Privacy Policy
This policy explains how CSEPilot collects, protects, and manages user information when you use our CSE portfolio tracking, market insights, reports, and related platform features.
Last updated: March 2026
Table of Contents
Please review these legal pages together before using investment-related features:
1. Data We Collect
We may collect basic account details such as your name, email address, and login information for authentication, account management, customer support, and communication.
We may also store platform-related data such as portfolio entries, dividend preferences, report settings, user preferences, activity logs, and service records required to operate and improve the platform.
CSEPilot does not intentionally collect highly sensitive personal information unless it is required for support, security, legal compliance, or platform protection.
2. Why We Use Your Data
We process user data to provide core platform features such as portfolio tracking, dividend forecasting, gain/loss analytics, sector allocation, PDF reports, and personalized settings.
We also use data to improve platform performance, security, reliability, user experience, and technical stability.
Your information may be used to detect suspicious activity, prevent misuse, protect accounts, enforce platform terms, and send important account, service, legal, or policy-related communications.
3. Sharing and Disclosure
We do not sell your personal data.
Your data may be shared only with trusted technology, hosting, analytics, infrastructure, payment, email, or support service providers when necessary to operate CSEPilot.
We may disclose information if required by law, regulatory request, legal process, fraud prevention, platform security, or to protect the rights and safety of users and the service.
4. Data Security
We use reasonable technical and organizational measures to protect user data.
Data transmitted through the platform is protected using secure technologies such as HTTPS/TLS where applicable.
Access controls, session protections, monitoring, and security practices are applied to reduce unauthorized access, misuse, or data loss.
No online system can be guaranteed 100% secure, but we continue to improve our safeguards as the platform grows.
5. Cookies and Session Technologies
CSEPilot may use cookies, browser storage, and related technologies for login sessions, authentication, security, user preferences, analytics, and platform performance.
Required cookies are necessary for account access and core functionality. Disabling them may affect login, personalization, or platform stability.
You can manage cookie permissions through your browser settings.
6. Data Retention and Deletion
We keep user data only for as long as necessary to provide the service, maintain account records, support platform security, comply with legal requirements, and meet legitimate business needs.
Where applicable, users may request deletion of their personal data. We will review and process such requests within a reasonable period.
Some records may be retained where required by law, financial recordkeeping, dispute resolution, fraud prevention, abuse monitoring, or platform security.
7. Your Privacy Rights
Depending on applicable law, you may request access to your personal data, correction of inaccurate details, export of your information, restriction of processing, or deletion of your account data.
You may also object to certain processing activities where the law provides that right.
Privacy-related requests can be submitted using our official contact email.
8. AI and Market Insight Features
CSEPilot may include AI-assisted tools, market summaries, portfolio insights, signals, explanations, or report-generation features.
Prompts, responses, portfolio context, and related usage data may be processed to deliver AI features, improve quality, prevent abuse, and maintain platform security.
Do not submit confidential, highly sensitive, or third-party personal information into AI tools unless you are authorized to do so.
AI-generated outputs, market summaries, calculations, and insights may be incomplete or incorrect. Users should independently verify all information before making financial decisions.
9. Investment and Financial Information
CSEPilot provides portfolio tracking, analytics, market data presentation, reports, and AI-assisted insights for informational and educational purposes only.
Nothing on the platform should be considered financial advice, investment advice, a recommendation to buy or sell securities, or a replacement for independent research or professional advice.
Users are responsible for their own investment decisions.
10. Policy Updates
We may update this policy from time to time to reflect legal, technical, business, or product changes.
Important updates may be communicated through the website, in-app notices, email, or other appropriate channels.
Continued use of CSEPilot after policy changes means you accept the updated version.