What we store, why, and your control over it. We keep this deliberately small.
No brokerage credentials, no linked accounts, no financial account numbers, no real holdings or balances — portfolios here are hypothetical models. We do not sell or share your data with advertisers.
Solely to run the service: authenticate you, save your watchlists/portfolios, and (if configured) send password-reset and verification emails. Fund and market data is fetched from a third-party data provider and is not personal to you.
Passwords are hashed with a modern algorithm; sessions and reset tokens are cryptographically bound to your current password hash, so changing your password invalidates old sessions and outstanding reset links. Cookies are HTTP-only and secure in production. Data is stored on an encrypted volume.
From Account settings you can change your password or permanently delete your account and all its data. Deletion is immediate and irreversible.
We only email you for account actions you initiate (password reset, email verification). No marketing email.
Placeholder notice: standard template copy describing the app’s actual behavior. Have counsel review and add your legal entity, contact, and jurisdiction details before a public launch.