Privacy

Privacy Policy

This policy describes the information Fillfolio collects and how it is used to provide portfolio tracking and billing.

Information we collect

Fillfolio may collect account details such as your email address, waitlist information, portfolio names, saved assets, transactions, import preferences, 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 beta access, save portfolio records, process subscriptions, respond to support requests, improve reliability, and comply with legal and payment obligations.

Service providers

Fillfolio relies on service providers including Clerk for authentication, Stripe for billing, Cloudflare for hosting and D1 persistence, and infrastructure tools needed to operate the product. These providers process information only as needed to support the service.

Local storage and cookies

The app uses browser storage for preferences such as theme, selected portfolio, sidebar state, and table density. Authentication and payment providers may use cookies or similar technologies to keep sessions secure.

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, and trusted providers for authentication and payments. No internet service can be guaranteed perfectly secure, but we design around reasonable safeguards.