Enterprise security

Bank-grade security, by default.

Your portfolio data deserves the highest level of protection. We use the same encryption standards as major financial institutions to keep your investment information secure.

Layers

How we protect your data.

Multiple layers of security, defending your portfolio at every level.

01

AES-256 encryption

All data encrypted at rest with military-grade encryption.

02

TLS 1.3

Latest transport security for all data in transit.

03

Secure authentication

OAuth 2.0 and optional two-factor authentication.

04

Certified infrastructure

SOC 2 and ISO 27001 certified cloud hosting.

Privacy

Your data is yours alone.

We've built Portfolio Genius with privacy at its core, not as an afterthought.

  • 01

    No data selling

    We never sell your data to advertisers or third parties.

  • 02

    No tracking

    Minimal analytics, no invasive tracking or profiling.

  • 03

    Data portability

    Export your data anytime in standard formats.

  • 04

    Right to deletion

    Request complete data deletion at any time.

CertificationsActive

SOC 2 Type II

Infrastructure security audit

ISO 27001

Information security management

GDPR compliant

EU data protection standards

SSL/TLS encrypted

A+ rating on SSL Labs

Practices

Security measures at every level.

Comprehensive practices, from infrastructure to people.

01

Access controls

Strict role-based access controls for all system components.

02

Regular audits

Continuous security monitoring and periodic third-party audits.

03

Secure development

Security-first development with code reviews and testing.

04

Redundant backups

Encrypted backups across multiple geographic locations.

05

DDoS protection

Enterprise-grade protection against denial of service attacks.

06

Employee security

Background checks and security training for all team members.

FAQ

Security FAQ.

Common questions about our security practices.

How is my portfolio data encrypted?

All data is encrypted in transit using TLS 1.3 and at rest using AES-256 encryption. This is the same level of encryption used by major banks and financial institutions.

Do you share my data with third parties?

No. We never sell or share your personal or portfolio data with third parties. Your information is used solely to provide you with the Portfolio Genius service. We don't monetize your data.

What authentication options are available?

We support secure email/password authentication and Google OAuth. Two-factor authentication (2FA) is available for additional security.

Can I delete my data?

Yes, you have full control over your data. You can export your portfolio data at any time and request complete account deletion. When deleted, all your data is permanently removed from our systems.

Where is my data stored?

Your data is stored in secure cloud infrastructure provided by Google Cloud Platform, which maintains SOC 2, ISO 27001, and other security certifications.
Start free

Your data is safe with us.

Start tracking your portfolio with confidence. Bank-grade security protects your investment data.