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<p class="testimonial-text">“Finally, a portfolio app that feels like a journal. The monthly cadence keeps me grounded.”</p> <p class="testimonial-text">“Finally, a portfolio app that feels like a journal. The monthly cadence keeps me grounded.”</p>
<p class="testimonial-author">Placeholder Investor</p> <p class="testimonial-author">Camille R.</p>
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<p class="testimonial-text">“Offline-first is a game changer. I can keep sensitive notes without worrying about servers.”</p> <p class="testimonial-text">“Offline-first is a game changer. I can keep sensitive notes without worrying about servers.”</p>
<p class="testimonial-author">Placeholder Reviewer</p> <p class="testimonial-author">Jordan P.</p>
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<p class="testimonial-text">“The goals and snapshots make it easy to explain my progress over time.”</p> <p class="testimonial-text">“The goals and snapshots make it easy to explain my progress over time.”</p>
<p class="testimonial-author">Placeholder Client</p> <p class="testimonial-author">Micah L.</p>
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<ul> <ul>
<li>Your portfolio data and journal notes stay on your device by default.</li> <li>Your portfolio data and journal notes stay on your device by default.</li>
<li>iCloud sync is optional and only enabled by you.</li> <li>iCloud sync is optional and only enabled by you.</li>
<li>No advertising trackers, and no data sold or shared.</li> <li>We collect usage data and device identifiers for product performance and advertising measurement.</li>
<li>Exports are initiated by you and saved where you choose.</li> <li>Some identifiers and usage data may be used to track you across apps and websites.</li>
<li>Deletion is instant inside the app, with additional steps for iCloud.</li> <li>Deletion is instant inside the app, with additional steps for iCloud.</li>
</ul> </ul>
</div> </div>
<h2>What data we collect</h2> <h2>What data we collect</h2>
<p>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.</p> <p>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.</p>
<p>We also collect usage data and device identifiers. This includes product interaction data, device ID, other usage data, and advertising data.</p>
<h2>How we use your data</h2> <h2>How we use your data</h2>
<p>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.</p> <p>Your data is used to provide app functionality: portfolio calculations, charts, progress tracking, and reminders. Usage data and identifiers are also used to understand performance and measure advertising effectiveness.</p>
<h2>App Store privacy labels</h2>
<p>For transparency, our App Store privacy labels include:</p>
<ul>
<li>Data used to track you: Identifiers, Usage Data.</li>
<li>Data not linked to you: Identifiers, Usage Data.</li>
</ul>
<p>These data types include product interaction, device ID, other usage data, and advertising data.</p>
<h2>Data storage and sync</h2> <h2>Data storage and sync</h2>
<p>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.</p> <p>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.</p>
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<p>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).</p> <p>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).</p>
<h2>Third-party services</h2> <h2>Third-party services</h2>
<p>PorfolioJournal does not use third-party analytics or advertising services by default.</p> <p>Usage data and device identifiers may be shared with advertising and analytics partners for measurement and attribution. This data may be used to track you across apps and websites owned by other companies.</p>
<div class="info-box"> <p>We also collect usage data and identifiers that are not linked to your identity for analytics and product improvement.</p>
<p><strong>Placeholder:</strong> If you later enable analytics or external services, list them here with links to their privacy policies and the exact data shared.</p>
</div>
<h2>Data retention</h2> <h2>Data retention</h2>
<p>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.</p> <p>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.</p>