Privacy Policy

1. Information We Collect

We collect information you provide directly to us when using the SHM Ventures Portfolio Analysis platform. This includes:

• Transaction data you upload for analysis.
• Account credentials for third-party integrations (processed securely via Plaid).
• Usage data to improve our services.

2. How We Use Your Information

We use the information we collect to:

• Provide, maintain, and improve our services.
• Generate portfolio analytics, risk metrics, and tax analysis reports.
• Communicate with you about updates or issues.

3. Data Security

We implement reasonable security measures to protect your information. However, no method of transmission over the Internet is 100% secure, and we cannot guarantee absolute security.

4. Third-Party Services

Our service integrates with third-party providers like Plaid. These services have their own privacy policies which we encourage you to review.