Privacy Policy

1. Information We Collect

Information You Provide

• Account Information: Email address, name, and password when you create an account
• Profile Preferences: Investment style, time horizon, and risk tolerance settings
• Payment Information: Billing details processed securely by our payment provider
• Communications: Messages you send to our support team

Information Collected Automatically

• Usage Data: Pages viewed, stocks searched, reports generated, features used
• Device Information: Browser type, operating system, device type
• Log Data: IP address, access times, referring URLs
• Cookies: Session and preference cookies (see Section 5)

2. How We Use Your Information

We use your information to:

• Provide and maintain the InvestCopilot service
• Personalize your analysis based on your investment preferences
• Process payments and manage subscriptions
• Send important service updates and notifications
• Respond to your support requests
• Analyze usage patterns to improve our service
• Detect and prevent fraud or abuse
• Comply with legal obligations

We do NOT use your data to make investment decisions on your behalf or share your financial preferences with third parties for marketing purposes.

3. Information Sharing

We share your information only in these limited circumstances:

Service Providers

We work with trusted third-party services that help us operate:

Legal Requirements

We may disclose information if required by law, subpoena, or government request, or to protect our rights, safety, or property.

Business Transfers

If InvestCopilot is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

4. Data Security

We implement industry-standard security measures to protect your data:

• Encryption in transit (TLS/SSL) and at rest
• Secure authentication with hashed passwords
• Regular security audits and monitoring
• Limited employee access to personal data
• Secure, SOC 2 compliant infrastructure providers

While we strive to protect your information, no method of transmission over the internet is 100% secure. We cannot guarantee absolute security.

5. Cookies and Tracking

We use cookies and similar technologies for:

• Essential Cookies: Required for the service to function (authentication, security)
• Preference Cookies: Remember your settings and preferences
• Analytics Cookies: Help us understand how you use the service

You can control cookies through your browser settings. Disabling essential cookies may affect service functionality.

We do NOT use third-party advertising cookies or sell your browsing data to advertisers.

6. Your Rights and Choices

Depending on your location, you may have the right to:

• Access: Request a copy of your personal data
• Correction: Update or correct inaccurate information
• Deletion: Request deletion of your account and data
• Export: Receive your data in a portable format
• Opt-out: Unsubscribe from marketing communications
• Restriction: Limit how we process your data

To exercise these rights, contact us at privacy@investcopilot.com. We will respond within 30 days.

7. Data Retention

We retain your information for as long as:

• Your account is active
• Needed to provide our services
• Required by law or for legal purposes
• Necessary to resolve disputes

When you delete your account, we will delete or anonymize your personal data within 30 days, except where retention is required by law.

8. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place, including standard contractual clauses, to protect your data in accordance with applicable laws.

9. Children's Privacy

InvestCopilot is not intended for users under 18 years of age. We do not knowingly collect information from children. If we learn we have collected data from a child, we will delete it promptly.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes by posting a notice on our website or sending an email. Your continued use of the service after changes constitutes acceptance of the updated policy.

11. Contact Us

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

Email: privacy@investcopilot.com
Address: InvestCopilot, Inc.

For EU residents, you also have the right to lodge a complaint with your local data protection authority.