Privacy
Privacy Policy
This policy describes the information Fillfolio collects and how it is used to provide portfolio tracking, brokerage sync, analytics, and billing.
Information we collect
Fillfolio may collect account details such as your email address, authentication identifiers, portfolio names, saved assets, transactions, cash ledger entries, watchlist items, import preferences, settings, and billing status. Payment card details are handled by Stripe and are not stored by Fillfolio.
How we use information
We use information to provide the app, protect account access, save portfolio records, process subscriptions, enable read-only brokerage sync, respond to support requests, improve reliability, prevent abuse, and comply with legal, tax, security, and payment obligations.
SnapTrade brokerage data
If you connect a brokerage through SnapTrade, Fillfolio may process connection identifiers, brokerage/institution names, account labels, account identifiers, balances, cash balances, positions, securities, quantities, prices, activity history, sync timestamps, and encrypted SnapTrade user secrets or related sync credentials. This data is used to display synced holdings and activity in a read-only portfolio experience.
Moralis wallet data
If you add a wallet through Moralis, Fillfolio may process wallet labels, public addresses or xpubs, chain identifiers, token symbols, quantities, prices, balances, net worth summaries, sync timestamps, and raw provider responses needed to display read-only wallet holdings. Wallet addresses and xpubs are treated as privacy-sensitive account data.
Teller bank data
If you connect bank accounts through Teller, Fillfolio may process institution names, enrollment identifiers, account labels, masked account details, balances, transactions, activity timestamps, and sync status needed to show cash and bank activity. Fillfolio does not store payment card numbers.
Stripe billing data
Stripe processes card details and may provide Fillfolio with customer identifiers, subscription status, invoices, payment status, billing email, and limited payment metadata. Fillfolio uses that information to activate plans, show billing status, and support payment questions.
Cloudflare infrastructure
Fillfolio uses Cloudflare for application delivery, security, Workers, D1 persistence, logging, and related infrastructure. Cloudflare may process request metadata such as IP address, user agent, URLs, timing, security events, and operational logs needed to run and protect the service.
Google Search Console and GA4
Google Search Console may process site ownership, indexing, query, click, impression, and technical search-performance information for fillfolio.com. If Google Analytics 4 is enabled and you grant analytics consent, GA4 may process page views, events, device/browser details, approximate location, and analytics cookie identifiers to help us understand product usage.
Google Sheets add-on data
If you use Fillfolio for Google Sheets, the add-on may process the active spreadsheet name, a hashed spreadsheet identifier, selected sync scope, row counts, sync status, sync timestamps, and short-lived connection codes or add-on access tokens. Fillfolio uses this information to authorize one-way manual syncs, write managed report tabs, troubleshoot failures, and keep an append-only sync log. The add-on is designed for the current spreadsheet and does not request Drive-wide access.
Browser extension data
If you use the Fillfolio browser extension, the extension may store a local connection token, token expiry metadata, privacy-mode preference, selected ticker helper preference, and small response caches in browser extension storage. The selected ticker helper can be used without logging in. When enabled and you explicitly select ticker-like text such as a stock symbol, the extension normalizes the selection locally and may send only the normalized symbol, such as NVDA, to Fillfolio to check whether it matches a tracked market asset and return public market price data. If you connect a paid Fillfolio account, the same card may also show your read-only holding quantity, value, and source summary. The extension is not designed to send surrounding page text, form contents, full page contents, page URLs, or browsing history to Fillfolio.
Service providers and sharing
Fillfolio relies on service providers including Clerk for authentication, Stripe for billing, SnapTrade for read-only brokerage connections, Moralis for wallet data, Teller for bank connections, Cloudflare for hosting and D1 persistence, Google services for Sheets add-on functionality, search diagnostics, and consent-based analytics, and infrastructure tools needed to operate the product. We do not sell personal information, and providers process information as needed to support Fillfolio.
Local storage, cookies, and consent
The app uses browser storage for preferences such as theme, selected portfolio, sidebar state, privacy mode, and table density. Authentication and payment providers may use cookies or similar technologies to keep sessions secure. GA4 analytics scripts are loaded only when a measurement ID is configured and analytics consent is granted in the browser.
Retention and deletion
We keep account and portfolio information while your account is active or as needed for security, billing, dispute handling, and legal obligations. To request deletion or export help, contact [email protected].
Security
Fillfolio uses HTTPS, protected routes, server-side access checks, encrypted sync secrets where applicable, and trusted providers for authentication, brokerage sync, infrastructure, and payments. No internet service can be guaranteed perfectly secure, but we design around reasonable safeguards.
Contact
Questions, deletion requests, export requests, or privacy concerns can be sent to [email protected].
Mailing address
Mailing address: 99 WALL ST #884, NEW YORK, NY 10005, USA. This address is for business correspondence. Customer support is fastest by email.