Privacy Policy – Analyzera

Effective Date: August 2025

Analyzera ("we," "our," "us") is committed to protecting your privacy and ensuring that your personal data is handled securely and in compliance with applicable laws, including the General Data Protection Regulation (GDPR). This Privacy Policy explains how we collect, use, store, and share your data when you use our AI-powered portfolio analysis platform.

1. Platform Overview

Analyzera is a web-based portfolio analysis platform that uses advanced analytics to provide investment insights and portfolio management tools, with an AI integration. Our services include tools for portfolio management, AI chat assistance and tool integration, risk and performance analytics, and interactive reporting.

2. Data We Collect

A. User Registration & Authentication

  • Email address
  • First and last name
  • Authentication and session details
  • Client locale

B. Portfolio Data

  • User created portfolios and their assets (symbol, name, type, weight, purchase date)
  • Portfolio names and metadata
  • Counterparty and transaction details
  • Asset matching and validation data

C. AI Chat Interactions

  • User messages and queries
  • Conversation history and context
  • Portfolio IDs and names mentioned

D. Investment Analysis Data

  • Portfolio performance metrics
  • Risk assessment results (attribution, contribution, breakdown)
  • Asset allocation information
  • Diversification scores
  • Suggested portfolio changes and rationales

E. User Preferences & Settings

  • Cookie consent preferences
  • Theme preferences (light/dark mode)
  • Dashboard customization options

F. Technical Data

  • Device and browser information
  • IP address
  • Error logs and performance data

3. How We Use Your Data

We process your data to:

  • Provide portfolio analysis and investment insights.
  • Enable AI-powered chat assistance.
  • Deliver personalized insights.
  • Improve platform performance and usability.
  • Ensure security and prevent fraud.
  • Comply with legal obligations.

4. Data Storage & Security

  • Data is stored in secure, access-controlled databases.
  • Session management uses HTTP-only cookies.
  • User preferences are stored locally where possible.
  • Data in transit is encrypted via HTTPS; passwords are securely hashed.

5. Legal Basis for Processing

We process your data based on:

  • Contract performance (providing the service).
  • Legitimate interests (platform improvement, security).
  • Consent (optional features, cookies).
  • Legal obligations (compliance with regulations).

6. Data Retention

  • Account data: retained while your account is active.
  • Portfolio data: retained for analysis/history until deleted by you.
  • Chat conversations: retained for service improvement and continuity.
  • Cookie preferences: stored locally with timestamps.

We may define specific retention periods for certain data categories.

7. Data Sharing

We do not sell your data. We may share it with:

  • Service providers supporting our operations.
  • Authorities if legally required.
  • In case of a business transfer or acquisition.

8. International Data Transfers

If your data is transferred outside your jurisdiction, we ensure it is protected by:

  • Adequacy decisions, or
  • Standard contractual clauses approved by the European Commission.

9. Your Rights (GDPR)

You have the right to:

  • Access your personal data.
  • Correct inaccurate data.
  • Delete your data ("right to be forgotten").
  • Restrict or object to processing.
  • Port your data to another provider.
  • Withdraw consent at any time.

To exercise these rights, contact us at privacy@analyzera.com

10. Children's Privacy

Our platform is not intended for individuals under 18, and we do not knowingly collect data from them.

11. Cookies

We use cookies for:

  • Necessary – essential platform functions.

You can manage or withdraw cookie consent at any time in the platform's cookie settings. See our Cookie Policy for details.

12. Updates to This Policy

We may update this Privacy Policy to reflect changes to our practices or for legal reasons. Updates will be posted here with a revised "Effective Date." Material changes may require renewed consent.

13. Contact Us

Data Controller: Analyzera

Email: privacy@analyzera.com

If you believe your data protection rights have been violated, you may lodge a complaint with your local supervisory authority.

Last updated: August 2025