Privacy policy

• Your portfolio. The holdings, transactions and alerts you add, so the terminal can show them. We never ask for broker logins or bank credentials.
• An account, if you create one: the email, social login or wallet address you sign in with. Without an account, a random guest ID in a cookie keeps your portfolio attached to your browser.
• How the product is used: anonymous steps of the import (landed, started, imported) and which link brought you, so we can see what helps people get started.
• Visit analytics: pages viewed, referrer, country and device, through Vercel Web Analytics (no cookies) and Google Analytics (cookies, see below).
• Error reports: when a page breaks, the error, the page's route, your browser and an approximate location (city) that Sentry derives from the connection. Tickers, amounts and emails are filtered out; no IP address or portfolio data is kept.

Google Analytics runs through Google Tag Manager under Google Consent Mode. If you visit from the EU/EEA, the UK or Switzerland, it sets no analytics cookie until you accept, and you can decline. Elsewhere, analytics is on by default. Advertising storage is off for everyone: the site runs no ads and sells no data.

You can change your answer at any time: Cookie settings.

• Vercel: hosting and cookieless visit analytics.
• Supabase: the database that stores portfolios and accounts.
• Privy: sign-in by email, social account or wallet.
• Google: Analytics and Tag Manager, as described above.
• Sentry (EU region): error reports, as described above.
• An email delivery provider, only if you turn on alerts or emails.
• An AI model provider, only for the questions you type into the assistant.

Sell your data, show you ads, or share your portfolio with anyone unless you create a share link yourself.

With an account, you can do it yourself: in the View menu of your portfolio, “Download all my data” saves everything we keep about you as a file, and “Delete my account” erases it, sign-in included. Without an account, your portfolio lives only in your browser. For anything else, a copy of your data, its correction or its deletion, write to contact@portfolio-terminal.com. If you are in the EU or the UK, you can also complain to your data protection authority (in France, the CNIL).