Privacy Policy
Last updated: 2026-08-29
Your portfolio data belongs to you. We use it only to operate the service.
What we collect
Account identifiers you sign in with, holdings you import or enter manually, settings such as your monthly investment budget, and analysis generated for your holdings.
How we use it
Your data is used only for portfolio tracking, live price lookups, scheduled research and in-app alerts. We do not sell your data or use your holdings for advertising or profiling.
Third-party services
We use public market-data and news providers and send stock symbols to an AI provider for research summaries. If you connect Google Sheets, portfolio rows and logs are written to a spreadsheet in your own Google Drive.
Storage and security
Data is stored with account-level access controls, so each account can access only its own records. Private service credentials are never exposed in your browser.
Your choices
You can edit or delete holdings, unlink a login method, disconnect Google Sheets, and request deletion of your account and its data.
Cookies and browser storage
We use browser storage for sign-in, preferences, analytics and advertising. Third-party providers may process device and usage information under their own policies.
Changes to this policy
If this policy changes materially, we will update the date shown here. Continued use after an update means you accept the revised policy.