Portfolio and transaction data
FolioPlot processes broker or crypto transaction files you explicitly select. Imported transactions, portfolio calculations, account labels, symbol mappings and cached portfolio information are designed to remain locally on your device.
Broker access
FolioPlot does not ask for your broker password and does not place orders. It cannot buy, sell, deposit or withdraw funds.
Market data
When you refresh prices, identifiers such as ticker, ISIN, exchange or product name may be sent to the active market-data provider to resolve a quote. FolioPlot is designed not to send your complete transaction history or broker credentials to that provider.
Email, contacts and advertising
FolioPlot does not require access to your email inbox or contacts for the core portfolio workflow. The beta is designed without third-party advertising or behavioural-advertising SDKs.
Apple TestFlight
Apple may process beta diagnostics, crash information and feedback under Apple’s own TestFlight terms and settings. This is separate from FolioPlot’s local portfolio database.
Backups and deletion
If you create a FolioPlot backup/export, that file is under your control. Portfolios can be removed individually without intentionally removing unrelated portfolios.
Financial information
Quotes can be delayed or unavailable. FolioPlot is a monitoring and analysis tool, not investment advice, tax advice or a brokerage service.
Last updated: 15 August 2026