Security & privacy

Built around trust boundaries.

FolioLens deals with sensitive portfolio information, so the product and marketing stack should avoid unnecessary data collection.

Our principles

• Collect only what is needed to provide portfolio clarity.
• Keep marketing analytics away from financial data.
• Do not use portfolio data for advertising targeting.
• Make import and data handling understandable to users.

Not investment advice

FolioLens provides analysis and context, not personalised investment recommendations.