Privacy Policy

Effective date: 1 July 2026

Who we are

Finki (tryfinki.com) is a portfolio management and Investment Policy Statement generator. This policy explains how we collect, use, and protect your personal data.

Data we collect

Account information: email address and password (stored securely via Supabase Auth)
Portfolio data: assets, folders, values, and allocation settings you enter
Uploaded documents: financial documents (PDFs, URLs) you submit for bond or P2P loan extraction
Usage analytics: page views, feature interactions, and anonymous session data (via PostHog)

How we use your data

We use your data solely to provide and improve the Finki service. We do not sell, rent, or share your personal data with third parties for marketing purposes.

Third-party processors

We use the following services to operate Finki:

Supabase: database and authentication (EU data residency)
PostHog: usage analytics (EU region)
Anthropic: document parsing — uploaded content is sent transiently for extraction and is not stored by Anthropic per their API terms
Modal.com: compute backend for portfolio calculations
Vercel: web hosting
EODHD: market data provider — only ticker symbols are sent, no personal data

Data retention

Your account data is retained while your account is active. If you delete your account, we retain your data for 30 days to allow for recovery, after which it is permanently deleted.

Your rights

Under GDPR, you have the right to access, correct, delete, and export your personal data. To exercise these rights, contact us at contact@tryfinki.com.

Cookies

Supabase session cookie: essential for authentication — required for the service to function
PostHog analytics cookie: used for usage analytics — you can opt out via your browser settings or by contacting us

Contact

For any questions about this privacy policy, contact us at contact@tryfinki.com.