Security & trust
Your money stays yours.
A finance tool has to earn trust. Here's the short version of how Portfolio Eyes protects your access and your data.
Read-only access
Portfolio Eyes can never place a trade or move money. We read positions and transactions — nothing else.
Bank-grade connections
Broker links run through SnapTrade's OAuth. Your brokerage username and password are never seen or stored by us.
Encrypted & isolated
Your data is encrypted in transit and at rest, and every query is scoped to your account alone.
Educational, not advice
Signals, valuations and AI notes are for learning. Portfolio Eyes is not a registered adviser and gives no investment advice.
Your data, your call
Export or delete your data anytime. Disconnect a broker and syncing stops immediately.
We don't sell your data
We never sell your personal or financial information. Full stop.