Your portfolio deserves a small data footprint.

Information used for an analysis

Corrly sends the tickers and values you enter to its analysis service so it can calculate portfolio weights and historical risk metrics. The analysis endpoint does not intentionally save those portfolio values. Market-data providers receive ticker requests, not your entered portfolio amounts.

When you choose monitoring or updates

An early-access signup stores your email address and optional campaign attribution. If you explicitly ask Corrly to watch a portfolio, Corrly also stores the validated ticker symbols needed for that watch. It does not store the amounts from your analysis for monitoring.

When you apply for the founding advisor beta

An advisor-beta application stores the name, work email, firm, whether the applicant serves concentrated-stock or equity-compensation clients, an approximate monthly case-volume range, an optional workflow note, and limited campaign attribution. Corrly uses those details to assess whether the current concierge workflow fits the firm and to contact the applicant about the beta. The form specifically asks applicants not to include client names, holdings, account numbers, or other client-identifying information.

Product analytics

Corrly uses Vercel Analytics and a first-party event endpoint to understand whether pages and product flows work. The first-party system creates a random browser identifier in local storage and may store event name, page path, coarse campaign tags, and limited interaction properties. Campaign tags may also be kept in session storage. Corrly does not intentionally attach that random identifier to your email address.

Service providers

Corrly currently relies on hosting and infrastructure providers, a market-data provider, Neon for database storage, and Resend for email delivery and audience management. Those providers process limited data as needed to provide their services and operate under their own terms.

Your choices

• Run a portfolio analysis without creating an account.
• Decline monitoring and avoid submitting an email address.
• Do not submit an advisor-beta application unless you want Corrly to assess and contact you about beta participation.
• Block local or session storage in your browser, which may reduce analytics attribution.
• Reply to a Corrly email to stop messages or a portfolio watch.

To ask about, correct, or delete information associated with your email, contact hello@corrly.com. Corrly may retain limited records when reasonably needed for security, legal obligations, or suppression of future email.

Changes

This notice may change as the beta and its vendors change. The date above will be updated when the notice is revised.