Privacy policy

Data the tool accesses

The tool reads and writes Google Sheets spreadsheets after you authorize access through Google.

It processes tickers, worksheet names and identifiers, financial data, analysis dates, valuation assumptions, and calculated results.

Google manages account authorization. The tool uses that authorization to run manual actions, edit triggers, and scheduled updates.

How the tool uses data

The tool uses spreadsheet inputs to retrieve company data, calculate valuations, and update worksheets and summaries.

Google user data is not sold or used for advertising or to train artificial intelligence models.

Use and transfer of information from Google APIs follow the Google API Services User Data Policy, including its Limited Use requirements.

External services and sharing

The tool retrieves financial data from Koyfin, Finbox, and Fiscal.ai, including requests through helper services hosted on Google Cloud.

These requests include company tickers or identifiers and parameters such as financial periods and currencies.

External providers process these requests under their own privacy policies.

Google hosts the spreadsheets, script, authorization services, and execution logs. Spreadsheet sharing settings control who can access the worksheet contents.

Storage and security

Inputs and results remain in Google Sheets. Apps Script properties store settings and credentials for financial data providers.

Execution logs can contain tickers, sheet identifiers, edit details, settings, and errors for troubleshooting.

Access depends on Google account permissions and spreadsheet, script, and Cloud project sharing settings.

Google and external service providers apply their own storage and log retention rules.

Your choices and data deletion

You can stop the automation by removing its Apps Script triggers and revoking access in your Google account connections.

Revoking access does not delete existing spreadsheets, script properties, or logs.

You can delete spreadsheet data and script properties through Google Sheets and Apps Script.

For questions or deletion requests concerning data under the maintainer's control, contact duan.mack@gmail.com.

This website

Netlify hosts these public pages. Its hosting services can process request data such as IP addresses and browser information.

This website has no sign-in, data entry forms, or added analytics. Spreadsheet processing takes place in the Apps Script tool.

Policy updates

Updates to this policy appear on this page with a revised effective date.