Privacy and your data

The connection uses your own account with the AI tool you choose. How that tool handles your conversations and the data you share is covered by that provider's terms and privacy settings (for example, Anthropic for Claude).

PDT only provides the technical connection that allows you to share your portfolio data with the AI tool you choose. We do not automatically send your data to an AI tool, and we do not store the contents of your conversations.

Do you want to know exactly how an AI tool handles your data? Check the privacy settings and terms in your account with that tool.