Legal

Privacy policy

This page describes categories FinanceX may process once the operator fills confirmed details. Nothing below invents a processor, retention schedule, or legal basis.

Observed product behavior (code-level)

  • Browser local storage may hold portfolio profile, alert inbox, theme, and language preferences.
  • Optional sync-key / passkey identity can attach durable manager state on the API when enabled.
  • Ask / Case flows send questions and case payloads to the FinanceX API for research and decision stages.
  • Market quotes and filings may be fetched from configured data providers when keys are set.

Needs operator input

  • Controller / business name: TBD
  • Privacy contact email: TBD
  • Hosting region and subprocessors: TBD
  • Retention periods for accounts, Cases, and logs: TBD
  • Cookie / analytics vendors (if any): TBD
  • User rights request process: counsel draft required

Related: Terms of use · Guide