Version 2026-09-23 · Effective 2026-09-23
Prior versions
This Privacy Policy applies to our websites, applications, services, and other offerings that link to this policy (collectively, the “Services”). It explains how Oasive, Inc. (“Oasive,” “we,” “our,” or “us”) collects, uses, and protects your personal data. In this Privacy Policy, “Personal Data” means information that identifies or reasonably can be linked to a particular individual. By using our Services, you accept the practices described in this Privacy Policy.
This Privacy Policy does not apply to information we process on behalf of our business customers while providing the Services to them. In those cases, our use of data is governed by our agreements with those customers (including our Data Processing Agreement, available at https://oasive.ai/data-processing-agreement). If you have concerns about data we process on behalf of a business customer, please contact that business directly. This Privacy Policy also does not cover the practices of companies we don’t own or control.
Personal Data We Collect
This chart details the categories of Personal Data that we collect and have collected over the past 12 months:
| Category of Personal Data | Examples of Personal Data We Collect |
|---|---|
| Account and Profile Information | First and last name Business email address Employer or firm name Job title or role Login credentials Information we request to confirm that you are eligible to receive the market data available through the Services |
| Billing Information | Billing contact details and transaction history Payment card details, which are collected and stored by our payment processor rather than by us |
| Research and Chat Content | Questions and prompts you submit to the chat and research features Portfolio holdings, position lists, security identifiers and other content you enter or upload Reports you request or schedule |
| Usage Data | Reports opened and downloaded, features used, query volumes and timing Chat and report history associated with your account |
| Device and Connection Data | IP address Browser type, operating system and device type Approximate location derived from IP address |
| Cookies | Cookie and session identifiers Cookie types (session and persistent) |
| Communications | Support inquiries and correspondence with us Responses to surveys or feedback requests Email delivery and open information for the research emails we send you |
Where We Get Your Data
We collect Personal Data directly from you (when you sign up for research emails, create an account, use the chat and research features, enter or upload portfolio information, or contact us), automatically through your use of the Services (including via Cookies), from your employer when it gives you access to the Services, and from our payment processor, email delivery provider and analytics provider.
How We Use Your Data
Providing, Customizing and Improving the Services. Creating and managing your account, delivering research reports to you, generating responses to your chat and research requests, processing subscriptions and billing, providing support, improving the Services through research and analytics, and fraud prevention and security.
Complying with Our Data Licenses. Confirming that you are eligible to receive the market data available through the Services, and keeping and reporting the user and usage records our data licensors require.
Marketing. Sending you research reports, product updates and other marketing emails, which you can opt out of at any time using the unsubscribe link or by contacting hello@oasive.ai.
Corresponding with You. Responding to your inquiries, contacting you when necessary, and sending communications according to your preferences.
Meeting Legal Requirements. Fulfilling legal obligations, protecting the rights and safety of you and others, enforcing our agreements, responding to third-party claims, and resolving disputes.
We will not use your Personal Data for materially different or unrelated purposes without providing you notice.
How We Share Your Personal Data
We disclose your Personal Data to the categories of service providers and other parties listed in this section. We do not sell Personal Data, and we do not share it for cross-context behavioral advertising.
Service Providers. These parties help us provide the Services or perform business functions on our behalf, including our cloud hosting provider, email delivery provider, payment processor, analytics provider and customer support tools. We require service providers to protect Personal Data and to use it only to provide services to us.
Operational Debugging. We use LangSmith (LangChain, Inc.) to debug customer queries. Traces may contain full prompts, tool inputs and results, responses, and portfolio holdings or positions. Access is restricted to authorized personnel and service providers for troubleshooting, reliability and support. LangChain’s terms prohibit using this content for model training.
AI Model and Web Search Providers. Content you submit to the chat and research features is transmitted to third-party AI model providers to generate a response, and related search queries are transmitted to a web search provider. We do not authorize our AI providers to use your content for model training. For business customers, our handling of content submitted to AI features is governed by our customer agreements and Data Processing Agreement. Our sub-processors are listed in Annex III of the Data Processing Agreement at https://oasive.ai/data-processing-agreement.
Data Licensors. The market data in the Services is licensed from third parties whose agreements with us require us to report user counts and, on request, the identity and usage records of the individuals who access their data. We disclose that information to a data licensor only as those agreements require.
Analytics Partners. These parties provide analytics on web traffic or usage of the Services, including how users found or were referred to the Services and how they interact with them.
Parties You Authorize. Third parties you authorize, access, or authenticate through the Services.
Legal Obligations. We may share any Personal Data that we collect with third parties in conjunction with any of the activities set forth under Meeting Legal Requirements in the How We Use Your Data section above.
Government and Law Enforcement Requests. We may disclose Personal Data to government authorities or law enforcement in response to valid legal process such as a subpoena, court order, or search warrant.
