Legal

Privacy Policy

Last updated: this policy applies to investadvisors.org and the InvestAdvisors application.

Information we collect

Account information you provide (email address, name), portfolio and watchlist data you enter, risk questionnaire responses, AI conversation history, and standard technical logs such as IP address and browser type.

How we use it

To operate your account, calculate portfolio metrics, generate AI research responses, enforce plan usage limits, secure the service, and improve the product. We do not sell your personal information.

AI processing

Your questions and the relevant portions of your stored data may be sent to third-party AI model providers to generate responses. Do not include information you would not want processed by a third-party provider.

Storage and security

Data is stored in a managed PostgreSQL database with row-level security so that records are readable only by the account that owns them. Transport is encrypted in transit.

Data retention and deletion

You may delete your portfolios, watchlists, conversations and reports at any time. Deleting your account removes associated records, subject to any retention required by law.

Your rights

Depending on your jurisdiction you may request access to, correction of, export of, or deletion of your personal data. Contact privacy@investadvisors.org.

Cookies

We use strictly necessary cookies and local storage for authentication and session management, and privacy-respecting product analytics to understand feature usage.