PortfolioPulse — AI Portfolio Analysis | Last updated: June 22, 2025
Overview
PortfolioPulse is a Chrome extension that provides AI-powered news sentiment analysis for your
stock portfolio. This policy explains what data we collect, how we use it, and your rights.
Data We Collect
The extension collects only what is necessary to deliver its features:
Portfolio holdings — stock ticker symbols you manually enter, or that are
automatically detected from supported brokerage pages (Robinhood, Fidelity, Charles Schwab,
Yahoo Finance).
Settings and preferences — theme, notification preferences, and subscription
status stored locally in Chrome's storage API.
License key — a subscription license key used to verify Pro access; stored
locally in Chrome storage.
Anonymous install ID — a randomly generated identifier used solely to
associate refresh quota with your device. It is not linked to your identity.
How We Use Your Data
Ticker symbols are sent to our backend proxy to fetch relevant financial news headlines and
calculate AI-generated sentiment scores.
News content is processed by the Anthropic API (Claude) to produce sentiment summaries. Only
ticker symbols and anonymized news text are forwarded — no personally identifiable
information is included.
Market data (quotes, fundamentals) is retrieved from Finnhub and Yahoo Finance on your
behalf.
Your portfolio data is never sold, shared with advertisers, or used for
any purpose other than generating the analysis you request.
Data Storage
Portfolio holdings, settings, and your license key are stored locally in your browser using
Chrome's storage.local API. This data never leaves your device except as described
above (ticker symbols sent to fetch news/analysis). We do not operate a database of user
portfolios.
Third-Party Services
PortfolioPulse relies on the following third-party services to operate:
Anthropic
— AI analysis of news sentiment (Claude API)
Stripe
— Payment processing for Pro subscriptions (payments handled entirely by Stripe; we do not
store your card details)
Each service is governed by its own privacy policy linked above.
Permissions Explained
storage — Saves your portfolio tickers and settings locally.
activeTab / scripting — Reads ticker data from brokerage pages you are
actively viewing, only when you open the extension panel.
notifications — Sends a browser notification when a holding turns
bearish (only if you enable this in settings).
alarms — Schedules periodic background refreshes of news data.
sidePanel — Displays the extension UI in Chrome's side panel.
Data Retention
Local extension data (tickers, settings) persists until you uninstall the extension or manually
clear Chrome's extension storage. We do not retain any of your data on our servers beyond the
scope of processing a single analysis request.
Children's Privacy
PortfolioPulse is not directed at children under 13. We do not knowingly collect data from
children.
Changes to This Policy
We may update this policy as the extension evolves. The "Last updated" date at the top of this
page will reflect any changes. Continued use of the extension after an update constitutes
acceptance of the revised policy.