01
Information you provide
The app may store account profile details, imported trade files, transaction records, portfolio settings, allocation targets, and journal entries you create inside the workspace.
Privacy
Centralized portfolio data belongs in the workspace, not the public site.
These notes describe how Investment Tracker is intended to handle centralized user-provided records and private preview deployments. Last updated May 3, 2026.
At a glance
A centralized workspace with explicit privacy boundaries.
02
How the workspace uses data
Your records are centralized to calculate positions, P&L, allocation drift, reports, trading balances, and journal statistics. Public website pages do not expose portfolio data.
03
Broker connectivity
Broker sync is optional and depends on configured SnapTrade credentials. Manual imports remain available when broker connectivity is disabled or not desired.
04
Local and private preview deployments
The project supports local development and private previews. Registration can be open, invite-only, or closed depending on deployment settings.
05
Operational safeguards
Production deployments should use HTTPS, secure cookies, a strong JWT secret, intentional CORS origins, and database migrations managed by the operator.
Related
Security notes explain the deployment posture.
Review the production checklist before using the workspace outside local development.