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Rebalance AI App
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Privacy Policy

Effective Date: March 2026

Rebalance AI App ("we", "our", or "us") operates a web-based investment portfolio management platform (the "Service"). This Privacy Policy explains how we collect, use, disclose, and safeguard your information.

1. Information We Collect

Personal Information

  • Email address
  • Account credentials (encrypted password)

Financial & Profile Data

  • Investment preferences (risk tolerance, horizon, goals)
  • Portfolio allocations and asset selections
  • Contribution amounts and portfolio values

Technical Data

  • IP address
  • Browser type and device information
  • Usage data and interaction with the Service

Payment Information

We do not store your payment details. Payments are processed securely via third-party providers such as Stripe.

2. How We Use Your Information

We use your information to:

  • Provide and maintain the Service
  • Generate portfolio insights and recommendations
  • Authenticate users and manage sessions
  • Process payments and subscriptions
  • Improve our platform and user experience
  • Communicate with you (support, updates)

3. Sharing of Information

Service Providers

  • AWS (hosting and infrastructure)
  • Stripe (payment processing)

Legal Requirements

We may disclose your data if required by law or to protect our legal rights.

We do not sell your personal data.

4. Data Storage & Security

Your data is stored using secure infrastructure (e.g., AWS) and protected using industry-standard practices including encryption and access controls.

However, no system is 100% secure.

5. Data Retention

We retain your data as long as your account is active or as needed to provide the Service.

You may request deletion at any time.

6. Your Rights

You have the right to:

  • Access your data
  • Update your information
  • Request deletion of your account

To make a request, contact us through our contact page.

7. Cookies & Tracking

We may use cookies and similar technologies to:

  • Maintain sessions
  • Analyze usage
  • Improve performance

You can disable cookies in your browser settings.

8. Third-Party Links

We are not responsible for third-party services linked from our platform.

9. Children's Privacy

Our Service is not intended for individuals under 18.

10. Changes to This Policy

We may update this Privacy Policy at any time. Changes will be posted on this page.

11. Contact Us

Contact us through our contact page.