Privacy policy
Last updated 14 November 2026. Plain words, no surprises.
Who looks after your data
Wealthbook is run by Satvik Sabharwal, Germany, who decides how your data is used. Questions or requests: info@wealthbook.me.
Who Wealthbook is for
Wealthbook is for people aged 18 or over. When you sign up we ask for your date of birth once to check this. We do not keep the date, only that you confirmed it and when. If we learn that an account belongs to someone under 18, we delete it.
What we keep
- Your name, email and sign-in (the password itself only as a hash).
- Your chapters, holdings, purchases and sales, goals, plans, loans and month-end snapshots.
- Spreadsheets you import, kept as the receipt of that import.
- Feedback you send, with its screenshot for 30 days.
- Which link brought you here, if it carried a label such as "linkedin". It is saved with your account so we can see what works, and nothing is stored on your device for it.
Nothing from your bank. Photos and PDFs you read are not stored: they go to the AI model to be read.
What we use it for
To show your book, value it with market prices and exchange rates, and send the emails you ask for (sign-up, password, replies to your feedback). We don't sell data, run ads or track you across sites.
Who else handles it
- Supabase: database and files, in Paris (EU), encrypted at rest and in transit.
- Railway: runs the app, in the EU.
- Google Gemini: only when you ask: the desk or the monthly review for your holdings, or reading a photo or PDF. Under Google's paid terms it is not used to train their models.
- Resend: sends the app's emails.
- Price sources (Yahoo Finance, mfapi.in, CoinGecko, the ECB): they only receive the names of investments, never who you are or your amounts.
How long we keep it
Until you delete your account; deleting it removes everything, your files included. Feedback screenshots go after 30 days. A log of AI use keeps only counts and sizes, never what was sent.
Your rights
See and export your data (each chapter as CSV), correct it, or delete your account in Settings at any time. You can also write to info@wealthbook.me, or complain to your data protection authority.
Questions and corrections
Wealthbook is built and run by one person. If something in this policy looks wrong, or you are worried about how your data is handled, write to info@wealthbook.me. We will look into it, fix what needs fixing, and answer within 24 hours. Nothing in this policy limits the rights you have under the law.
Changes
When this policy changes we update the date at the top and, for anything that matters, tell you in the app.