The numbers from your income plan, your accounts, your holdings and tax lots, and the settings you choose. Your email address, for signing in. That is all.
On your device, encrypted. A copy of that same encrypted file sits in your account so your phone and computer stay in step. Nobody at Corso Wealth Coaching, and nobody at the companies that host the desk, can open it. There is no key on any server.
AES-256 encryption. The key is protected by your six-digit passcode, stretched 600,000 rounds before use, and by a recovery code shown once at set up. The passcode never leaves your device. If you lose both, nobody can unlock the copy in your account, including us. Settings › Backup saves a desk file as your own copy.
The desk locks itself after 15 minutes idle (you can change the timing in Settings). Easy passcodes such as 111111 or 123456 are refused.
A plan file you drop on Set up is read inside your browser and never uploaded. Only the numbers it lists are kept, inside the encrypted desk.
Your email, whether the account is approved, and a daily count of opens, refills recorded and monthly numbers saved, with the app version. Balances, holdings and plan details are never visible to us.
Your coach cannot open your desk. Download plan or a desk file if you want to share.
Privacy view (Settings) hides names, dollar amounts and share counts for screen shares. It changes only what is drawn on screen.
No analytics, no advertising, no trackers, no third-party scripts. The page is allowed to talk to one address, the account service, and the browser enforces that rule. Fonts and the PDF reader are served from the desk itself.
Start over (Settings) erases the desk and the copy in your account. Erase this device (Settings › Advanced) clears one device and keeps the account copy. To close your account entirely, email your coach and it is removed with everything stored under it.
Write to your coach at Corso Wealth Coaching LLC. This page describes the desk as built and changes when the desk does; the version is shown under More › How this works.