Privacy Policy

Terms of Service

EquitiesPortfolioManager and EquitiesTracker (“we” or “us”) are committed to protecting and respecting your privacy. This Privacy Policy sets out our policies and procedures for collecting, using and disclosing information provided to us by users of EquitiesPortfolioManager.com (“EPM”), EquitiesTracker.com (“ET”).

This Privacy Policy governs your use of our services and by clicking below, you consent to the collection, transfer, processing, storage, disclosure and other uses described in this Privacy Policy.

Changes to our Privacy Policy

This Privacy Policy may change from time to time. If we make a change to this Privacy Policy that we believe materially reduces your rights, we will provide you with prominent notice on EPM or ET or send a notice to you by email. By continuing to use our services after those changes have become effective, you agree to be bound by the revised Privacy Policy.

If you have questions or complaints regarding our privacy policy or practices, please contact us at privacy@equitiesportfoliomanager.com. This privacy policy only covers information collected on www.equitiesportfoliomanager.com and no other sites that we own or control.

Information Collected by Us

We collect user submitted account information such as name, email address, and profile photo to identify you and send you notifications related to the use of the services offered by the Sites. We maintain information you submit in your profile on the Sites, and we also collect user submitted content about companies and investing and other information. We collect information from you when you send us feedback as well. Some information collected is not explicitly submitted by the user. Examples of such information include (but are not limited to): browser-type related information, IP address, requested URL, referring URL, and timestamp. See “Use of Cookies and IP Address” below. If you choose to use our portfolio manager service, we also collect your brokerage account login credentials provided by you and information about your holdings in those accounts.

How We Use Portfolio Information

Information such as your full name, profile photo and any personally identifiable information you have included in your profile may be shown to users, primarily in conjunction with any content you have contributed. We use information supplied to us to respond to your feedback or inquiries. We may use your email address to send you communications from us or messages that we send you on behalf of other users, but you may opt out of receiving emails by changing your email preferences in your profile settings.

We never share your personally identifiable information with our advertisers. Our ad targeting is done entirely anonymously. If advertisers select demographic targeting for their ads, we automatically match those ads to the appropriate audience. Advertisers only receive anonymous data reports.

Updating/Accessing Personally Identifiable Information

If your personally identifiable information changes, or if you no longer desire our service, you may correct, update, or delete/remove it by selecting Delete Account on your profile page or by emailing our Customer Support team at support@equitiesportfoliomanager.com. We will respond to your request within 30 days. Please note that even if we close your account, we may retain and use your information as necessary to comply with our legal obligations, resolve disputes and enforce our agreements. Please also note that there might be latency in deleting information from our servers and backed-up versions might exist after deletion.

Use of Cookies and IP Addresses

Like most websites, the Sites and the Partner Portfolio Trackers requires cookies to function properly. Cookies are small text files that reside on a user’s computer and identify you as a unique user. We use cookies to refine our services and simplify the user experience. For example, the use of cookies allows registered users to enter our Sites without explicitly typing in their email address and password every time, and it allows us to personalize your experience on the Sites by, e.g., suggesting articles you may be interested in. For these reasons we tie personally identifiable information such as your email address to our cookies. If you do not want information collected through the use of cookies, there is a simple procedure in most browsers that allows you to deny or accept the cookie feature; however, you should note that cookies might be necessary to provide you certain features (e.g., customized delivery of information) available on the Site.

Transfer/Disclosure of Information

Some of the information you provide on our Sites is publicly exposed in an aggregated and/or anonymized manner unless otherwise noted. However, except as set forth in this Privacy Policy, we do not sell, rent, share, trade or give away any of your personal information. We do not share your personal information for a third parties’ promotional use. We will disclose information about individual users to governmental or judicial authorities or law enforcement agencies, or to other individuals or entities, in response to subpoenas, court orders, or other legal processes. Further, we may share information in order to investigate, prevent, or take action regarding illegal activities or suspected fraud, or to enforce or apply the terms and conditions of this Privacy Policy.

We reserve the right to transfer your personal information in the event of a transfer of ownership of EquitiesPortfolioManager, such as an acquisition by or merger with another company. In such an event, we will notify you before information about you is transferred and becomes subject to a different privacy policy.

We will notify you when information about you may be provided to third parties in ways other than explained above, and you will have the option to prevent such information sharing.

Security

EquitiesPortfolioManager and EquitiesTracker accounts are password-protected. We use our reasonable best efforts to protect our users’ information. If you have any questions about the security on our Sites, please contact us. We follow generally accepted industry standards to protect the personally identifiable information submitted to us, both during transmission and once we receive it.

No method of transmission over the Internet or method of electronic storage is 100% secure. Although we take appropriate measures to safeguard against unauthorized disclosures of information, we cannot assure you that personally identifiable information that we collect will never be disclosed in a manner that is inconsistent with this Privacy Policy.

WYou hereby acknowledge that we are not responsible for any intercepted information sent via the Internet, and you hereby release us from any and all claims arising out of or related to the use of intercepted information in any unauthorized manner.

Email/Direct Mail and Opt-out

Registered members of the EPM and ET can opt-out of receiving personal messages from users or notifications from us by going to the preferences section of the profile area of the relevant Site or partner website.

Unregistered and registered users that do not wish to receive emails may opt-out of receiving any communications by following the instructions contained in all emails from us.

Controlling Your Personal Information

You should be aware that when you voluntarily disclose personally identifiable information (e.g., user name, e-mail address) via reviews, messages, forums, and/or postings on ET or ETM that information, along with any substantive information disclosed in your communication, can be collected and correlated and used by third parties and may result in unsolicited messages from other posters or third parties. Such activities are beyond our control. Please do not post any personal information on wikinvest.com that you expect to keep private.

Modifications to the Privacy Policy

By using the Sites, you signify your agreement to the terms of our Privacy Policy. If you do not agree with these terms, you should not use any of the. We may modify this Privacy Policy at any time. If a material change is made to this Privacy Policy and/or the way we use our users’ personally identifiable information, then we will post a prominent notice of the nature of such change on the first page of this Privacy Policy. You are responsible for reviewing this Privacy Policy periodically to ensure that you are aware of any changes to it.

Your continued use of the Sites indicates your assent to any changes to this Privacy Policy.