Privacy Policy

When you create an account, we collect your email address, display name, and username. When you use the app, we store your portfolio holdings data (tickers, shares, average costs, account types) to provide portfolio tracking services.

We use your information to:

• Provide and maintain the portfolio tracking service
• Authenticate your identity and secure your account
• Fetch live stock prices and company data for your holdings
• Process brokerage screenshots when you use the AI scan feature

We use the following third-party services to operate Prowis Invests:

• Supabase — Authentication and database hosting. Your account credentials and portfolio data are stored securely in Supabase's infrastructure.
• Finnhub — Live stock market data. We send your held ticker symbols to Finnhub to retrieve current prices and company profiles. No personal information is shared.
• Anthropic (Claude) — AI-powered screenshot analysis. When you upload a brokerage screenshot, the image is sent to Anthropic's API for processing. Images are not stored by Prowis after extraction.

Your portfolio data is retained as long as your account is active. If you delete your account, all associated data (holdings, accounts, snapshots) will be permanently removed. Sell history records are retained for your reference until account deletion.

We implement industry-standard security measures including encrypted connections (HTTPS/TLS), row-level security policies on our database, and secure authentication via Supabase Auth. API keys are stored server-side and never exposed to the client.

You have the right to:

• Access and export your portfolio data at any time
• Update or correct your personal information
• Delete your account and all associated data
• Opt out of any optional data collection

We use essential cookies for authentication session management. We do not use tracking cookies or third-party analytics cookies.

We may update this privacy policy from time to time. We will notify you of any material changes by posting the new policy on this page with an updated revision date.

If you have questions about this privacy policy, please reach out to us at support@prowis.app.