Persistfolio

Privacy Policy

Last Updated: July 22, 2026

This Privacy Policy explains how Persistfolio collects, uses, stores, and protects information when you access or use the Persistfolio website and services.

1. Information We Collect

Depending on how you use Persistfolio, we may collect:

Account Information

Information used to create and maintain your account, such as your email address and authentication information.

Subscription Information

Information related to your subscription status, billing history, and transactions. Payment card information may be processed directly by our third-party payment processor and is not stored directly by Persistfolio.

Service and Usage Information

Technical and usage information necessary to operate, secure, maintain, and improve the service. This may include information such as browser type, device information, IP address, access times, and interactions with the platform, where collected by our hosting, authentication, security, or analytics services.

Communications

If you contact Persistfolio, we may retain your email address and the contents of your communication as necessary to respond to your inquiry and maintain appropriate business records.

2. How We Use Information

We may use collected information to:

  • Provide and maintain the Persistfolio service
  • Authenticate users and manage accounts
  • Process and administer subscriptions
  • Provide access to subscriber content
  • Respond to account, billing, technical, and general inquiries
  • Maintain the security and integrity of the platform
  • Diagnose technical problems
  • Improve the operation and usability of the service
  • Comply with applicable legal obligations

Persistfolio does not use personal information to create personalized investment recommendations or individualized model portfolios.

3. Payment Processing

Persistfolio may use a third-party payment processor to process subscription payments.

Payment information provided during checkout is handled according to the payment processor's own privacy and security practices. Persistfolio does not directly store complete payment card details.

4. Service Providers

Persistfolio may use third-party service providers to support functions such as hosting, database infrastructure, authentication, payment processing, email delivery, analytics, and website operation.

These providers may process information as necessary to provide their services to Persistfolio.

Persistfolio does not sell personal information to advertisers.

5. Cookies and Similar Technologies

Persistfolio may use cookies or similar technologies that are necessary for authentication, account sessions, security, and operation of the website.

If optional analytics or other non-essential tracking technologies are introduced, this Privacy Policy may be updated to describe their use.

6. Data Retention

Persistfolio retains personal information for as long as reasonably necessary to provide the service, maintain business and transaction records, comply with legal obligations, resolve disputes, and enforce agreements.

Information may be retained for a reasonable period after an account or subscription ends where necessary for these purposes.

7. Data Security

Persistfolio uses reasonable technical and organizational measures designed to protect personal information against unauthorized access, loss, misuse, or alteration.

However, no internet-based service or method of electronic storage can be guaranteed to be completely secure.

8. Your Choices and Rights

You may contact Persistfolio to ask questions about personal information associated with your account or to request access, correction, or deletion where applicable.

Certain information may need to be retained where required for legal, security, transaction-record, or legitimate business purposes.

Depending on where you live, you may have additional rights under applicable privacy laws.

9. Children's Privacy

Persistfolio is not intended for children, and we do not knowingly collect personal information from children through the service.

10. Changes to This Privacy Policy

Persistfolio may update this Privacy Policy from time to time. The updated version will be posted on this page with a revised "Last Updated" date.

Material changes may also be communicated through the platform or by other appropriate means.

11. Contact

For questions about this Privacy Policy or privacy-related requests, contact: info@persistfolio.com