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Privacy Policy

Last updated August 11, 2026

At AllInvestView, we prioritize your privacy and the protection of your personal data.


In our commitment to transparency and privacy, we maintain strict data protection practices. We guarantee that we will never sell your data, upholding the highest standards of privacy and security for your peace of mind.

We consistently adhere to transparency and user consent principles in our cookie practices, aligning with our commitment to data protection and user privacy, ensuring that your data security and privacy preferences are respected and upheld.


This privacy notice for AllInvestView ("we," "us," or "our"), describes how and why we might collect, store, use, and/or share ("process") your information when you use our services ("Services"), such as when you visit our website at http://www.allinvestview.com or use our mobile applications (available for Android and iOS).

Questions or concerns? Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at [email protected].

Summary of Key Points

What personal information do we process? When you visit, use, or navigate our Services, we may process personal information depending on how you interact with us and the Services, the choices you make, and the products and features you use.

Do we process any sensitive personal information? We may process sensitive personal information (such as financial data for payments) when necessary with your consent or as otherwise permitted by applicable law.

Do we receive any information from third parties? When you choose to connect a brokerage account, we receive your brokerage account information — such as your holdings, transactions, and account balances — from your brokerage through SnapTrade, our brokerage-connection service provider.

How do we process your information? We process your information to provide, improve, and administer our Services, communicate with you, for security and fraud prevention, and to comply with law.

How do we keep your information safe? We have organizational and technical processes and procedures in place to protect your personal information.

Table of Contents

  • 1. WHAT INFORMATION DO WE COLLECT?
  • 2. HOW DO WE PROCESS YOUR INFORMATION?
  • 3. WHAT LEGAL BASES DO WE RELY ON?
  • 4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?
  • 5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?
  • 6. HOW LONG DO WE KEEP YOUR INFORMATION?
  • 7. HOW DO WE KEEP YOUR INFORMATION SAFE?
  • 8. DO WE COLLECT INFORMATION FROM MINORS?
  • 9. WHAT ARE YOUR PRIVACY RIGHTS?
  • 10. DO UNITED STATES RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?
  • 11. HOW CAN YOU CONTACT US?
  • 12. COOKIE POLICY

1. WHAT INFORMATION DO WE COLLECT?

Personal information you disclose to us

In Short: We collect personal information that you provide to us.

We collect personal information that you voluntarily provide to us when you register on the Services, express an interest in obtaining information about us or our products and Services, when you participate in activities on the Services, or otherwise when you contact us.

The personal information that we collect depends on the context of your interactions with us and the Services, the choices you make, and the products and features you use. The personal information we collect may include the following:

  • Email addresses
  • Usernames
  • Financial data (processed securely)
  • Partner Program applications, public promotion profiles, accepted terms, attributed customers, commissions, invoices, and payout records

Payment Data

We may collect data necessary to process your payment if you make purchases, such as your payment instrument number, and the security code associated with your payment instrument. All payment data is stored by Stripe. You may find their privacy notice link(s) here: https://stripe.com/en-es/privacy.

Partner Program Data

If you apply to the AllInvestView Partner Program, we process the creator profile and promotion details you submit, your accepted terms, your personal link and promotion code, aggregate clicks, attributed customer status, eligible Stripe payment evidence, commissions, invoice references, and externally recorded payout details. We use this information to review applications, operate the program, prevent abuse, calculate and explain earnings, and meet contractual, accounting, and legal obligations. Partners see only privacy-safe customer labels, never a referred customer's full email address.

Public Business Contact Research

For carefully selected creator outreach, we may record a creator or publication name, canonical public profile, channel and fit evidence, a business contact explicitly published for partnerships or editorial contact, its public source, correspondence status, and any opt-out. We use this limited information for legitimate business outreach and suppression. Research records are reviewed and removed within 12 months after the last activity unless an active conversation or partnership still requires them. An opt-out leaves only the minimum suppression key, reason, and date needed to prevent recontact. You may object at [email protected].

Brokerage Connection Data (SnapTrade)

If you choose to connect a brokerage account, we receive information about that account from your brokerage through SnapTrade, our brokerage-connection service provider. This may include your holdings, transaction history, and account balances, which we use to display and analyze your portfolio. You choose which accounts you connect, and you may disconnect them at any time. You can review SnapTrade's privacy practices at https://snaptrade.com/.

In-App Purchase Data (RevenueCat)

If you purchase a subscription within our mobile application, the purchase is billed by the Apple App Store or Google Play under their terms. We use RevenueCat to manage these in-app subscriptions. We and RevenueCat receive your purchase and entitlement status together with an account identifier that links the subscription to your account. We do not receive your full payment card details, which are handled by Apple or Google. You can review RevenueCat's privacy practices at https://www.revenuecat.com/.

