Privacy Policy

At PortfolioMeta,, one of our main priorities is the privacy of our visitors. This Privacy Policy document contains types of information that is collected and recorded by PortfolioMeta and how we use it.

Bottom Line: PortfolioMeta does not and will never share or sell any of your personal data, or do anything shady with it. We respect your privacy.

This Privacy Policy applies only to our online activities and is valid for visitors to our website with regards to the information that they shared and/or collect in PortfolioMeta.


By using our website, you hereby consent to our Privacy Policy and agree to its terms.

Information we collect

We collect your investment history and current holdings from Plaid. (

PortfolioMeta does not collect any of your account details or credentials, we only collect your current assets and your past investment transactions.

When you register for an Account, we may ask for your contact information, including items such as name, email address, and telephone number.

PortfolioMeta only collects personal information that you provide to us.

How we use your information

We use the information we collect in various ways, including to:

  • Provide, operate, and maintain our website
  • Improve, personalize, and expand our website
  • Understand and analyze how you use our website
  • Communicate with you to provide you with updates and other information relating to the website, and for marketing and promotional purposes

CCPA Privacy Rights (Do Not Sell My Personal Information)

Under the CCPA, among other rights, California consumers have the right to:

  • Request that a business that collects a consumer's personal data disclose the categories and specific pieces of personal data that a business has collected about consumers.
  • Request that we delete any personal data about the consumer that a business has collected.

PortfolioMeta does not sell or share any information with thrid parties.

GDPR Data Protection Rights

Under the CCPA, among other rights, California consumers have the right to:

We would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following:

The right to access – You have the right to request copies of your personal data. We may charge you a small fee for this service.

The right to rectification – You have the right to request that we correct any information you believe is inaccurate. You also have the right to request that we complete the information you believe is incomplete.

The right to erasure – You have the right to request that we erase your personal data.

The right to restrict processing – You have the right to request that we restrict the processing of your personal data, under certain conditions.

The right to object to processing – You have the right to object to our processing of your personal data, under certain conditions.

The right to data portability – You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us.

Children's Information

Another part of our priority is adding protection for children while using the internet. We encourage parents and guardians to observe, participate in, and/or monitor and guide their online activity.

By using PortfolioMeta you represent that you are at least 18 or that a parent or guardian gives consent to use the website independently.

PortfolioMeta does not knowingly collect any Personal Identifiable Information from children under the age of 18.

How do we keep your information safe?

We have implemented appropriate technical and organizational security measures designed to protect the security of any personal information we process. All your data is encrypted and obfuscated before being written to a secure database. To keep your information 100% secure, we recommend that you use PortfoMeta over a trusted network.

There is no human involvement in the collection and processing of your personal information.

If you have additional questions or require more information about our Privacy Policy, do not hesitate to contact us.