Wallet Strategy

Privacy

Wallet Strategy is currently in beta. This page explains what data we collect today and how it's used — it may change as the product evolves before public launch.

What we store

We store the account and profile information you provide (such as your email) and the card-wallet data you enter yourself — things like card names, issuers, annual fees, account-opened dates, and renewal or offer notes you add. We do not connect to your bank accounts and do not sync transactions; the product doesn't have that capability today.

Beta feedback

If you use the "Send feedback" feature, your message is stored along with your user ID and the page you submitted it from, so we can follow up and understand context.

AI features

Where Wallet Strategy uses AI to generate suggestions or answers, relevant prompt context may be sent to our configured AI provider to produce that response.

What we don't do

We do not sell your data. Please don't enter sensitive authentication credentials — such as bank account or issuer passwords — anywhere in Wallet Strategy; we never ask for them and the product isn't designed to store them.

This is a beta

Wallet Strategy is in beta, and our data practices may evolve as we prepare for public launch. We'll update this page as that happens.