Effective Date: [January 26, 2026] Last Updated: [February 4, 2026]

1. Overview This Privacy Policy explains how Portfolio AI Corp (“Portfolio,” “we,” “us,” or “our”) collects, uses, discloses, and protects information when you use our website and mobile application (collectively, the “Services”).If you do not agree with this Privacy Policy, please do not use the Services.

 

2. Information We Collect. We collect information in the following categories:A) Information You ProvideAccount information: name, email, username, password (stored securely in hashed/encrypted form where applicable)Profile and preferences: settings, app preferencesCustom financial entries: manual assets, notes, categories, descriptions you choose to addSupport communications: messages you send to us, feedback, bug reportsB) Information From Connected Accounts (If You Link Them)If you connect financial accounts via a Third-Party Provider (e.g., account aggregation), we may receive information such as:Institution name and account type (checking, brokerage, credit, etc.)Balances and holdings (where available)Transactions (where available)Asset/position metadata (where available)We do not receive or store your full bank login credentials if the connection is handled through a Third-Party Provider’s secure flow (typical for aggregators).C) Information Collected AutomaticallyDevice and app data: device type, OS version, app version, language, identifiersUsage data: screens viewed, feature interactions, performance metricsLog data: IP address (website), timestamps, crash logs, diagnostic eventsCookies / similar tech (website): basic analytics and session functionality (where enabled)

 

3. How We Use Information. We use information to:Provide and operate the ServicesDisplay and update your net worth and asset viewsImprove performance, reliability, and featuresPersonalize your experience (e.g., preferences)Provide customer supportDetect, prevent, and address fraud, security, or technical issuesComply with legal obligations and enforce our terms

 

4. How We Share Information. We may share information in these situations:A) Service ProvidersWe share information with vendors that help us run the Services (e.g., hosting, analytics, crash reporting, customer support). They may process data on our behalf under contractual obligations.B) Third-Party Providers You ChooseIf you connect accounts or enable integrations, we share/receive information with the providers necessary to perform that function.C) Legal and SafetyWe may disclose information if required by law, legal process, or to protect rights, safety, and security.D) Business TransfersIf we are involved in a merger, acquisition, financing, or sale of assets, information may be transferred as part of that transaction.

 

5. Selling / Sharing of Personal Information. We do not sell your personal information.We do not share personal information for cross-context behavioral advertising in exchange for value in a way that would be considered a “sale” under certain privacy laws.

 

6. Data Retention. We retain personal information only as long as necessary to:Provide the ServicesComply with legal obligationsResolve disputesEnforce agreementsYou can request deletion (see Section 9).

 

7. Security. We use reasonable administrative, technical, and organizational measures designed to protect information. However, no method of transmission or storage is 100% secure, and we cannot guarantee absolute security.

 

8. Children’s Privacy. The Services are not directed to children under 13 (or under 16 in certain jurisdictions). We do not knowingly collect information from children. If you believe a child has provided us information, contact us to request deletion.

 

9. Your Rights and Choices. Depending on your location, you may have rights such as:Access the personal information we hold about youRequest correction of inaccurate informationRequest deletion of your informationObject to or restrict certain processing (where applicable)Privacy Requests (Copy/Paste Friendly)Email us at marsgordonpartnership@gmail.com with:Subject: “Privacy Request”The email associated with your accountYour request type: Access / Deletion / CorrectionWe may ask for verification before completing the request.

 

10. Cookies and Tracking (Website) Our website may use cookies or similar technologies for:Essential site functionalityAnalytics (to understand site traffic and improve pages)You can control cookies in your browser settings.

 

11. International Users. If you access the Services from outside the United States, your information may be processed in the United States or other locations where our service providers operate.

 

12. Changes to This Privacy Policy. We may update this Privacy Policy periodically. The “Last Updated” date shows when it was revised. Continued use of the Services after changes become effective means you accept the updated Privacy Policy.

 

13. Contact. Portfolio AI CorpEmail: marsgordonpartnership@gmail.comAddress: 107 Brookmead Court, San Anselmo, California, 94960, United States of America.

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portfoliogrow.com/privacy-policy