Privacy Policy

Effective Date: June 12, 2026

1. Introduction

Welcome to SharpeShare.com (“SharpeShare,” “we,” “us,” or “our”). This Privacy Policy explains how we collect, use, and protect your personal information when you use our website, services, or applications (collectively, the “Service”).

We do not sell, rent, or trade your personal data for marketing purposes.

By using SharpeShare or clicking accept, you acknowledge and agree to the data practices described in this policy. If you do not agree, please do not use our Service.

2. Information We Collect

2.1 Information You Provide Directly

  • Account Information: Name, email address, and login credentials.
  • Brokerage and Portfolio Data: Portfolio holdings, transactions, securities, account metadata, balances, and related financial records received through connected brokerage integrations such as Plaid.
  • Payment Information: If you start a trial or subscribe to a paid plan, payment and billing details are processed by Stripe. We do not store full payment card details.
  • Support Requests: Any information you provide when contacting customer support.

2.2 Information We Collect Automatically

  • Usage Data: IP address, browser type, device type, operating system, and pages viewed.
  • Cookies & Tracking Technologies: We use cookies and analytics tools to enhance user experience and measure performance.

2.3 Third-Party Data Collection

If you connect SharpeShare to third-party services such as Google Sign-In, Plaid, Stripe, or brokerage integrations, we may receive information from those services according to your authorization and their privacy policies.

3. How We Use Your Information

  • To Provide & Improve the Service: Analyze brokerage and portfolio data, calculate metrics, compare performance to benchmarks, generate charts and shareable portfolio pages, and improve user experience.
  • To Process Payments: Manage paid plan subscriptions and billing.
  • To Ensure Security: Detect fraud, prevent abuse, and enforce our Terms.
  • To Communicate with You: Send account updates, feature announcements, and support responses.
  • For Marketing (With Consent): Send promotional offers and content.
  • For Legal Compliance: Meet regulatory obligations and respond to legal requests.

4. How We Share Your Information

We do not sell your personal information. However, we may share data in the following cases:

4.1 With Service Providers

We work with third-party vendors to operate the platform, such as payment processors, cloud hosting providers, analytics tools, authentication providers, brokerage connectivity providers, and market data providers. They may access information only as needed to provide services to us.

4.2 With Other Users

You have control over whether supported portfolio pages are public or private. Public content may appear in search results or be viewable by anyone, while private content is intended to be visible only to you.

  • Portfolio Visibility: You may choose whether a supported portfolio is public or private. Public portfolio pages may include selected performance metrics, charts, holdings, transaction history, or other portfolio information depending on the sharing settings available in the Service.
  • Social Media Sharing: If you use our sharing features, your selected data may appear on third-party platforms according to your preferences.

4.3 For Legal Reasons

We may disclose your information if required by law or to protect SharpeShare’s rights, security, or operations.

5. Data Retention & Security

5.1 Data Retention

We retain your data as long as your account is active or as needed for legal and operational purposes. If you delete your account, we remove personal data unless retention is required for compliance.

5.2 Security Measures

We implement security measures (encryption, authentication, monitoring) to protect your data. However, no system is 100% secure, and we cannot guarantee absolute security.

6. Your Rights & Choices

6.1 Managing Your Information

  • Update or delete your account details in your settings.
  • Opt out of marketing emails via the unsubscribe link.

6.2 Data Access & Deletion Requests

You can request access, correction, or deletion of your data by contacting us at support@sharpeshare.com.

6.3 Cookies & Tracking Controls

You can adjust browser settings to block or delete cookies, though this may impact Service functionality.

7. Third-Party Links & Services

SharpeShare may link to third-party sites or services. We are not responsible for their privacy practices and encourage you to review their policies.

8. Children's Privacy

SharpeShare is not intended for individuals under 18. We do not knowingly collect data from minors. If we discover a minor has submitted data, we will delete it promptly.

9. Changes to This Privacy Policy

We may update this policy from time to time. If changes are significant, we will notify users via email or a website notice.

10. Contact Information

If you have any questions about this Privacy Policy, contact us at:

By using SharpeShare or clicking accept, you acknowledge that you have read and understood this Privacy Policy.