Exporting your data

How GDPR/CCPA-style exports package portfolio, account, and AI audit data.

Quick actions

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Use Settings -> Account to request a data export that includes profile data, portfolio records, alerts, and eligible audit trails.

Exports are prepared through a controlled job so large brokerage histories and AI synthesis audit entries are bundled consistently.

The export does not include secrets, Plaid access tokens, or other operational credentials.

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