Privacy Policy

Account and authentication information: We collect your name, email address, account identifier, and authentication credentials. If you choose a supported external sign-in provider, we receive the account details and tokens needed to authenticate you.

Financial and workspace information: We process the portfolio holdings, transactions, positions, prices, allocations, alerts, research configurations, and related account data that you connect to or create in TrustyGenius. TrustyGenius is a research and monitoring tool and does not use this information for advertising or consumer credit decisions.

Content you provide: We process Genius chats, email messages, uploaded files, photos, voice-input transcripts, strategy configurations, and other content you submit so we can provide the features you request. Files and photos are selected and uploaded only when you take that action.

Device and notification information:If you enable notifications, we store your device's push token and platform so we can deliver user-configured alerts. We do not use push tokens for advertising or marketing campaigns.

Usage, diagnostics, and security information:We may collect pages and features used, request and interaction logs, IP address, browser or device information, and error and security events. We use this information to operate, secure, troubleshoot, and improve the service—not to track you across other companies' apps or websites.

Payment information: Subscription payments on the web are processed by Stripe. We do not store your complete payment card number. Stripe may collect billing details under its own privacy policy. The iOS app does not offer registration or purchases.

The iOS app is a companion for existing TrustyGenius accounts. To operate securely and load quickly, it stores a session token in the iOS Keychain and may cache your latest portfolio snapshot, NAV and chart history, preferences, and alert read-state on your device. Signing out clears TrustyGenius account data stored by the app.

Voice input uses Apple's Speech framework. TrustyGenius receives and stores the resulting text when you submit it, but does not receive or retain the microphone recording.

If you enable Face ID unlock, evaluation happens entirely on your device through Apple's LocalAuthentication framework. Your biometric data remains under iOS control and is never received or stored by TrustyGenius. The app receives only whether authentication succeeded.

We use the information described above to:

• Authenticate you and provide the web and iOS services
• Display your research, portfolio, alerts, chats, and mail
• Generate AI-assisted responses and requested analysis
• Deliver user-configured push notifications
• Process web subscription billing
• Provide support and service communications
• Secure, troubleshoot, maintain, and improve TrustyGenius
• Comply with law and enforce our terms

We do not sell your personal information, show behavioral ads, or track your activity across other companies' apps or websites.

We disclose information only as needed to provide TrustyGenius, follow your instructions, protect the service, or comply with law. Depending on the features you use, the following providers may process limited information on our behalf:

• Stripe — web subscription and payment processing
• Apple and Google — authentication when selected, and push-notification delivery where configured
• AI model providers, including Anthropic, OpenAI, and Google — content needed to generate the AI response you request
• Infrastructure, email, and market-data providers — hosting, message delivery, monitoring, and connected data services needed to operate features you use

Providers are permitted to process information only for the contracted service and must protect it appropriately. We may also disclose information when required by law, to address fraud or security threats, or as part of a merger, financing, acquisition, or sale of assets with appropriate confidentiality protections.

If you grant permission, the iOS app sends its Apple Push Notification service device token to TrustyGenius so we can deliver alerts you configured, such as a price crossing a selected level. We do not use the token for advertising or unrelated re-engagement. You can disable notifications at any time in iOS Settings.

The web platform uses session cookies and browser storage to keep you signed in, remember preferences, and protect the service. The iOS app contains no advertising or third-party analytics SDKs. We do not use third-party advertising pixels or cross-app tracking.

We retain account information and user content while your account is active and as needed to provide the service. Security, billing, and legal records may be retained for longer when reasonably necessary to prevent abuse, resolve disputes, enforce agreements, or comply with law. Backup copies are removed through our normal backup lifecycle.

You may request deletion of your account and associated personal data by contacting [email protected]. We will complete verified deletion requests within 30 days, except for information we must retain by law. Signing out of the iOS app immediately removes its locally stored TrustyGenius account data; deleting the account removes the associated server data under this process.

We use safeguards including TLS encryption in transit, access controls, row-level database security, secure credential storage, and the iOS Keychain for the mobile session token. No method of storage or Internet transmission is completely secure, so we cannot guarantee absolute security.

You may ask to access, correct, export, or delete your personal information. You can also disable notifications in iOS Settings, turn off optional Face ID unlock in the app, choose not to upload files or use voice input, and sign out to clear local app data. To make a privacy request or revoke consent where applicable, contact [email protected].

We may update this Privacy Policy from time to time. We will post the updated policy here, change the "Last Updated" date, and provide additional notice when required by law.

Questions or requests concerning this policy or your data can be sent to [email protected].