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Privacy Policy

Effective Date: May 29, 2026

Your privacy is not a feature; it is the core tenet of Wabi. As a private sanctuary for family wealth rebalancing, we believe that your financial compositions and personal information must remain entirely your own.

This Privacy Policy details how we collect, handle, and secure your information. We do not engage in tracking, profiling, or monetizing your digital footprint.

1. Information We Collect

We collect only what is strictly necessary to run a secure web utility:

  • Account Identity: Your email address and full name, provided during secure Google OAuth sign-in. This is used solely to authenticate your access.
  • Portfolio Structure: The assets, target allocations, and share counts you manually input so that our formulas can run calculations.

2. How We Use Information

We use your data for exactly one purpose: to calculate and display your asset rebalancing targets.

We do not share your portfolios with third parties. We do not sell your personal or financial records to data brokers, advertising networks, or research firms. Wabi is an entirely isolated experience.

3. Cookies and Analytics

Wabi uses essential session cookies strictly for authentication and account security. Analytics cookies remain blocked unless you approve them, and billing-related cookies are reserved for future payment tooling that is not essential to browse the Service.

We use minimal self-hosted or privacy-first telemetry solely to monitor server availability and ensure uptime, without logging individual portfolio structures or personal asset holdings.

4. Data Sovereignty and Deletion

You own your data completely. You may edit, wipe, or modify your asset lists at any time from within the app.

Account deletion is currently handled on request: email hello@bewabi.cofrom the address on your account and we will permanently remove your account record, manually entered portfolios, and linked brokerage credentials from our production database. A self-serve "Delete my account" control is on our roadmap.

5. Contact and Governance

If you have questions regarding your data privacy, or wish to request account deletion or a copy of the data we hold about you, email hello@bewabi.co. Wabi processes personal data under the EU General Data Protection Regulation (GDPR).

Cookie settings

Essential cookies keep sign-in and session security working. Optional telemetry helps us maintain the service. Read more in Privacy.