Privacy Policy

1. Information we collect

We collect information you provide directly, such as your name, email address, account settings, uploaded portfolio files, connected brokerage metadata, support messages, prompts, and configuration preferences for alerts or agent workflows.

We also collect service data such as portfolio holdings, strategy settings, ticket history, sync timestamps, authentication events, browser/device information, and product usage logs needed to operate, secure, and improve the service.

2. How we use information

We use personal information to provide account access, process uploaded portfolios, calculate analytics, generate research and AI output, sync brokerage data, send alerts, support users, secure the platform, process billing, and improve product performance.

We may also use service data to evaluate product usage, detect abuse, debug brokerage connectivity, improve AI prompts and workflow quality, and monitor automation and execution safety.

3. Brokerage and financial data

If you connect a brokerage account, we receive account and portfolio data through third-party providers and broker integrations. We use that data to display holdings, evaluate portfolio strategy alignment, simulate or stage trades, and support configured automation features.

4. Third-party providers

CoatifyAI relies on third-party providers for authentication, market data, email delivery, billing, AI features, and brokerage connectivity. Those providers may process limited information on our behalf as necessary to deliver the service.

Depending on the feature used, this may include providers for sign-in, payments, market data, analytics, AI generation, email delivery, cloud hosting, and brokerage connectivity.

5. Sharing of information

We do not sell your personal information. We may share information with service providers, legal authorities when required, corporate successors in a transaction, or other parties when you expressly direct us to do so.

6. Data retention

We retain account and portfolio information for as long as needed to provide the service, satisfy legal obligations, resolve disputes, enforce agreements, and maintain security and operational records. You may request deletion of your account subject to applicable legal and operational constraints.

Brokerage-linked records, automation logs, approval tickets, and audit-related activity may be retained longer where operational, fraud-prevention, compliance, or recordkeeping needs require it.

7. Security

We use reasonable administrative, technical, and organizational measures designed to protect information. No system is perfectly secure, and we cannot guarantee absolute security.

8. Your choices

You may update profile details, notification preferences, and certain connected data through your account. You may also disconnect supported brokerages, delete uploaded portfolios, and unsubscribe from non-essential communications.

If you disable or remove brokerage connections, previously synced account data, logs, or generated analysis may remain in backups or historical records for a limited period.

9. International users

If you access CoatifyAI from outside the United States, you understand that your information may be processed in the United States or other jurisdictions where our providers operate.

10. Changes to this policy

We may update this Privacy Policy from time to time. If we make material changes, we may update the effective date above and take other steps as appropriate.

11. Contact

Questions about this Privacy Policy can be submitted through the contact page at /contact.