Privacy Policy

1. Introduction

Welcome to Portora ("we," "our," or "us"). We are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our portfolio management platform and services.

By using Portora, you agree to the collection and use of information in accordance with this policy. If you do not agree with our policies and practices, please do not use our services.

2. Information We Collect

2.1 Personal Information

We collect information that you provide directly to us, including:

• Name, email address, and contact information
• Account credentials and authentication information
• Profile information and preferences
• Financial and portfolio data that you choose to import or enter
• Communication preferences and support inquiries

2.2 Automatically Collected Information

When you use Portora, we automatically collect certain information, including:

• Device information (IP address, browser type, operating system)
• Usage data and interaction patterns
• Log files and technical diagnostics
• Cookies and similar tracking technologies

2.3 Financial Data

When you connect your accounts or import portfolio data, we may collect and store:

• Investment holdings and transaction history
• Account balances and valuations
• Market data and performance metrics
• Asset allocation and sector information

3. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services
• Process your transactions and manage your account
• Generate portfolio insights, analytics, and recommendations
• Send you updates, alerts, and communications about your portfolio
• Respond to your inquiries and provide customer support
• Detect, prevent, and address technical issues and security threats
• Comply with legal obligations and enforce our terms
• Analyze usage patterns to enhance user experience

4. Data Security

We implement industry-standard security measures to protect your personal and financial information:

• End-to-end encryption for data in transit and at rest
• Secure authentication and access controls
• Regular security audits and vulnerability assessments
• Compliance with industry security standards (SOC 2, ISO 27001)
• Restricted access to personal data on a need-to-know basis

However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.

5. Data Sharing and Disclosure

We do not sell, rent, or trade your personal information. We may share your information only in the following circumstances:

• Service Providers: With trusted third-party vendors who assist in operating our platform (data hosting, analytics, payment processing) under strict confidentiality agreements
• Legal Requirements: When required by law, court order, or government regulation
• Business Transfers: In connection with a merger, acquisition, or sale of assets (with notice to users)
• With Your Consent: When you explicitly authorize us to share your information
• Aggregated Data: We may share anonymized, aggregated data that cannot identify you

6. Your Rights and Choices

You have the following rights regarding your personal information:

• Access: Request a copy of the personal data we hold about you
• Correction: Update or correct inaccurate information
• Deletion: Request deletion of your personal data (subject to legal retention requirements)
• Portability: Export your data in a machine-readable format
• Opt-Out: Unsubscribe from marketing communications at any time
• Account Closure: Close your account and request data deletion

To exercise these rights, please contact us at privacy@portora.ai or through your account settings.

7. Cookies and Tracking Technologies

We use cookies and similar technologies to:

• Remember your preferences and settings
• Analyze how you use our platform
• Provide personalized content and features
• Improve security and prevent fraud

You can control cookies through your browser settings. Note that disabling cookies may limit certain features of our service.

8. Data Retention

We retain your personal information for as long as necessary to:

• Provide our services and maintain your account
• Comply with legal, tax, and regulatory obligations
• Resolve disputes and enforce our agreements

When you close your account, we will delete or anonymize your data within 30 days, except where we are required to retain it by law.

9. Children's Privacy

Portora is not intended for users under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.

10. International Data Transfers

Your information may be transferred to and processed in countries other than your own. We ensure that appropriate safeguards are in place to protect your data in accordance with applicable data protection laws, including the General Data Protection Regulation (GDPR) and other regional requirements.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. Your continued use of Portora after such changes constitutes acceptance of the updated policy.

12. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us: