Last Updated: May 2026
Privacy Policy
Overview
Portfolio Insights is designed as a privacy-first portfolio analytics app for long-term investors. The app is not a broker, trading platform, investment adviser, or custodian.
Information We Collect
The app is designed to minimize data collection. Information you enter may include portfolio holdings, transactions, account labels, asset notes, app settings, and preferences. If you contact support, we may receive your email address and the information you include.
Portfolio Data
Portfolio data may be stored locally on the device and may be synchronized through your personal iCloud account when cloud synchronization is enabled.
iCloud and CloudKit
When iCloud sync is enabled, Apple iCloud and CloudKit may store and synchronize app data through your personal iCloud account. Apple privacy terms and iCloud settings apply to that synchronization.
Diagnostics
Diagnostics may include crash reports, performance data, device model, iOS version, app version, and similar technical information used to improve reliability and troubleshoot issues.
How We Use Information
Information is used to operate the app, provide analytics features, maintain preferences, respond to support requests, improve reliability, and comply with legal obligations.
Data Sharing
We do not sell personal information. We do not provide brokerage, trading, or investment advisory services. We do not share your portfolio data with brokers, advertisers, or data brokers.
Data Retention
Local data remains on your device unless you delete it, remove the app, reset the device, or remove it through app features. Data synchronized through iCloud is managed through your Apple account and device settings.
Security
We use reasonable technical and organizational measures to protect information handled by the app. No storage or transmission method is completely secure.
Children's Privacy
Portfolio Insights is not directed to children under 13, and we do not knowingly collect personal information from children under 13.
Changes to This Policy
We may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised last updated date.
Contact Us
If you have questions about this policy, contact [email protected].