Privacy Policy

Effective July 16, 2026

This policy explains how Excalium handles information when you browse the public market Wire or use personalized portfolio intelligence.

Information we process

• Account identifiers such as your verified email and authentication records.
• Holdings, watchlists, read-only account connection data and preferences you choose to provide.
• Agent prompts, generated analyses, alert-delivery information, feedback and product usage.
• Technical information needed for security, reliability and analytics.

How we use information

We use information to provide and secure Excalium, personalize portfolio analysis, deliver requested alerts, operate Credit accounting, process subscriptions, improve relevance and comply with legal obligations.

Service providers

We may use infrastructure, authentication, analytics, AI, messaging, market-data and payment providers to operate the service. They receive only the information needed for their function and are subject to contractual or platform safeguards.

Retention and security

We retain information for as long as needed to provide the service, maintain security and accounting records, or meet legal requirements. We use access controls, encryption where appropriate and read-only investment connections. No system is completely secure.

Your choices

You can browse public news without an account, disconnect investment accounts, change saved portfolio information and request access, correction or deletion of personal information, subject to legal retention requirements.

Contact

Privacy questions and requests can be sent through Contact Us.