Privacy information for Rebalance Helper.

Marketing site

• This site is static and does not require accounts.
• This site does not use cookies for marketing-site functionality.
• Analytics only runs if a site owner configures an analytics endpoint.
• If enabled, analytics is intended for anonymous page and outbound-link telemetry.

Rebalance Helper product data

• Portfolio data stays in browser memory for the current session.
• Holdings and target allocations are not written to localStorage, sessionStorage, IndexedDB, or cookies by the app.
• Portfolio data is not sent to external services by the product.
• The app does not place trades or link brokerage accounts.

CSV and portfolio information

• Users should strip sensitive columns before importing files into Rebalance Helper.
• Print and CSV outputs are intended to focus on trade instructions, not account identifiers or hidden balances.
• AtlasMeridianLabs does not claim responsibility for sensitive data a user chooses to include in their own local files.

Operational note

Privacy claims on this page are based on the current documented behavior of Rebalance Helper and this static site configuration. If product behavior changes, this policy should be updated before release.