Privacy note

Portfolio is currently in development. This page describes what the public website collects today — which is deliberately very little.

What we collect

If you join the Private Preview list, we store the email address you enter and, if you choose to answer it, a single one-of-four answer to “what best describes you.” That is all. We do not ask for — and do not want — your portfolio, holdings, account details, phone number or any other financial information at this stage.

Why we collect it

Solely to contact you about the Portfolio private preview: to let you know when a spot becomes available, and — if you engage — to ask for feedback that helps shape the product. Your email is not sold, shared or used for anything else. Joining the list creates no investment or advisory relationship, and Portfolio does not provide investment advice.

Where it lives

Signups are stored in a database on Cloudflare's infrastructure, which also serves this site and provides its bot protection (Turnstile). Nothing is stored in your browser beyond what the form itself needs.

Leaving the list

Reply to any email we send you, or write to the contact address in that email, and we will remove your registration.

Last updated 2026-08-30 · This note will grow into a full privacy policy before Portfolio launches.