Privacy Policy
Effective October 11, 2026 · Version 1.5
What Sentia Research, Inc. collects when you use the Service, how it is used, who it is shared with, and the choices you have.
1. Who We Are
Sentia Research, Inc. ("Sentia," "we," "us") is a Delaware corporation. Its mailing address for notices is c/o Legalinc Corporate Services Inc., 131 Continental Dr, Suite 305, Newark, DE 19713. This Policy explains what we collect when you use sentiaresearch.com and our services (the "Service"), how we use it, and the choices you have.
The Service is offered only to United States residents. We do not target or knowingly provide the Service to residents of the European Economic Area or the United Kingdom.
2. What We Collect
Information you give us:
- Account information — first and last name, email address, and (optionally) firm name.
- Professional role — the category you select (for example: independent trader, financial adviser, wealth manager, family office, research analyst).
- Ticker lists — the company ticker symbols you add to a watchlist or portfolio, or import from a file.
- Content you enter — the names you give portfolios, lists, and saved views, and private notes you keep on companies. See Section 3.
- Portfolio files — files you choose to import, such as a CSV or Excel export, a PDF statement or a screenshot. We read them only to find the company ticker symbols they contain, and we keep only the symbols you confirm. The file itself, and everything else in it — including account numbers, balances, share quantities, cost basis and names — is discarded and never stored by Sentia.
- Communications — messages you send us, and information you submit through an enterprise-inquiry form (which may include firm name, role, team size, and phone number if you choose to provide it).
- Referral source — how you heard about Sentia, if you tell us.
Information collected automatically:
- Usage data — pages viewed, features used, and actions taken in the Service.
- Device and connection data — IP address, browser type, operating system, and referring page.
- Cookies and similar technologies — used for authentication, session management, and basic analytics. See Section 9.
Information we do not keep. We do not store: brokerage or bank account credentials or account numbers; the dollar value of your holdings; share quantities; cost basis; transaction history; realized or unrealized gains or losses; Social Security numbers or government identifiers; or full payment card numbers. Watchlist and portfolio features store company ticker symbols, and the names and notes you choose to add (Section 3). Payment card data, when billing is live, is collected and processed directly by Stripe. A portfolio file you import may contain some of this information; we read it only to find ticker symbols and then discard it.
We do not knowingly collect information from anyone under 18. If we learn we have, we will delete it.
3. Content You Enter
Some features let you add your own content, such as portfolio names and notes ("User Content"). We store User Content only to provide the Service to your account, and no other user of the Service can see it.
We do not sell, share, or disclose User Content, except to the service providers that host and operate the Service for us under confidentiality obligations, when required by law, or at your direction. We do not use User Content to train artificial intelligence models, and we do not send private notes to any AI model.
We protect User Content with encryption in transit and at rest. If we become aware of unauthorized access to your User Content, we will notify you without undue delay and in any event within 72 hours.
You may delete User Content at any time, and we delete it within 30 days after your account closes, except where the law requires us to keep it.
The Service is not designed to hold personal information about your clients; please use codes, initials, or strategy names rather than client names or account numbers. You are responsible for making sure any content you enter meets your own legal and regulatory obligations.
4. How We Use It
We use personal information to: create and administer your account and authenticate you; provide, maintain, and improve the Service; generate and display research for the companies you follow; send transactional messages (verification, password reset, security, and account notices); respond to your inquiries; process payments and manage subscriptions when billing is live; monitor for fraud, abuse, and security incidents; understand aggregate usage to improve the product; and comply with legal obligations and enforce our agreements.
We do not sell your personal information, and we do not share it for cross-context behavioral advertising.
We do not use your personal information to train artificial-intelligence models, and our AI provider does not train its models on the data we send through its commercial API.
5. When We Share It
We share personal information only as follows:
Service providers (sub-processors) who perform functions on our behalf under contractual confidentiality and security obligations:
| Provider | Function | Data involved |
|---|---|---|
| Supabase | Database and authentication | Account information, role, ticker lists, User Content |
| Vercel | Application hosting | Usage and connection data |
| Resend | Transactional email delivery | Name, email address |
| Anthropic | AI model processing for research generation, and for reading portfolio files our own software cannot read | Public company filing data; and the contents of a portfolio file you import, only when our own software cannot read it, processed solely to identify ticker symbols. Anthropic does not train its models on this data and deletes it within 30 days, except where it must keep it longer by law or to enforce its usage policy. |
| Financial Modeling Prep | Market data supply | None — we request data, we do not send yours |
| Stripe | Payment processing (when billing is live) | Name, email, billing and payment data collected by Stripe |
Legal and safety. We may disclose information if required by law, subpoena, or legal process, or where we believe disclosure is reasonably necessary to protect the rights, property, or safety of Sentia, our users, or the public, or to investigate fraud or a security incident.
Business transfer. If Sentia is involved in a merger, acquisition, financing, reorganization, or sale of assets, information may be transferred as part of that transaction. We will notify you of any change in control affecting your information.
With your direction. We share information as you request or authorize.
6. How Long We Keep It
We retain account information for as long as your account is active and for a reasonable period afterward for legal, accounting, and dispute-resolution purposes. You may delete your account at any time from your account settings; deletion removes your account and associated records, including your profile, ticker lists, User Content, and activity records. Some information may persist in backups for a limited period and in records we are required to keep by law.
7. Security
We use industry-standard measures to protect personal information, including encryption in transit, encrypted storage, access controls, row-level database security, and required email verification. No method of transmission or storage is completely secure, and we cannot guarantee absolute security. You are responsible for keeping your credentials confidential.
If a breach affecting your personal information occurs, we will notify you and applicable authorities as required by law, including under North Carolina's Identity Theft Protection Act.
8. Your Choices and Rights
Regardless of where you live, you may: access the personal information in your account; correct it through your account settings; delete your account and associated data from your settings; and opt out of non-transactional email. You cannot opt out of transactional messages necessary to operate your account (verification, security, billing).
Depending on your state of residence, you may also have the right to know what personal information we collect and how we use it, request a copy in portable form, request deletion, correct inaccuracies, opt out of sale or sharing (we do neither), and be free from discrimination for exercising these rights.
To exercise any right, email contact@sentiaresearch.com. We will verify your identity through your account email and respond within the period required by applicable law (generally 45 days, extendable where permitted). If we decline a request, we will explain why and how to appeal.
We honor the Global Privacy Control (GPC) signal where transmitted by your browser.
9. Cookies and Tracking
We use cookies and similar technologies for authentication and session management (necessary for the Service to work), preferences, and basic analytics. We do not use third-party advertising cookies and do not participate in cross-context behavioral advertising. You can block or delete cookies in your browser, but the Service will not function properly without authentication cookies.
10. Third-Party Sites
The Service links to third-party sites, including SEC EDGAR and news publishers. This Policy does not apply to them. Review their privacy policies before providing information.
11. Changes to This Policy
We may update this Policy. The current version is always posted at sentiaresearch.com/privacy with an effective date and version number. For material changes, we will provide notice by email or prominent notice in the Service before they take effect. Continued use after the effective date constitutes acceptance.
12. Contact
Sentia Research, Inc.
c/o Legalinc Corporate Services Inc.
131 Continental Dr, Suite 305
Newark, DE 19713
contact@sentiaresearch.com