Privacy Policy

Effective Date: October 6, 2026

Overview

WealthPoise is designed with your privacy as a top priority. We do not operate any servers, and we do not collect, store, or transmit your portfolio data. Your portfolio data stays on your device and in your private iCloud account. The app shows ads provided by Google AdMob, which collects limited device data as described below.

Data Collection

We do not collect your portfolio data. WealthPoise does not require account creation, email registration, or any form of sign-up.

Advertising data. The app shows ads provided by Google AdMob. The ad SDK may collect your IP address (from which it can estimate your general location), device identifiers, information about ads you have seen and how you interact with them. Your portfolio data is never shared with the ad SDK.

Data Storage

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.

Financial Data

WealthPoise retrieves stock prices and exchange rates from Yahoo Finance to update your portfolio valuations. These requests are made directly from your device and contain only the ticker symbols or currency pairs being looked up, not your holdings, amounts, or any personal information. We do not act as an intermediary and do not log or store any of these requests.

Third-Party Services

WealthPoise does not integrate any analytics services.

Advertising Choices

If you are in the European Economic Area, the United Kingdom, or Switzerland, the app asks for your consent before showing personalized ads, using Google's consent message. You can review or change your choice at any time from Settings > Ad Privacy Settings in the app.

Tracking

WealthPoise does not track you across other companies' apps and websites, and does not ask for App Tracking Transparency permission. Because that permission is not granted, the iOS advertising identifier is not available to the ad SDK.

Data Deletion

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.

Changes to This Policy

We may update this privacy policy from time to time. Any changes will be reflected on this page with an updated effective date.

Contact

If you have questions about this privacy policy, please contact us at kaishacowcow@gmail.com.