Effective July 30, 2026
Assetio is designed as a private personal asset tracker. This policy explains what information the app handles, where it is stored, and when limited technical information may be processed by Apple or market-data infrastructure.
You may enter asset names, categories, quantities, values, currencies, pricing preferences, liquidity levels, acquisition values and dates, watched market instruments, and other custom asset details.
Assetio also creates portfolio-history snapshots and stores app preferences such as reporting currency, favorite currencies, custom display factors, appearance, privacy mode, and automatic-refresh choices.
Your portfolio is stored on your device using Apple’s data-storage technologies.
If you are signed in to iCloud and CloudKit is available, portfolio data may synchronize through your private iCloud database so it can appear on your Apple devices.
The developer does not operate an account database containing your portfolio. Apple’s handling of iCloud data is governed by Apple’s privacy terms.
When market-data features are used, Assetio requests public currency, precious-metal, or cryptocurrency information from the Assetio market-data service.
These requests may include currency codes or market symbols. They do not include your asset quantities, acquisition values, liquidity levels, asset names, portfolio totals, or complete portfolio.
Cloudflare and upstream market-data providers may process technical request information such as IP address, request time, and network metadata under their respective policies.
Premium subscriptions are processed by Apple through StoreKit and your Apple Account.
Assetio receives product, transaction, and entitlement information needed to provide Premium access. The developer does not receive your complete payment-card details.
Assetio currently does not include advertising, cross-app tracking, or third-party analytics.
We do not sell your personal information.
Assetio does not request your contacts, location, photos, microphone, or health data for its portfolio features.