Portfolio Optimisation Engine
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Privacy Policy

Last updated: 29 July 2026

Aurum is an educational portfolio-analysis tool operated by NovaSect. This policy describes the browser data Aurum stores and the technical information third parties may process to provide the site. Aurum does not sell personal data or run advertising.

Accounts and authentication

Aurum is publicly accessible. It does not offer visitor accounts, login, profiling, or authentication cookies. Calculations run in the visitor’s browser.

Browser storage

Aurum uses browser-local storage to operate the tool and reduce repeated market-data requests. These records are held by your browser and are not received by Aurum through the application.

You can remove these records through your browser’s site-data controls. Closing a tab clears sessionStorage; localStorage and IndexedDB remain until cleared by the browser or user.

Share links

Copy share link places selected tickers, model settings, constraints, benchmark, optional rebalancing inputs and Black-Litterman views in a versioned URL parameter. It does not include price histories, result payloads, browser storage, API credentials, names, or contact information. Anyone with the link can read that configuration; do not include sensitive information in a share link.

Error monitoring

This privacy page loads the Sentry browser SDK for technical error monitoring. If activated by its configuration, Sentry may receive an error message, stack trace, browser/operating-system details, and the page URL. Aurum does not intentionally send portfolio selections or saved snapshots to Sentry. See Sentry’s Privacy Policy.

Market data and scheduled model data

Live prices and market information are requested from Yahoo Finance through Aurum’s Vercel proxy. Risk-free-rate data is requested from FRED through a separate proxy. The proxy requests public market-data symbols and ranges; it does not send browser storage or saved snapshots upstream. GitHub Actions refreshes aggregate public market-feature snapshots and model-portfolio data on a schedule; those workflows process no visitor data.

Third-party services

Your choices and rights

Aurum does not maintain visitor accounts or receive the browser-local records described above, so it cannot retrieve or delete them for you. Clear site data to remove them. For technical data held by a third party, use that provider’s privacy process. You may contact us with privacy questions or applicable rights requests.

Changes and contact

We may update this policy as the platform changes. The date above will reflect the latest revision. Questions can be directed to novasect.space@proton.me.