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Privacy Policy

Effective Date: August 1, 2025

DiCarlo Software Solutions LLC ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy outlines how we collect, use, and safeguard your information when you use our mobile application and related services (collectively, the "Services").

1. Information We Collect

We collect the following types of information:

  • Personal Information: First name, last name, email address, password, and optionally a profile image URL.
  • Financial Information: With your consent, we access your financial data via Plaid, including transactions and investment details.
  • Usage Data: Information about app usage, interactions, and crash reports, collected to improve your experience.

2. How We Use Your Information

We use your information to:

  • Provide and improve the Services
  • Deliver personalized content and insights
  • Analyze usage trends and performance
  • Send alerts, updates, and relevant notifications
  • Maintain app security and detect fraud

3. Data Sharing and Disclosure

We do not sell or share your personal data with third parties for marketing. We may work with trusted service providers who help us deliver and improve the Services, under strict confidentiality and data protection agreements.

4. Third-Party Services

We use third-party services to support core functionality, analytics, and infrastructure. These services may collect and process your data as described in their respective privacy policies:

Analytics & Monitoring

Infrastructure & Hosting

Financial Data Integration

  • Plaid – used to securely connect your financial accounts and access transaction and investment data.
    Plaid Privacy Policy

Subscriptions & Billing

How to Opt Out

Some services may offer opt-out mechanisms. For example, PostHog allows opt-out controls via in-app settings. If available, we’ll provide these controls directly within the app.

5. Data Security

We implement industry-standard security measures, including encryption and secure storage, to protect your data.

6. Your Rights and Choices

You may:

  • Access or update your profile
  • Delete your account and all related data
  • Control notification and tracking permissions from your device settings

7. Children's Privacy

Our Services are not intended for children under 13. We do not knowingly collect data from minors.

8. Future Features

If we introduce features such as referrals or social sharing, we’ll update this policy and notify users before collecting new types of data.

9. Changes to This Policy

We may revise this Privacy Policy and will notify you of significant changes by updating this page and the effective date.

10. Contact Us

If you have any questions, contact us at:

Email: alyssa@dicarlosoftware.solutions