Privacy Policy
We respect your privacy and are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data.
Introduction
We at Portfolio AI (collectively and individually "Portfolio AI", "Company", "we," "us," or "our") respect your privacy, and therefore we undertake to do our best efforts to protect it. Accordingly, this Privacy Policy (the "Policy") describes our policy regarding our users' data, how we collect and process any information relating to an identified or identifiable natural person ("Personal Information") and how we use it, whether collected and processed through the Portfolio AI website, or any related plug-in, console extension, or software (the "App") during the use of the App as part of our services provided to our users ("Services").
This Policy forms an integral part of our Terms of Use (the "Terms of Use") and governs your use of our App and applies to all of the Services, features, and functionality offered by the Company. Unless specifically stated otherwise in this Policy, all capitalized terms shall have the meaning ascribed to them in the Terms of Use.
Your Acknowledgment of This Policy
By using the Services, you give your consent to our processing of any Personal Information as part of the Services, and that all Personal Information that you submit or that is collected through the App and/or our Services is true and may be processed by the Company in the manner and for the purposes described in this Privacy Policy. If you do not agree to the terms and conditions set forth herein, please do not use our Services.
Personal Information You Provide to Us
Some of the Services as currently provided or may be provided in the future, require registration for the App. When registering for the App, you will be asked to provide the following Personal Information:
Categories of Personal Information
| Categories | Sources |
|---|---|
| Identifiers, such as your registration details, name, user ID, email address, telephone number, corporate details, credentials | Directly from you (including automatically when you interact with our Services); Third-party account providers, if you link a third-party account to our Services |
| Username of the social network profile in connection with the App | Directly from you, or automatically when you provide your permission in order to receive our Services |
Information We Collect
We only collect information using lawful means and our collection and use of such information is a legitimate interest within the meaning of applicable data protection laws. We will only retain personal information as long as necessary for the fulfillment of those purposes.
As part of our Services, our App provides data that allows users to easily plan, build, optimize, control, and scale their portfolio creation and management to their needs.
The collection of data is carried out as follows: (i) data you provide us voluntarily, offline or through registration in the App (as noted above); (ii) data collected through your use of the App; or (iii) data collected by our proprietary technology on a legitimate interest basis by using the Services, which includes analytics and usage data for purposes of improving user's needs and our products and services.
How We Use Your Information
We may use the information we collect for the following purposes:
- Provide, operate, and maintain our App and Services
- Improve, personalize, and expand our App and Services
- Understand and analyze how you use our App and Services
- Develop new products, services, features, and functionality
- Communicate with you for customer service and updates
- Process your transactions and manage your orders
- Send you text messages and push notifications
- Find and prevent fraud
- For compliance purposes and legal requirements
- Protect our interests and security
Data Retention
We will not retain your data for longer than is necessary to fulfill the purpose it is being processed for. To determine the appropriate retention period, we consider the amount, nature, and sensitivity of the Personal Information, the purposes for which we process it, and whether we can achieve those purposes through other means.
If the Personal Information is no longer required, we will delete it regularly, unless its further temporary storage is still necessary to meet our legal obligations or to deal with complaints, queries, and to protect our legal rights.
Your Privacy Rights
You have certain rights in connection with your information and the manner in which we handle it. Some of these rights may be subject to some exceptions or limitations:
Access & Correction
- • Right to access your information
- • Correcting your information
- • Withdrawing your consent
Deletion & Control
- • Deleting or restricting access
- • Opt-out of cookies and tracking
- • Additional opt-out rights
Contact Us
If you have any questions about this Privacy Policy, the practices of this site, or your dealings with this site, please contact us at: