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Security and control

Your Account Permissions Stay Explicit.

Vikayo is built around constrained access, server-side boundaries, and customer control. This page describes implemented safeguards—not certifications.

Account-specific permissions and approval controls

CONTROL INDEX

Documented safeguards · not certifications
  1. ACCESS

    Account access

    Permissions · ownership · disconnection
    • Account-specific brokerage access

      Tradier connects directly for account verification and supported approval-based orders; SnapTrade supports other compatible brokerages. Live submission requires enabled execution, an eligible account and approval of the exact order. Read-only connections remain read-only. Tradier sandbox paper orders use virtual funds and require approval of their exact terms. Brokerage availability varies by institution and account type.

    • Account ownership checks

      User-scoped API operations verify the authenticated owner before acting.

    • Disconnect and delete

      Connection controls support disconnection. Account deletion requests can be sent to support@vikayo.com.

  2. DATA

    Data boundaries

    Storage · isolation · minimization
    • Encryption

      Broker connection credentials are encrypted before storage and decrypted only in authorized server-side brokerage flows.

    • Row-level isolation

      User-scoped records use ownership checks and Supabase row-level policies where defined.

    • Server-side secrets

      Provider, billing, and signing secrets stay outside browser bundles.

    • Data minimization

      Only data needed for portfolio intelligence and service operation should be retained; sensitive holdings are excluded from conversion analytics.

  3. SERVICE

    Service operation

    Billing · reporting · availability
    • Billing security

      Stripe hosts payment collection; Vikayo validates signed webhook events and handles them idempotently.

    • Incident reporting

      Report suspected security issues to support@vikayo.com with enough detail to investigate safely.

    • Provider availability

      SnapTrade, Stripe, market data, email, and push capabilities depend on provider configuration and uptime.