Privacy

Family Wealth Tracker stores the data you enter — your account email, the transactions you record, and the performance figures derived from them — so it can show you your portfolio. Your data is visible only to you, and to any family login you explicitly opt into from the Account page.

Third parties. To work, the app sends limited data to: Yahoo Finance (security symbols, to fetch prices — never your holdings or identity); Resend (your email address, to deliver verification and password-reset messages); and, only if you upload a document for extraction, Anthropic (the file contents, to read transactions from it). We do not sell your data or use it for advertising.

Your controls. You can edit or delete any transaction at any time, and you can permanently delete your entire account and all of its data from the Account page.

Contact. Questions about your data? admin@familywealthtracker.com.

This is a personal/family tool, not regulated financial software. Figures are for information only and are not financial advice.