Fintify Privacy Policy

Effective Date: April 27, 2026

Fintify is a personal portfolio tracking app designed to help you record accounts, holdings, transactions, dividends, and related portfolio information.

This Privacy Policy explains what information Fintify stores, what information may be sent to third-party data providers, and how your data is handled.

1. Information You Enter

Fintify may store information you enter in the app, including:

• Account names, account types, institutions, and owner labels
• Securities, tickers, transactions, prices, fees, deposits, withdrawals, notes, and CSV-imported records
• App preferences such as display currency, language, and market color style

This information is stored locally on your device using Apple’s local app storage.

Fintify does not require a Fintify account and does not upload your portfolio records to a Fintify server.

2. Market Data Requests

To provide quotes, historical prices, dividend data, split data, and forecasts, Fintify may request market data from third-party data providers.

These requests may include information such as:

• Ticker symbols
• Market identifiers
• Requested date ranges
• Basic network information automatically involved in internet requests, such as IP address, which may be visible to the data provider

Fintify does not intentionally send your account names, owner names, transaction notes, full portfolio records, or CSV files to market data providers.

Third-party data providers process requests under their own privacy policies.

3. CSV Import and Export

CSV import and export are handled locally on your device.

When you import a CSV file, Fintify reads the file to create or update records in the app.

When you export data, Fintify creates a CSV file for your own use.

Fintify does not automatically upload imported or exported CSV files to a Fintify server.

4. Feedback and Support

If you contact us by email or through a support link, we may receive the information you choose to provide, such as:

• Your email address
• Message content
• Screenshots
• Diagnostic details

We use this information only to respond to support requests, troubleshoot issues, and improve Fintify.

Please do not include sensitive personal or financial information in support messages unless you choose to do so.

5. Analytics, Advertising, and Tracking

Fintify does not use third-party advertising SDKs.

Fintify does not sell your personal information.

Fintify does not track you across apps or websites for advertising purposes.

If Apple provides crash reports, diagnostics, or App Store analytics to the developer, that information is handled through Apple’s developer tools and policies.

6. Data Retention and Deletion

Your portfolio data remains on your device unless you:

• Delete records inside Fintify
• Export or share data
• Back up your device
• Remove the app from your device

You can delete app data by deleting records in Fintify or uninstalling the app from your device.

Data included in your device backups may be managed through Apple’s backup and iCloud settings.

7. Children’s Privacy

Fintify is not designed for children and is not intended to collect personal information from children.

8. Changes to This Policy

We may update this Privacy Policy from time to time.

If we make material changes, we will update the effective date and publish the revised policy.

9. Contact

If you have questions about this Privacy Policy, please contact:

support@fintify.ca