Privacy Policy

TALI is an investment analysis platform currently operated as an unincorporated project by its founders. For the purposes of UK data protection law, we act as a data controller in respect of personal data we collect directly from users.

If you have any questions about this Privacy Policy or how we handle personal data, you can contact us at:

sam@talianalyst.com OR matt@talianalyst.com

We may collect and process the following categories of personal data:

2.1 Information You Provide

• Name
• Email address
• Account login details
• Portfolio and investment-related information you choose to upload
• Preferences and settings
• Communications with us (for example, support requests or feedback)

2.2 Information Collected Automatically

When you use the Service, we may automatically collect:

• IP address
• Device type, browser type, and operating system
• Usage data (pages viewed, features used, interactions)
• Dates and times of access
• Error logs and performance data

2.3 Cookies and Similar Technologies

We may use cookies or similar technologies to:

• Enable core platform functionality
• Understand how the Service is used
• Improve performance and user experience

You can control cookies through your browser settings. Further details may be provided in a separate Cookie Notice.

We use personal data for the following purposes:

• To provide, operate, and maintain the Service
• To create and manage user accounts
• To process and analyse portfolio data at your request
• To generate insights, reports, and outputs for you
• To improve, test, and develop the Service
• To communicate with you about the Service
• To respond to support requests and feedback
• To ensure security, prevent misuse, and detect fraud
• To comply with legal and regulatory obligations

Under UK GDPR, we rely on the following legal bases:

• Performance of a contract – where processing is necessary to provide the Service under the EULA
• Legitimate interests – to operate, improve, and secure the Service
• Consent – where required (for example, optional communications or cookies)
• Legal obligations – where processing is required by law

Portfolio and investment-related information is treated as sensitive and confidential.

We:

• Process this data only to provide the Service and generate insights for you
• Do not sell your portfolio data
• Do not share identifiable portfolio information with third parties without your consent
• May use aggregated and anonymised portfolio data to improve the Service and develop insights

The Service uses data-driven and artificial intelligence technologies to analyse information and generate outputs.

• AI-generated outputs are informational only
• We do not use automated decision-making to produce legal or similarly significant effects
• We may use anonymised and aggregated data to improve model performance

We may share personal data with:

• Service providers and sub-processors (such as hosting, analytics, and security providers)
• Professional advisers (legal, accounting) where necessary
• Authorities or regulators where required by law

All service providers are required to protect personal data and use it only for authorised purposes.

Personal data may be processed or stored outside the United Kingdom.

Where this occurs, we ensure appropriate safeguards are in place, including:

• UK adequacy regulations
• Approved contractual safeguards
• Other lawful transfer mechanisms

We retain personal data only for as long as necessary to:

• Provide the Service
• Fulfil the purposes set out in this Policy
• Comply with legal obligations

When data is no longer required, it is deleted or anonymised.

We implement appropriate technical and organisational measures to protect personal data, including:

• Encryption in transit
• Access controls and authentication
• Monitoring and logging
• Secure infrastructure and hosting

No system is completely secure, but we take reasonable steps to protect your information.

Under UK data protection law, you have the right to:

• Access your personal data
• Request correction of inaccurate data
• Request deletion of your data
• Restrict or object to processing
• Request data portability
• Withdraw consent (where applicable)
• Lodge a complaint with the Information Commissioner's Office (ICO)

To exercise your rights, contact us at sam@talianalyst.com or matt@talianalyst.com.

The Service may contain links to third-party websites or services.

We are not responsible for the privacy practices of third parties and encourage you to review their privacy policies.

The Service is not intended for individuals under the age of 18. We do not knowingly collect personal data from children.

We may update this Privacy Policy from time to time.

Material changes will be communicated via the Service or by email. Continued use of the Service after changes take effect constitutes acceptance of the updated Policy.

If you have questions about this Privacy Policy or our data practices, please contact:

TALI
sam@talianalyst.com OR matt@talianalyst.com