Privacy First: FinanceForest: Portfolio does not collect, transmit, or share any of your personal or financial data. Your portfolio data stays on your device and in your personal iCloud account. We have zero analytics, zero tracking, and zero servers.
Our Commitment to Your Privacy
Your financial data is deeply personal. FinanceForest: Portfolio is built with a simple principle: your data belongs to you and only you. We don't operate any servers, we don't collect any analytics, and we have no way to see your portfolio, holdings, or dividend information.
What We Collect
Nothing. We collect absolutely no data from you. No analytics, no tracking, no telemetry. We don't even have a server to send data to.
What We DON'T Collect
- Personal Information: No name, email, phone number, or any personally identifiable information
- Financial Data: We never see your portfolios, stock holdings, dividend payments, or cost basis
- Usage Analytics: No tracking of how you use the app, which screens you visit, or how often you open it
- Device Identifiers: No device IDs, advertising identifiers, or fingerprinting
- Location Data: We don't access or track your location
- Crash Reports: We don't collect crash logs or diagnostics
Data Stored on Your Device
All your data is stored locally on your device using Apple's SwiftData framework:
- Portfolios: Your portfolio names and organization
- Stock Holdings: Ticker symbols, share counts, cost basis, and purchase dates
- Dividend History: Historical dividend payment records fetched from Tiingo
- Cached Market Data: Current prices, company names, and dividend yields
This data remains entirely under your control and can be exported or deleted at any time.
API Key Storage
FinanceForest: Portfolio requires a Tiingo API key to fetch stock and dividend data. Your API key is:
- Stored in the iOS Keychain: Apple's most secure on-device storage, protected by hardware encryption
- Never transmitted to us: The key is sent directly from your device to Tiingo's servers only
- Under your control: You can update or remove your API key at any time in Settings
We never have access to your API key at any point. It is stored and used entirely on your device.
Third-Party Services
Tiingo API
The app connects directly from your device to Tiingo to fetch stock prices, company information, and dividend history.
- What is sent: Your API key and stock ticker symbols
- What is received: Stock prices, company names, and dividend payment data
- Connection: Direct from your device to Tiingo (HTTPS encrypted). We are not involved in this connection
- Privacy Policy: Tiingo Privacy Policy
You create your own free Tiingo account and API key. We have no affiliation with Tiingo and no access to your Tiingo account.
iCloud (Apple)
The app uses iCloud to sync your portfolio data across your Apple devices.
- Data synced: Portfolios, stock holdings, and dividend history
- Handled by Apple: All sync is managed entirely by Apple's CloudKit service
- We have no access: We cannot read, access, or monitor your iCloud data
- Privacy Policy: Apple Privacy Policy
Data Export and Import
FinanceForest: Portfolio allows you to export your data as JSON and import stock holdings via CSV:
- Exported files are saved to a location you choose on your device
- No data passes through our servers during export or import
- You are responsible for the security of exported files
Children's Privacy
FinanceForest: Portfolio does not collect any personal information from anyone, including children under 13. The app contains no advertising, no tracking, and no social features.
Data Security
- Local Storage: All data is stored using Apple's SwiftData framework with device-level encryption
- Keychain: API keys are stored in the iOS Keychain, protected by hardware-level security
- iCloud: Data is encrypted by Apple during transmission and storage
- Network: All API calls use HTTPS encryption
Your Rights and Controls
- View Your Data: All your portfolio data is visible within the app
- Export Your Data: Export your complete portfolio data as JSON at any time via Settings
- Delete Your Data: Remove individual stocks, portfolios, or uninstall the app to remove all local data
- Remove API Key: Delete your stored API key at any time in Settings
- Disable iCloud Sync: Turn off iCloud for this app in your device's system settings
Changes to This Privacy Policy
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
- Updating the "Last Updated" date at the top
Your continued use of the app after changes are posted constitutes acceptance of the updated Privacy Policy.
Contact Us
If you have any questions or concerns about this Privacy Policy, please contact us at:
Support: [email protected]
We typically respond within 48 hours.
Legal Compliance
This app complies with:
- GDPR (General Data Protection Regulation) - European Union
- CCPA (California Consumer Privacy Act) - California, USA
- COPPA (Children's Online Privacy Protection Act) - USA
- Apple App Store Guidelines - Privacy requirements
Because we don't collect any personal data whatsoever, most privacy regulations are satisfied by default. We follow best practices to protect your privacy regardless.
In Simple Terms:
Your data stays yours: Portfolios, holdings, and dividends live on your device and your iCloud. We can never see them.
Your API key stays yours: Stored in the iOS Keychain, sent only to Tiingo. We never touch it.
We collect nothing: Zero analytics, zero tracking, zero telemetry. We don't even have a server.
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