Privacy Policy

The short version. ScheduleFA is a fully client-side application. Your financial documents (Fidelity CSVs), holdings, and transaction data are processed entirely within your browser and are never transmitted to us or to any third party. We cannot see your data.

Data controller

ScheduleFA (https://schedulefa.com). For any privacy question, contact hello@schedulefa.com.

What we collect

Financial data: none leaves your device. The CSV files you select are read in-browser using the File API. Parsing, currency conversion, and report generation all happen locally. Nothing is uploaded. Refreshing or closing the tab discards it.

Analytics. We may use privacy-respecting, aggregate analytics (e.g. Google Analytics) to count page views and understand which features are used. This never includes your financial data — only standard web metrics such as page URL, referrer, approximate region, and device type.

Cookies

The core tool sets no tracking cookies. If analytics is enabled, the analytics provider may set its own cookies; you can block these with your browser or an extension without affecting the tool.

Your rights (GDPR / CCPA)

Because we don't collect your personal or financial data, there is nothing for us to access, correct, export, or delete on your behalf. For any analytics data, you may request information or deletion by emailing us. You may opt out of analytics at any time via your browser.

Third parties

Static hosting is provided by our CDN (Cloudflare Pages). Bundled SBI TTBR rates and historical stock prices ship inside the app; the tool makes no runtime API calls with your data.

Changes

We may update this policy; material changes will be reflected by the "last updated" date above.