Privacy policy

Information you provide

At registration we collect your first and last name, username, email address and password. We store a password hash, not the readable password. Your saved entries may include holdings, share counts, cost basis, budgets, debts, mortgages, goals and other planning assumptions. You can choose what to enter.

Information needed to run the service

We use a secure, HTTP-only session cookie for sign-in, and record technical and security activity such as sign-in failures, administrator actions and timestamps. We use account data to show your dashboard, calculate estimates, respond to support requests and manage billing where applicable. Stock lookup sends ticker symbols to market-data sources. When you request an AI review, your submitted portfolio information may be sent to the AI provider to generate that review.

Providers and payments

Our hosting, email delivery, market-data, AI and payment providers process the information needed to perform their services. If you subscribe, Stripe processes checkout and card details; we store a Stripe customer reference and subscription status, not your full card number. We do not sell your portfolio data to advertisers.

Security, retention and choices

Account access requires authentication, passwords are hashed, and sessions have expiration rules. No service can promise perfect security. Our data-retention policy explains which records remain while your account is active and what happens when you request deletion. You can edit holdings in the dashboard. To request access, correction or deletion, email [email protected] or follow the account deletion process. Please do not email passwords or full financial account numbers.

Updates and contact

We will update the date above when this policy changes. For privacy or security concerns, contact [email protected].