This application is a personal, self-hosted financial intelligence tool operated by a single individual for personal use only. It is not a commercial product and has no end users other than the operator.
This application accesses financial account data via Plaid solely for the operator's own personal financial analysis. No data is collected from or about any third party. The operator is the sole user and sole data subject.
Financial data is used exclusively for personal portfolio analysis, financial planning, and investment research. No data is sold, shared, licensed, or transmitted to any third party under any circumstances.
All financial data is stored locally on a self-hosted server under the operator's exclusive physical and logical control. Access requires hardware-backed authentication. No financial data is stored in any cloud service.
The operator may delete all stored financial data at any time. No minimum retention period exists. Data is retained only as long as it is useful for personal financial analysis.