Asset Companion

Privacy policy

Effective 11 August 2026

Asset Companion helps you bring investment information together, understand progress and review income, goals and portfolio structure. This policy explains the information used to provide that service.

Information we process

Account information: your email address, display name, account identifier and sign-in information.
Investment information: portfolio holdings, transactions, quantities, prices, costs, dividends, cash movements, goals and broker-account labels that you import or choose to synchronise.
Broker connection information: read-only API credentials you submit for a supported broker. These are encrypted before storage and are never returned to the app.
Subscription information: your Asset Companion plan, subscription state, expiry and protected provider references used to verify Google Play or web access. Stripe processes web checkout and card details; 80EZ Studio does not receive or store your full card number.
Preferences and technical information: display currency, theme and notification choices, service interactions and limited technical diagnostics such as device model, operating system, software version and request status processed by our hosting and platform providers.
Optional product analytics and crash diagnostics: only after you choose to share them, Firebase Analytics records fixed feature-area, activation, retention, subscription-progress and review-flow events, and Firebase Crashlytics records crash and ANR diagnostics. These events exclude portfolio values, holdings, instrument names, transaction details, broker credentials, account identifiers, purchase tokens and your account identity. Advertising identifiers and personalised-ad signals are disabled.
On-device assistant: the current portfolio assistant uses fixed questions and verified calculations already available inside the app. It does not use a generative AI model and does not send your portfolio or assistant answers to an external AI service.

How we use information

We use this information to authenticate you, restore your portfolio on another device, import and synchronise investments, calculate the views you request, provide delayed market information, verify subscriptions, protect the service and respond to support or deletion requests.

Service providers

Google Firebase provides account authentication, encrypted cloud portfolio storage and, when you opt in, Analytics and Crashlytics diagnostics. Cloudflare hosts the Asset Companion website, gateway and encrypted broker vault. Google Play processes Android subscriptions and the neutral in-app review flow. Stripe processes web subscription checkout, billing addresses, payments, invoices and subscription management. When you request a supported connection or market lookup, relevant broker services, Marketstack or issuer websites provide the requested investment data. These providers process information under their own terms and as needed to provide their services. The current on-device assistant uses no external AI provider.

What we do not do

Asset Companion does not sell personal information, show third-party advertising, request broker trading permission, place trades or use your portfolio to build advertising profiles.

Storage, security and retention

Information sent between the app and our services uses HTTPS. Broker credentials are encrypted using AES-256-GCM. Portfolio information is also stored on your device and, while signed in, in your account-scoped Firebase backup. We retain account-linked information while your account is active. After a valid deletion request, we remove active account data within 30 days. Limited billing, fraud-prevention, security or legal records may be retained only where required; service-provider logs follow the provider's retention controls.

Your choices

You can disconnect a broker, change notification preferences, enable or disable anonymous usage analytics and crash reporting, and sign out in the app. Analytics and crash reporting are off until you make a choice. You can request deletion of your account and associated data from the in-app account settings or from our account deletion page. Deleting Asset Companion does not automatically cancel a subscription; Google Play subscriptions must be cancelled in Google Play and web subscriptions through the web billing portal.

Children

Asset Companion is intended for adults aged 18 and over and is not directed to children.

Contact

For privacy questions, contact support@80ezstudio.com.