Last updated: March 2026
ChartMyFolio is a personal investment portfolio tracking and projection tool. It is not a licensed financial advisor, broker, or investment dealer. Nothing in this application constitutes financial, tax, or legal advice. Portfolio projections are estimates based on user-supplied assumptions and are not guarantees of future performance. You should consult a qualified financial professional before making investment decisions.
Your portfolio data is stored in a secure PostgreSQL database hosted by Supabase. Access is restricted to your account only. Data is encrypted in transit (TLS) and at rest. You may request deletion of your account and all associated data at any time by contacting your administrator.
When you upload financial statements for parsing, the contents of those documents are sent to Claude, an AI service operated by Anthropic, PBC. Anthropic does not use API inputs for model training and does not retain prompts beyond the duration of the request. However, by using the document import feature you acknowledge that document contents will be transmitted to a third-party service. Where possible, sensitive identifiers (account numbers) are masked before transmission.
This application is provided "as is" without warranty of any kind. The developers make no representations as to accuracy, completeness, or suitability for any purpose. Use at your own risk.
This application is intended for personal use by invited users only. You may not share your credentials, attempt to access other users' data, or use the application for any unlawful purpose.
These terms may be updated periodically. Continued use of the application after changes constitutes acceptance of the revised terms.