SummitwardSummitward

Privacy Policy

Last updated: May 11, 2026

This Privacy Policy explains how Mount Si Labs LLC (“Mount Si Labs,” “we,” “us,” or “our”) collects, uses, and protects information when you use Summitward (the “Service”).

1. Information We Collect

We collect the minimum information necessary to provide our service:

  • Account information: email address, name (optional), and hashed password.
  • Financial data: net worth figures, asset allocations, portfolio tickers, and configuration preferences you enter into the dashboard.
  • Usage data: page views, feature usage, and error logs for improving the product.
  • Payment information: billing details are collected and processed by Stripe. We do not store your credit card number on our servers.

2. How We Use Your Information

  • To provide, maintain, and improve the Summitward dashboard and analysis tools.
  • To authenticate your account and secure your data.
  • To process payments and manage subscriptions via Stripe.
  • To monitor application performance and diagnose errors via Sentry.
  • To analyze usage patterns and improve the product via analytics services.
  • To communicate important service updates, billing notifications, and security alerts.

3. Data Storage and Security

Your financial data is stored securely and encrypted at rest. We do not sell, rent, or share your personal or financial data with third parties for advertising or marketing purposes. Access to production databases is restricted to authorized personnel only.

4. Data Retention

Your data is retained as long as your account is active. You can export all your data via CSV at any time from Settings. Upon account deletion, all data is permanently removed within 30 days. Aggregated, anonymized usage statistics may be retained indefinitely for product improvement purposes.

5. Cookies and Tracking Technologies

We use the following cookies and tracking technologies:

  • Essential cookies: Required for authentication, session management, and security. These cannot be disabled.
  • Analytics cookies: Used by Google Analytics 4 (GA4), PostHog, and Microsoft Clarity to understand how visitors interact with Summitward. These collect anonymized usage data such as pages visited, features used, session duration, and interaction patterns (clicks, scrolls, and mouse movements).
  • Local storage: Used to store user preferences (e.g., dark mode, onboarding state) in your browser. This data never leaves your device.

You can opt out of analytics tracking by enabling “Do Not Track” in your browser settings or by using a browser extension that blocks analytics scripts. Disabling essential cookies may prevent you from using Summitward.

6. Third-Party Services

Summitward uses the following third-party services that may collect or process your data in accordance with their own privacy policies:

7. Children's Privacy

The Service is not directed to children under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected personal information from a child under 13 without parental consent, we will take steps to delete that information promptly. If you believe a child under 13 has provided us with personal information, please contact us at support@summitward.com.

8. California Privacy Rights (CCPA)

If you are a California resident, you have the following rights under the California Consumer Privacy Act (CCPA):

  • Right to know: You may request disclosure of the categories and specific pieces of personal information we have collected about you.
  • Right to delete: You may request deletion of your personal information, subject to certain exceptions.
  • Right to opt-out of sale: We do not sell your personal information. If this changes, we will provide a “Do Not Sell My Personal Information” link.
  • Right to non-discrimination: We will not discriminate against you for exercising your CCPA rights.

To exercise these rights, contact us at support@summitward.com with the subject line “CCPA Request.”

9. International Data Transfers

Mount Si Labs LLC operates the Service from the United States. If you access the Service from outside the United States, your information may be transferred to, stored, and processed in the United States. By using Summitward, you consent to the transfer of your information to the United States, which may have different data protection laws than your country of residence.

10. Your Rights

You have the right to:

  • Access and export all your data via the Settings page or CSV export.
  • Correct inaccurate data via the Settings page.
  • Delete your account and all associated data.
  • Request a copy of the personal information we hold about you.

11. Changes to This Policy

We may update this policy from time to time. Material changes will be communicated via email or an in-app notification. Your continued use of Summitward after such changes constitutes acceptance of the updated policy.

12. Contact

For privacy-related inquiries, contact us at support@summitward.com.