Solberg Invest
Solberg Data Bridge privacy and sharing
Your financial profile holds the accounts, holdings and words you choose to add. Solberg uses them to show you your profile and to answer ChatGPT or Claude when you have allowed it to ask.
Publisher and service operator
Solberg Data Bridge is published by BlockMind on OpenAI and by Solberg Invest on Claude. Solberg Invest Media Group AS operates the connected Solberg service. The Solberg privacy policy explains how the service handles your data and how to contact us.
What is stored
Your verified Solberg account identifies your private profile. Wallet providers receive only the public addresses needed to read balances. Exchange API keys are encrypted on Solberg and used only to read balances. Broker files are read in memory; a reviewed import waits at most 24 hours for its confirmation.
While you write, this browser keeps a recovery copy of unsaved profile text and goals. Only the same Solberg account is offered that copy. Confirmed saves, sign-out and profile deletion clear recovery copies. Drafts older than 24 hours are discarded when the profile next checks this browser’s recovery storage.
What you write about yourself is optional. It is never published to other members and never used to segment marketing. Signing in does not subscribe you to marketing email.
What ChatGPT or Claude receives
Read-only connections receive the accounts and profile categories you select. When you authorize Financial Profile management, the connection can read your complete profile and accounts and update profile answers and manual entries. When ChatGPT or Claude uses Solberg it receives the relevant holdings, quantities, values, what you wrote, and the dates each was last checked. Wallet addresses, account numbers and exchange keys are never part of a response. The same sharing controls apply in Claude chat, Cowork and Claude Code.
With separate consent, the Solberg MCP connection can also read published Terminal research, guides, discussions, calls and the analysts’ published portfolios. This is included while your Terminal membership is active. It does not require sharing your personal accounts or grant access to another member’s private Financial Profile.
On consumer ChatGPT plans, what an app returns may be used to improve models when “Improve the model for everyone” is on. Retention and use also depend on your ChatGPT plan and settings.
Information returned to Claude is handled by Anthropic under the privacy terms and controls for your Claude plan. Review your host’s settings before connecting. Disconnecting Solberg does not delete information already copied into that host’s conversations.
OpenAI data controls · OpenAI’s guidance on apps in ChatGPT · Anthropic privacy policy
Your controls
Read-only connections follow the selections in your Financial Profile. Management connections can read the whole profile, including new accounts, and update answers and manual entries. You can remove management access, pause or disconnect a connection in connection settings. Disconnecting stops future reads and writes at once; earlier conversations and memories are managed in the connected host. Claude connections can be paused or disconnected individually in Solberg’s connection settings.
If your Terminal membership expires or is revoked, new Terminal-content reads stop. Your separately authorized Financial Profile remains available for free.
You can download everything or delete your profile. Deleting removes the active records and revokes access immediately. Superseded snapshots and redacted operational logs expire after 30 days. Backup retention follows the deployed infrastructure; the Solberg privacy policy has the contact for the applicable schedule.
Operational records
Solberg records a sign-up, an account being added, and the first and latest successful Data Bridge read, to operate the service and see whether it is useful. Read-activity records hold no values, questions, goals or credentials. Profile changes store the submitted fields and saved result so retries can return the same outcome and changes can appear in Activity. Solberg does not receive the rest of your conversation. Account and authorization records remain for as long as needed to provide and secure the connection. Session recording is off on financial screens.
For data requests and support, use the contact details in the Solberg privacy policy.