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Privacy Policy

Last updated: April 14, 2026

Greenline Platforms Inc. ("Greenline," "we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and protect personal information when you use our services, including our website, mobile application, platform, and communications (collectively, the "Platform").

By using the Platform, you agree to the terms of this Privacy Policy.

1. Information We Collect

1.1 Personal Information

We collect the following personal information:

  • Google Sign-In information:
    If you choose to sign in with Google, we access your Google account name and email address. This is used to create and identify your Greenline account.

    We do not access any other Google data (such as Gmail, Google Drive, Calendar, or contacts).
  • Apple Sign-In information:
    If you choose to sign in with Apple, we receive only the name and email address you choose to share with us. If you use Apple's Private Relay option, we receive the relay email address Apple provides and never your real email address.

    We do not access any other data from your Apple account.
  • Email and authentication details:
    Email addresses are stored in our database in an encrypted format. If you create an account using a password instead of Google or Apple Sign-In, passwords are securely hashed.
  • Optional personal information, such as year of birth.

1.2 Financial Information

Greenline is a manual and file-based investment tracker. We collect financial information only when you choose to provide it by:

  • Manually entering holdings or transactions
  • Uploading CSV or PDF statements
  • Uploading screenshots (where available)

We do not collect or store any credentials or information that would allow access to your financial accounts, including:

  • Brokerage usernames
  • Brokerage passwords
  • Banking passwords
  • Two-factor authentication codes
  • Any form of login credential or token provided by a financial institution

1.3 Usage Data

We collect information such as device type, operating system, browser version, IP address, geographic region, pages visited, and in-app interactions.

We use cookies and similar technologies for functionality and analytics.

2. How We Use Information

We use your information to:

  • Operate, maintain, and improve the Platform
  • Personalize and enhance your experience
  • Generate illustrative portfolio insights
  • Communicate with you about your account or product updates
  • Monitor performance and troubleshoot issues
  • Detect or prevent security risks or fraud

2.1 How We Use Google User Data

Your Google account email and name are used strictly to:

  • Create and identify your account
  • Authenticate you during sign-in
  • Communicate with you as a registered user
  • Support subscription payments (if applicable)

We do not:

  • Use Google user data for advertising
  • Sell or transfer Google user data to third parties for marketing
  • Combine Google user data with unrelated data to build profiles

Our use of Google user data complies with the Google API Services User Data Policy, including the Limited Use requirements.

2.2 How We Use Apple Sign-In Data

The name and email address received through Sign in with Apple are used strictly to:

  • Create and identify your account
  • Authenticate you during sign-in
  • Communicate with you as a registered user
  • Support subscription payments (if applicable)

We do not:

  • Use Apple Sign-In data for advertising
  • Sell or transfer Apple Sign-In data to third parties for marketing
  • Combine Apple Sign-In data with unrelated data to build profiles
  • Attempt to identify, link, or associate your Private Relay email with any other email address or identifier

If you used Apple's Private Relay option, any emails we send go through the relay address Apple provides. You can manage or revoke access to your Greenline account at any time from your Apple ID settings at appleid.apple.com.

3. Use of AI and Automation

Greenline uses automated systems, including machine learning and large language models (LLMs), to generate content shown to you within the Platform. This includes daily portfolio summaries, weekly email recaps, and other AI-generated insights based on your portfolio data.

To generate this content, we send portfolio data (including holdings, performance metrics, and account balances) to OpenAI's API. Data is processed under OpenAI's API data usage policy and is not used to train models. AI-generated features are opt-in, and no data is sent to OpenAI unless you have enabled them.

Content generated by AI is clearly identified as such within the Platform. These outputs are informational only and do not constitute financial advice.

These systems don't access data from your Google or Apple account beyond the email and name used to authenticate your account.

4. Data Sharing and Third Parties

We do not sell your personal information.

We may share your encrypted email address or other limited data with trusted sub-processors needed to operate the Platform, including:

  • Hosting and infrastructure providers
  • Authentication providers
  • Analytics and product diagnostics tools (e.g., PostHog, Google Analytics, Ahrefs — may receive your encrypted or hashed email, device identifiers, or usage data for user identification and site performance analysis)
  • Customer support tools
  • Payment processors (current or future) — may receive your email for receipts or billing purposes
  • OpenAI — receives portfolio data (holdings, performance metrics, and account balances) to generate AI-powered summaries and answer portfolio questions. Data is processed under OpenAI's API data usage policy and is not used to train models.

Each third-party provider is restricted to using the data only as needed to provide their service.

We may also disclose information to comply with legal obligations or enforce our Terms of Service.

5. Data Storage and Security

  • All personal data is encrypted at rest and protected in transit using industry-standard TLS.
  • Access is restricted using role-based access controls (RBAC).
  • Only authorized personnel with a legitimate business purpose can access personal information.
  • We regularly review and update our security practices.

6. Data Retention

We retain your data while your account remains active.

If you delete your account:

  • Basic identifiers (e.g., email) are retained for 30 days
  • Financial data is deleted within 90 days
  • Anonymized usage data may be retained indefinitely

You may request expedited deletion by contacting support@usegreenline.com.

7. Your Rights

You may request to:

  • Access or correct your personal information
  • Request deletion (subject to retention periods)
  • Withdraw consent to optional processing
  • Submit a complaint to a privacy regulator in your jurisdiction

8. Canadian Privacy Law

Greenline is operated by Greenline Platforms Inc., a Canadian company. We comply with Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial privacy legislation. You have the right to access, correct, or request deletion of your personal information by contacting us.

9. International Use

Greenline currently serves Canadian residents only. If expanded internationally, we will comply with applicable privacy laws.

10. Children's Privacy

The Platform is not intended for individuals under the age of majority.

We do not knowingly collect information from minors.

11. Changes to This Policy

We may update this Privacy Policy as needed.

Material changes will be communicated via email or in-app notice at least 30 days before taking effect.

12. Contact Us

Email: support@usegreenline.com

Mailing Address: Toronto, Ontario, Canada