Agent M

Privacy Policy

Last updated: April 19, 2026

1. Introduction

Agent M is an AI-powered autonomous investment assistant ("Agent M," "we," "our," or "us") that provides financial insights, news analysis, and automated investment support. This Privacy Policy explains how we collect, use, store, and protect your personal data when you interact with Agent M.

By using Agent M, you agree to the practices described in this policy. If you do not agree, please discontinue use immediately.

"You are interacting with Agent M, an AI-powered investment assistant. This conversation may be recorded and processed to improve our services. Your data will be handled in accordance with our Privacy Policy. Do you consent to proceed?"

2. Information We Collect

Agent M may collect the following categories of data:

Data CategoryExamplesPurpose
Account InformationName, email, user IDAuthentication & personalization
Financial PreferencesRisk tolerance, investment goalsPortfolio recommendations
Conversation DataChat messages, queries sent to Agent MAI response generation, model improvement
Market Interaction DataTrades initiated, assets viewedAuto-trading & performance tracking
Device & Usage DataIP address, browser type, session timestampsSecurity, fraud prevention
News & Research QueriesTopics searched, articles readNLP analysis and personalized briefings

We do not collect sensitive personal data (e.g., biometric data, health records) unless explicitly required and disclosed.

3. How We Use Your Data

Your data is used for the following purposes:

  • Providing AI ServicesTo power Agent M’s news scraping, NLP analysis, RAG chatbot responses, and auto-trading recommendations.
  • PersonalizationTo tailor investment insights and portfolio suggestions to your profile.
  • Automated Decision-MakingAgent M may use your financial data to make or suggest automated trade executions. You have the right to request human review of any automated decision.
  • Security & Fraud PreventionTo monitor for unauthorized access or suspicious activity.
  • Service ImprovementAnonymized conversation data may be used to retrain and improve Agent M’s models.
  • NotificationsTo send real-time alerts about portfolio performance, market events, or account activity.

4. Automated Decision-Making

Agent M uses AI and algorithmic models to generate investment insights and may execute trades autonomously on your behalf based on your configured preferences.

You have the right to:

  • Opt out of fully automated trade execution at any time via your account settings.
  • Request human review of any decision that significantly affects your financial position.
  • Understand the logic behind automated decisions by contacting us at privacy@agentm.com.

5. Data Sharing & Third Parties

We do not sell your personal data. We may share data with:

  • Brokerage/Trading PlatformsTo execute authorized trades on your behalf.
  • Cloud Infrastructure ProvidersFor secure data storage and processing (e.g., AWS, GCP).
  • Analytics ProvidersAnonymized/aggregated data for performance monitoring.
  • Regulatory AuthoritiesWhere required by law (e.g., MAS in Singapore, SEC regulations).
  • UBS (Sponsor/Partner)As relevant to the project scope, under strict data processing agreements.

All third parties are contractually bound to process your data only as instructed and in compliance with applicable law.

6. Data Retention

Data TypeRetention Period
Conversation logs90 days (then anonymized)
Account & financial dataDuration of account + 5 years (regulatory compliance)
Trade execution records7 years (financial regulation requirement)
Device/usage logs30 days

You may request deletion of your data at any time, subject to legal retention requirements.

7. Your Rights

Depending on your jurisdiction (e.g., Singapore PDPA, EU GDPR), you have the right to:

  • AccessRequest a copy of your personal data.
  • RectificationCorrect inaccurate or incomplete data.
  • ErasureRequest deletion of your data (“right to be forgotten”).
  • RestrictionLimit how your data is processed.
  • PortabilityReceive your data in a machine-readable format.
  • ObjectionObject to data processing for marketing or profiling purposes.
  • Withdraw ConsentAt any time, without affecting prior processing.

To exercise any right, contact: privacy@agentm.com. We will respond within 30 days of your verified request.

8. Data Security

We implement industry-standard security measures including:

  • End-to-end encryption (HTTPS/TLS) for all data in transit.
  • AES-256 encryption for data at rest.
  • Role-based access control (RBAC) — only authorized personnel can access user data.
  • Automatic PII detection and redaction in conversation logs.
  • Regular security audits and vulnerability assessments.

In the event of a data breach that affects your rights, we will notify you within 72 hours as required by applicable law.

9. Cookies & Tracking

Agent M's platform may use cookies and similar technologies for:

  • Session managementKeeping you logged in securely.
  • AnalyticsUnderstanding how users interact with the app.
  • PreferencesRemembering your settings.

You may manage cookie preferences in your browser settings or via our in-app Cookie Preferences panel.

10. Children's Privacy

Agent M is not intended for users under the age of 18. We do not knowingly collect data from minors. If we discover such data has been collected, it will be deleted immediately.

11. Changes to This Policy

We may update this Privacy Policy periodically to reflect changes in law or our services. We will notify you of material changes via email or an in-app notification at least 14 days before the change takes effect. Continued use of Agent M after that date constitutes acceptance of the updated policy.

© 2026 Agent M. All rights reserved. Built in collaboration with UBS & SMU-IS.