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Portfolio Pie

Privacy Policy

Last updated: January 1, 2024

Overview

Portfolio Pie ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our portfolio management service.

Information We Collect

Account Information

  • Name and email address
  • Account balances and holdings from connected financial accounts
  • Manual asset entries you provide
  • Portfolio allocation preferences and targets

Usage Information

  • How you interact with our service
  • Device information and IP address
  • Log data and analytics (anonymized)

Financial Data

We connect to your financial accounts through Plaid, a secure third-party service. We only access:

  • Account balances and holdings
  • Account types and names
  • Asset allocation information

We do not access or store:

  • Individual transaction details
  • Banking credentials or passwords
  • Social security numbers
  • Personal spending patterns

How We Use Your Information

  • Provide portfolio allocation analysis and drift alerts
  • Generate personalized investment guidance through our AI coach
  • Communicate with you about your account and our service
  • Improve our service and develop new features
  • Comply with legal obligations

Information Sharing and Disclosure

We do not sell, rent, or share your personal information with third parties for marketing purposes.

We may share information in these limited circumstances:

  • Service Providers: With trusted partners who help us operate our service (e.g., Plaid for account connections, cloud hosting providers)
  • Legal Requirements: When required by law or to protect our rights and users
  • Business Transfers: In connection with a merger, acquisition, or sale of assets

Data Security

We implement industry-standard security measures:

  • AES-256 encryption for data at rest
  • TLS 1.3 encryption for data in transit
  • SOC 2 compliant infrastructure
  • Regular security audits and monitoring
  • Principle of least privilege access controls

Your Rights and Choices

  • Access: Request a copy of your personal information
  • Correction: Update or correct your information
  • Deletion: Request deletion of your account and data
  • Export: Download your portfolio data
  • Opt-out: Unsubscribe from marketing communications

Data Retention

We retain your information for as long as your account is active or as needed to provide our service. When you delete your account, we will delete your personal information within 30 days, except where we are required to retain it for legal purposes.

Cookies and Tracking

We use minimal cookies and tracking technologies:

  • Essential cookies for service functionality
  • Analytics cookies to improve our service (anonymized)
  • No third-party advertising or tracking pixels

Children's Privacy

Our service is not intended for children under 18. We do not knowingly collect personal information from children under 18.

International Users

Our service is primarily intended for users in the United States. If you are located outside the US, please be aware that your information may be transferred to and processed in the United States.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by email or through our service. Your continued use of our service after such changes constitutes acceptance of the updated policy.

Contact Us

If you have questions about this Privacy Policy or our privacy practices, please contact us:

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