Effective Date: March 24, 2026
WealthPoise is designed with your privacy as a top priority. We do not collect, store, or transmit any personal data to our servers. Your portfolio data stays entirely on your device and in your private iCloud account.
We do not collect any data. WealthPoise does not require account creation, email registration, or any form of sign-up. The app functions entirely locally on your device.
All data you enter (portfolio assets, cash holdings, liabilities, monthly snapshots, and settings) is stored:
We have no access to your iCloud data. Apple manages the encryption and security of your iCloud storage.
WealthPoise retrieves stock prices and exchange rates from third-party financial data providers to update your portfolio valuations. These requests are made directly from your device. We do not act as an intermediary and do not log or store any of these requests.
WealthPoise does not integrate any third-party analytics, advertising, or tracking services. There are no ads in the app.
You can delete any individual record within the app at any time. To remove all data, simply delete the app from your device. If iCloud sync is enabled, you can also remove the data from iCloud via Settings > Apple ID > iCloud > Manage Storage.
We may update this privacy policy from time to time. Any changes will be reflected on this page with an updated effective date.
If you have questions about this privacy policy, please contact us at kaishacowcow@gmail.com.