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Privacy Policy

Last updated: January 2025

1. Introduction

Welcome to Convex ("we," "our," or "us"). We are committed to protecting your personal information and your right to privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our personal productivity and financial management application.

2. Information We Collect

We collect information that you provide directly to us, including:

  • Account Information: Email address, name, and password when you create an account.
  • Financial Data: Information from connected financial accounts, including holdings, transactions, and balances when you choose to connect third-party services like Plaid or Coinbase.
  • Health Data: Sleep, activity, and wellness metrics when you connect health integrations like Oura Ring.
  • Calendar Data: Event information when you connect Google Calendar.
  • User-Generated Content: Tasks, projects, decisions, journal entries, and notes you create within the application.

3. How We Use Your Information

We use the information we collect to:

  • Provide, maintain, and improve our services
  • Process and display your financial portfolio and analytics
  • Manage your tasks, calendar, and productivity tools
  • Provide AI-powered features like email triage and pattern recognition
  • Send you important notifications and alerts you configure
  • Respond to your comments, questions, and support requests
  • Detect, investigate, and prevent fraudulent or unauthorized activities

4. Data Storage and Security

We implement appropriate technical and organizational security measures to protect your personal information, including:

  • Encryption of sensitive data at rest and in transit
  • Secure token storage for third-party integrations
  • Regular security audits and monitoring
  • Access controls and authentication requirements

Your data is stored in secure cloud infrastructure. We retain your information for as long as your account is active or as needed to provide you services.

5. Third-Party Services

Our application integrates with third-party services to provide functionality. When you connect these services, you are subject to their respective privacy policies:

  • Plaid - For banking and brokerage connections
  • Coinbase - For cryptocurrency data
  • Google (Calendar) - For calendar integration
  • Oura - For health and sleep data

We only access the data necessary to provide the features you request and do not sell your data to third parties.

6. Your Rights and Choices

You have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate data
  • Request deletion of your account and associated data
  • Disconnect third-party integrations at any time
  • Export your data in a portable format
  • Opt out of non-essential communications

7. Data Sharing

We do not sell, trade, or rent your personal information to third parties. We may share your information only in the following circumstances:

  • With your explicit consent
  • To comply with legal obligations
  • To protect our rights, privacy, safety, or property
  • In connection with a merger, acquisition, or sale of assets

8. Cookies and Tracking

We use essential cookies to maintain your session and provide core functionality. We do not use third-party tracking or advertising cookies. Analytics, if used, are privacy-focused and do not track individual users across sites.

9. Children's Privacy

Our service is not intended for users under 18 years of age. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically for any changes.

11. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

privacy@convex-app.com

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