Privacy Policy

We collect the information you provide when you create an account, such as your name and email address. If you sign in with Google, we receive basic profile information such as your email address, name, and profile image when Google provides it.

We also store the portfolio, family, planning, import, chat, and preference data you add to the product. This can include financial account holdings, transaction imports, property details, family member details, tax and estate planning notes, and AI review context.

We may collect technical information such as device, browser, IP address, authentication events, and usage logs to operate, secure, debug, and improve the service.

We use your information to provide portfolio tracking, family planning workflows, Vanguard import features, AI-assisted review, account authentication, support, security monitoring, and product improvement.

We do not sell your personal information. We do not use your portfolio data to make decisions for you or to provide regulated financial, tax, legal, or investment advice.

We use trusted service providers to run the product, including hosting, database, authentication, analytics, AI model, and market data services. These providers process information only as needed to provide their services to us.

Google sign-in is provided by Google. Supabase provides authentication and database services. AI review features may send relevant prompts and context to AI model providers configured for the product.

We keep account and product data for as long as your account is active or as needed to provide the service, comply with law, resolve disputes, and maintain security.

You can request deletion of your account or personal data by contacting us at privacy@portfoliocoach.co.uk. We may need to retain limited records where required for legal, security, or operational reasons.

We use reasonable technical and organizational measures to protect your information, including authenticated access controls and encrypted service connections where supported. No online service can guarantee perfect security.

We may update this policy as the product changes. If changes are material, we will take reasonable steps to notify users or make the updated policy clear in the product.