Privacy policy · updated 11 September 2026

Your book stays on your phone.

There is no account to create and no copy of your portfolio on a server.

Stored on your device
Your accounts, positions, trade history, dividends, goals, rules and notes are stored on your iPhone.
Market data
To fetch option chains and prices, the app sends only the ticker symbol and the date — never your positions, your balances, or anything identifying you.
Broker access
Broker connections are handled by SnapTrade. You authenticate directly with your broker; we never see your login credentials. Access is read-only.
Subscriptions
Apple processes purchases. We briefly retain a receipt identifier to stop one receipt being reused to obtain data for free. It is not linked to your portfolio and is never used for marketing.
Diagnostics
Diagnostic reports are composed by you and sent from your own email. Broker account numbers, connection identifiers and access tokens are removed before the report is composed.
Deleting your data
Uninstalling the app removes everything it stored. There is nothing on a server to delete.
Age
Wheelwright is not intended for anyone under thirteen.

What we never do

Four things, plainly

No analytics, advertising or tracking software No third-party SDKs in the app We do not sell data We do not track you across apps or websites
Questions about privacy: support@wheelwrightsolutions.com