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Privacy

Last updated:

Your positions stay on your device. Tickers, quantities, and IRA/taxable splits are stored only in your browser's localStorage. They never leave your device. We don't have a database.

No accounts, no cookies, no tracking pixels. We use Vercel Web Analytics which is cookieless and aggregated — it records page-level visits but no personal data and no cross-site tracking.

Data we fetch on your behalf

The dashboard fetches public price data through a backend proxy (Vercel Edge Function) so the browser doesn't get blocked by CORS:

The proxy receives your IP and the upstream URL it should fetch — no portfolio data is ever sent. Standard Vercel platform logs (request URL, IP, timestamp) apply per Vercel's privacy policy.

What we store

The following are kept locally in your browser via the localStorage API:

Backups

Clearing your browser data will erase your positions. Use Edit positions → Import / Export to back them up as JSON or paste them via CSV.

Sharing positions via URL

Clicking the Share button creates a URL with your positions encoded in the hash fragment (the part after #). Hash fragments are not transmitted to servers — they're processed client-side only. The link is shareable but anyone with it can see those positions.

Questions or removal requests

Use the Feedback form in the footer. Since we don't store any personal data on a server, there's nothing for us to remove on our end — clearing your browser data does it.