AI generated content is timestamped and stored in accordance with SEC requirements. These data stores are constantly synchronized with our cloud storage solution with multi-region backup (US only).

You can provide client specific information in the chat window, through the upload feature, or by reaching out to admin@quantumai.dev for assistance with large data transfers.

Your data is retained only as context to help inform Fin's responses. It is not used to train our models.

Fin references various data sources including user uploaded files, company financials and fundamentals, stock-specific data, technical indicators, as well as alternative, economic, and sentiment trending analytics. Fina also digests global news, macro and geopolitical indicators, SEC filings, and ESG-related data. Additional data sources can be incorporated based on user preferences.

You can upload your own files and data sources by navigating to the Upload tab in the Fin section, selecting a specific portfolio or the general bucket, and uploading the data that you would like to add to Fin's knowledge base.