Cookie Policy
Last updated: June 26, 2026
PortfolioWiser ("we", "us", "our") uses cookies and similar technologies on our platform at app.portfoliowiser.com and our website at portfoliowiser.com. This policy explains what these technologies are, why we use them, and your choices regarding their use.
What Are Cookies?
Cookies are small text files stored on your device when you visit a website. They help the site remember your preferences and activity. We also use localStorage, a similar browser storage mechanism.
Cookies We Use
Essential Cookies (Always Active)
These are required for the platform to function. They cannot be disabled.
| Cookie / Storage | Provider | Purpose | Duration |
|---|---|---|---|
| Session token | Firebase Auth | Keeps you logged in securely | Session |
| Stripe checkout | Stripe | Processes payments securely | Session |
| theme | localStorage | Remembers your dark/light mode preference | Persistent |
| cookie_consent | localStorage | Remembers your cookie consent choice | Persistent |
Analytics Cookies (Optional)
These help us understand how the platform is used so we can improve it. They are only activated if you click "Accept" on the cookie banner.
| Cookie / Storage | Provider | Purpose | Duration |
|---|---|---|---|
| PostHog analytics | PostHog (US) | Page views, feature usage, session analytics | 1 year |
| PostHog distinct ID | PostHog | Associates activity with your account (identified users only) | 1 year |
We do not use any advertising or marketing cookies. We do not sell your data to third parties.
Your Choices
When you first visit the platform, you will see a cookie consent banner. You can:
• Accept — Analytics cookies will be activated alongside essential cookies.
• Decline — Only essential cookies (required for login and payments) will be used. No analytics data will be collected.
You can change your choice at any time by clearing your browser's localStorage for app.portfoliowiser.com and refreshing the page. The consent banner will appear again.
Third-Party Services
We use the following third-party services that may set their own cookies:
• Firebase Authentication (Google) — For secure login. firebase.google.com/support/privacy
• Stripe (Stripe, Inc.) — For payment processing. stripe.com/privacy
• PostHog (PostHog, Inc.) — For product analytics (only with your consent). posthog.com/privacy
• Sentry (Functional Software, Inc.) — For error monitoring and crash reporting. sentry.io/privacy
Data Retention
• Essential cookies expire at the end of your browser session or when you log out.
• Analytics cookies (PostHog) are retained for up to 1 year.
• localStorage items persist until you clear your browser data.
Updates to This Policy
We may update this Cookie Policy from time to time. Changes will be posted on this page with an updated "Last updated" date.
Contact
If you have questions about our use of cookies, contact us at: