Privacy
Your holdings are yours.
Last updated 3 October 2026
Datum exists to tell you what you own and what it’s worth. That requires holding some sensitive information about you, so this page says plainly what is collected, what is never collected, who else can see it, and how to take it back.
What Datum collects
- Who you are. When you create an account, our identity provider gives Datum your email address, your name if you supplied one, and a stable account identifier.
- What you hold. If you link a brokerage, Datum receives your positions, cash balances and investment transactions for the accounts you select. If you track by hand, it holds whatever you enter.
- How you use it. Your preferences, watchlist, alert thresholds and display settings.
- Billing. Our payment processor handles your card and sends Datum the subscription status and the identifiers needed to reconcile it.
- Operational logs. Ordinary server and error logs, used to keep the service running and diagnose faults.
What Datum never receives
- Your brokerage credentials. You authorize the connection with your brokerage through a specialist connection provider. Your brokerage username and password are never sent to Datum and are never stored by it.
- Your card number. Card details go directly to the payment processor. Datum never sees them.
- Trading authority. The brokerage connection is requested read-only. Datum cannot place trades, transfer funds, or change anything in your brokerage account.
What Datum does not do
Your holdings are not sold. They are not shared with anyone for marketing, advertising or data-broker purposes, and they are not used to build advertising profiles. There is no advertising on Datum and no third-party analytics or advertising trackers in the app or on this site.
Who else touches your data
Datum uses a small number of service providers, each for one job: an identity provider for sign-in, a brokerage connection provider for account linking, a payment processor for subscriptions, an email provider for notifications you have asked for, and a cloud host for computing and storage. Each receives only what its job requires, and none is permitted to use your data for its own purposes.
Datum uses Plaid Inc. to connect your brokerage accounts. When you link one, you sign in on Plaid’s screens, and Plaid collects your brokerage login and the account data it passes to Datum on our behalf. Plaid’s own handling of that information is covered by Plaid’s End User Privacy Policy, which applies to the connection alongside this page.
How it is protected
Traffic is encrypted in transit. The authorization token that lets Datum read a linked brokerage is encrypted before it is stored, with keys held separately from the database and managed by the cloud host’s key service. Access to production data is limited to what is needed to operate the service.
Storage in your browser
The app keeps your sign-in session in your browser’s session storage, so it is cleared when you close the tab, and remembers display preferences such as your theme in local storage. Neither is used for tracking. This marketing site sets no cookies and stores nothing in your browser.
What this marketing site counts
This site runs one small script of our own. When you open a page, and when you click a Sign up or Start the 7-day trial link, it sends one request to Datum’s own servers (api.datum.financial) with the page address (without any query string), the website that sent you, and any utm_ campaign tags on the link you followed. It carries no identifier and sets nothing in your browser, so it counts visits and clicks but cannot tell one visitor from another or follow you between pages. No third party receives it. Like any web service, ours may record your IP address in operational logs to secure and troubleshoot it. If your browser sends Do Not Track or Global Privacy Control, the script sends nothing.
The fund-overlap calculator. The calculator at /tools/fund-overlap sends the fund tickers you enter to Datum’s own servers (api.datum.financial) so it can look up their public SEC filings and expense ratios. The portfolio value you enter is used only in your browser and is never sent. Nothing is stored against you: no account, no identifier, no cookie. Like any web request, the tickers may appear in our operational and request logs. We also count, without tickers or amounts, that a calculation was completed and that the Sign up link was clicked.
How long it is kept
Your portfolio data is kept for as long as your account exists. Unlinking a brokerage revokes Datum’s access to it and removes the synced positions and balances for that connection. Deleting your account removes your data. Transaction records that back a historical figure may be retained in de-identified form, and ordinary logs and records required for tax, accounting or fraud-prevention purposes are kept for as long as the law requires.
Your rights
You can export everything Datum holds about you as a single file, and you can delete your account and its data. Neither is behind the subscription: a lapsed or canceled account can still export and delete. Both are in your account settings. Depending on where you live you may also have rights to correct your data or object to particular processing; ask and we will honour them.
Children
Datum is not intended for anyone under 18 and is not knowingly provided to them.
Changes
If this policy changes in a way that materially affects you, we will say so in the app before the change takes effect. The date at the top always reflects the current version.
Contact
Questions about any of this, or a request to exercise a right, go to privacy@datum.financial.
This page describes how Datum handles your data. It is not legal advice, and it does not create rights beyond those the law gives you.