Last updated: May 2026

Privacy Policy

How we collect, use and protect your data

Introduction

At Insiviz ("we", "us", "our") we take your privacy very seriously. This Privacy Policy explains how we collect, use, share and protect personal information when you use our services.

1. What Information Do We Collect?

Account Information

When you create an account, we collect your name, email address, password (encrypted), and optionally your phone number.

Portfolio Data

Your portfolio transactions, holdings, performance data and broker connections. This data is stored encrypted and is visible only to you.

Usage Data

We collect information about how you use our services, such as the features you use, access times, and technical information such as IP address, browser type and device.

Payment Information

Payment information is processed by our payment provider (Stripe). We do not store full credit card numbers.

2. How Do We Use Your Information?

Service Delivery

To deliver your portfolio tracking services, manage your account, and support you with problems.

Service Improvement

To improve our products, fix bugs, and develop new features.

Communication

To inform you about updates, new features, and important announcements. You can unsubscribe from marketing emails at any time.

Security

To detect and prevent fraud, and keep our services secure.

3. How Do We Protect Your Data?

Encryption

All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Passwords are hashed with bcrypt.

Access Control

Access to your data is strictly limited to authorized personnel who need it for support purposes.

Secure Infrastructure

We run on hardened cloud infrastructure with automatic security updates and least-privilege access control.

Data Backups

Your data is backed up regularly so we can recover from an outage or data loss.

4. Do We Share Your Data?

Service Providers

We share your data with trusted service providers (hosting, payment processing) who are contractually obliged to protect your privacy.

Legal Obligations

We may share your information when legally required to do so, for example under a court order.

Business Acquisition

If Insiviz is acquired, your information may be transferred to the new owner.

Never For Marketing

We NEVER sell or rent your personal information to third parties for marketing purposes.

5. Your Rights

Access

You have the right to see what personal data we hold about you.

Correction

You can update your personal information at any time in your account settings.

Deletion

You delete your account yourself via Settings → Security → Delete account. Your data is erased immediately and permanently; an active subscription stops right away. We only keep invoicing data for as long as tax law requires.

Export

Download all your data as JSON via Settings → Security → Download my data: profile, transactions, positions, dividends, alerts, watchlists and preferences.

Opt-out

You can unsubscribe from marketing emails, but transactional emails remain necessary.

6. Cookies & Tracking

We use cookies and similar tracking technologies to improve your experience:

  • • Essential cookies: Required for login and basic functionality
  • • Analytics cookies: To understand how you use our services
  • • Preference cookies: To remember your settings

You can manage cookies through your browser settings.

7. Kinderen & Privacy

Our services are not intended for children under the age of 16. We do not knowingly collect personal information from children under 16.

8. International Data Transfers

Your data may be stored and processed in different countries. We ensure that all such transfers comply with the GDPR and other privacy legislation.

9. Data Retention

We keep your personal data for as long as you have an active account. If you delete your account, your data is permanently deleted immediately, except for invoicing data that we are legally required to keep longer (for tax purposes).

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will inform you of important changes by email or a notification in the app. Your continued use of our services after changes means that you accept the new policy.

11. Contact

Do you have questions about this Privacy Policy or how we handle your data? Contact us:

📧 Email: privacy@insiviz.com

📍 Location: the Netherlands — fully remote team

Questions about privacy?

We're ready to answer all your questions

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