Privacy Policy

Last updated: April 2026

1. Information We Collect

We collect information you provide directly when you create an account, use our services, or communicate with us. This includes:

• Account information: email address, name, and authentication credentials
• Profile data: investment preferences, watchlists, and portfolio configurations
• Usage data: pages visited, features used, search queries, and interaction patterns
• Device information: browser type, operating system, IP address, and device identifiers
• Communication data: support requests and feedback you submit

2. How We Use Your Information

We use the collected information for the following purposes:

• Provide and maintain the SherpaQuant.ai platform and its features
• Personalize your experience, including AI ALPHA scores and AI-generated analysis
• Process your requests and respond to your inquiries
• Improve and optimize our services, algorithms, and user experience
• Send service-related notifications and updates
• Detect, prevent, and address technical issues and security threats
• Comply with legal obligations and enforce our terms of service

3. Data Storage and Security

Your data is stored on secure servers provided by our infrastructure partners. We implement industry-standard security measures including encryption in transit (TLS 1.3), encryption at rest, and access controls. Authentication is handled through secure third-party providers. While we take reasonable measures to protect your information, no method of electronic storage is 100% secure, and we cannot guarantee absolute security.

4. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to maintain your session, remember your preferences, and understand how you use our services. These include:

• Essential cookies: required for authentication, security, and core platform functionality
• Preference cookies: store your display settings, layout choices, and feature preferences
• Analytics cookies: help us understand usage patterns to improve the platform (can be disabled)

You can manage your cookie preferences at any time through the cookie consent banner or your browser settings.

5. Third-Party Services

We integrate with third-party services to provide market data, analytics, and platform functionality. These services may have access to certain data as needed to perform their functions:

• Financial data providers (for market data, fundamentals, and news)
• Authentication providers (for secure sign-in)
• Cloud infrastructure providers (for hosting and data storage)
• AI model providers (for generating analysis and insights)
• Analytics services (for understanding usage patterns)

Each third-party service is bound by their own privacy policies. We encourage you to review their policies independently.

6. Data Sharing and Disclosure

We do not sell your personal information. We may share your data only in the following circumstances:

• With your explicit consent
• With service providers who assist in operating the platform (under strict data processing agreements)
• To comply with legal obligations, court orders, or regulatory requests
• To protect the rights, property, or safety of SherpaQuant.ai, our users, or the public
• In connection with a merger, acquisition, or sale of assets (with prior notice)

7. Your Rights (GDPR and CCPA)

Depending on your jurisdiction, you may have the following rights regarding your personal data:

• Access: request a copy of the personal data we hold about you
• Rectification: request correction of inaccurate or incomplete data
• Erasure:request deletion of your personal data ("right to be forgotten")
• Portability: request your data in a structured, machine-readable format
• Restriction: request limitation of processing in certain circumstances
• Objection: object to processing based on legitimate interests
• Withdrawal: withdraw consent at any time where processing is based on consent

To exercise any of these rights, please contact us at privacy@sherpaquant.ai. We will respond within 30 days.

8. Data Retention

We retain your personal data for as long as your account is active or as needed to provide you with our services. After account deletion, we retain certain data for up to 90 days for backup and recovery purposes, and may retain anonymized usage data indefinitely for analytical purposes. Financial regulatory requirements may require us to retain certain records for longer periods.

9. International Data Transfers

Your data may be transferred to and processed in countries other than your own. We ensure that appropriate safeguards are in place, including Standard Contractual Clauses (SCCs) approved by the European Commission, to protect your data during international transfers.

10. Children's Privacy

SherpaQuant.ai is not intended for use by individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected data from a child, we will take steps to delete it promptly.

11. Changes to This Policy

We may update this privacy policy from time to time. We will notify you of material changes by posting the updated policy on this page and updating the "Last updated" date. For significant changes, we may also send you a notification via email or through the platform. Your continued use of the services after changes are posted constitutes acceptance of the updated policy.

12. Legal Basis for Processing (GDPR Article 6)

Where the EU General Data Protection Regulation (GDPR) or the Swiss Federal Act on Data Protection (nFADP) applies, we process your personal data on the following legal bases:

• Contract performance (Art. 6(1)(b)): processing necessary to deliver the Service, manage your account, and handle billing
• Consent (Art. 6(1)(a)): optional marketing communications, which you may withdraw at any time
• Legitimate interests (Art. 6(1)(f)): platform security, fraud prevention, and aggregated analytics for product improvement
• Legal obligation (Art. 6(1)(c)): retention of records where required by applicable tax and commercial law

13. Data We Do NOT Collect

To keep our data footprint minimal, we do not collect:

• Brokerage account credentials or trading account login details
• Government-issued identifiers such as Social Security numbers
• Biometric data
• Precise location data beyond IP-based geolocation
• Data from third-party advertising trackers or ad networks

14. Contact Us

The data controller responsible for your personal data is SherpaQuant.ai, Pratteln, Basel-Landschaft, Switzerland. If you have questions, concerns, or requests regarding this privacy policy or our data practices, please contact us:

• Email: privacy@sherpaquant.ai
• General inquiries: support@sherpaquant.ai

If you are not satisfied with our response, you have the right to lodge a complaint with the Swiss Federal Data Protection and Information Commissioner (FDPIC) or your local data protection authority.