Privacy Policy

Vinci respects your privacy. Vinci collects only the information necessary to provide you with secure, automated portfolio management services and analytics.

Information Vinci Collects

To provide our services, Vinci collects the following information:

• Name
• Email address
• Profile information
• Portfolio information
• Funds
• Transactions
• SIP Instructions
• Tradebook connection details
• Subscription tier
• Contact form submissions
• Google account information used for authentication

All financial transaction data entered into Vinci belongs entirely to you, the user.

How Vinci Uses Information

Vinci uses the collected information to:

• Authenticate users securely
• Display and organize portfolios
• Calculate investment analytics
• Synchronize Tradebooks
• Improve the product and features
• Provide customer support
• Respond to contact requests

Tradebook Connection

When enabled, users may connect a Google Spreadsheet containing their mutual fund tradebook. You always own your spreadsheets. Vinci reads spreadsheet data only to synchronize portfolio information and provide portfolio analytics.

The spreadsheet remains your source of truth. Vinci only stores the synchronized portfolio information required to power your analytics and insights.

Data Storage

Your data is stored securely using:

• Secure cloud infrastructure
• Encrypted connections
• Role-based access controls
• Row Level Security
• Industry-standard security practices

Third Party Services

Vinci uses certain trusted third-party services to operate the platform, including Google Authentication for user sign-in. Additional cloud service providers may be used to securely host and operate the application.

Data Retention

Vinci retains data to provide the services you requested. Users may request the deletion of their account and all associated portfolio data at any time.

Security

Vinci employs reasonable industry-standard measures to protect your personal and financial data. However, please be aware that no method of transmission over the internet or electronic storage is completely risk-free.

Investment Disclaimer

Vinci provides portfolio tracking and analytics only and does not provide investment, financial, or tax advice.

Who Can Use Vinci

The service is intended for users who are legally able to enter into binding agreements in their jurisdiction.

Contact

If you have any questions or concerns about this Privacy Policy, please visit our Contact page.