01Principle
Read-only direction
The planned first versions focus on viewing and understanding information, with no trading or custody.
Our design direction
Built with care, from the start.
These are principles for the product as it develops, not a certification or guarantee.
02Planned
Clear permissions
Future connections should explain what is shared, why it is needed and how to disconnect.
03Demo
Data control
The demo includes controls in Settings to export or delete financial data from your workspace.
The connection cards in this demo use sample data. They do not connect to a bank, broker or crypto exchange.
Looking ahead
Trust is a process.
The product blueprint calls for limited data collection, access controls, security testing and a clear incident response process before launch. Future integrations and their permissions will require separate implementation and review.
For the current scope and limitations, read the privacy overview and compliance overview.
YOUR NEXT STEP