Cookie Policy
Last Updated: January 31, 2025
This Cookie Policy explains how {legalEntity} ("we," "us," or "our") uses cookies and similar technologies to secure our fintech platform, analyze market trends, and improve your investment experience. By using our Service, you consent to the use of cookies as described below.
1. What Are Cookies?
Cookies are small text files stored on your device when you visit a website. In the context of a financial platform like Potentia, they are critical for maintaining the security of your session (ensuring no one else is accessing your account) and for remembering your dashboard preferences (e.g., which politicians you are tracking).
2. Types of Cookies We Use
We categorize cookies based on their necessity and function:
A. Strictly Necessary (Security & Core)
Purpose
These are non-negotiable for platform safety. They handle user authentication, prevent Cross-Site Request Forgery (CSRF) attacks, and ensure your API connection to third-party brokers (eToro, Darwinex) remains stable during your session.
Management
You cannot switch these off, as doing so would render the secure areas of our platform inaccessible.
B. Analytics & Performance
Purpose
We use these to see which strategies are trending, which politician profiles are most visited, and how users navigate our charts. This data helps us build better financial tools.
Examples
Google Analytics (anonymized IP) and internal telemetry tools.
C. Functional Cookies
Purpose
These remember your custom settings, such as your preferred currency view (USD/EUR), chart timeframes (YTD vs 5Y), and notification states.
D. Marketing (Optional)
Purpose
We may use these to show you relevant updates about new congressional trading strategies on partner sites. We do not sell your trading data to third-party advertisers.
3. Managing Your Preferences
You can control your cookie settings at any time via our Cookie Preferences Center (link in footer) or through your browser settings. Please note that blocking 'Strictly Necessary' cookies will prevent you from logging in to your dashboard.
4. Updates & Contact
We may update this policy as our technology evolves. Check the 'Last Updated' date for the latest version.
Questions? Contact us at:
Email: privacy@potentia.finance
Phone: +34696969696
Cookie Preferences
Last Updated: January 31, 2025
At {legalEntity}, we value your privacy and control. This dashboard allows you to manage how we use cookies and similar technologies to personalize your investment tracking experience.
1. What We Use Cookies For
We use cookies primarily to keep your session secure (especially when connected to third-party brokers) and to analyze which congressional trading strategies are generating the most interest.
2. Manage Categories
Review and adjust your consent for the following categories:
Strictly Necessary (Required)
These are vital for the platform's security. They handle your login session, API token encryption, and connectivity with brokerage partners (e.g., eToro, Darwinex). You cannot disable these.
Performance & Analytics
These help us understand platform usage—like which politician's portfolios are viewed most often—so we can improve our data intelligence tools. All data is aggregated and anonymized.
Functional Customization
These remember your dashboard preferences, such as your default currency (USD/EUR), selected timeframes for charts, and notification settings.
Marketing & Relevance
These cookies may be set to deliver relevant updates about new investment strategies or features that match your trading profile.
3. Your Choices
You can update these preferences at any time. Changes will take effect immediately for new data collection, though previously set cookies may remain on your device until they expire or are manually cleared.
Accept All
Enable all features for the best personalized experience.
Reject Non-Essential
Limit cookies to only those required for security and core functionality.
Save Preferences
Apply your specific selection from the categories above.
4. Browser Control
Dashboard Settings
Use this panel to control Potentia-specific cookies.
Browser-Level Control
Most modern browsers (Chrome, Safari, Firefox) allow you to block or delete cookies universally. Note that blocking all cookies may prevent you from logging into your Potentia account.
Third-Party Integrations
Cookies set by your connected brokerage (e.g., eToro) are governed by their own privacy policies and settings.
5. Updates
We review these settings periodically to ensure compliance with the latest e-Privacy Directive and GDPR standards.
6. Contact Us
Questions about your data settings? Reach out:
Email: privacy@potentia.finance
Phone: +34696969696