Privacy Policy
Draft — placeholder pending legal review.
What Portfolyze collects
Uploaded CAS/CSV statements and any portfolio details you describe manually, processed by our AI parsing engine to generate your analysis.
How it's used
Solely to compute your XIRR, benchmark comparison, and Hold/Sell/Book Profits verdicts. Not sold or shared with third parties for marketing.
Contact
Questions about this policy: contact us.
This website
This website (not the Portfolyze app) counts visits with Umami, open-source analytics that AG Studio Ventures runs on its own server. It sets no cookies, does not store your IP address and does not follow you across other websites. It records the page viewed, the referring site, browser, device type and country, which we see only as totals, and it respects Do Not Track. Records are deleted after 24 months.