[ngburke]

You are correct, the data is not client side encrypted. Data entry is either manual, or for many major brokerages we offer a drag/drop import of CSVs. There is also a generic CSV upload capability.

Good valid points here though on being in the privacy 'middle ground'. There is some trust involved with having your transaction data live on our server, and that we execute correctly on our promise of only extracting transaction data from the (optional) CSV upload process.

Your comments have sparked some ideas on how we could go deeper in the privacy direction, so thanks for taking the time!

EDIT: Noted on the landing page having more emphasis on the full asset type support, thanks for the feedback.