User Privacy Policy

At PortfolioTree LLC, we are committed to protecting the privacy and security of our users. This Privacy Policy applies to the information we collect when you use our website and services, and explains how we use and share that information.

Information We Collect

• Personal information: We may collect personal information such as your name, email address, and phone number when you create an account or contact us through our website.
• Usage data: We may collect information about how you use our website and services, including the pages you visit and the actions you take.
• Device information: We may collect information about the device you use to access our website, including the type of device, IP address, and operating system.

How we use the information we collect

• To provide and improve our website and services: We use the information we collect to provide and improve our website and services, including to personalize your experience and respond to your requests.
• To communicate with you: We may use the information we collect to communicate with you, such as to respond to your inquiries or send you updates about our services.
• For research and development: We may use the information we collect for research and development purposes, such as to understand how our users use our website and services and to identify opportunities for improvement.

Sharing of information

We may share the information we collect with third parties in the following situations:

• With service providers: We may share the information we collect with service providers who assist us in operating our website and services, such as hosting and analytics providers.
• For legal reasons: We may share the information we collect if required to do so by law, or if we believe it is necessary to protect the rights, property, or safety of PortfolioTree LLC, our users, or others.
• In the event of a merger or acquisition: In the event that PortfolioTree LLC is acquired by or merged with another company, we may share the information we collect with that company.

Data retention

We will retain the information we collect for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless otherwise required by law.

Your rights

• Access to your information: You have the right to request access to the personal information we hold about you.
• Correction of your information: You have the right to request that we correct any inaccuracies in the personal information we hold about you.
• Deletion of your information: You have the right to request that we delete the personal information we hold about you.
• Objection to processing: You have the right to object to the processing of your personal information.
• Restriction of processing: You have the right to request that we restrict the processing of your personal information.
• Data portability: You have the right to request that we create and document an API for you to programmatically export and use data associated with you.

To exercise any of these rights, please contact us.

Changes to this Privacy Policy

We may update this Privacy Policy from time to time. We will post any changes on this page and encourage you to review the policy periodically.

If you have any questions or concerns about our privacy practices, please contact us.

Data Protection Officer

Fewer than 250 people are involved with building the PortfolioTree codebase so no Data Protection Officer has been named.

Cookie Policy

Last updated: December 28, 2022

This Cookie Policy explains what cookies are, how portfoliotree.com (“we”, “us”, “our”) uses cookies and similar technologies, and how you can control them.

What are cookies?

Cookies are small text files that are placed on your computer or mobile device in your browser by websites that you visit. They are widely used to make websites work, or work more efficiently, as well as to provide information to the owners of the site.

There are different types of cookies, which can be broadly divided into the following categories:

• Necessary cookies: These are essential for the operation of a website and enable you to navigate and use features such as un-saved portfolio specification changes or store user authentication and authorization status.
• Performance cookies: Are not yet used by portfoliotree.com. These cookies may collect information about how you use a website, for example, which pages you visit most often, and if you receive error messages from web pages. These cookies do not collect information that identifies you. All information would be anonymous and would only be used to improve the performance of a website.
• Functionality cookies: Are not yet used by portfoliotree.com. These cookies allow a website to remember choices you make (such as your user name, language, or the region you are in) and provide enhanced, more personal features. These cookies may store information such as “Dark Mode” if we ever implement it. The information these cookies collect may be anonymized and cannot track your browsing activity on other websites.
• Targeting or advertising cookies: Are not yet used by portfoliotree.com. These cookies are used to deliver advertisements that are more relevant to you and your interests. They are also used to limit the number of times you see an advertisement as well as help measure the effectiveness of an advertising campaign. They are usually placed by advertising networks with the website operator’s permission. They remember that you have visited a website and this information is shared with other organizations such as advertisers.

How do we use cookies?

We use necessary cookies to enable the core functionality of our website. This includes remembering your cookie preferences and keeping you logged in if you have an account. We also use them to store work in progress changes to portfolio specifications.

How you can change how you use cookies?

You can change your cookie settings in your internet browser at any time. Most internet browsers are set to accept cookies by default, but you can change your settings to block cookies or to be alerted when cookies are being sent to your device. To learn more about how to do this, visit the “Help” section of your internet browser.

Please note that if you choose to block cookies, certain features of our website may not work as intended.

You can also manage cookies through your browser settings or through third-party tools.