries and support requests
• Send important service notifications

3. Data Storage and Security

Your data is stored securely using Google Firebase/Firestore, which provides:

• Encryption in transit (TLS/SSL)
• Encryption at rest
• SOC 1, SOC 2, and SOC 3 compliance
• ISO 27001 certification

Each user's data is isolated and protected by Firebase Security Rules, ensuring you can only access your own portfolios and holdings.

4. Third-Party Services

We use the following third-party services:

Service	Purpose	Data Shared
Google Firebase	Authentication & database	Account info, portfolio data
Yahoo Finance	Stock price data	Stock symbols only
CoinGecko	Cryptocurrency prices	Crypto symbols only
Finnhub	Market news	None (public data)
OpenAI	AI market analysis	Your holding symbols (not quantities or values)
Sentry	Error monitoring	Error logs, device info

Each third-party service has its own privacy policy governing their use of data.

5. Data Retention

We retain your data for as long as your account is active. If you delete your account:

• Your portfolio data will be permanently deleted within 30 days
• Cached analysis may persist for up to 90 days
• Anonymized usage statistics may be retained indefinitely

6. Your Rights

You have the right to:

• Access: Request a copy of your personal data
• Correction: Update or correct inaccurate data
• Deletion: Request deletion of your account and data
• Export: Download your portfolio data
• Withdraw Consent: Stop using the Service at any time

To exercise these rights, contact us at privacy@equivise.com.

7. Cookies and Local Storage

We use browser local storage to:

• Remember your preferences (current portfolio, view settings)
• Cache price data to improve performance
• Maintain your authentication session

We do not use tracking cookies or third-party advertising cookies.

8. Children's Privacy

The Service is not intended for users under the age of 18. We do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us immediately.

9. International Data Transfers

Your data may be processed and stored in countries outside your own, including the United States (where Firebase servers are located). By using the Service, you consent to this transfer.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

11. Australian Privacy Act

For Australian users: We comply with the Australian Privacy Principles (APPs) contained in the Privacy Act 1988 (Cth). You may lodge a complaint with the Office of the Australian Information Commissioner (OAIC) if you believe we have breached your privacy.

12. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

• Email: privacy@equivise.com