Your financial life deserves more than vague promises. This page explains what AllInvestView stores, what we never store, when service providers process data, and the controls that remain in your hands.
Our approach
AllInvestView is a managed cloud service, not a local-only or self-hosted application. We store the portfolio records needed to keep your experience synchronized across web, iOS, and Android and to calculate reports, alerts, and analytics.
Your data is processed only to operate the product, provide features you choose, secure the service, and meet legal obligations. We use disclosed service providers for specific jobs. We do not pretend that a synchronized cloud product never receives your data.
Your choice: add holdings manually or by file, connect supported brokers, and use AI-assisted features only when they are useful to you.
Broker connections
For standard broker connections, authentication is handled in the broker's secure connection flow. AllInvestView receives the holdings, balances, account details, and transaction activity needed to build your portfolio. Broker integrations do not grant permission to trade or move money.
Direct API connections: for supported direct connections, AllInvestView may store the read-only API token or query identifier required to sync. Those connection secrets are encrypted at the application layer. We do not store your broker password.
Data inventory
Specific nouns are more useful than a generic promise that data is “secure.” This is the practical boundary.
Information needed to operate your account and the features you use.
Credentials and capabilities that are not needed to track a portfolio.
Service providers
We never sell your data. Limited data is shared with disclosed providers when it is necessary to deliver a feature, process a purchase, protect the service, or measure aggregate site usage.
AI privacy
When you use the assistant, AllInvestView sends the conversation and the portfolio context needed to answer to its data-processing service. When an import needs assistance, relevant headers and transaction rows may be sent so the file can be understood. If you create a scheduled Smart Alert, it evaluates at the cadence you chose and may send relevant portfolio context to that service even when no conversation is open. If you do not use these features, portfolio data is not sent for this processing.
Your controls
Control means being able to see what is connected, take useful records with you, and close the account without contacting a salesperson.
Stop future synchronization at any time. Previously imported portfolio records remain so your history is not erased without a separate action.
How broker access worksDownload holdings, transactions, and reports in standard formats from the relevant product areas. We are careful not to describe this as one complete account export yet.
View export helpDeactivate immediately, then schedule application-account and database portfolio records for deletion after a 30-day recovery period. Limited records may remain where required for legal, billing, security, or provider operations.
Read the deletion processQuestions about your data can go directly to support. Privacy questions are not routed through an advertising platform or community forum.
[email protected]Security practices
Customer traffic is served over HTTPS. Account passwords are one-way hashed. Broker login authentication remains within the secure connection flow, direct API connection secrets are encrypted at the application layer, and payment-card handling remains with payment providers.
No internet service can honestly guarantee zero risk. We use technical and organizational safeguards designed to protect personal data, limit provider access to defined purposes, and keep our disclosures aligned with how the product actually works.
Common questions
No. Broker connections retrieve portfolio information. AllInvestView cannot place trades, withdraw money, or change settings at your broker.
No. For standard broker connections, authentication is handled in the broker connection flow, and AllInvestView does not receive the broker password. For supported direct API connections, we may store the read-only API token required to sync, encrypted at the application layer.
No. Portfolio data, conversations, and files processed for our optional assistant and import features are not used to train third-party models. Data is processed only through features you choose, including any scheduled Smart Alerts you create.
Disconnecting stops future synchronization. Previously imported portfolio records remain in your account so your history is not unexpectedly erased. You can remove those records separately.
Yes. Holdings, transactions, and reports can be exported from their relevant product areas. A deletion request deactivates the account immediately and schedules the application account and database portfolio records for deletion after a 30-day recovery period. Limited records may remain where required for legal, billing, security, or provider operations; see the Privacy Policy for the general retention terms.
No. AllInvestView is a managed cloud service. Portfolio data is stored so it stays synchronized across web, iOS, and Android and can support calculations, reports, alerts, and optional broker sync without requiring you to maintain a server.
Start with manual entry or CSV. Connect a broker or use AI-assisted features only when you choose.