Authentication
Users sign in with Firebase Auth. Password reset links are managed through Firebase Authentication.
Security
Designed to keep portfolio data scoped to each user.
WealthSync uses Firebase Authentication, Firestore security rules and user-scoped data paths. Stripe handles subscription checkout and billing management.
Important note
WealthSync provides portfolio information and analysis tools. It is not personal financial advice.
User-scoped data
Portfolio, trade and summary records are organised by user so app access rules can restrict data correctly.
Billing
Stripe manages checkout, customer portal access and subscription status events.
Efficient Monthly Review Hub
Dashboard review checks run from portfolio data already loaded in the app, so they do not require extra database reads.
Does WealthSync store payment card details?
No. Payment details are handled by Stripe.
How often are AI summaries generated?
Summaries are designed to be saved and refreshed monthly to avoid unnecessary regeneration.
Does the Monthly Review Hub change my data?
No. Data quality review is read-only. WealthSync only records review progress such as refresh, AI summary and report export status.
Can administrators access infrastructure?
Like most hosted applications, cloud administrators may have infrastructure-level privileges. The app design focuses on user-scoped access in the product experience.
Use WealthSync with clear expectations.
Track portfolios in a user-scoped app experience with Stripe billing and Firebase Authentication.
Open WealthSync