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Privacy and disconnecting

What a connected AI app can and cannot do, what WiseView sees, and how to disconnect.

What a connected app can do

Read-only
It reads market data your plan includes and your own watchlists and reports. It cannot trade, change your account or see payment details.
Your plan, your locks
Each lookup follows your plan exactly as the desk does, checked on WiseView’s server for every call.
Quoted, never obeyed
Text written outside WiseView — a headline, a filing, a transcript — reaches your AI marked as quoted material, not as instructions.

What WiseView sees

  • The lookup itself, so it can answer — Congress trades for NVDA, say — and a log of which lookups ran and what they spent. Never the conversation around them.
  • Your app never sees your WiseView password. You sign in on WiseView’s own page and approve there, and the page names the app.
  • WiseView keeps only a scrambled copy (a hash) of each sign-in key your app holds.

Disconnecting

  • Disconnect in Account › Connected apps, or remove WiseView in your AI app. It stops on the very next lookup.
  • An app left unused for 30 days asks you to sign in to WiseView again.

This page as Markdown · for AI apps, as is llms.txt