Privacy Policy

Introduction

CDIStock ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use our investment portfolio management application.

Information We Collect

Account Information

• Email Address: Used for account authentication and login via Firebase Authentication.
• User ID: A unique identifier assigned to your account for data management.

Financial Information

• Portfolio Data: Information you enter about your investments, including stock tickers, transaction dates, quantities, prices, and other financial details.
• This information is stored securely in Firebase and is only accessible to you.

Usage Data

• Product Interaction: Information about how you use the app (e.g., features accessed, screens viewed) to improve our services.
• Crash Data: Technical information when the app crashes, used to fix bugs and improve stability.
• Performance Data: App performance metrics to optimize user experience.

How We Use Your Information

• App Functionality: To authenticate your account, display your portfolio data, and provide core app features.
• Personalization: To provide personalized portfolio insights and AI-powered financial analysis based on your data.
• Improvement: To analyze usage patterns, fix bugs, and improve app performance.

Data Storage and Security

Your data is stored securely using Google Firebase services. We implement industry-standard security measures to protect your information from unauthorized access, alteration, or destruction.

• All data is encrypted in transit using HTTPS/TLS.
• Firebase provides secure cloud storage with built-in security rules.
• We do not sell or share your personal or financial data with third parties for advertising purposes.

Third-Party Services

We use the following third-party services:

• Google Firebase: For authentication, database storage, and analytics.
• OpenAI: For AI-powered portfolio analysis and chat features. Your portfolio data may be sent to OpenAI's API to generate insights, but is not stored by OpenAI for training purposes.
• Financial Data APIs: To fetch real-time stock prices and market data.

Data Retention

We retain your data for as long as your account is active. You can request deletion of your account and associated data at any time by contacting us.

Your Rights

You have the right to:

• Access your personal data stored in the app.
• Request correction of inaccurate data.
• Request deletion of your account and data.
• Export your portfolio data.

Children's Privacy

CDIStock is not intended for use by children under the age of 13. We do not knowingly collect personal information from children under 13.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by updating the "Last updated" date at the top of this page.

Contact Us

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

Email: support@portfolioman.app