This is a private, household application operated by Carl Borrelli for himself and immediate family members. It is not offered to the public.
Investment account information for family members’ accounts: balances, holdings, and transactions. When an account is connected through Plaid, we receive this data from Plaid Inc.; account login credentials are entered with Plaid directly and are never seen or stored by this application. We also store account-holder names and the email addresses used to sign in.
Solely to display and track the family’s own investments and account activity. Nothing else.
We do not sell, rent, or share any personal or financial data with third parties. There is no advertising and no analytics tracking.
All traffic is encrypted (TLS). Data is stored on private, owner-controlled hardware with access limited to individually authenticated family accounts. Each user can see only their own data.
Bank connectivity is provided by Plaid Inc. Plaid’s handling of your data is described in their End User Privacy Policy at https://plaid.com/legal/#end-user-privacy-policy.
Any family member may ask to have their connected-account data and access tokens deleted at any time; deletion includes de-provisioning the connection with Plaid. Contact the operator: [email protected].