Privacy Policy

1. How we handle your data

Holder Dashboard is built around financial data — and that includes being straightforward about how we handle yours. We collect a small amount of data to operate the product. Nothing more.

2. What we collect

We collect only what's necessary to operate the service.

Account data

• —Email address — to identify your account
• —Authentication information — to keep your account secure

Usage data

• —Pages you visit within the product — to understand how features are used
• —Actions you take (e.g., sorting, filtering) — to improve usability

Technical data

• —Device type and browser — to ensure compatibility
• —IP address — for security and abuse prevention

3. What we do NOT do with your data

We think this is just as important as what we do.

• —Sell your personal data
• —Share your data with advertisers
• —Track you across other websites
• —Build behavioral advertising profiles
• —Ignore your browser's Do Not Track setting — if you enable it, we disable analytics entirely

4. Third-party services

We use a small number of trusted services to operate the platform. Here's exactly who and why:

• —Clerk — authentication and account management
• —Stripe — payment processing
• —Algolia — stock search
• —Simple Analytics — privacy-friendly usage analytics (no personal data collected)
• —Sentry — error tracking and performance monitoring

These providers may process limited data as necessary to perform their function. We choose reputable services, but we don't control how they operate internally.

5. Cookies

We use cookies to:

• —Keep you logged in (via Clerk)
• —Remember your preferences (e.g., dark mode)

Analytics

We use Simple Analytics, a privacy-friendly analytics tool that does not use cookies, does not collect personal data, and does not track you across websites. If your browser has Do Not Track enabled, no analytics data is collected at all.

Our analytics dashboard is public — you can see exactly what we see: dashboard.simpleanalytics.com/holderdashboard.com

We don't use advertising or tracking cookies. You can disable cookies in your browser settings, but some features (like staying logged in) may not work properly.

6. Data storage and security

We take reasonable steps to protect your data, including secure infrastructure, access controls, and standard industry practices.

7. Your control over your data

You can:

• —Access your account information at any time
• —Update your data through your account settings
• —Request deletion of your account and data

To request deletion or assistance, contact us at [email protected].

8. Data retention

We retain your data only as long as necessary to:

• —Provide the service
• —Comply with legal obligations
• —Resolve disputes

When data is no longer needed, we delete or anonymize it.

9. Updates to this policy

We may update this Privacy Policy as the product evolves. When we do, the "Last updated" date at the top will change. Continued use of the service means you accept the updated policy.

10. Contact

Version History