Analyze Portfolio

Privacy Policy

Analyze Portfolio is operated by Deep Digital Ventures, LLC, a Delaware (USA) limited liability company, which is the controller responsible for your personal data. This policy describes what data we collect, how we use it, and your rights regarding your personal information. For any privacy request, email support@analyzeportfolio.com or use the contact form.

1. Data We Collect

  • Email address and hashed password (for authentication)
  • Portfolio data you enter (holdings, transactions, watchlists)
  • Usage and device data (pages visited, features used, browser/device type) collected via Google Analytics to understand and improve the service
  • Payment information is processed by Stripe. We do not store card details

2. How We Use Your Data

  • To provide and maintain the portfolio tracking service
  • To process payments and manage subscriptions
  • To send transactional emails (password resets, account notifications)
  • To improve the service based on aggregated, anonymized usage patterns

3. Data Sharing

We do not sell your personal data. We share data only with:

  • Stripe (payment processing)
  • OpenAI (research and portfolio-analysis features: we send ticker symbols and market/financial data, and, for portfolio health checks, smart search, and the research assistant, your portfolio composition (holdings and watchlist symbols, position weights, sector/region mix, and percentage gains) plus any optional investor-profile notes you enter. We do not send your name, email, password, payment details, or account identifiers.)
  • Market data providers (only ticker symbols for price queries)
  • Google Analytics (aggregated, anonymized usage analytics)

4. Data Storage

Your data is stored on our servers. Passwords are hashed with bcrypt and never stored in plain text. Sessions expire after 30 days.

5. Your Rights

  • Access your data at any time through the app
  • Export your full account data (portfolios, positions, transactions, watchlists, notes) as a JSON file from Settings, on any plan (per-portfolio CSV export is a separate Pro/Premium feature)
  • Delete your account and all associated data from Settings
  • Request a copy of your data by contacting us

6. Cookies

We use a session cookie (portfoliotracker_session) for authentication. It is HTTP-only and secure. We also use Google Analytics, which sets its own cookies to measure aggregate, anonymized usage. We do not use cookies for advertising and we do not sell your data.

7. Changes

We may update this policy from time to time. Significant changes will be communicated via the app.

Last updated: July 2026

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