Solely to operate the Service: showing you your own analytics, syncing your data across your devices, powering optional features you invoke (like the AI copilot), sending service emails, and keeping the platform secure. We do not sell your personal data. We do not share your portfolio with other members or advertisers.
Broker links are made through SnapTrade on a read-only basis. You authenticate directly with your brokerage on SnapTrade's secure pages. We never receive or store your brokerage username or password. SnapTrade's handling of your data is governed by their own privacy policy.
Each provider receives only what's needed to do its job.
We use a single essential session cookie to keep you signed in. No advertising or cross-site tracking cookies.
Your data is kept while your account is active. You can delete your portfolio data or your entire account at any time from the Account tab, or by emailing brandon@investingwithbrandon.co from your account email. We'll complete deletion promptly.
Passwords are stored as salted cryptographic hashes; data is encrypted in transit; brokerage access is read-only by design. No system is perfectly secure, so please use a unique password.
The Service is for adults 18+. We do not knowingly collect data from children.
We'll update this policy as the Service evolves and note the date above. Questions or requests: brandon@investingwithbrandon.co · iwbterminal.com/contact