Privacy Policy

Last updated: February 2025

Investment Advisor ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use our SMS-based investment alert service.

Information We Collect

We collect the following information:

Phone Number: Required to send you SMS alerts and receive your replies.
Email Address: Optional, used for account-related communications.
Investment Preferences: Your selected industries, alert frequency, and investment criteria thresholds.
Conversation History: Messages exchanged with our service to provide context-aware responses.
Watchlist: Stocks you choose to track.

How We Use Your Information

We use your information to:

Send SMS alerts about investment opportunities matching your preferences
Respond to your questions and provide educational content
Manage your watchlist and alert settings
Improve our service and recommendations

SMS Communications

By providing your phone number, you consent to receive recurring automated SMS messages from Investment Advisor. Message frequency varies based on your selected preferences (realtime, daily, or weekly). Message and data rates may apply.

You can opt out at any time by replying STOP to any message. Reply HELP for assistance.

Data Sharing

We do not sell your personal information. We may share data with:

Twilio: Our SMS delivery provider, to send and receive messages.
Anthropic: Our AI provider, to power conversational responses (message content only, no personal identifiers).
Alpha Vantage: Our market data provider (no personal data shared).

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Data Retention

We retain your information for as long as your account is active. Conversation history is retained for 30 days to provide context for follow-up questions. You can request deletion of your data at any time by texting "DELETE MY DATA" or contacting us.

Your Rights

You have the right to:

Access the personal information we hold about you
Correct inaccurate information
Request deletion of your information
Opt out of SMS communications at any time

Children's Privacy

Our service is not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of significant changes via SMS.

Contact Us

If you have questions about this Privacy Policy, please reply to any of our SMS messages or contact us at privacy@investmentadvisor.com.