AI Assistant Data (OpenAI)

When you use the AI assistant, we send the content of your conversation and the portfolio information needed to answer your question to OpenAI, our AI processing provider. If you attach a file — such as a broker statement, spreadsheet or screenshot — its contents are sent as well so the assistant can read it. We also use OpenAI to help read files you upload through our import tools: when automatic parsing needs assistance, column headers and transaction rows from your uploaded file are sent to OpenAI so the import can be completed. OpenAI processes this data on our behalf and does not use it to train its models. Both features are optional; if you do not use the assistant or the file import, no portfolio data is sent to OpenAI. You can review OpenAI's privacy practices at https://openai.com/policies/privacy-policy/.

Information automatically collected

In Short: Some information — such as your Internet Protocol (IP) address and/or browser and device characteristics — is collected automatically when you visit our Services.

This information does not reveal your specific identity (like your name or contact information) but may include device and usage information, such as your IP address, browser and device characteristics, operating system, language preferences, referring URLs, device name, country, location, information about how and when you use our Services, and other technical information. This information is primarily needed to maintain the security and operation of our Services, and for our internal analytics and reporting purposes.

We use Google Analytics to collect information about your browsing activity, IP address, and device characteristics for website analytics purposes. We may also share anonymized data with advertising partners for measurement purposes.

For our mobile application, we use Sentry to collect crash and diagnostic reports. When the app encounters an error, Sentry may collect exception stack traces, device characteristics, and app-session data. We use this information solely to diagnose and fix defects and to improve the stability of the app. You can review Sentry's privacy notice at https://sentry.io/privacy/.

2. HOW DO WE PROCESS YOUR INFORMATION?

We process your personal information for a variety of reasons, depending on how you interact with our Services, including:

  • To facilitate account creation and authentication and otherwise manage user accounts.
  • To deliver and facilitate delivery of services to the user.
  • To respond to user inquiries/offer support to users.
  • To send administrative information to you.
  • To fulfill and manage your orders.
  • To protect our Services. We may process your information as part of our efforts to keep our Services safe and secure, including fraud monitoring and prevention.
  • To save or protect an individual's vital interest.

3. WHAT LEGAL BASES DO WE RELY ON TO PROCESS YOUR INFORMATION?

If you are located in the EU or UK, this section applies to you.

The General Data Protection Regulation (GDPR) and UK GDPR require us to explain the valid legal bases we rely on in order to process your personal information. As such, we may rely on the following legal bases:

  • Consent: We may process your information if you have given us permission (i.e., consent) to use your personal information for a specific purpose.
  • Performance of a Contract: We may process your personal information when we believe it is necessary to fulfill our contractual obligations to you, including providing our Services.
  • Legitimate Interests: We may process your information when we believe it is reasonably necessary to achieve our legitimate business interests (e.g., diagnose problems, prevent fraud, improve user experience).
  • Legal Obligations: We may process your information where we believe it is necessary for compliance with our legal obligations.

Partner Program: We use pre-contractual steps requested by an applicant and performance of the partner agreement to review applications, maintain partner profiles, attribute eligible customers, administer accepted terms, calculate commissions, and handle invoices and payouts. The optional browser attribution cookie relies on consent and can be withdrawn at any time. After an attribution is accepted or bound to an account, we rely on performance of the agreement and our documented legitimate interests in accurate attribution, service security, dispute handling, and prevention of self-referral or other program abuse, balanced against the rights of partners and customers. We rely on legal obligations for the accounting and tax evidence that the law requires us to retain.

4. WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

We may need to share your personal information in the following situations:

  • Business Transfers: We may share or transfer your information in connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business to another company.
  • Service Providers: We share information with third-party vendors, service providers, contractors, or agents who perform services for us. These include Stripe (payment processing), SnapTrade (brokerage account connections), RevenueCat (management of in-app subscriptions), OpenAI (AI assistant and import-file processing), Sentry (mobile-app crash and diagnostic reporting), Google Analytics (website analytics), and advertising partners (campaign measurement).

5. DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

In Short: We use cookies for essential site functionality and analytics. Partner attribution is optional and is stored only after you affirmatively accept the on-page prompt.

We use cookies for essential website operation (such as CSRF protection and session management) and Google Analytics for website analytics. When you arrive through a valid partner link, we count one aggregate click without recording your IP address, browser fingerprint, or user agent. With your consent, we store a first-party partner-attribution cookie for up to the campaign's stated window, currently 60 days. Declining does not block browsing, registration, or purchase. Details are described in our Cookie Policy (Section 12 below).

6. HOW LONG DO WE KEEP YOUR INFORMATION?

We will only keep your personal information for as long as it is necessary for the purposes set out in this privacy notice, unless a longer retention period is required or permitted by law.

Declined Partner Program application details, optional creator-profile fields, and free text are deleted or anonymized 12 months after the decision. The same 12-month review period applies to optional profile data after a partnership ends or the account owner requests deletion. We may retain only a minimal suppression record or narrowly relevant evidence for longer when needed to honor an opt-out, resolve a documented dispute, or establish, exercise, or defend a legal claim.

