Privacy Policy

1. Data controller

Clanie, Claus Nielsen, [email protected]. We are the data controller for the personal data we process about you in connection with your use of Portfolio Manager and this website.

2. What data we collect

We may collect the following types of data:

Account information: name and email address upon registration.
Financial data: account details, transactions, and holdings that you enter manually or import via integrations with your investment platform (e.g. Saxo Bank or Nordnet).
Usage data: technical log files and session data for debugging and operational purposes.

3. Purpose of processing

We process your data in order to:

provide and maintain the Portfolio Manager service,
give you a consolidated overview of your investments,
ensure technical operation and error handling.

4. Legal basis

Processing is based on GDPR Article 6(1)(b) (performance of a contract) and Article 6(1)(f) (legitimate interests, including ensuring the operation of the service).

5. Retention

Your data is retained for as long as your account is active. You may request deletion at any time by contacting us at [email protected].

We do not share your personal data with third parties for commercial purposes. Data may be processed by providers of technical infrastructure (e.g. cloud hosting) under appropriate data processing agreements.

7. Your rights

You have the right to access, rectify, erase, restrict, and port your data. Contact us at [email protected] to exercise these rights. You may also lodge a complaint with the Danish Data Protection Agency (Datatilsynet).

8. Cookies

We use cookies to remember your preferences, such as theme (light/dark) and language choice. These cookies contain no personal data and do not require consent.

9. Contact

Questions regarding this privacy policy may be directed to [email protected].