Privacy Policy
Last updated: May 2026
What we collect
- Account info (email, display name) you provide at sign up.
- Profile details (age, industry, location) you enter during onboarding.
- Portfolio screenshots you upload, and the holdings extracted from them.
- Goals, target allocations, and chat history with the AI assistant.
How we use it
- To show you a personalised dashboard and projections.
- To ground AI responses in your real portfolio.
- To improve the product (in aggregate, never identifiable).
Screenshots & OCR
Screenshots you upload are sent to our AI provider only to extract holdings. We do not store the original image after parsing — only the structured positions.
Sharing
We do not sell your data. Anonymous "Finance File" submissions are opt-in and never include your name, email, or other identifying information.
Your rights
You can edit your profile, goals, and allocation any time in Settings. You can delete your account and all associated data from Settings → Danger zone.
Contact
Questions? Reach us at hello@myfile.app.