Privacy Policy

DocuRefinery respects your privacy. This policy outlines how we protect your data while using our AI financial tools.

Data Collected

Your portfolio preferences and searches are temporarily processed to improve our algorithmic outputs.

No Sensitive Financial Data We will never ask for brokerage passwords. Any API integrations must be strictly read-only.

AI Data Processing

Third-party AI providers may be used. All metrics are anonymized before processing.

Data Erasure

Upon account deletion, all portfolio data is permanently removed.