Cookie Policy

What Are Cookies and Tracking Technologies?

Cookies are small text files stored on your device when you browse our website. They contain information about your preferences, login status, and interaction patterns. Beyond traditional cookies, we also employ web beacons, pixel tags, and localStorage technologies to gather insights about user behavior and platform performance.

These technologies work seamlessly in the background, collecting data points that help us optimize our financial analysis tools for investment professionals across Australia and beyond. Think of them as digital assistants that remember your preferences and help streamline your workflow.

Types of Tracking We Use

How Tracking Enhances Your Experience

Our tracking technologies directly improve your workflow as an investment professional. When you customize your dashboard layout, we remember these preferences so you don't need to reconfigure your workspace each time you log in. Your preferred chart types, data ranges, and analysis parameters are saved automatically.

We also use this data to identify which financial analysis features are most valuable to our user base. If we notice that portfolio stress testing tools are heavily used, we prioritize improvements to these functions. This data-driven approach ensures our development resources focus on features that genuinely benefit investment professionals.

Session management becomes more sophisticated through our tracking systems. We can maintain your login status appropriately while ensuring security protocols remain robust. This balance between convenience and security is particularly important for financial platforms handling sensitive investment data.

Data Retention and Storage

We follow a principle of data minimization, keeping only the information necessary to provide our financial analysis services effectively. Login credentials and security tokens have shorter retention periods for enhanced protection, typically expiring within hours or days of creation.

User preference data may be stored longer to maintain your customized experience across multiple sessions. This includes dashboard configurations, saved searches, and analysis templates that you've created. You can request deletion of this data at any time through your account settings.

• Session data: Deleted when browser closes
• Functional preferences: Up to 24 months or until manually cleared
• Analytics data: Anonymized after 12 months
• Security tokens: 24-48 hours maximum
• Error logs: 90 days for debugging purposes

Third-Party Integration

Our platform integrates with select third-party services to enhance functionality, particularly for market data feeds and analytical tools. These integrations may involve additional tracking technologies governed by their respective privacy policies.

We carefully vet all third-party providers to ensure they meet our standards for data protection and user privacy. However, we recommend reviewing the privacy policies of any external services you choose to connect with our platform, such as broker integrations or external data providers.