Legal

Privacy Policy

Effective: 2025-01-01
Version 1.0

Introduction

Agentiq Capital, Inc. ("we", "us", "our") operates the Agentiq Advisor platform. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our financial visualization and analytics services. We are committed to protecting your privacy and handling your data with the utmost care and transparency.

Information We Collect

Account Information

  • Email address and name (via Clerk authentication)
  • Account preferences and settings
  • Subscription status and billing information (processed via Stripe)

Portfolio Data

  • Stock symbols and holdings you add to portfolios
  • Portfolio names and organization preferences
  • Watchlist configurations

Usage Data

  • Pages visited and features used
  • Visualization interactions and preferences
  • Session duration and frequency
  • Device type and browser information

Technical Data

  • IP address (anonymized for analytics)
  • Browser type and version
  • Operating system
  • Referring URLs

Information We Do NOT Collect

  • Brokerage account credentials or login information
  • Actual trading or transaction data from your accounts
  • Social Security numbers or government IDs
  • Bank account numbers or full credit card details
  • Personal financial statements or tax information

Note: Agentiq Advisor is a visualization and analytics platform. We do not connect to or access your actual brokerage accounts.

How We Use Your Information

  • Provide and maintain our financial visualization services
  • Process your subscription and manage your account
  • Personalize your dashboard and portfolio views
  • Send important service updates and notifications
  • Analyze usage patterns to improve our platform
  • Ensure platform security and prevent fraud
  • Comply with legal obligations

Information Sharing

We do not sell, rent, or trade your personal information. We only share data with:

Service Providers

  • Clerk (authentication services)
  • Stripe (payment processing)
  • MongoDB Atlas (secure data storage)
  • AWS (cloud infrastructure)
  • Polygon.io (market data provider)

Legal Requirements

We may disclose information when required by law, court order, or government request, or to protect our rights, privacy, safety, or property.

Data Security

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

  • TLS/SSL encryption for all data transmission
  • Encrypted database storage (AES-256)
  • Secure authentication via Clerk with MFA support
  • Regular security audits and monitoring
  • Access controls and employee data handling policies
  • Automatic session timeouts

Data Retention

We retain your data only as long as necessary:

  • Account data: Retained while your account is active
  • Portfolio data: Retained until you delete it or close your account
  • Usage analytics: Aggregated and anonymized after 24 months
  • Payment records: Retained as required by tax and accounting laws

Note: You can request deletion of your account and associated data at any time.

Your Rights

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

  • Access: Request a copy of your personal data
  • Correction: Update or correct inaccurate information
  • Deletion: Request deletion of your account and data
  • Portability: Export your portfolio data
  • Opt-out: Unsubscribe from marketing communications
  • Restriction: Limit how we process your data

To exercise these rights, contact us at privacy@agentiqcapital.com

Cookies & Tracking

We use essential cookies for authentication and session management. For detailed information, please see our Cookie Policy.

View Cookie Policy

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a minor, please contact us immediately.

International Data Transfers

Your information may be transferred to and processed in the United States where our servers are located. By using our services, you consent to this transfer. We ensure appropriate safeguards are in place for international data transfers.

Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of material changes via email or prominent notice on our platform. Continued use after changes constitutes acceptance of the updated policy.

Contact Us

For privacy-related questions or concerns:

AddressAgentiq Capital, Inc., Bellevue, WA
We aim to respond to all inquiries within 30 days.

© 2025 Agentiq Capital, Inc. All rights reserved.