Last updated: March 24, 2026
HoldingsIntel is a financial data analytics platform.
When you create an account, we collect your email address and a hashed password (we never see or store your password in plain text). We do not collect your name, phone number, or mailing address unless you provide them voluntarily (for example, when contacting support).
If you subscribe to a paid plan, payment is processed entirely by Stripe. We do not store your credit card number, expiration date, or CVC on our servers. We store only your Stripe Customer ID, subscription ID, subscription status, and billing period dates so we can manage your account tier.
We use PostHog to understand how people use HoldingsIntel. PostHog collects basic usage data such as pages visited, buttons clicked, browser type, and country-level location. If you create an account, this data is linked to your user ID so we can understand feature adoption across sessions.
We use Sentry to detect and fix software errors. Sentry collects error messages, your browser and OS details, and may record a small sample of sessions (approximately 10%) for usability analysis. All sessions in which errors occur are also recorded. Session recordings mask all visible text and block media content to protect your privacy.
We do not collect your brokerage account data, portfolio holdings, trading activity, Social Security number, or any information about your personal investments. HoldingsIntel only displays data from publicly filed SEC 13F reports.
Under the General Data Protection Regulation, we process your personal data on the following legal bases:
Data controller: Samuel Kmec (privacy@holdingsintel.com). The third-party services listed below act as data processors on our behalf:
| Service | Purpose | Data Shared |
|---|---|---|
| Supabase | Authentication and database | Email, hashed password, account data |
| Stripe | Payment processing | Email, payment method (handled by Stripe) |
| Vercel | Website hosting | IP address, request logs |
| PostHog | Product analytics | Usage events, browser info, user ID (if logged in) |
| Sentry | Error monitoring | Error details, browser info, masked session recordings |
| Resend | Transactional email delivery | Email address (for watchlist alerts, quarterly reports) |
We do not sell your personal data to anyone. We do not share your data with advertisers.
Your data is protected by:
No system is perfectly secure. If we discover a breach affecting your personal data, we will notify the relevant supervisory authority as required by law and will inform you without undue delay if the breach poses a high risk to your rights.
We retain your account data (email, subscription history) for as long as your account is active. If you request account deletion, we will delete your personal data within 30 days. Some data may be retained longer if required by law (for example, payment records for tax purposes).
Analytics data in PostHog is retained for 12 months, after which it is automatically deleted. Sentry error data is retained for 90 days.
Depending on your location, you may have the following rights regarding your personal data:
To exercise any of these rights, email us at privacy@holdingsintel.com. We will respond without undue delay, and in any event within one month. For complex or numerous requests, this period may be extended by up to two further months, in which case we will inform you of the extension and the reasons for the delay.
HoldingsIntel is operated from the European Union. Your data may be processed by third-party services located in the United States (Stripe, Vercel, Supabase) and the EU (PostHog EU). These transfers rely on the service providers' Standard Contractual Clauses (SCCs) or equivalent legal mechanisms. By using HoldingsIntel, you acknowledge that your data may be transferred to and processed in these locations.
HoldingsIntel is not intended for users under the age of 16. We do not knowingly collect personal data from children. If you believe a child has created an account, please contact us and we will delete the account promptly.
We may update this Privacy Policy from time to time. If we make material changes, we will notify you by email or by posting a prominent notice on the site. The "Last updated" date at the top of this page indicates when the policy was last revised.
For privacy-related questions or to exercise your data rights:
Email: privacy@holdingsintel.com
For general support: support@holdingsintel.com