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.
Privacy Policy
This policy summarizes how WealthPie handles application information for login, portfolio pies, account dashboards, brokerage data, and deposit allocation planning features.
Authentication and data providers
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.
How information supports features
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.
Connected brokerage data
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.
No investment custody or deposit processing
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.
Contact
Questions about privacy, account access, or data handling can be sent to contactus@wealthpie.ai.