How Kapitalomat handles your data

Kapitalomat helps you turn broker statements into tax-ready insights. We are operated by JDG Ali Shanaakh (sole proprietorship) based in Warsaw, Poland. This Privacy Policy explains what we collect, how we use it, and the choices you have when using our service.

At a glance

Kapitalomat is operated by JDG Ali Shanaakh in Warsaw, Poland and keeps your broker data private.
Imported files are used only to deliver calculations — they are never sold or shared with third parties.
You must validate imported transactions and tax outputs before filing; results are helper data only.

Who controls your data

Kapitalomat is operated by JDG Ali Shanaakh (sole proprietorship) based in Warsaw, Poland. This entity is the data controller for personal data processed in the service.
Contact: support@kapitalomat.pl for privacy requests and data subject rights.

Information we collect

Account details you provide (such as email address, name, or identifiers from your authentication provider).
Usage data about how you interact with Kapitalomat, including device information, approximate location from IP, and feature activity.
Financial data you choose to upload (broker reports, transaction files, or data you enter manually) to generate calculations.
Payment information processed by our billing providers (we do not store full payment card numbers).
Support communications and any files you send to our team.

How we use information

Provide, secure, and maintain the Kapitalomat application and related services.
Import, normalize, and calculate taxes based on the financial data you supply.
Authenticate users, prevent fraud, and enforce platform security.
Improve the product through analytics and troubleshooting.
Communicate about updates, support requests, and service notifications.
Meet legal, regulatory, and compliance obligations.

Data quality and verification

Imports and parsing depend on the completeness and formatting of your broker reports. You must verify imported and normalized data against your own records.
Calculated outputs are helper results only and may require adjustments for your specific tax situation. You remain responsible for confirming accuracy before filing or acting.
We do not automatically submit data to tax authorities; you decide how to use the outputs and whether to consult professional advisors.

Legal bases for processing

Performance of a contract: delivering the service you sign up for.
Legitimate interests: securing the service, preventing abuse, and improving features.
Consent: optional features like marketing messages or certain cookies (where applicable).
Legal obligations: retaining records or responding to lawful requests.

Sharing your data

Infrastructure, analytics, authentication, and payment providers that help us operate Kapitalomat.
Professional advisors (legal, compliance, accounting) when needed to protect our business.
Law enforcement or regulators when required by law or to protect rights, safety, and security.
In the event of a business transaction (merger, acquisition, financing), data may be transferred under continued protections.

Data retention

We keep data for as long as needed to deliver the service, comply with law, resolve disputes, and enforce agreements.
You may request deletion of uploaded financial data or your account; some records may be retained where legally required.

Security

We use industry-standard safeguards such as encryption in transit, access controls, and monitoring to protect data.
No system is perfectly secure; you are responsible for keeping your credentials confidential and promptly notifying us of suspected misuse.

Your choices and rights

Access, correct, or delete personal data stored in your account, subject to legal limitations.
Export certain data you have provided where technically feasible.
Object to or restrict specific processing where applicable law provides that right.
Opt out of marketing communications at any time (we will still send essential service messages).

Cookies and similar technologies

We use cookies and similar technologies for authentication, security, preference storage, and to understand service usage.
Where required, we will request your consent for optional analytics or marketing cookies.

International transfers

Your data may be processed in countries other than where you reside.
When transferring data, we rely on appropriate safeguards such as contractual protections consistent with applicable law.

Children

Kapitalomat is not intended for children under 16 and we do not knowingly collect data from them.
If you believe a child has provided us data, please contact us so we can delete it.

Changes to this policy

We may update this Privacy Policy to reflect product, legal, or regulatory changes.
If changes are material, we will provide reasonable notice. Continued use after updates means you accept the revised policy.

Questions or requests

For privacy questions or to exercise your rights, contact us at support@kapitalomat.pl. Please include enough detail for us to verify and respond to your request.

Need legal terms instead? Read the Terms & Conditions.