Privacy Policy

1. Introduction

Midas Edge ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our portfolio analytics platform.

2. Information We Collect

2.1 Personal Information

We collect information you provide directly, including:

• Name and email address when you create an account
• Payment information when you subscribe to a paid plan
• Portfolio data when you connect your brokerage account via Plaid
• Communications you send to us

2.2 Financial Data

When you connect your brokerage account, we access:

• Holdings and positions (ticker symbols, quantities, values)
• Account balances
• Transaction history (for sync purposes only)

We never see or store your brokerage credentials. All connections are handled securely through Plaid, a trusted third-party provider.

2.3 Automatically Collected Data

We automatically collect certain information, including:

• Device information and browser type
• IP address and approximate location
• Usage patterns and feature interactions
• Cookies and similar tracking technologies

3. How We Use Your Information

We use the collected information to:

• Provide and improve our portfolio analytics services
• Calculate factor exposures, risk metrics, and generate insights
• Send alerts and notifications you've opted into
• Process payments and manage subscriptions
• Respond to your inquiries and provide customer support
• Detect and prevent fraud or unauthorized access
• Comply with legal obligations

4. Data Sharing

We do not sell your personal information. We may share data with:

• Service providers: Plaid (brokerage connections), Stripe (payments), Supabase (authentication), Vercel (hosting)
• Legal requirements: When required by law or to protect our rights
• Business transfers: In connection with a merger, acquisition, or sale of assets

5. Data Security

We implement industry-standard security measures including:

• Encryption in transit (TLS 1.3) and at rest (AES-256)
• Regular security audits and penetration testing
• Access controls and authentication requirements
• Secure credential storage (we never store brokerage passwords)

6. Data Retention

We retain your data for as long as your account is active or as needed to provide services. You can request deletion of your account and associated data at any time.

7. Your Rights

You have the right to:

• Access your personal data
• Correct inaccurate data
• Delete your account and data
• Export your data in a portable format
• Opt out of marketing communications
• Disconnect linked brokerage accounts

8. Contact Us

For questions about this Privacy Policy or your data, contact us at:

Email: privacy@midas-edge.com