Privacy Policy

Last updated: May 2026

What WealthBoard does

WealthBoard helps users track portfolio holdings, manual assets, liabilities and estimated net worth. It is a tracking tool only and does not provide investment advice.

Data we collect

If you create a cloud account, we store your email address and the portfolio records you choose to enter, such as holdings, cash, assets, liabilities and saved performance snapshots.

Browser-only mode

In browser-only mode, portfolio data is stored locally on the device/browser and is not automatically synced to the cloud. Clearing browser storage may delete browser-only data.

Market data

When prices are requested, WealthBoard may call third-party market data services through secure server-side endpoints. Prices may be delayed, end-of-day or unavailable.

How we use data

We use your data to provide the portfolio tracking service, sync your account across devices, calculate estimated values, apply account entitlements and monitor abuse or excessive API usage.

What we do not do

We do not sell your personal data. We do not provide personalised financial advice. We do not guarantee the accuracy or availability of market prices.

Deleting data

During beta, contact support to request account or portfolio data deletion. A self-service delete/export option should be added before a full public launch.

Contact

For privacy or support requests, contact support@wealth-board.com.