Data handling at Filing Clarity

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How we use your data

• We monitor SEC EDGAR on your behalf for the public companies you specify.
• We store only the ticker symbols you ask us to monitor.
• We do not store, analyze, or share your clients' identities, account numbers, or position values.
• All portfolio data you upload is stripped to ticker symbols immediately. The original file is never stored.

What we store

• Your email address and account credentials (encrypted).
• The ticker symbols on your watchlist.
• Filing Clarity signals generated from public SEC filings (all sourced from SEC.gov — public information).
• Portfolio group names you create (e.g. “Johnson Family” — we store the label, not who the Johnsons are).

What we don't store

• Client names or identities.
• Account numbers or custodian data.
• Dollar values of any position.
• Any non-public information.

The data source

• All signals are generated from SEC EDGAR — the public database of legally required corporate disclosures. Every filing we analyze is publicly available at sec.gov.

Your data is not sold

• Filing Clarity does not sell, share, or license your data to any third party.