Privacy Policy

Last updated: May 26, 2026

This Privacy Policy explains how rebalanceit.app ("we", "our", or "the Service") handles information when you use our portfolio allocation tool. We have designed this Service with privacy in mind: we do not collect personal data, we do not run advertising, and we do not track you.

1. What We Collect

a) Information you store locally (browser storage)

The Service saves the following data in your browser's localStorage — it never leaves your device unless you use the Share feature:

Portfolio state — tickers, values, target percentages, and share counts you enter
Theme preference — dark or light mode
Allocation mode — your last selected calculation mode
Cookie consent — whether you have acknowledged this notice

You can clear this data at any time by clearing your browser's site data for rebalanceit.app, or by using your browser's developer tools.

b) Short link snapshots (optional)

If you click Share, a snapshot of your current portfolio configuration (tickers, values, and target percentages) is stored on our server and assigned a 6-character ID. This snapshot contains no personally identifiable information. Anyone with the link can view the snapshot.

c) Standard server logs

Our web server (nginx) and application server produce standard access logs that may include:

Your IP address
The URL you requested
Date and time of the request
Your browser's User-Agent string

These logs are used solely for operational purposes (debugging, security monitoring) and are not shared with third parties. Logs are retained for a maximum of 30 days and then deleted.

2. What We Do NOT Collect

No account registration or email address
No advertising or marketing tracking
No third-party analytics (no Google Analytics, no Meta Pixel, etc.)
No cross-site tracking cookies
No fingerprinting

3. Local Storage & Similar Technologies

We use browser localStorage (a standard web storage API) to save your preferences and portfolio state between sessions. This is stored entirely on your device. Unlike cookies, this data is not automatically sent to our server with each request.

Key	Purpose	Expires
rebalance_state	Saves your portfolio (tickers, values, targets)	Until cleared by you
theme	Remembers dark / light mode preference	Until cleared by you
allocMode	Remembers last allocation mode	Until cleared by you
cookie_consent	Records that you've acknowledged this notice	Until cleared by you

4. Third-Party Services

The Service loads resources from these third parties:

Google Fonts — fonts are loaded from fonts.googleapis.com. Google may log your IP address as part of this request. See Google's Privacy Policy.
Yahoo Finance (yfinance) — used server-side to fetch live prices. Your browser does not contact Yahoo Finance directly; our server makes the request on your behalf and no user data is forwarded.

5. Data Retention

localStorage data — stored indefinitely in your browser until you clear it
Short link snapshots — stored on our server indefinitely; we reserve the right to delete them
Server access logs — retained for up to 30 days

6. Your Rights

Because we do not collect personal data or maintain user accounts, most data subject rights (access, rectification, erasure) can be exercised directly by you:

Clear localStorage: open your browser's developer tools → Application → Local Storage → rebalanceit.app → delete all keys
Short link data: because snapshots contain no PII, there is no personally identifiable data to delete. If you have concerns, contact us (see below)

7. Children's Privacy

The Service is not directed at children under the age of 13. We do not knowingly collect any information from children.

8. Changes to This Policy

We may update this Privacy Policy from time to time. The "last updated" date at the top of this page will reflect any changes. Continued use of the Service after changes are posted constitutes your acceptance of the updated policy.

9. Contact

If you have questions about this Privacy Policy or wish to raise a privacy concern, please open an issue in the project's public repository or contact us through the GitHub profile associated with this project.