Portfolio Intelligence (personal) · effective 10-Nov-2026
This tool is used by one person, its owner, for their own household's records. It is not offered to anyone else.
With the owner's consent and the read-only scope gmail.readonly, it reads the
messages in a single Gmail label that the owner fills with a filter: transaction confirmations
and account statements from mutual-fund registrars and fund houses. It reads no other messages,
and it never sends, deletes or changes mail.
Solely to record the owner's own mutual-fund and SIF transactions: scheme, date, units, NAV and amounts. Every value is checked against official AMFI data, and the owner approves each transaction before it enters the record.
On the owner's own computer, in a local database. Personal identifiers (names, folio numbers, PAN, e-mail addresses, phone numbers) are masked before any text is processed further. The OAuth credentials are kept encrypted on the same computer.
To transcribe a confirmation, the masked text of that message is sent to the Anthropic API (Claude), which returns the printed values. Nothing else is shared. The data is never sold, never used for advertising, and never transferred to data brokers or any other third party.
Use of information received from Google APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements.
Records are kept for as long as the owner keeps them. Access can be withdrawn at any time in the Google Account under Security → third-party connections; the owner can delete the local records at any time.
Use the support e-mail address shown on this app's Google consent screen.