Your workspace has a local home, and sync keeps a copy online. Brokerage and AI connections are optional. We use your information to run Yieldbuddy, and we don’t sell it.
About this policy
This policy explains how Yieldbuddy ("we," "us," or "our") handles personal information when you use our website, desktop app, and connected services. It also explains your choices and how to contact us. Third-party services you choose to connect have their own privacy policies.
Yieldbuddy is a research and planning workspace. A local copy of your portfolio lives on your computer, but account services, cloud sync, and optional connections also involve processing information online.
Information we handle
- Account and license information. Your email address, account identifiers, sign-in sessions, purchase and license records, and activated device details such as computer name, operating system, app version, and installation identifiers.
- Workspace information. Plans, holdings, transactions, watchlists, bond ladders, assumptions, and model results you create or import. Synced records are stored in our hosted service as well as on your devices.
- Connected brokerage information. If you authorize a connection, we process authorization tokens, connection status, and the account details, balances, and positions made available for the accounts you select.
- Payment information. Stripe collects payment details through its checkout. We receive purchase status, transaction references, and related billing information. We do not receive or store your full payment card number.
- Support and technical information. Messages and attachments you send us, along with service logs that may contain IP addresses, request details, timestamps, browser or device information, and errors.
How we use information
We use information to sign you in, fulfill purchases, activate licenses, synchronize your workspace, deliver requested research and connected features, answer support requests, maintain reliability, prevent misuse, and meet legal obligations.
Where a legal basis is required, we process information to perform our agreement with you, pursue legitimate interests such as security and service operation, comply with law, or act on your consent for features that require it. You can withdraw consent by stopping or disconnecting the relevant optional feature; this does not affect processing already carried out lawfully.
Local data & cloud sync
The desktop app stores a local workspace so you can work between online sessions. Account sync sends supported workspace records to our hosted service and your other signed-in computers. Signing out or uninstalling the application does not automatically delete local databases or cloud records.
Deleting an item from the active workspace does not immediately erase every copy. Sync change history, deletion markers, operational records, and backups may retain earlier data. Sync history currently remains until an account-level cleanup is performed. Contact us to request account or data deletion.
Removal on an offline computer cannot take effect until it reconnects, and files or exports you have saved separately remain under your control.
Brokerage, research & AI
Brokerage connections are optional. When available, SnapTrade handles the authorization flow and provides read-only access to the accounts you select. Yieldbuddy stores connection tokens on its hosted service and processes imported account data there before making it available on your devices. Yieldbuddy does not ask you to email brokerage passwords or use these connections to place trades. See SnapTrade’s privacy policy.
You can disconnect a brokerage connection in the account controls. Disconnecting stops future imports; removing previously imported information is a separate action. Copies held by your broker or connection provider are governed by their policies.
Research requests send the necessary query information, such as a ticker, to market-data and filing providers. Optional AI research sends the research context needed for the requested analysis through the configured AI gateway and model provider, whose policies govern their processing.
AI tools you connect through MCP can read workspace data and, for supported actions, change or delete it. Their use may send that information to their own providers. Choose trusted tools and review their permissions and privacy settings. See our guide to agent access.
Retention & your choices
We keep information for service operation, account support, dispute resolution, fraud prevention, and legal or accounting requirements. Retention depends on the type of record and its purpose; billing records and security records may need to remain after account closure. Backup copies may persist until they are replaced or removed.
Depending on where you live, you may have rights to access, correct, delete, or receive a copy of your information, restrict or object to processing, or withdraw consent. You may also be able to complain to your local data protection authority. We will handle requests in accordance with applicable law and may need to verify account ownership first.
To make a request, email support@revyosoftware.com from your account email where possible. Tell us what you would like to access or change. Do not include sign-in codes, passwords, or full account numbers. Deleting information needed to operate your account may end access to related services.
Children’s information
Yieldbuddy is intended for adults and is not directed to children under 18. We do not knowingly collect personal information from children under 18. If you believe a child has provided information, contact us so we can investigate and arrange deletion as appropriate.
Changes & contact
We may update this policy as the service or applicable requirements change. The date above identifies the latest revision. For material changes, we will provide additional notice where required, such as through the app or by email.
For questions about this policy or how Yieldbuddy handles information, email support@revyosoftware.com or visit our contact page.