Your Data, Your Control
ClearView is built on a simple principle: your financial data belongs to you. Here's exactly what we store and how you can access, export, or delete it at any time.
Quick Actions
Export My Data
Download everything as JSON
Disconnect Accounts
Revoke Plaid access
Delete My Account
Permanently remove all data
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What We Store
Account Identity
Your email address. If you used Google sign-in, your Google account ID. No password is stored by us — authentication is handled by Supabase Auth.
Investment Holdings & Transactions
Positions (security name, ticker, quantity, value, cost basis), investment transactions (trade date, type, symbol, amount), and account metadata (name, type, institution). Synced from your brokerage via Plaid.
Bank & Credit Card Transactions
Transaction date, merchant name, amount, and Plaid's spending category. Used for cash flow analysis. Your bank login credentials are never stored — Plaid handles authentication.
Liabilities
Credit card APRs, payment due dates, and minimum payments. Mortgage rate, term, outstanding balance, and property address if provided by your institution via Plaid.
Your Analyses
Analysis names, date ranges, and account selections you create for investment reports and cash flow analyses. Calculated results are generated on demand and not stored.
Encrypted Plaid Tokens
A Plaid access token (not your bank password) that allows us to re-sync your accounts. Stored using AES-256-CBC encryption. Revoked and deleted when you disconnect an institution or delete your account.
What We Don't Store
- Your bank username or password — ever
- Social Security Number or Tax ID
- Full credit card numbers or CVVs
- Documents, PDFs, or screenshots of statements
- Your location or device data
- Behavioral tracking data or advertising profiles
How to Delete Your Data
Delete a specific analysis
Go to Manage My Data and select “Delete Analysis.” This removes the analysis record but keeps your underlying account and holdings data intact.
Disconnect a financial institution
Go to Connect Accounts and disconnect the institution. This revokes the Plaid access token immediately. Previously synced data remains until you delete the account below.
Delete a connected account and its data
Go to Manage My Data and select “Delete Account.” This permanently removes the account and all associated holdings and transactions.
Delete your entire account
Go to Manage My Data and use the “Delete Profile” option. Type DELETE to confirm. This permanently removes your account, all financial data, all analyses, and signs you out. This cannot be undone.
Questions or Data Requests?
If you'd like to request your data, have it corrected, or have any privacy concerns, contact us:
Fiducia AI Labs LLC
Email: privacy@getclearview.ai
See also: Privacy Policy · Terms of Service