Privacy Policy

Last Updated: March 14, 2026

1. Introduction

Welcome to Yield Flow ("we," "our," or "us"). We respect your privacy and are committed to protecting your personal data. This privacy policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our portfolio tracking and analytics services.

2. Data We Collect

We collect specific types of data to provide our financial analytics services:

  • Identity & Contact Data: First name, last name, email address, and profile images (Avatar URL).
  • Financial Data: Investment portfolio details, holdings, transaction history, and brokerage connection tokens. We process this data to generate yield analytics and charts.
  • Technical Data: Internet Protocol (IP) address, login data, browser type and version, time zone setting, operating system, and platform.
  • Usage Data: Information about how you use our dashboard, which charts you view, and your interaction with our tools.

3. How We Use Your Data

We utilize your personal data for the following purposes:

  • Service DeliveryTo provide portfolio tracking, yield calculations, and financial insights.
  • Account ManagementTo manage your subscription, login authentication, and profile settings.
  • CommunicationTo send you weekly market reports, price alerts, and administrative emails via our providers (e.g., Resend).
  • SecurityTo prevent fraud, monitor for security incidents, and protect our platform.

4. Third-Party Services

We may share data with trusted third-party service providers who assist us in operating our application:

  • Supabase: For database hosting and user authentication.
  • Resend: For delivering transactional emails and alerts.
  • Payment Processors: For handling subscription billing (e.g., Stripe). We do not store your full credit card information.
  • Market Data Providers: We use services like Polygon.io to fetch market data. Your specific portfolio data is not shared with them, but aggregated usage may be.

5. Data Security

We implement industry-standard security measures to protect your data. All sensitive financial data is transmitted via secure SSL/TLS channels. While we strive to use commercially acceptable means to protect your personal data, no method of transmission over the Internet is 100% secure.

6. Your Rights

Depending on your location, you may have the following rights regarding your personal data:

  • • The right to access the personal data we hold about you.
  • • The right to request correction of inaccurate data.
  • • The right to request deletion of your data ("Right to be Forgotten").
  • • The right to opt-out of marketing communications.

7. Contact Us

If you have any questions about this privacy policy, please contact us at:
support@yieldflow.app