Last updated 13 September 2026
Assetly shows you your own portfolio and explains it. It does not sell your data, show ads, or track you across other apps or websites.
| Your email | To sign you in and to send sign-in and account emails. With Sign in with Apple you may hide it; the relay address works the same way. |
|---|---|
| Your name | Only if your sign-in provider (Apple, Google or GitHub) shares it. Shown in the app as your display name. You can change or clear it in Settings. |
| Your holdings | Symbols, quantities, cost basis and account labels, either typed in by you or imported from a brokerage you connect. |
| Your preferences | Base currency, investor profile, appearance. Stored with your account. |
| Questions you ask | The text you type in Ask, and the answers, kept with your account so a conversation can continue. Delete your account and they go with it. |
No contacts, no location, no photos, no advertising identifiers, no analytics SDK.
Brokerage connections are handled by SnapTrade and are read-only. Assetly can see positions and balances. It cannot place trades, move money, or change anything in your brokerage account. Your brokerage credentials are never sent to, or stored by, Assetly: you enter them with SnapTrade or your broker directly. You can disconnect at any time in Settings, which deletes the stored connection.
| SnapTrade | Brokerage connection and position data, only if you connect an account. |
|---|---|
| MARA Cloud | Writes your briefs, the per-holding Assetly Intelligence notes and your Ask answers. Receives a summary of your holdings and their figures, recent headlines about them, and the questions you ask. Not used to train models. |
| ElevenLabs | Turns the written brief into audio. Receives the narration text, which contains your figures. |
| Supabase | Hosting, database and audio storage. |
Market prices and news come from public sources including Yahoo Finance and Google News. Nothing about you is sent to them: those requests ask about a ticker, not about a person.
Your data is kept while your account exists. You can delete your account at any time from Settings › Delete account. That removes your holdings, lots, briefs, insights, narration audio and any brokerage connection, and cannot be undone. If you would rather email, the address below works too.
Assetly describes what you own and what moved. It is information, not investment advice, and not a recommendation to buy or sell anything. Assetly is not a broker, not a financial institution, and not a registered adviser.