Privacy Policy

Last updated: September 5, 2025

1. Privacy Overview

At PulsePortfolio, we are committed to protecting your privacy and ensuring the security of your personal and financial information.

This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our portfolio management platform. We understand the sensitive nature of financial data and have implemented appropriate security measures to protect it.

Please read this Privacy Policy carefully. By accessing or using our Service, you acknowledge that you have read and understood this policy.

2. Information We Collect

Personal Information

  • • Name and contact information (email address, phone number)
  • • Account credentials (username and password)
  • • Profile information (profile picture, preferences)
  • • Demographic information (country of residence)
  • • Communication preferences and feedback

Financial Information

  • • Portfolio data (asset holdings, transactions, performance metrics)
  • • Investment preferences and goals
  • • Risk tolerance assessments
  • • Custom watchlists and alerts

Technical Information

  • • Device information (browser type, operating system)
  • • IP address and location data
  • • Usage patterns and interactions with our service
  • • Cookies and similar tracking technologies
3. How We Use Your Information

Core Service Functionality

  • • Creating and maintaining your account
  • • Providing portfolio tracking and analytics
  • • Processing and displaying your financial data
  • • Generating performance reports and insights
  • • Responding to your requests and support inquiries

Service Improvement

  • • Analyzing usage patterns to enhance user experience
  • • Troubleshooting and debugging technical issues
  • • Developing new features and functionality
  • • Conducting surveys and research

Communication

  • • Sending essential service notifications
  • • Providing portfolio alerts and updates
  • • Sharing relevant market news and insights
  • • Marketing communications (with consent)
4. Data Security

We implement industry-standard security measures to protect your data:

  • • End-to-end encryption for all financial data
  • • Secure HTTPS connections with TLS
  • • Standard security practices and updates
  • • Multi-factor authentication options
  • • Anonymized and segregated data storage

While we strive to use commercially acceptable means to protect your information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security.

5. Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share information in the following limited circumstances:

  • Service Providers: Third-party vendors who assist in providing our services (hosting, analytics, customer support)
  • Legal Requirements: When required by law, legal process, or government request
  • Business Transfers: In connection with a merger, acquisition, or sale of assets
  • With Consent: When you have given explicit permission
6. Your Data Protection Rights

You have the following rights regarding your personal information:

  • Access: Request a copy of your personal information
  • Correction: Update or correct inaccurate information
  • Deletion: Request deletion of your personal information
  • Portability: Export your data in a machine-readable format
  • Opt-out: Unsubscribe from marketing communications
  • Restriction: Limit how we process your information

To exercise these rights, please contact us at info@pulsefolio.net. We will respond to your request within 30 days.

7. Cookies and Tracking

I use cookies and similar tracking technologies to enhance your experience:

  • Essential cookies: Required for basic functionality
  • Preference cookies: Remember your settings and choices
  • Analytics cookies: Help us understand how users interact with our service

You can control cookies through your browser settings, but blocking some types of cookies may impact your experience with our service.

8. Data Retention

We retain your personal information for as long as necessary to provide you with the Service, or as required by applicable laws and regulations.

If you delete your account, we will delete or anonymize your personal information within 90 days, except when:

  • • We are legally required to retain certain information
  • • The information is necessary for legitimate business purposes, such as fraud prevention
  • • Retention is necessary to resolve disputes or enforce agreements

Anonymized or aggregated data that cannot identify you may be retained indefinitely for our analytical purposes.

9. Regulatory Compliance

Depending on your location, you may have additional rights under applicable data protection laws:

  • European Users (GDPR): If you are in the European Economic Area, you have rights to access, correct, delete, restrict processing, and port your personal data. You may also object to processing and withdraw consent.
  • California Residents (CCPA/CPRA): You have rights to know what personal information is collected, disclosed, or sold; to access and delete your information; to opt-out of the sale of personal information; and to non-discrimination for exercising these rights.
  • Other Jurisdictions: Additional rights may apply based on your location.

To exercise these rights, please contact us at info@pulsefolio.net.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date at the top of this page.

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

11. Contact Us

If you have any questions about this Privacy Policy, please contact us:

PulsePortfolio

Email: info@pulsefolio.net