Privacy Policy

Protecting your private information is our priority. This Statement of Privacy applies to thefinancial.ai and Global Financial AI (“GFAI”) and governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to Global Financial AI include thefinancial.ai and GFAI. The thefinancial.ai website is an information site. By using the thefinancial.ai website, you consent to the data practices described in this statement.

Collection of your Personal Information

In order to better provide you with products and services offered on our Site, GFAI may collect personally identifiable information, such as your:

• First and Last Name
• E-mail Address
• Mobile phone number
• Employer

We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain products or services available on the Site. These may include: (a) registering for an account on our Site; (b) sending us an email message; (c) subscribing to newsletters or other communications; (d) enabling SMS notifications. To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.

SMS Communications

GFAI sends SMS messages only to users who have expressly opted in through our website. We collect and use your mobile phone number to deliver communications that you have requested.

These communications may include:

• Portfolio monitoring alerts
• Earnings reminders
• Trading strategy notifications
• Account notifications
• Product updates
• Webinar reminders
• Service announcements

Message frequency varies depending on your account activity and notification preferences.

Message and data rates may apply.

You may opt out of SMS messages at any time by replying STOP, CANCEL, or UNSUBSCRIBE to any message.

You may request assistance at any time by replying HELP or contacting us using the information below.

Consent to receive SMS messages is not required as a condition of purchasing any product or service.

Use of your Personal Information

GFAI collects and uses your personal information to operate its website(s) and deliver the services you have requested.

GFAI may also use your personally identifiable information to inform you of other products or services available from GFAI and its affiliates.

Sharing Information with Third Parties

GFAI does not sell, rent or lease its customer lists to third parties.

GFAI may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to GFAI, and they are required to maintain the confidentiality of your information.

No mobile information will be shared with third parties or affiliates for their own marketing or promotional purposes. Text messaging originator opt-in data and consent will not be shared with any third parties except as necessary to provide the messaging services or as required by applicable law.

GFAI may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on GFAI or the site; (b) protect and defend the rights or property of GFAI; and/or (c) act under exigent circumstances to protect the personal safety of users of GFAI, or the public.

Tracking User Behavior

GFAI may keep track of the websites and pages our users visit within GFAI, in order to determine what GFAI services are the most popular. This data is used to deliver customized content and advertising within GFAI to customers whose behavior indicates that they are interested in a particular subject area.

Automatically Collected Information

Information about your computer hardware and software may be automatically collected by GFAI. This information can include: your IP address, browser type, domain names, access times and referring website addresses. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the GFAI website.

Use of Cookies

The GFAI website may use "cookies" to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to run programs or deliver viruses to your computer. Cookies are uniquely assigned to you, and can only be read by a web server in the domain that issued the cookie to you.

One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize GFAI pages, or register with GFAI site or services, a cookie helps GFAI to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on. When you return to the same GFAI website, the information you previously provided can be retrieved, so you can easily use the GFAI features that you customized.

You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the GFAI services or websites you visit.

Children Under Thirteen

GFAI does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.

E-mail Communications

From time to time, GFAI may contact you via email for the purpose of providing announcements, promotional offers, alerts, confirmations, surveys, and/or other general communication.

Categories of Recipients

To provide the Site and Services, GFAI shares personal information only with service providers that act on its behalf and under confidentiality obligations: cloud hosting and infrastructure providers, providers of the AI models used to generate answers, email and SMS delivery providers, payment processors, and the brokerage-connection providers you choose to connect. GFAI does not sell personal information.

Data Retention

• Account information (name, email address, phone number, company details) and the content you create in the Services (chats, portfolios, watchlists, saved strategies and screeners, notification settings) is kept for as long as your account is active.
• When you delete your account, this information is deleted. Records that GFAI must keep for legal, tax, regulatory or security reasons, such as payment records, brokerage order records and support correspondence, are kept only for the period those obligations require.
• Results that the Services return to an AI assistant you have connected (see below) are stored for up to 24 hours, so that the assistant can page through or download them, and are then deleted.
• Sign-in tokens issued to a connected AI assistant expire after one hour; the token that renews them expires after 90 days, or earlier when the connection is revoked.
• Server and security logs are kept only as long as needed to operate, secure and troubleshoot the Services, and are then deleted.

Your Choices and Controls

• Access and correction: you can view and update your profile information in your account settings at any time.
• Deletion: you can delete your account and its data in the thefinancial.ai mobile app (Settings, Delete account), or by emailing support@thefinancial.ai from the email address on your account. GFAI completes verified deletion requests within 30 days.
• Connected accounts: you can disconnect a brokerage account or an AI assistant at any time. Disconnecting stops any further access to your account through that connection.
• Communications: you can unsubscribe from marketing emails using the link in each email, and stop SMS messages as described above.
• Other requests: to ask what personal information GFAI holds about you, or for a copy of it, contact GFAI using the details below.

Security

GFAI protects personal information with industry-standard measures: data is encrypted in transit (HTTPS/TLS), passwords are stored only as salted hashes, API keys and the sign-in tokens issued to AI assistants are stored only as hashes, and access to production systems is limited to authorized personnel. No method of transmission or storage is completely secure, but GFAI works to protect your information and will notify you of a breach as required by law.

Use Through AI Assistants

You can connect thefinancial.ai to AI assistants such as ChatGPT and Claude through the thefinancial.ai MCP server. You sign in with your thefinancial.ai account, and you can disconnect at any time in the assistant's settings.

• What GFAI receives: the requests the assistant makes on your behalf, that is, your question and the inputs of each tool call (for example tickers, dates or a watchlist change), and the account you signed in with. GFAI does not receive your conversation history, files or the assistant's memory.
• How it is used: to answer your request in the same way as on the Site, using GFAI's data, analytics and AI models (including AI models provided by the service providers listed above), and to read or update your own thefinancial.ai account when you ask. The assistant can only reach the data of the account you signed in with, and cannot place trades or move money.
• Retention: results returned to the assistant are stored for up to 24 hours, as described under Data Retention. Changes you ask for, such as adding a ticker to your watchlist, are saved to your account.
• The assistant provider: what the assistant does with your conversation is governed by its own privacy policy.

Changes to this Statement

GFAI reserves the right to change this Privacy Policy from time to time. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified in your account, by placing a prominent notice on our site, and/or by updating any privacy information on this page. Your continued use of the Site and/or Services available through this Site after such modifications will constitute your: (a) acknowledgment of the modified Privacy Policy; and (b) agreement to abide and be bound by that Policy.

This Privacy Policy was last updated on October 21, 2026.

Contact Information

GFAI welcomes your questions or comments regarding this Statement of Privacy. If you believe that GFAI has not adhered to this Statement, please contact GFAI at: