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Data Security & Privacy

Your financial data is protected with institutional-grade security. We never sell your information.

Our Security Principles

End-to-End Encryption

All data in transit and at rest is encrypted using industry-standard protocols.

  • TLS 1.3 encryption for all data in transit
  • AES-256 encryption for data at rest
  • Secure password hashing (bcrypt + salt)
  • API keys and tokens encrypted in database

Access Control & Monitoring

Strict controls prevent unauthorized access to your data.

  • Role-based access control (RBAC)
  • Employees can only access data with your consent
  • All access logged and monitored
  • Two-factor authentication available

Compliance & Standards

SOC 2 Type II (In Progress)

We are working towards SOC 2 Type II certification to demonstrate our commitment to security, availability, and confidentiality.

  • Independent security audits
  • Verified security controls
  • 12-month assessment period
  • Contact us for audit report access

GDPR & Privacy Compliance

Full compliance with GDPR and other global privacy regulations.

  • GDPR compliant data processing
  • CCPA/CPRA compliant (California)
  • Right to access, delete, or export data
  • Data Protection Officer on staff

How We Handle Your Data

Financial Data Sources

All stock market data comes from institutional providers with strict compliance standards.

  • Price & Volume Data: Real-time feeds from regulated exchanges
  • Financial Statements: SEC filings and institutional providers
  • Insider Data: SEC Form 4 filings (public data)
  • 13-F Holdings: SEC public filings

Your Personal Data

We only collect the minimum information needed to provide our service.

We collect:

  • • Email address (for account & communications)
  • • Name and location (optional, for profile)
  • • Watchlists and portfolio data (your investment activity)
  • • Billing information (payment processing only)

We do NOT collect:

  • ✗ Social Security numbers or tax IDs
  • ✗ Bank account or credit card numbers (payment processor stores these)
  • ✗ Detailed personal information beyond email/name
  • ✗ Behavioral tracking or cookies (except essential)

How We Use Your Data

Your data is used only for providing ValueMarkers services to you.

  • Service Delivery: Process your screens, watchlists, and analysis
  • Account Management: Login, billing, and customer support
  • Communications: Email alerts, feature updates, billing updates
  • Legal Compliance: Tax reporting, fraud detection, legal obligations

We Never Sell Your Data

Period. Your investment data is yours and yours alone.

  • No selling to third parties: Your watchlists, portfolios, or investment activity are never sold
  • No targeted advertising: We don't use your data to show you ads
  • No sharing with competitors: Your data stays within our organization
  • No aggregation: We don't anonymize and sell market data

Data Retention & Deletion

How Long We Keep Your Data

  • Account data: As long as your account is active
  • Watchlists & portfolios: Until you delete them
  • Billing records: 7 years (tax compliance)
  • Logs & backups: 90 days
  • After account deletion: Anonymized or deleted within 30 days

Your Right to Delete

You have full control over your data at any time.

  • Delete your account: Removes all personal data
  • Export your data: Download all your data in standard format
  • Delete individual watchlists: Remove specific investment lists
  • Right to be forgotten: GDPR compliant deletion request

Security Questions?

Have questions about our security practices, need the SOC 2 report, or want to report a vulnerability?

Email our Security Team:

security [at] valuemarkers.com

Or use our contact form:

Contact Us

Frequently Asked Questions

Does ValueMarkers sell my data?+
No. We never sell, rent, or share your personal data with third parties for marketing purposes. Your portfolio holdings, watchlists, and analysis are private.
Is ValueMarkers GDPR compliant?+
Yes. We comply with GDPR, CCPA, and other privacy regulations. You can request data export or deletion at any time via your account settings or by emailing our privacy team.
How is my payment information protected?+
All payments are processed by Stripe. We never store your credit card number. Payment data is encrypted and PCI DSS compliant.

Your Security is Our Priority

Start using ValueMarkers with complete confidence. Your data is safe.

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