Last updated: 1/26/2026
This privacy policy describes how Portfolio Flow collects, uses, and protects your personal information.
We collect information you provide directly, including your email address and account credentials when you sign up. When you connect your brokerage accounts via Plaid, we access your holdings and account balances to provide portfolio analysis.
We use your information to provide and improve our services, including portfolio tracking, analysis, and personalized recommendations. We do not sell your personal information to third parties.
We implement industry-standard security measures to protect your data. Your brokerage credentials are never stored on our servers - we use Plaid's secure connection to access your account data.
If you have questions about this privacy policy, please contact us.