Privacy
Last updated:
Your positions stay on your device. Tickers, quantities, and IRA/taxable splits are stored only in your browser's localStorage. They never leave your device. We don't have a database.
No user accounts. Your portfolio positions live only in your browser; nothing about your holdings is sent to a server.
Analytics
We use two analytics services to understand site traffic at an aggregate level:
- Vercel Web Analytics — cookieless, aggregated page-view counts and referrers. No personal data, no cross-site tracking.
- Google Analytics 4 — sets first-party cookies (typically
_ga,_ga_*) to count returning visitors and measure session behavior. We do not configure any audience targeting or advertising features. To opt out, use Google's browser opt-out add-on or block third-party scripts.
Data we fetch on your behalf
The dashboard fetches public price data through a backend proxy (Vercel Edge Function) so the browser doesn't get blocked by CORS:
- CoinGecko — BTC price + Strategy treasury data
- Yahoo Finance — MSTR, FBTC, ETF, and preferred prices
- Coinbase — BTC price fallback
- Google News RSS — headlines on the News tab
The proxy receives your IP and the upstream URL it should fetch — no portfolio data is ever sent. Standard Vercel platform logs (request URL, IP, timestamp) apply per Vercel's privacy policy.
What we store
The following are kept locally in your browser via the localStorage API:
- Your positions (tickers, quantities, account types)
- Whether you've dismissed the welcome modal
Backups
Clearing your browser data will erase your positions. Use Edit positions → Import / Export to back them up as JSON or paste them via CSV.
Sharing positions via URL
Clicking the Share button creates a URL with your positions encoded in the hash fragment (the part after #). Hash fragments are not transmitted to servers — they're processed client-side only. The link is shareable but anyone with it can see those positions.
Questions or removal requests
Use the Feedback form in the footer. Since we don't store any personal data on a server, there's nothing for us to remove on our end — clearing your browser data does it.