AllinvestView OÜ ordinarily keeps Partner Program transaction, commission, invoice, refund, payout, contract, and related accounting evidence for seven years from the end of the financial year in which the transaction was recorded, as required by section 12 of Estonia's Accounting Act. Under section 58 of Estonia's Taxation Act, tax-relevant transaction and payment documents are kept for at least seven years from 1 January of the year following their preparation or receipt. A longer period applies only where a specific rule for a long-term right or obligation, an audit, or a live legal claim requires it. At the end of the applicable period, personal data is deleted or anonymized where lawful.

When you request deletion of your account, your account is deactivated immediately. For 30 days afterward, our support team can restore your account at your request. After this 30-day window, your account and personal data — including your portfolios, trades, settings, assistant conversations, and non-financial Partner Program profile fields — are permanently deleted. Partner attribution and financial ledger, invoice, payout, refund, and terms-acceptance evidence is detached from the deleted account and minimized to the seven-year statutory evidence described above, or to a longer specific legal-claim period where applicable. We also retain a minimal anonymized deletion-audit record and redacted billing and entitlement history; the email address on the deletion-audit record is removed after approximately 90 days.

7. HOW DO WE KEEP YOUR INFORMATION SAFE?

We have implemented appropriate and reasonable technical and organizational security measures designed to protect the security of any personal information we process. However, no electronic transmission over the Internet or information storage technology can be guaranteed to be 100% secure.

8. DO WE COLLECT INFORMATION FROM MINORS?

We do not knowingly solicit data from or market to children under 18 years of age. By using the Services, you represent that you are at least 18.

9. WHAT ARE YOUR PRIVACY RIGHTS?

In some regions (like the EEA, UK, and Canada), you have certain rights under applicable data protection laws. These may include the right (i) to request access and obtain a copy of your personal information, (ii) to request rectification or erasure; (iii) to restrict the processing of your personal information; and (iv) if applicable, to data portability.

Account Information: If you would at any time like to review or change the information in your account, you can log in to your account settings and update your user account. You may request deletion of your account in the app (Settings) or on the web. When you do, your account is deactivated immediately; for 30 days our support team can restore it on request, after which your account and personal data are permanently deleted. We retain only a minimal anonymized deletion-audit record and redacted billing and entitlement history as described in Section 6 above.

10. DO UNITED STATES RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

If you are a resident of California, you are granted specific rights regarding access to your personal information.

We have collected the following categories of personal information in the past twelve (12) months:

Category Examples Collected
A. Identifiers Contact details, such as real name, alias, postal address, IP address, email address, account name. YES
B. Personal Info categories Name, contact information, education, employment, employment history, and financial information. YES
C. Commercial information Transaction information, purchase history, financial details, and payment information. YES
D. Internet activity Browsing history, search history, online behavior, interactions with our website, data collected via Google Analytics. YES

11. HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

If you have questions or comments about this notice, you may email us at:

[email protected]


12. COOKIE POLICY

Last updated August 11, 2026

What are cookies?

Cookies are small data files that are placed on your computer or mobile device when you visit a website. Cookies are widely used by website owners in order to make their websites work, or to work more efficiently, as well as to provide reporting information.

Cookies set by the website owner (in this case, AllInvestView) are called "first-party cookies." Cookies set by parties other than the website owner are called "third-party cookies."

Why do we use cookies?

We use first- and third-party cookies for several reasons. Some cookies are required for technical reasons in order for our Website to operate, and we refer to these as "essential" or "strictly necessary" cookies. Other cookies also enable us to track and target the interests of our users to enhance the experience on our Online Properties.

Essential website cookies

These cookies are strictly necessary to provide you with services available through our Website and to use some of its features, such as access to secure areas.

Name: csrftoken
Purpose: Helps prevent Cross-Site Request Forgery (CSRF) attacks using Javascript. It is a first party cookie with unique value.
Provider: www.allinvestview.com
Type: server_cookie

Optional partner attribution

Name: aiv_partner_attribution
Purpose: Attributes a later registration or eligible purchase to the partner link you chose to accept.
Provider: www.allinvestview.com (AllInvestView)
Duration: Up to 60 days, or the shorter remaining campaign window.
Type: first-party HttpOnly server cookie, set only after consent

Analytics and customization cookies

These cookies collect information that is used either in aggregate form to help us understand how our Website is being used or how effective our marketing campaigns are.

Name: _ga
Purpose: Records a particular ID used to come up with data about website usage by the user.
Provider: .allinvestview.com (Google Analytics)
Type: http_cookie

How can I control cookies?

You have the right to decide whether to accept or reject cookies. You can manage your cookie preferences through the following methods:

  • Partner attribution: decline the partner prompt, or remove any attribution that is still stored in this browser below. This does not affect access or Checkout and does not rewrite an attribution already claimed by an account.
  • Browser settings: Most web browsers allow you to delete or block cookies through your browser settings. Refer to your browser's help documentation for instructions.
  • Google ad settings: You can control how Google uses your data for advertising at Google Ad Settings.
  • EU residents: You can opt out of online behavioral advertising at Your Online Choices.
  • US residents: You can opt out at About Ads.

Please note that if you choose to block or delete cookies, some features of our website may not function properly.

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