Privacy

Privacy policy

This page explains how Upogee handles account data, local caching, and service providers in practice.

Last updated: March 12, 2026

What we collect

Upogee collects the information required to operate your account and provide the product: authentication details, profile data, workspace settings, transaction records you choose to store, and limited diagnostic or product analytics needed to improve reliability and the sign-up funnel.

How we use information

We use data to authenticate users, render the product, synchronize portfolio information, support account recovery, monitor product health and understand how public marketing pages and onboarding flows perform. Upogee does not use your data to sell advertising.

Local-first product behavior

Upogee uses a local-first architecture for speed and continuity. Parts of your portfolio experience may be cached locally in your browser so the dashboard and portfolio can load instantly on repeat visits. That local cache is part of the product experience and is cleared when you sign out or when the app invalidates the session.

Service providers and infrastructure

Upogee relies on a small set of infrastructure providers to operate the service, including hosting, authentication, database and analytics tooling. These providers process data on our behalf only as needed to deliver the product securely and reliably.

Your choices

You can request account changes, access or deletion through Upogee support channels. You can also control some local browser data by signing out, clearing site storage or disabling browser persistence, although this may reduce performance and convenience.

Contact

If you have privacy questions, enterprise due diligence requests or concerns about how your account data is handled, contact Upogee through the support information available on the website.

Related guides

Explore practical guides on portfolio tracking, real returns, and investing across brokers.

Follow Upogee on X

Product updates, portfolio review ideas, and building notes.

@upogee