Privacy Policy
Last updated: February 2025
1Introduction
This policy explains how Abacus Investment Tracker collects, uses, and protects your information when you use our website and services. We run this service and are responsible for your data. If you have questions about this policy, use the contact details at the end.
2What We Collect
Account information
- Email address
- Display name
- Profile photo (if you upload one)
- Preferred currency (e.g. EUR, USD, GBP)
Investment and transaction data
- Investments you add (type, name, ticker symbol)
- Transactions (buys, sells, dividends, rewards)
- Data from imports (CSV files)
Technical data
- Session information and login tokens
- Browser preferences we store locally (theme, sidebar state, hide-values setting)
- Profile details we cache locally to improve performance
3How We Use Your Information
We use your information to:
- Run the services and show your portfolio
- Keep your account secure
- Send account-related emails (email confirmation, password reset, trial reminders)
We do not send marketing emails or sell your data.
4Legal Basis for Processing
We process your data under the following conditions:
- Consent: You agreed to our terms when registering
- Contractual necessity: Data is required to provide the services you requested
- Legitimate interest: To operate and improve our services
5Data You Must Provide
To use our services, you must provide your email, password, and basic account details. Investment and transaction data is optional, but you must add it to use the portfolio features. If you do not provide the required data, we cannot provide you with the service.
6Data Outside the European Economic Area
Some of our service providers may store or process your data outside the European Economic Area. When they do, we ensure they use safeguards such as standard contractual clauses approved by the European Commission.
8Data Retention
Account and investment data – We keep it while your account exists. When you delete your account, we remove it within 30 days.
Password reset and confirmation tokens – We delete them within 24 hours of use or expiry.
Logs and hosting data – Kept for up to 90 days for security and troubleshooting.
For further details on retention of specific data, please contact us.
9Data Security
We protect your information through:
- Mandatory sign-in for account access
- Automatic sign-out after approximately 15 minutes of inactivity
- Limiting how often you can request a password reset (3 per hour)
- Secure storage of passwords and sensitive data
10Your Data Protection Rights
You have the right to:
- Access – Ask for a copy of your personal data
- Rectification – Ask us to correct inaccurate or incomplete data
- Erasure – Ask us to delete your personal data, in the situations allowed by law
- Restrict processing – Ask us to limit how we use your data in certain situations
- Object – Object to processing based on our legitimate interests
- Portability – Ask us to send your data to you or another provider in a machine-readable format
If we rely on your consent for any processing, you can withdraw it at any time. That does not affect processing we did before you withdrew.
We aim to respond within one week of your request. Contact us using the details below.
Right to complain – If you are unhappy with how we handle your data, you have the right to complain to a data protection authority in your country. For EU users, this can be the authority in your country of residence.
11Automated Decision-Making
We do not use your data for automated decisions that have a legal or similarly significant effect on you.
12Automated Tasks
We run automated tasks in the background:
- Price updates – Fetches current prices for your investments every 15 minutes
- Exchange rate updates – Updates currency rates every 15 minutes
- Trial reminders – Sends emails at 7, 3, and 1 day before your trial ends
- Token cleanup – Removes expired password-reset and confirmation tokens daily
13Changes to This Policy
We may update this policy from time to time. When we do, we will post the new version here and update the “Last updated” date. We encourage you to check this page occasionally.
14Contact
For questions about this policy, your data, or to exercise your rights, contact us at: support@abacusinvestmenttracker.com