Privacy policy

Draft · last updated October 2026

What we store

• Your login: your email address, used only to sign you in.
• Your portfolio data: trades, securities, allocations, prices you enter and settings, held so the app can value and analyse your portfolio.
• In your browser: changes you haven't saved yet and display preferences (such as Hide £ and chart layout) are kept in your browser's local storage until you export or clear them.

Cookies

One strictly necessary cookie keeps you signed in (for up to 30 days). There are no advertising or analytics cookies.

Third parties

To fetch prices, the server sends security symbols (never your identity or holdings) to Yahoo Finance, FT Markets and CoinGecko. The app is hosted on Vercel. Your data is not sold or shared for marketing.

Your choices

• You can export your data from the app at any time.
• You can clear locally stored changes by clearing this site's data in your browser.
• To have your account and data deleted, use the Contact page.