Privacy summary

  • Your portfolio data and journal notes stay on your device by default.
  • iCloud sync is optional and only enabled by you.
  • No advertising trackers, and no data sold or shared.
  • Exports are initiated by you and saved where you choose.
  • Deletion is instant inside the app, with additional steps for iCloud.

What data we collect

PorfolioJournal collects the data you choose to enter into the app, such as portfolio sources, snapshots, contributions, categories, goals, and journal notes. This information is stored locally on your device unless you enable iCloud sync or export your data.

How we use your data

Your data is used solely to provide app functionality: portfolio calculations, charts, progress tracking, and reminders. We do not use your data for advertising or profiling.

Data storage and sync

By default, all content is stored on-device. If you enable iCloud sync, your data is stored in your iCloud account and synced across devices signed in with the same Apple ID. PorfolioJournal does not operate separate servers for user data.

Exports

You can export your data in CSV or JSON format at any time. Exported files are stored wherever you choose (Files app, local storage, or another provider you control).

Third-party services

PorfolioJournal does not use third-party analytics or advertising services by default.

Placeholder: If you later enable analytics or external services, list them here with links to their privacy policies and the exact data shared.

Data retention

Your data is retained on your device until you delete it. If you enable iCloud, data is retained in your iCloud account until you delete it from the app or remove it in iCloud settings.

Deleting your data

You can delete your portfolio data at any time from within the app. For iCloud data removal, follow the steps on the Delete Data page.

Children's privacy

PorfolioJournal is not directed to children under 13 and does not knowingly collect personal data from children.

Contact

If you have any questions about this policy or a data deletion request, contact us at support@portfoliojournal.app.