Information used by the app
WealthPie may use profile details, login identifiers, account preferences, portfolio pie names, slice targets, subscription settings, and support contact information to provide the application experience.
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This policy summarizes how WealthPie handles application information for login, portfolio pies, account dashboards, and automated allocation features.
WealthPie may use profile details, login identifiers, account preferences, portfolio pie names, slice targets, subscription settings, and support contact information to provide the application experience.
The web application uses Stack Auth for account sign-in and Convex for application data. Legacy backend routes may support mobile or development authentication flows.
Saved settings help display dashboards, validate 100% allocation rules, remember account structures, show review-window options, and support user-controlled planning preferences. Users remain responsible for securities selection and brokerage actions.
When you connect a brokerage, WealthPie may receive account values, cash, holdings, symbols, shares, average prices, currencies, and authorization metadata from the connected provider so the app can display portfolio tracking and educational allocation-planning views.
WealthPie does not custody funds, hold assets, or process investment deposits. Subscription billing is separate from brokerage activity and is used only for access to the software service.
Questions about privacy, account access, or data handling can be sent to support@wealthpie.local.