Security
Financial records deserve careful protection
A plain-English explanation of what FolioTracker collects, how it is handled, and what is never requested.
What information is collected
Contact-form details, early-access email addresses, and basic analytics about how the website is used. Once the application is available, portfolio data you choose to enter will also be collected to provide the service.
What information is not collected
FolioTracker does not collect broker passwords, banking login credentials, one-time passcodes, or government identification numbers through this website.
How imported files are handled
Files uploaded for portfolio import are processed to extract transaction data. They are not shared publicly, and access is limited to what is required to complete the import.
How data will be protected
Financial records deserve careful handling. FolioTracker is built with data encryption in transit, minimal data collection by design, and access controls that limit who can view stored information.
Which third parties may be used
Hosting, analytics, and email delivery may rely on third-party infrastructure providers. Any such provider is chosen with data protection in mind, and details will be kept current in the Privacy Policy.
Data-retention approach
Information is kept only as long as needed to provide the service or meet legal requirements, and retention periods are described in the Privacy Policy.
Data-deletion process
You can request deletion of your information by contacting the team. Requests are reviewed and completed within a reasonable timeframe.
Future account security
As FolioTracker introduces user accounts, additional protections such as two-factor authentication readiness are planned before broader release.
Responsible disclosure
If you believe you have found a security issue, please report it through the Contact page rather than testing it against live systems or other users.
Security contact process
Security-related questions or reports can be submitted through the Contact page using the Technical Issue inquiry type.
Frequently asked questions
A clearer way to follow your investments
Request early access and receive product updates as FolioTracker prepares for launch in Mexico.