Privacy Policy

Effective Date: 01-08-2025

Qasi values your privacy. This Privacy Policy explains what data we collect, how we use it, and how we protect your information.

1. What We Collect

Account Information: Email, authentication tokens, etc.
Portfolio Data: Uploaded or connected financial data, used strictly for personalization.
Usage Data: Device, IP, analytics (non-personalized unless explicitly consented).

We do not sell or share your portfolio data with third parties.

2. How We Use Your Data

We use your data to:

Generate personalized briefs.
Power AI responses based on your portfolio.
Improve and secure our service.

All AI processing is done securely. We strive for on-device or privacy-preserving computation where possible.

3. Data Sharing

We do not:

Sell your data to advertisers.
Share your portfolio with brokers or third parties without explicit consent.

We may share anonymized usage stats to improve product performance.

4. Security

We implement strong encryption and secure storage practices to protect your data.

5. Your Rights

You have the right to:

Request deletion of your data.
Export your portfolio data at any time.
Withdraw consent for processing.

Email [your email address] to make requests.

6. Third-Party Services

Some integrations (e.g., brokerage syncs, analytics) may use third-party APIs. Their policies apply independently.

What to include in the T&C document

Generally speaking, T&C often address these types of issues: Who is allowed to use the website; the possible payment methods; a declaration that the website owner may change his or her offering in the future; the types of warranties the website owner gives his or her customers; a reference to issues of intellectual property or copyrights, where relevant; the website owner’s right to suspend or cancel a member’s account; and much, much more.

To learn more about this, check out our article “Creating a Terms and Conditions Policy”.