PRIVACY & CUSTODY
Clear privacy controls for your research.
Email registration, account recovery and report-ready notifications are enabled. Selected, reviewed report metadata and summaries may be published, while PDFs, research requests and account data remain behind authenticated access.
Data stored
The service stores account details, protected credentials and short-lived password-reset records, sessions, selected securities, research requests, private PDFs, report preferences, notifications, feedback, privacy-filtered product activity and security audit events. Private structured investment theses and their immutable revision history are stored behind account access; reviewed change summaries may be published for covered reports. If you actively subscribe to the weekly research digest, we store that preference and bounded delivery records. Historical records from a retired product-interest feature may still contain preferences you submitted, priority ticker symbols, contact permission, optional use-case text, submission history and service follow-up records; new submissions are no longer accepted. Raw product activity is retained for up to 13 months. A coarse sign-in country or region may be recorded for account analytics when available; IP addresses and device details are excluded from those analytics.
Credential boundaries
Passwords and sign-in credentials are protected using industry-standard safeguards. Sensitive values are not included in public pages or report metadata.
How your data is protected
Account access, report files and transactional emails are protected with access controls designed for verification, recovery and report notifications. Structured theses remain private to the associated account and their prior revisions are immutable; published change summaries pass a separate review step. Weekly research digests are opt-in and include a signed one-click unsubscribe.
Retention and deletion
Research history, including private thesis revisions and published change summaries, is retained until it is archived or removed under the service’s data-retention rules. Weekly research digest preferences remain until disabled, and you can unsubscribe at any time. Historical product-interest records remain only under those retention rules until removed or deleted with the associated account.
Public summaries, protected reports
Reviewed company, market, ticker, edition date, report outline and summary information may appear on public pages. PDF contents, account details and request history remain available only after sign-in.