Privacy Policy

We collect information in three broad categories:

• Account information: name, email, organization or firm, role, billing details, and profile information you provide.
• Usage data: modules accessed (Screener, Analyzer, Reporter, Trader, Portfolio), queries run, reports generated, and similar activity used to provide, secure, and improve the product.
• Technical data: IP address, browser and device information, and similar metadata collected automatically.

This website also uses Google Analytics 4 (anonymized usage measurement) and Microsoft Clarity (heatmaps and session replay, with input masking enabled by default) to understand how the site is used.

We do not collect your brokerage or financial-account credentials. Portfolio data, custom screens, and research notes you input are treated as your content and are not used to train AI models shared across other customers.

We use the information we collect to:

• Provide, maintain, operate, and improve the Service.
• Authenticate users, maintain sessions, and protect against unauthorized access, fraud, and abuse.
• Deliver the research outputs, analytics, and reports you request.
• Process payments and manage your subscription.
• Communicate with you about your account, security, and product updates.
• Understand aggregate usage to prioritize improvements.
• Comply with applicable legal, tax, and regulatory obligations.

We process information under the legal bases of performing our contract with you, our legitimate interests in operating and securing the Service, your consent (where required), and compliance with legal obligations.

We do not sell personal data and do not share it with third-party advertisers. We share limited information only:

• With service providers (subprocessors) for cloud hosting, payment processing, analytics, and email delivery, under contractual data-protection terms.
• Within your organization, where your account is provisioned by your firm.
• For legal and safety reasons, where required by law or to protect rights, property, or safety.
• In connection with a merger, acquisition, or sale of assets, subject to this Policy.

Analytics processors disclosed today: Google (Google Analytics 4) and Microsoft (Microsoft Clarity).

We retain personal data only as long as necessary to provide the Service and meet our legal obligations:

• Account data: while your account is active, plus a reasonable period after closure.
• Billing records: as required by tax and accounting regulations.
• Usage and security logs: for a finite window for operational and security purposes.
• Research outputs and content: while your account is active; deleted or de-identified within a reasonable period after closure.

Depending on your jurisdiction, you may have the right to access, correct, delete, export, or restrict processing of your personal data, and to withdraw consent where processing is based on consent.

EEA and UK users have rights under the GDPR / UK GDPR. California residents have rights under the CCPA/CPRA, including the right to know, delete, correct, and opt out of the "sale" or "sharing" of personal information — Finapolis does not sell personal information. To exercise any right, email support@finapolis.com with the subject "Privacy Request." We may need to verify your identity, and you will not be discriminated against for exercising your rights.

Finapolis is operated from the United States, and information may be processed in the U.S. and other countries where our service providers operate. Where we transfer personal data internationally, we rely on appropriate safeguards, such as the European Commission's Standard Contractual Clauses.

We maintain administrative, technical, and organizational safeguards designed to protect personal data, including encryption in transit and at rest, access controls, and monitoring. A summary of our security program is available on the Trust & Security page.

No method of transmission or storage is perfectly secure. In the event of a confirmed security incident affecting your personal data, we will notify affected users consistent with applicable law.

The Service is intended for investment professionals and serious investors and is not directed to children. We do not knowingly collect personal information from anyone under the age of 18. If you believe a minor has provided us with personal information, contact us so we can delete it.

We use cookies and similar technologies to keep you signed in, remember preferences, and measure usage in aggregate (via Google Analytics 4 and Microsoft Clarity). For full details on the cookies we set, their purpose and duration, and how to control them, see the Cookie Policy.

We may update this Privacy Policy to reflect changes in our practices, technology, or legal requirements. The "Last updated" date reflects the most recent revision. For material changes, we will provide additional notice through the platform or by email before they take effect.

Questions about this Policy or to exercise a privacy right: email support@finapolis.com with the subject line "Privacy Request."