Data you enter
Portfolio names, trades, holdings, targets, notes and report-related data are saved so the dashboard, charts and reports can work.
Privacy
Your portfolio data should feel private and predictable.
WealthSync stores the account, portfolio and subscription data needed to provide the service. Payment card details are handled by Stripe, not WealthSync.
Support contact
For privacy or account questions, email admin@swheatlabs.com. Do not send passwords or full broker statements by email.
Authentication and billing
Firebase Authentication manages login. Stripe manages subscription checkout, billing status and payment details.
AI summaries
Stock and portfolio summaries may use portfolio information required to generate commentary. Summaries are saved to reduce repeated generation.
Access controls
Firestore rules are designed to scope user data to the signed-in user. Infrastructure administrators may still have cloud-level operational access.
Data deletion
You can request account or data deletion by contacting admin@swheatlabs.com from the email address used for your WealthSync account.
Service data
Basic operational logs may be used to diagnose errors, subscription events and performance issues.
Use WealthSync with clear data expectations.
This policy is a plain-language launch version and may be refined as the product grows.
Read terms