Cookie Policy

Last Updated: January 17, 2026

1. What Are Cookies?

Cookies are small text files downloaded to your device when you visit a website. They allow the software to recognize your device, store preferences, and ensure security.

2. Categories of Cookies We Use

A. Strictly Necessary Cookies (No Consent Required)

These cookies are essential for the operation of our SaaS platform. Without them, services like secure login and account management cannot function.

  • Examples: Session IDs, authentication tokens, security firewalls.

B. Performance & Analytics Cookies (Consent Required)

We use these cookies to collect anonymous information about how you use our platform. This helps us improve software performance.

  • Provider: Google Analytics 4 (GA4).
  • Data Collected: Anonymized IP address, browser type, session duration.
  • IP Anonymization: We have activated IP anonymization features to protect user privacy.

C. Functionality Cookies

These allow the website to remember choices you make (such as language or dashboard layout).

3. Browser Storage Technologies (Web Storage API)

This website uses browser storage technologies to provide its services. We prioritize your privacy: your data stays on your device and is never sent to our servers. We use the Web Storage API to handle your data locally:

🔹 Session Storage (Portfolio Upload)

  • Purpose: Processes your portfolio CSV and XML data locally.
  • Retention: Temporary. Deleted automatically when you close the browser tab.

🔹 Local Storage (Calculator Playground)

  • Purpose: Saves your manual "test trades" so you don't lose progress.
  • Retention: Persistent. Stored on your device until you manually clear it.

NO SERVER-SIDE STORAGE: All data processing happens entirely within your web browser. We do not transmit, store, or have any access to your portfolio data, trade history, or calculator entries.

4. Managing Preferences

Upon your first visit, you will be presented with a Cookie Consent Banner. You have the right to accept all cookies, reject non-essential cookies, or customize your settings. You can change your preferences at any time via the "Cookie Settings" link in the website footer.

5. Your Rights & Control

Since your data is stored locally, you have total control:

  • Manual Deletion: Delete all data anytime via "Clear" or "Remove" buttons on the relevant pages or by clearing your browser cache.
  • Automatic Deletion: To ensure real portfolio data is wiped, simply close the browser tab.
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