The goal of Portfolio Charts is to share asset allocation concepts with other DIY investors around the world, and we tend to be an independent crowd. I value my own privacy and I respect yours as well. This Privacy Policy contains the types of information that is collected and recorded by Portfolio Charts and how it is used.
Table of Contents
Cookies
Portfolio Charts does not track your internet usage in any way other than the standard anonymous traffic logs generated by WordPress and Google Analytics. That information is used simply to understand things like how many people use the site, what countries they live in, and which content is most popular. Basically, it’s how I learn about the audience and what they like.
Other services used by Portfolio Charts may use cookies to track your browser usage in order to do things like speed up loading times, serve embedded content, track affiliate link referrals, and manage shopping carts. Those companies are independent entities and have their own privacy policies. See Other Websites below for more information.
Personal Information
If you contact me via email, sign up for regular blog updates, support me on Ko-fi, or purchase a product through Fourthwall, you choose to provide access to your name and email address. Your information is completely private and I never sell or voluntarily share it with any third parties.
I may use your contact information to communicate with you to answer questions, send automatic blog updates, or occasionally share information about products and promotions. You can choose to unsubscribe from these messages at any time, either by clicking the link contained in the email or contacting me directly. This information is retained indefinitely unless you request it to be deleted.
All transactions on the Portfolio Charts website are managed through a 3rd party company called Fourthwall, and I have no access at all to your payment information. Payments made through other sites like Ko-fi may share some information that I have access to but do not use in any way.
Other Websites
This website uses the services of several companies that are important to how the site works. These other websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with embedded content.
Portfolio Charts is not responsible in any way for the data collection of these other websites. Please see the privacy policies of each company (linked below) for more information on how they use your personal data.
These other websites fall into a few general categories:
External
External sites are those that exist completely outside of Portfolio Charts servers. These include companies like Ko-fi (which facilitates user donations) and Fourthwall (which hosts the Portfolio Charts store and handles memberships). Any links to external websites for educational purposes also fall into this category. I have no control over how these external sites use your data, although I will never link to something that I know to be a privacy concern. If you see something shady, please contact me immediately.
Embedded
Pages on this site may include embedded content (e.g. spreadsheets, videos, images, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the external website, and they may track your interaction with the embedded content if you have an account and are logged in to that website. Examples of embedded content on Portfolio Charts are all of the interactive charts (hosted by Microsoft) and YouTube videos found in blog posts.
Affiliate Links
As an Amazon Associate I earn from qualifying purchases. Practically speaking, that means that I offer affiliate links to Amazon for certain products like books, and I receive a small commission for each sale. In order to track the referral, Amazon may use cookies, pixels, and other technologies.
Analytics
This website uses Google Analytics to track and understand how people use the site. This is extremely common, and almost any place you visit on the internet uses the same service. Google Analytics uses cookies and other tracking technologies. To learn about opting out of Google Analytics, read this.
Your Rights Over Your Data
Your data belongs to you. If you’re concerned about the information collected, you can ask for exactly what is on file and request that any personal data be deleted. This does not include any data Portfolio Charts is obliged to keep for administrative, legal, or security purposes.
Contact
If you have additional questions or require more information, do not hesitate to contact me.