Privacy-first
Privacy Policy
We are in preview and not generally available. These notes describe our current approach.
Last updated: April 2026
At Invesh, we believe privacy is non-negotiable. We collect only what's needed, and you always have control over your data.
What we collect
- Basic account info (email, profile)
- Investment account details you create (account names, broker info)
- Transaction data you manually enter (dates, amounts, types)
- Current values you set for your investment accounts
- Documents you upload to Artha (PDFs, images, spreadsheets) for transaction import
- Conversations with Artha, the AI assistant, used to provide portfolio insights
How we handle your data
- No selling of data, no dark patterns
- Your investment data is never shared for advertising
- No automated connections to your bank or broker accounts
- Artha uses trusted third-party LLM providers to power AI features — your data is sent securely and handled in accordance with their privacy policies
- All data is encrypted in transit and at rest
Your choices
- You control all data — add, edit, or delete accounts and transactions anytime
- Request full account deletion via hello@invesh.io
See also our Terms of Service.