Privacy Policy

Last Updated: 6/25/2026

1. Introduction

Welcome to Perpetuity. We respect your privacy and are committed to protecting your personal data. This privacy policy will inform you about how we look after your personal data when you visit our website (regardless of where you visit it from) and tell you about your privacy rights and how the law protects you.

2. Data We Collect

We may collect, use, store and transfer different kinds of personal data about you which we have grouped together follows:

  • Identity Data: includes first name, last name, username or similar identifier.
  • Contact Data: includes email address.
  • Financial Data: tracking of portfolio assets as entered by you (we do not connect directly to brokerages without explicit consent, and typically rely on read-only APIs or manual entry).
  • Technical Data: includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, operating system and platform.
  • Usage Data: includes information about how you use our website, products and services.

3. Analytics and Cookies (GDPR & CCPA Compliance)

We use third-party analytics tools, including Google Analytics and Vercel Analytics, to understand how users interact with our platform. To comply with global privacy regulations (including GDPR in the EU and CCPA in California), we do not load these tracking scripts unless you explicitly opt-in via our Cookie Consent Banner.

If you have opted in, you can withdraw your consent at any time by clearing your browser cookies or adjusting your preferences in our Cookie Banner.

4. How We Use Your Data

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data in the following circumstances:

  • Where we need to perform the contract we are about to enter into or have entered into with you (providing the SaaS dashboard).
  • Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
  • Where we need to comply with a legal obligation.

5. Your Legal Rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data, including the right to request access, correction, erasure, restriction, transfer, to object to processing, to portability of data and (where the lawful ground of processing is consent) to withdraw consent.

If you wish to exercise any of the rights set out above, please contact us.

6. Contact Us

If you have any questions about this privacy policy or our privacy practices, please contact us at: privacy@getperpetuity.com.