Portfolio Data Processors
Current as of 28 August 2026. The sole provider and controller of the Portfolio feature is Analytical Agency Era of Changes, LLC, USA. This page lists its processors for the protected Portfolio feature. Analytical Agency Era of Changes LLC (Kyrgyz Republic) is not a processor or subprocessor of portfolio data. General website and payment providers are described in the Privacy Policy.
| Provider | Purpose and data | Region | Status |
|---|---|---|---|
| DigitalOcean, LLC | VPC, compute, managed MySQL, and daily backups; encrypted portfolio records and operational metadata | Amsterdam, Netherlands | Active |
| Twelve Data and market-quote providers | Price lookup for a symbol; symbol and server request metadata, without a user identifier or portfolio composition | United States/provider region | Active for manual entry where a quote is required |
| SnapTrade (SnapTrade Technologies Inc.) | Registers a pseudonymous user, provides the read-only connection portal, and returns selected brokerage accounts, positions, and activities | United States/Canada and subprocessor regions that must be shown or made available before activation | Active in a limited owner-only test; inactive for other users until separate confirmation and access rollout |
| Future user-selected broker, crypto platform, exchange, or aggregator | Establishes the read-only connection and returns the account/portfolio categories shown before confirmation | Shown before connection | Not active until added to this list, its terms/location are reviewed, and the user separately confirms |
The separate broker-secrets-only Vault, firewall, and Teleport are operated within our infrastructure for this environment and receive no independent right to use client data. Existing portfolio values are not moved to the new Vault. A corporate customer receives notice of a material new processor under the DPA.
Questions or reasoned objections: admin@eraperemen.info.
