Private portfolio & document management
Portfolio Engine
A personal application for organizing investment records, reviewing portfolio information, and keeping financial documents connected to the records they support.
Google connections
The private application can connect to an authorized Google account for two read-only functions:
- Google Drive: find and read financial documents in folders selected by the operator.
- Gmail: review messages and attachments selected through configured labels and searches for investment-document intake.
These connections do not grant permission to send email or change or delete your Google files or messages.
Personal use
Portfolio Engine is operated for personal and family use. This public site provides information about the application and its Google data practices. Access to the private application is arranged directly with its operator.