What we collect

When you use Wealth Decisions Copilot, we collect the financial data you enter: your assets (name, type, quantity, price), transactions, FI target, monthly savings, and any notes you add to your holdings.

We also collect your email address to send you sign-in links and FIRE milestone notifications when you reach 25%, 50%, 75%, or 100% of your FI target.

OpenAI processing

Your financial data is sent to OpenAI's API when you request an AI portfolio analysis. This includes your asset holdings, values, and P&L data. OpenAI processes this data according to their privacy policy.

We use OpenAI's API in a manner that does not use your data to train their models, consistent with their API data usage policies.

Storage

Your data is stored in Supabase, hosted on Amazon Web Services (AWS) infrastructure. Data is encrypted at rest and in transit.

What we don't do

• We do not sell your data to third parties.
• We do not share your financial data with anyone except OpenAI (for AI portfolio analysis, on request).
• We do not link your data to your identity for advertising purposes.

Data deletion

You can delete your account and all associated data yourself at any time from Settings → Advanced → Danger zone. Deletion is immediate and permanent. Alternatively, email hello@wealthdecisions.co and we will process your deletion request within 7 days.

Not financial advice

Wealth Decisions is a personal productivity tool. The summaries it generates describe data you entered yourself; they are not financial, investment, tax, legal, or accounting advice. Decisions about your money are yours alone. If you need licensed advice, consult a regulated professional in your jurisdiction.

Contact

Questions? hello@wealthdecisions.co