Business Transfers. Your Personal Data may be transferred to a third party if we undergo a merger, acquisition, bankruptcy, or other transaction in which that third party assumes control of our business (in whole or in part). Should one of these events occur, we will make reasonable efforts to notify you of the transfer.
Aggregated and Anonymous Data. We may create aggregated, de-identified or anonymized data from the Personal Data we collect, including by removing information that makes the data personally identifiable to a particular user. We may use such aggregated, de-identified or anonymized data and share it with third parties for our lawful business purposes, including to analyze, build and improve the Services and promote our business, provided that we will not share such data in a manner that could identify you.
Cookies and Tracking Technologies
The Services use cookies and similar technologies (collectively, “Cookies”) to keep you signed in, remember your preferences, and understand how the Services are used. We use two kinds: essential Cookies, which the Services need in order to work and which cannot be switched off, and analytics Cookies, which help us measure traffic and usage. We do not use advertising Cookies. Most browsers let you block or delete Cookies through their settings; blocking essential Cookies will prevent you from signing in.
Data Retention and Deletion
This section explains how long we retain your Personal Data and the factors that determine retention periods.
We retain Personal Data only for as long as necessary to fulfill the purposes for which it was collected, provide our Services, comply with legal obligations, resolve disputes, and enforce our agreements.
| Data Category | Retention Period | Rationale |
|---|---|---|
| Account Data, Research and Chat Content | While the account is active, unless you request deletion; deleted from live systems within 60 days after a deletion request or account closure. Routine backups expire through the ordinary backup rotation. | To keep your saved chats and portfolios available while you use the Services |
| Diagnostic Traces (LangSmith) | Routine operational traces are configured for 14-day retention, subject to provider deletion processing. | Troubleshooting, reliability and support |
| Billing Information | 7 years after account closure | Tax, accounting, and legal compliance requirements |
| Research Email Subscriptions | Until you unsubscribe | To deliver the reports you signed up for |
| Marketing Opt-Out Records | Indefinitely | To honor your opt-out and keep you on our suppression list |
| Support Correspondence | 3 years after resolution | Customer service quality and dispute resolution |
| Security Logs and Data Access Records | 3 years after account closure | Security monitoring, incident investigation, and record-keeping required by our data licenses |
| Aggregated/De-identified Data | Indefinitely | No longer identifiable; used for analytics and product improvement |
You may request deletion of your Personal Data by contacting hello@oasive.ai, except where retention is permitted or required by applicable law. For business customers, retention and deletion of customer data submitted through the Services is governed by your Data Processing Agreement.
Data Security
We use commercially reasonable technical and organizational measures to protect your Personal Data. No system is completely secure, and we cannot guarantee the absolute security of your information. In the event of a data breach, we will notify affected parties as required by applicable law.
For business customers, detailed security commitments—including encryption, access controls, incident response procedures, and sub-processor obligations—are addressed in our customer agreements and Data Processing Agreement. To request security documentation, contact hello@oasive.ai.
Age Requirements
Our Services are designed for business use by adults. We do not knowingly collect or solicit Personal Data from individuals under 18. Business customers are responsible for ensuring their authorized users meet age requirements.
Your Privacy Rights
Where we act as a service provider or processor on behalf of a business customer, that customer controls how your Personal Data is processed. If you are an employee or end user of one of our business customers and wish to exercise your privacy rights regarding data submitted through the Services, please contact your employer or the organization that provides you access. We will assist our business customers in responding to such requests as required by our agreements and applicable law.
The rights below apply to Personal Data we collect and control directly—such as account information, website usage data, and marketing communications.
California Resident Rights
Under California Civil Code Sections 1798.83-1798.84, California residents are entitled to contact us to prevent disclosure of Personal Data to third parties for such third parties’ direct marketing purposes. To submit such a request, contact us at hello@oasive.ai.
Nevada Resident Rights
If you are a resident of Nevada, you have the right to opt out of the sale of certain Personal Data to third parties. You can exercise this right by contacting us at hello@oasive.ai with the subject line “Nevada Do Not Sell Request.”
Other U.S. State Privacy Rights
If you are a resident of Colorado, Connecticut, Montana, Oregon, Texas, Utah, or Virginia, you may have additional rights under your state’s privacy laws, including the right to access, correct, delete, and opt out of certain processing of your Personal Data. To exercise your rights, contact us at hello@oasive.ai.
Changes and Contact Information
We may update this Privacy Policy from time to time and will notify you of material changes by posting a notice on https://www.oasive.ai or sending you an email. Your continued use of the Services after changes are posted means you accept the updated Privacy Policy.
If you have any questions about this Privacy Policy or how we handle your data, contact us at hello@oasive.ai.