Security & Privacy

Your files stay on your machine. Your data is never used to train any model. Powerful AI that respects your privacy.

Bank-Grade Confidentiality

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.

Technical Robustness

Engineered for Institutional Confidentiality

Every component of Grahamly Terminal is architected to protect hedge fund proprietary models, family office portfolios, and private research memos.

Desktop Architecture

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.

Privacy By Design

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.

Full Autonomy

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.

Air-Gapped Ready

Offline Private Models Supported

Need zero network exposure? Connect Grahamly to private models for 100% offline model execution on your own hardware.

Zero Custodial Risk

Read-Only Intelligence

Grahamly performs analytical equity research, DCF valuations, and filings audits. It possesses zero trade execution capability and never requests brokerage credentials.

Verifiable Research

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.

Architecture Comparison

Why Local-First Outperforms Cloud Bots

See how Grahamly Terminal’s local sandbox fundamentally differs from traditional cloud chatbot setups.

Security DimensionGrahamly TerminalLocal-FirstStandard 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.

Book a Demo

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?
No. Grahamly Terminal is built local-first. Your files, proprietary spreadsheets, and private portfolio memos remain strictly on your local disk. The app only dispatches targeted context to frontier LLMs when you run queries, using zero-data-retention API headers.
Are my financial prompts and models used to train AI models?
Never. Grahamly maintains a strict contractual guarantee: your prompts, models, balance sheet calculations, and notes are never used to train or fine-tune any public or private artificial intelligence models.
Does Grahamly have access to my brokerage account or execute trades?
No. Grahamly is strictly an analytical and research co-analyst. It has zero trade execution capabilities and never requests or stores brokerage logins, trading APIs, or financial account credentials.
Can our institution deploy Grahamly in an air-gapped or private cloud environment?
Yes. For hedge funds, family offices, and institutional asset managers, we offer enterprise private VPC deployments, dedicated LLM routing, and support for local offline private models without external telemetry.
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