Privacy Policy

Last updated: July 2026

1. Information We Collect

When you create an account, we collect your email address and a password (stored securely hashed). You may also provide a display name.

When you use the Service, we store the financial data you enter: portfolio holdings, transactions, dividends, cash balances, account names, and related metadata. This data is associated with your account and is not shared publicly.

2. How We Use Your Information

• To provide and maintain the Service (display your portfolio, process calculations).
• To improve the Service based on aggregate usage patterns.
• To communicate with you about service updates or issues (if you opt in).

3. Data Storage & Security

Your data is stored securely on Supabase (PostgreSQL) servers. We use industry-standard encryption in transit (TLS) and at rest. Passwords are hashed using bcrypt. We do not store plaintext passwords or financial institution credentials.

4. Data Sharing

We do not sell, rent, or share your personal information with third parties for their marketing purposes. We may share anonymized, aggregated data for analytics or reporting.

We may disclose information if required by law or to protect the rights, property, or safety of our users or the public.

5. Data Retention

We retain your data for as long as your account is active. If you delete your account, your data is permanently removed within 30 days.

6. Your Rights

• You can access, update, or delete your data at any time from the dashboard.
• You can request a copy of your data by contacting us.
• You can close your account and request permanent deletion.

7. Third-Party Services

We use Supabase for authentication and database hosting, and our domain is managed through standard DNS providers. Each service has its own privacy policy governing how they handle data.

8. Cookies

We use essential cookies for authentication sessions. No tracking or advertising cookies are used. You can control cookie behavior through your browser settings.

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes via email or through the Service.

10. Contact

If you have questions about this Privacy Policy, please reach out via our GitHub repository or the support channel on the dashboard.