The short version: We don't sell your data. We don't share it with advertisers. The portfolio analyzer runs in your browser and your financial data never touches our servers. We collect only what we need to operate the newsletter and improve the product.
AffluenceEdge ("we," "us," or "our") operates the website at affluenceedge.com, including the Portfolio Health Analyzer tool and The Edge Letter newsletter. We are an educational financial technology platform — not a registered investment adviser.
If you have any questions about this policy, contact us at hello@affluenceedge.com.
Information you give us directly:
Information collected automatically:
What we do NOT collect:
We do not use your information to target you with advertising, sell leads to financial advisers, or build behavioral profiles for third-party use.
Email subscriptions are managed through Beehiiv. When you subscribe, your email address is stored on Beehiiv's platform in accordance with their privacy policy. You can unsubscribe at any time by clicking the unsubscribe link at the bottom of any email, or by emailing us at hello@affluenceedge.com.
We will never send you unsolicited commercial emails or share your email address with third parties for marketing purposes.
The Portfolio Health Analyzer tool processes all financial data — including ticker symbols, holdings, and dollar values — entirely within your browser. This data is never transmitted to AffluenceEdge servers, never stored, and never logged. When you close or refresh the page, the data is gone.
If you choose to save portfolios in a future Pro tier, that data will be encrypted and stored securely. We will update this policy before that feature launches.
AffluenceEdge uses minimal cookies:
Our analytics provider, Plausible, uses no cookies at all.
We retain newsletter subscriber data for as long as you remain subscribed. Upon unsubscribing, your data is removed from active lists within 30 days. You may request full deletion at any time by emailing hello@affluenceedge.com.
Depending on your location, you may have the right to:
To exercise any of these rights, email us at hello@affluenceedge.com. We will respond within 30 days.
AffluenceEdge is not directed at children under 13. We do not knowingly collect personal information from anyone under 13. If you believe a child has provided us personal information, please contact us immediately.
We may update this policy from time to time. When we do, we'll update the "Last updated" date at the top of this page. Material changes will be communicated to newsletter subscribers by email.
Questions about this policy or your data? Email us at hello@affluenceedge.com. We read every email and respond within 2 business days.