Portfolio Pro operates on a "Native Edge" privacy model. The core principle of the app is that your financial data is fully encrypted and stored securely on your local device. Portfolio Pro does not maintain user accounts on our servers, nor do we harvest, store, or sell your financial data.
If you choose to enter API keys for AI models (such as OpenAI, Anthropic, or Google), these keys are stored securely on your device. When an audit is initiated, your input data is sent directly from your device to your explicitly chosen provider via their API. We advise reviewing the respective privacy policies of these third-party AI services.
No analytics, telemetry, or user tracking SDKs are bundled into the application. We do not track your clicks, sessions, or financial inputs.
App Lock and Vault access depend entirely on Apple's standard Keychain and biometric APIs (Face ID / Touch ID). Biometric data is never shared with us and never leaves your device.
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.