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Equitymaster's Data Security Policy for the 'Portfolio Tracker'

'The Portfolio Tracker' is a premium online stock & mutual fund tracking utility from Equitymaster. This document details the measures we take with respect to security of the User information saved in 'Portfolio Tracker'.

What we are doing to keep it safe...

  • We do our very best to keep personal information you enter into the Portfolio Tracker secure.
  • We have implemented what we believe are best in class solutions for protecting your data.
  • Your data is kept on secured databases.
  • Backups of your data are stored as per the company's strong internal policies.
  • We NEVER sell your personal data to anyone, for any marketing or commercial reason.
  • We may share data where we are required by law

What you should do...

While Equitymaster is taking all necessary steps to keep your data secure, you can take some additional steps too. How often you execute some of these ideas is for you to decide.

  • You should also print out your holding reports, along with the cost of acquisition, which is important when calculating capital gains /loss.
  • It's always a good practice to print the transaction report regularly and file it away
  • Finally, every year, when you file your Income tax returns, you already attach details of all your assets. Be sure to attach all details of your holdings, along with costs of acquisition. This should serve as a backup for you.

Some of you are probably cringing at the idea of taking print outs. Well, you could save the files as PDFs too. But then those are digital. Be sure to back them up well. Perhaps have your CA store a copy for you.

Our data policy for the Portfolio Tracker is a subset of the overall policy we have for Equitymaster. We encourage you to read our Terms of Use and Privacy Policy.