Privacy Policy

CSuite Solutions, LLC trading as RosettaFi · effective 25 August 2026

This explains what happens to your information when you use RosettaFi, software published by CSuite Solutions, LLC d/b/a RosettaFi. The short version is at the top because it is the part that matters.

Your financial data is stored on your computer not ours.Your database, your reports, your holdings live only on your machine. The only thing that leaves are the statement pages you choose to be read and imported into the app. We do not receive them, store them, or have any way to look at them.
To read a statement, its pages are sent to Anthropic's AI vision service, encrypted in transit.A server passes them through and keeps only the token count — never the content. Like the other major AI providers, Anthropic keeps content for up to 30 days and then deletes it automatically. They do this to help detect misuse of their systems and meet legal requirements.
We never ask for your brokerage login.The software does not connect to your brokerage. We never ask for or take possession of your sign-in credentials.

What happens when a statement is read

The pages of that statement are sent, encrypted, from your computer through a server hosted by Render to Anthropic PBC, which operates the AI vision service that reads them. Anthropic returns the figures to you. Those figures are checked against your statement's printed totals and saved on your computer.

The Render server does not store the pages. It counts tokens for usage and billing purposes and passes the request through.

Data retention Like the other major AI providers, Anthropic, which reads the statements, keeps content for up to 30 days and then deletes it automatically. This short window is industry standard: it lets providers detect misuse of their systems and meet legal requirements, unless content is flagged for misuse or the law requires it to be kept longer. Anthropic's commercial terms separately forbid using your data to train its models.

What we actually collect

Your name and email address, so we can license the software to you and reach you about it. Your payment details go to Paddle, not to us — we see that a payment succeeded and which tier you bought, never your card number.

A count of account statements read against your subscription limits. That is a number, not a copy of anything.

Any message you choose to send us for support, including a log file if you attach one. The software's log deliberately records counts, timings and error codes only — no dollar values, share counts, security names, account numbers, holder names or file names — so that a log you send us cannot contain your portfolio.

Whether you ticked the box at checkout to hear from us. Paddle's checkout offers it, unticked. Announcements about RosettaFi go only to the people who ticked it, and you can stop them at any time by writing to support@rosettafi.com. Emails about your own account — a verification code, a password reset code, your download — are not announcements and are sent to everyone.

Who else touches your information

Paddle.com Market Limited — sells you the subscription, handles payment and sales tax as merchant of record, and holds your billing details.

Anthropic PBC — reads statement pages, as described above.

Render — hosts the server that passes those pages through. It stores no statement content; it counts tokens for usage and billing.

Postmark (ActiveCampaign, LLC) — delivers the emails we send you: your verification and password reset codes, your download link, a reply from support, and announcements if you opted in. It sees your email address and those messages, nothing about your finances.

That is the entire list. We do not have access to your financial information, sell your subscription information, share your information for advertising, and there are no analytics companies watching what you do inside the software.

Sharing a statement with us, if you choose to

The software has a button that lets you send us one specific statement to help us support a brokerage whose format is handled poorly. It is off unless you press it, it is per file, and you see exactly what would be sent before it goes.

If you send one, we use it only to improve how statements are read, we do not link it to your other data, and we do not retain it after the broker's statement format is added to our library.

How long we keep things

Your account and billing records for as long as you are a subscriber, and then for as long as tax and accounting law requires — generally seven years.

Support messages for two years.

A statement you deliberately shared with us — not retained once the broker's statement format, not the data, is added to our library.

Nothing else, because there is nothing else.

Your rights

You can ask us what we hold about you, ask us to correct it, ask us to delete it, or ask for a copy. Write to support@rosettafi.com and we will respond within 30 days.

If you are in the European Economic Area or the United Kingdom, you have these rights under the General Data Protection Regulation and may complain to your national data protection authority. If you are in California, you have similar rights under the California Consumer Privacy Act, and we do not sell or share personal information as those terms are defined there.

Deleting your account does not delete your database — that is on your computer, and only you can remove it.

Children

RosettaFi is for adults managing their own investments. We do not knowingly collect information from anyone under 18.

Changes, and how to reach us

If we change this policy in a way that matters, we will say so here and email subscribers before it takes effect.

CSuite Solutions, LLC d/b/a RosettaFi, Florida, United States. Privacy questions: support@rosettafi.com. Legal and business: admin@rosettafi.com.