Privacy

If you use the income-event digest, the holdings information you submit through your signed-in account consists of ticker symbols and share counts. The pilot holdings form does not request cost basis, account numbers, or brokerage credentials. Please do not include that information.

Your current holdings are available through your account and may be accessed by authorized Histometrics personnel and service providers only as needed to operate, secure, and support the digest. We do not sell holdings, use them for advertising, or make them public.

You can remove current holdings in the app at any time. You may also email us to request deletion of your current holdings or account. We may need to verify your identity before completing a request.

Cancelling the digest or unsubscribing from digest emails does not automatically delete your stored holdings. When a digest is approved, we freeze its content and retain the share-count snapshot used for each item. We may keep approved and sent digest records after holdings are removed or an account is closed for as long as reasonably necessary for compliance, recordkeeping, and dispute resolution. Those retained snapshots are not used to prepare future digests.

Histometrics uses configured workspace services for authentication and for storing saved workspace state such as watchlists, backtests, recommendation cases, and memo history. Those flows are owner-scoped in the app and are not intended to be part of the public discovery surface.

The product also maintains operational telemetry for ingestion and system health. If you contact Histometrics directly, your email address and message may be retained to respond to the request and to improve the corresponding product documentation.