Your financial data is safe with us
We take security and privacy seriously. Here's how we protect your information and respect your privacy.
Bank-level protection
Your financial data is protected with enterprise-grade security measures.
Bank-level encryption
All data is encrypted at rest using AES-256 and in transit using TLS 1.3. Your financial information is protected with the same standards used by major banks.
Secure data handling
We use Plaid for read-only account connections and never store your banking credentials. All data is stored in SOC 2 compliant infrastructure.
Principle of least privilege
We only access the minimum data necessary to provide our service. No transaction details, no personal spending data—just account balances and holdings.
No trade execution
Portfolio Pie never executes trades on your behalf. We provide educational guidance only, so your accounts remain under your complete control.
Your privacy is not for sale
We believe financial privacy is a fundamental right. Here's how we protect it.
Your data stays yours
We never sell, rent, or share your personal financial information with third parties for marketing purposes.
Minimal data collection
We only collect data necessary to provide our allocation management service. No tracking pixels, no behavioral analytics.
Transparent practices
Our privacy policy is written in plain English. No hidden clauses or confusing legal jargon.
User-controlled data
You can export or delete your data at any time. No lock-in, no data hostage situations.
What we collect and why
Transparency about our data practices.
Account information
What we collect:
- • Account balances and holdings
- • Account types (401k, IRA, taxable, etc.)
- • Asset allocations and values
- • Manual asset entries you provide
What we don't collect:
- • Individual transaction details
- • Banking credentials or passwords
- • Personal spending patterns
- • Social security numbers
How we use your data
Allocation calculations
Calculate your current allocation and drift from targets
Drift alerts
Send notifications when your allocation needs attention
AI coach guidance
Provide personalized educational content and checklists
Responsible disclosure
Help us keep Portfolio Pie secure for everyone.
How to report
Please email security issues to security@portfoliopie.com
Please include:
- • Description of the vulnerability
- • Steps to reproduce the issue
- • Potential impact assessment
- • Your contact information
We'll acknowledge receipt within 24 hours and provide updates on our investigation.
Questions about security?
We're happy to discuss our security practices in more detail. Reach out if you have specific questions or concerns.