Privacy policy
FundPlan is a desktop app. Your funds, scenarios, deals and personal carry details are stored on your own computer, encrypted with a key derived from your passphrase. We have no account system, no copy of your data and no copy of your key.
What the app sends us
Each time FundPlan starts, it checks with our server (updates.fundplan.app) that this copy is allowed to run. That check sends:
- a random identifier created on your computer when FundPlan is first installed, sent in hashed form;
- the FundPlan version number.
From that request our server records the identifier, the version, the date and time, a count of launches, and the country the request came from (as reported by our hosting provider). We do not store your IP address.
Copies installed directly from fundplan.app also download a small file listing the latest version, so the app can offer updates. Copies installed from the Microsoft Store are updated by the Store instead.
Optional diagnostics
If you switch on diagnostics (Help, then Diagnostics; off by default), FundPlan sends a short report when something fails: the same hashed identifier, the version, which step failed, the type of error and your Windows version. Reports never contain fund data, names or figures.
What we never collect
- Fund, deal, scenario or carry data, or any figures you enter.
- Your passphrase, recovery key or encryption key.
- Your email address or contact details, unless you provide them to us directly.
If you are on our tester programme, we may note a name or label next to your copy's identifier so we know whose copy it is when you ask for help.
AI agent connection
FundPlan can let an AI assistant on your computer, such as Claude Desktop, read and run your cases. This connection is off until you set it up, and runs entirely on your computer: FundPlan sends nothing to us or to the AI provider. The assistant itself may send what it reads to its provider, under that provider's own terms.
If you email accounts@fundplan.app or info@fundplan.app, we keep the message and your address so we can reply.
Microsoft Store
If you install FundPlan from the Microsoft Store, Microsoft handles the download and installation under its own privacy statement. Microsoft may share aggregate install and usage figures with us; it does not share your identity.
How long we keep it
Launch records and diagnostics reports are kept while FundPlan is in use, to support you and keep the service running. To have the records for your copy deleted, email us the Install ID shown in Help, then About FundPlan.
Who can see it
Only us. Launch records are held on Cloudflare, our hosting provider. We do not sell, rent or share this information, and we do not use it for advertising.
Future features
Everything above describes FundPlan as it works today, with your data kept on your own computer. We may later offer features that store data away from your computer, such as viewing cases on another device or sharing them within a firm. Any such feature will be optional, will keep your data encrypted, and will be described here before it is released.
Contact
Questions or requests: accounts@fundplan.app.