Portsift Privacy Policy
Last Updated: July 24, 2026
1. Overview
Portsift ("Portsift", "we", "our", or "us") respects your privacy and is committed to protecting your personal information.
This Privacy Policy explains what personal information we collect, how we use it, when we share it, and the choices available to you when you use the Portsift website, applications, and related services (collectively, the "Service").
Our privacy practices are intended to be consistent with applicable Canadian privacy laws, including the Personal Information Protection and Electronic Documents Act (PIPEDA).
2. Information We Collect
Information You Provide
When you create an account or use the Service, we may collect information including:
- Email address
- Authentication identifiers
- Portfolio transactions
- Holdings and positions
- Account types (such as TFSA, RRSP, FHSA, and non-registered accounts)
- Portfolio settings
- Notification preferences
- Information you provide when contacting support
Payment Information
Paid subscriptions are processed through Stripe.
Portsift does not receive or store your full payment card information.
Technical Information
To operate, maintain, and secure the Service, we collect limited technical information, including:
- IP address
- Browser and device information
- Request identifiers
- Application diagnostics
- Error reports
- Usage information reasonably necessary to improve the Service
We aim to limit the personal information collected in operational logs to what is reasonably necessary for operating, securing, and improving the Service.
3. How We Use Your Information
We use personal information to:
- Provide and operate the Service
- Authenticate users
- Calculate portfolio analytics
- Process subscriptions and payments
- Send account, billing, and security notifications
- Respond to support requests
- Improve the reliability and performance of the Service
- Detect fraud, abuse, or unauthorized activity
- Comply with legal obligations
We do not sell your personal information.
4. Service Providers
We use trusted third-party service providers to help operate the Service, including providers for authentication, cloud hosting, database hosting, payment processing, transactional email, website delivery, and similar operational services.
These providers receive only the personal information reasonably necessary to perform services on our behalf. We require service providers to protect personal information through contractual or comparable safeguards appropriate to the services they provide.
We may change our service providers from time to time as the Service evolves.
5. International Processing
Some of our service providers process or store personal information outside Canada, including in the United States.
As a result, personal information may be subject to the laws of those jurisdictions and may be accessible to courts, law enforcement agencies, or government authorities as permitted by applicable law.
6. Market Data
Portsift displays market information obtained from licensed market-data providers and publicly available issuer disclosures.
This market data is used solely to perform requested calculations and provide portfolio analytics.
7. Email Communications
We send emails necessary to operate your account, including:
- Account verification
- Password resets
- Security notifications
- Billing communications
- Portfolio alerts that you choose to receive
If you subscribe to marketing communications or join our waitlist, you may unsubscribe at any time using the unsubscribe link included in those messages or by contacting us.
8. Cookies and Similar Technologies
Portsift uses cookies and similar technologies that are necessary for authentication, security, and operation of the Service.
Where enabled, we may also use analytics technologies to understand how users interact with the Service and improve its functionality.
You can manage certain cookies through your browser settings, although disabling essential cookies may affect the operation of the Service.
9. Data Retention
We retain personal information only for as long as reasonably necessary to provide the Service, fulfill the purposes described in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.
When you delete your account, we will remove or anonymize your personal information within a reasonable period, subject to backup retention schedules and any legal obligations requiring longer retention.
Limited records, such as a hashed email address and deletion timestamp, may be retained where reasonably necessary to demonstrate compliance, prevent abuse, or satisfy legal obligations.
10. Security
We use reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, disclosure, alteration, or destruction.
No method of transmitting or storing electronic information is completely secure, and we cannot guarantee absolute security.
11. Your Choices and Rights
Subject to applicable law, you may:
- Request access to the personal information we hold about you
- Request correction of inaccurate personal information
- Export your portfolio data, where that functionality is available
- Delete your account
- Withdraw consent for optional communications, such as marketing emails
Requests may be submitted using the contact information below.
12. Children's Privacy
Portsift is intended for individuals who have reached the age of majority in their province or territory of residence.
The Service is not directed toward children.
13. Changes to This Privacy Policy
We may update this Privacy Policy from time to time.
If we make material changes, we will provide reasonable notice through the Service or by email where appropriate.
The "Last Updated" date at the top of this Policy indicates when it was most recently revised.
14. Contact
If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact: