Portfolio Observatory
Privacy Policy
Portfolio Observatory is a private, manual portfolio tracker for listed stocks and ETFs. This policy explains what data we hold, why we hold it, and the choices you have. We designed the product to hold as little personal data as possible.
Data we collect
- Account identity. Authentication is handled by Clerk. We receive a user identifier and the email address you sign up with so we can secure your account and associate your portfolio with you.
- Portfolio ledger. The purchases, sales, dividends, fees, notes, alerts, and watchlist entries you record yourself. This is stored against your authenticated account and is never shared with other users.
- Operational data. Minimal technical logs needed to keep the service running and secure. We do not log your portfolio values or transaction contents.
Data we do not collect
- We never collect brokerage credentials or connect to brokerage accounts.
- We never collect wallet keys or seed phrases.
- We never have authority to place orders, move money, or trade.
Market data
Quotes, foreign-exchange rates, and market-session status are retrieved from third-party market-data providers. We send only the instrument symbols and currency pairs required to fetch prices — never your holdings, quantities, or personal information. Quote freshness and timing are shown alongside every value. Market data is informational and may be delayed.
How we use data
We use your data only to operate the service: to authenticate you, store and calculate your portfolio, and display market-dependent values. We do not sell your data and we do not use it for advertising.
Storage and security
Portfolio data is stored in a managed Postgres database and is accessible only to your authenticated account. Data is encrypted in transit. Access to production systems is restricted and audited.
Your choices
- Export. You can export your full portfolio data at any time from the in-app account data screen.
- Deletion. You can request deletion of your account and associated portfolio data. Authentication records held by Clerk are removed in line with their data handling.
Third parties
We rely on Clerk for authentication, a managed Postgres provider for storage, our hosting provider for delivery, and market-data providers for prices. Each processes data only to provide their part of the service.
Children
Portfolio Observatory is not directed at children and is intended for adults managing their own records.
Changes
We may update this policy as the product evolves. Material changes will be reflected by the “last updated” date above.
Contact
For privacy questions or data requests, use the support contact published in the app’s App Store listing and on your account settings page.