A financial model should be clear about the data behind it.
Freeholt asks for sensitive portfolio facts, so the public story has to be simple: what you enter, what gets stored, what gets discarded, and what the model can and cannot claim.
In short
- No bank login. You type the figures, or import a file you choose.
- No trackers, no advertising, no script that follows you off this site.
- A complete copy of your data, and account deletion, on every plan.
In full
No bank login required
You can start with the sample portfolio or enter figures yourself. Imports are file based and optional.
Uploaded statements are processed for values
Where statement import is supported, files are parsed to extract the figures you choose to keep. The raw files are not kept as the product record.
Account numbers are de identified
Statement account numbers are converted into reconciliation keys rather than stored as plain account numbers.
Your figures stay in one portfolio model
Charts, reports and exports read the same projection result, so the numbers shown in different places are designed to agree.
Backup and restore
A complete JSON copy of your data is one click away in Settings on every plan. Premium adds a restore flow, useful before large edits or for keeping your own record.
Account deletion
Account deletion is self serve on every plan. Portfolio figures are removed, while account ids and emails may be retained only where legal or operational obligations require it.
No third party trackers
No advertising pixels, no third party analytics scripts, and no scripts that follow you off this site.
Not advice and not a tax return
Freeholt is a calculator and planning model. It is not financial, tax or legal advice, and it does not prepare a return or replace a licensed professional.
No black box promise
Assumptions are shown beside the outputs. Where a country or rule is not modelled, the product should say so rather than filling a gap with a confident number.
Read the formal Terms of Service