Privacy & data

Your language preference is saved in a first-party cookie for up to one year. Switching languages does not send your portfolio or questionnaire answers to a translation service.

Goal inputs, entered holdings and saved paper portfolios are stored in this browser. Your questionnaire session is stored locally. Clearing site data removes these records. JSON export and restore allow you to keep your own backup; there is no account or cloud synchronization.

When you request analysis, your questionnaire, preferences and optional goal inputs are sent to this website’s server for calculation. When you save or refresh a paper portfolio, its holdings and required valuation details are sent to the server. These routes do not create a server-side user account or portfolio database.

The server requests security prices and fund holdings from external data providers. Company logos are fetched through this website’s server from external image services. Hosting infrastructure can keep access logs such as IP address, route and request time.

Do not enter passwords, brokerage credentials, account numbers or personally identifying information into goal or holding fields. To remove local records, clear this website’s browser storage. Export a backup first if you want to retain it.