Privacy Policy

Account Information

• • Email address and name (via Clerk authentication)

Financial Data You Provide

• •Net Worth: Assets, debts, income, and expenses
• •Credit Cards: Card names, last 4 digits, fees, bonuses (never full card numbers)
• •Tax Info: Tax return data for optimization analysis
• •Portfolio: Investment holdings and account types
• •Scenarios: Retirement projections and location preferences

Stripe handles all payment processing. We never store your full credit card details.

Google Sheets integration only accesses sheets you explicitly authorize.

Vercel Analytics collects anonymous usage data to improve our service.

• • Provide financial tracking, calculations, and projections
• • Process payments and manage subscriptions
• • Send service updates and newsletters (with consent)
• • Improve our services and user experience
• • Comply with legal obligations

Your data is protected with:

• • Encryption: TLS/SSL for all data transmission
• • Secure Storage: Supabase with row-level security
• • Authentication: Enterprise-grade security via Clerk

We never sell your data.

We only share data with service providers (Clerk, Stripe, Supabase, Vercel) and when required by law.

• •Access: Request a copy of your data
• •Correction: Update or correct your information
• •Deletion: Request deletion within 30 days
• •Export: Download your data in portable format
• •Opt-out: Unsubscribe from marketing emails anytime

Questions about this policy? Contact us at:

privacy@solofi.io