Security & Privacy
Your files stay on your machine. Your data is never used to train any model. Powerful AI that respects your privacy.
Your files stay yours. Never trained on.
Proprietary models, private balance sheets, and confidential research never leave your computer. Built for strict institutional privacy from day one.
Your files stay on your disk
Grahamly Terminal works directly on your computer. Your local spreadsheets, notes, and confidential files never leave your disk.
Never trained on your data
Your prompts, financial models, and private notes are never used to train any AI model. That is contractually guaranteed in our terms.
Bring your own keys or run offline
Connect your enterprise API keys with zero data retention, or run fully offline private models on your own hardware.
Institutional VPC & Compliance
Need private cloud deployment, team controls, or custom compliance? We tailor dedicated VPC setups for institutional teams and funds.
Engineered for Institutional Confidentiality
Every component of Grahamly Terminal is architected to protect hedge fund proprietary models, family office portfolios, and private research memos.
Local-First Sandboxing
Grahamly Terminal operates directly in your local directory. It inspects your local spreadsheets, models, and notes without copying them to any external Grahamly servers.
Zero-Data Training Guarantee
Your financial hypotheses, prompts, memos, and proprietary formulas are strictly never used to train or fine-tune any public or private AI models.
Bring Your Own Keys (BYOK)
Use Grahamly's managed infrastructure or plug in your own API keys. Route inference directly to your preferred enterprise model agreements.
Offline Private Models Supported
Need zero network exposure? Connect Grahamly to private models for 100% offline model execution on your own hardware.
Read-Only Intelligence
Grahamly performs analytical equity research, DCF valuations, and filings audits. It possesses zero trade execution capability and never requests brokerage credentials.
Source Traceability & Audit Trail
Every calculation, valuation metric, and model assumption links directly back to verified SEC EDGAR filings and transcripts. Deliverables feature live formulas, never black-box outputs.
Why Local-First Outperforms Cloud Bots
See how Grahamly Terminal’s local sandbox fundamentally differs from traditional cloud chatbot setups.
| Security Dimension | Grahamly TerminalLocal-First | Standard Cloud Chatbots |
|---|---|---|
| Execution Environment | Local desktop sandbox on your machine | Vendor cloud servers & remote containers |
| Confidential Data Retention | Zero external storage; files stay on disk | Stored in cloud chat history databases |
| Model Training Policy | Zero-training guarantee in terms | Opt-out often buried or not honored |
| Excel & Model Output | Real .xlsx with live working formulas on disk | Pasted text or static markdown tables |
| Air-Gapped / Offline Capability | Native support for private models | Requires persistent internet connection |
| Enterprise Custom VPC | Dedicated isolated VPCs for institutional funds | Shared multi-tenant cloud infrastructure |
Need custom enterprise security documentation?
We provide custom SOC-2 compliance attestation, vendor security questionnaires, and air-gapped private VPC quotes.
Security & Privacy
Security & Compliance FAQ
Common questions asked by compliance officers, quantitative analysts, and portfolio managers.
Does Grahamly Terminal upload my private documents or spreadsheets to the cloud?
Are my financial prompts and models used to train AI models?
Does Grahamly have access to my brokerage account or execute trades?
Can our institution deploy Grahamly in an air-gapped or private cloud environment?

Meet your autonomous financial analyst.
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