Privacy policy

Version 0.5, 13 November 2026. Testing phase.

Who is responsible

Brianna, Hong Kong, is responsible for your personal data during the beta. Contact: contact@brianna.finance.

What we collect

• Your sign-up details: name, email, mobile number and country of residence.
• Your Telegram account identifier, once you link it, and whether Brianna may contact you on WhatsApp (your choice on the request form).
• Your conversation with Brianna, the documents you send, and the positions and dates extracted from them.
• If you link a brokerage account: its positions and cash balances, read-only.
• What you choose to tell Brianna about yourself (objectives, horizon, family and financial situation), kept as short notes so her explanations fit your situation. She does not record health, religion or political views.

Why we use it

To run the beta of our financial education service and its AI help desk: decide on access, answer your questions, read your documents, keep your positions and send you alerts. We do not sell your data and do not use it for advertising.

You are in charge

In your space on brianna.finance, or by asking Brianna in the chat, you can at any time:

• see and delete the documents you shared, in Documents. Deleting a document also removes what Brianna drew from it, such as Dashboard positions and alert dates;
• switch your bank and broker connections on or off, in Settings. Switching one off revokes Brianna's access at once;
• delete your account, in Settings, which erases everything (see "How long we keep it").

Who can see it

Your data is held and processed by Brianna, the company, only to answer and serve you. To do so, Brianna also uses artificial intelligence models from third-party providers, listed below. No one at Brianna browses your conversations, documents or positions. The only exceptions during the testing phase are:

• the review of questions and answers to fix bugs and improve their quality. Reviewed answers carry an anonymous tester code instead of your name; what you write in a question is seen as you wrote it;
• technical maintenance of the database, only when strictly necessary;
• any access you ask for or agree to, or that the law requires.

The providers below process your data only to run the service.

Who processes it

• Brianna, the company, which runs the service and is responsible for your data.
• Anthropic and OpenAI, whose artificial intelligence models Brianna uses to read your messages and draft answers; your documents are read by Anthropic only.
• SnapTrade, only if you choose to link a brokerage account: it connects to your broker read-only and passes us your positions and balances. You enter your broker credentials on SnapTrade's page, never in the chat, and you can unlink at any time by asking Brianna.
• Plaid (US, Canada, Europe) or Finverse (Asia), only if you choose to link a bank: they connect to your bank read-only and pass us your balances, your transactions and, where available, your holdings. You sign in on your bank's page, never in the chat. You can unlink a bank at any time in Settings; when you unlink it or delete your account, we ask Plaid or Finverse to delete the data they hold on that link.
• Twelve Data, our market data provider, which receives the tickers we look up but no personal data.
• Resend, which sends our emails and receives your name and email address.
• Telegram or WhatsApp (Meta), through which your messages travel.
• Our hosting provider, which stores the service's database.

These providers may process data outside Hong Kong, including in the United States.

How long we keep it

We keep your data while your access is active. We keep a copy of the documents you send, together with the summary and the positions and dates extracted from them, until you delete them in your Financial Vault (or ask Brianna to). Deleting a document erases our copy and the data extracted from it. If you delete your account in Settings, we erase your account, conversation, documents, positions and alerts from the live database immediately, revoke Brianna's access to your linked banks and brokers, and erase them from backups within 30 days.

Your rights

You can ask to access, correct or erase your data by writing to us. You can erase everything yourself at any time by deleting your account in Settings, in your space on brianna.finance. Depending on where you live, you may also have the right to complain to your data protection authority, such as Hong Kong's Privacy Commissioner for Personal Data.