Security & Trust

How we protect your account and your financial data.

TickerZone reads your investment holdings so it can help you track and analyze your portfolio. That access is intentionally narrow, read-only, and revocable. This page explains exactly what we can and can’t do, how we secure your data, and how to report a security issue.

What we can and can’t see

You connect a brokerage through Plaid, a regulated data network used by thousands of financial apps. Your brokerage login is entered with Plaid — never with us — so we never see or store your username or password.

What TickerZone can see

  • Your investment holdings and positions
  • Account and cash balances
  • The name of the institution you linked

What TickerZone cannot do

  • Move, transfer, or withdraw money
  • Place, cancel, or modify any trade
  • See your brokerage username or password
  • Pull your transaction history — we don’t request that access

How we protect your data

You’re in control

Reporting a security issue

We welcome reports from security researchers and treat them as a priority. If you believe you’ve found a vulnerability, email security@tickerzone.com with enough detail for us to reproduce it.

Our machine-readable contact details are published at /.well-known/security.txt.