Privacy Policy

Last Updated: 22 Jan 2026



1. Introduction

Welcome to Taxvestor ("we," "our," "us"). We are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use our portfolio analysis and reporting software tool (the "Service").

Our Service is a data processing tool designed to help you organize and analyze transaction data you provide. We are not a financial advisor, tax advisor, or brokerage service.



2. Information We Collect

We collect the minimum information necessary to provide and improve our Service.

A. Information You Provide Directly:

  • Account Information: When you register, we collect your name and email address to create and manage your account.
  • Transaction Data: You may provide financial transaction data by uploading files or connecting to third-party brokerage services via their official APIs. This data includes details like transaction types, dates, quantities, and prices.
  • Payment Information: When you subscribe, our third-party payment processor will collect your payment information. We do not store your full credit card number on our servers.

B. Information We Do Not Collect (No KYC):

Our Service does not require or perform financial identity verification (Know Your Customer or KYC). We do not collect sensitive personal information such as government-issued IDs, social security numbers, or tax identification numbers. This is because our Service is a data calculation tool, not a financial institution, and we do not engage in financial transactions, custody of assets, or providing financial advice on your behalf.



3. How We Use Your Information

We use the information we collect solely for the following purposes:

  • To Provide and Maintain the Service: To operate our software, create your account, and enable you to analyze your transaction data and generate reports.
  • To Process Payments: To manage your subscription and billing.
  • To Communicate With You: To respond to your support requests and send you important service-related updates.

We do not sell, rent, or share your personal or financial data with third parties for marketing purposes. The reports and calculations generated are for your use only, based on the data you provide.



4. Our Role as a Data Processor

You are the controller of your data. We act as a data processor on your behalf.

  • User Responsibility: You are solely responsible for the accuracy and completeness of the transaction data you provide to the Service.
  • No Advice Provided: The reports and analyses generated by our Service are based on standard calculation formulas applied to the data you input. These outputs do not constitute financial, investment, or tax advice. You should consult with a qualified professional for such advice. We do not guarantee the accuracy of reports for tax filing purposes, as they are dependent on the correctness of your input data.


5. Data Security

We use industry-standard security measures, including encryption, to protect your information. When connecting to brokerage accounts, we use secure, read-only API connections provided by the brokers and do not store your brokerage account credentials.



6. Your Rights

You have the right to access, update, or delete your personal information at any time through your account settings or by contacting our support.



7. Contact Us

If you have any questions about this Privacy Policy, please contact us: