01
Information you provide
Heuby may store account profile details, imported trade files, transaction records, portfolio settings, allocation targets, watchlist symbols, and journal entries you create.
Privacy
Your portfolio data belongs in the workspace.
These notes describe how Heuby is intended to handle user-provided records, optional broker connectivity, and private preview deployments.
At a glance
How Heuby treats workspace data.
02
How the workspace uses data
Your records are used to calculate positions, P/L, allocation drift, reports, trading balances, watchlist views, and journal statistics.
03
Broker connectivity
Broker sync is optional and depends on configured SnapTrade credentials. Manual imports remain available when broker connectivity is disabled or not desired.
04
Local and private previews
The project supports local development and private previews. Registration can be open, invite-only, or closed depending on deployment settings.
05
Operational safeguards
Production deployments should use HTTPS, secure cookies, a strong JWT secret, intentional CORS origins, and managed database migrations.
Bring records in deliberately.
Start with the records you are ready to review, then add broker sync only when it fits.