Legal
Privacy Policy
Last updated: 21 March 2026
The Portfolio Method is operated by June Angelides MBE. This policy explains how we collect, use, and protect your personal data when you use our website and services at theportfolio-method.com.
What data we collect
When you complete the Portfolio Audit, we collect:
- Your name and email address
- Your responses to the audit questionnaire, including information about your income streams, energy levels, revenue goals, and visibility
When you create an account to access your report, we also collect your password (stored securely and never in plain text).
We may also collect basic analytics data about how you use the website, including pages visited and time spent, via Google Analytics.
How we use your data
- To generate your personalised Portfolio Audit report using AI
- To store and display your report when you log in
- To send you updates about The Portfolio Method if you have opted in
- To improve our product and understand how people use the audit
- To build anonymised, aggregated benchmarking data for the Money Method platform
How we store your data
Your data is stored securely using Supabase, a hosted database platform with row-level security. Your audit responses and generated report are stored in association with your email address. Your account password is encrypted.
We do not sell your personal data to third parties.
Third-party services
We use the following third-party services to operate The Portfolio Method:
- Tally — to collect audit responses
- Zapier — to automate the flow of data between services
- Anthropic (Claude API) — to generate your personalised report
- Supabase — to store your data and manage authentication
- Kit (formerly ConvertKit) — to manage email communications
- Google Analytics — to understand how people use our website
- Netlify — to host our website
Each of these services has its own privacy policy. We only share data with these services to the extent necessary to provide the Portfolio Method to you.
Your rights
You have the right to:
- Access the personal data we hold about you
- Request that we correct or delete your data
- Withdraw your consent to receive marketing communications at any time
- Request a copy of your data in a portable format
To exercise any of these rights, please email us at hello@theportfolio-method.com.
International data transfers
Some of our third-party services, including Anthropic, Supabase, Zapier, and Kit, are based in the United States. This means your personal data may be transferred to and processed in countries outside the UK. Where this occurs, we ensure appropriate safeguards are in place in accordance with UK GDPR requirements.
How long we keep your data
We retain your personal data for as long as necessary to provide our services. Your audit responses and generated report are kept for as long as you have an active account. If you request deletion, we will delete or anonymise your data within 30 days, except where we are required to retain it for legal or compliance purposes.
Cookies
We use cookies for authentication (to keep you logged in) and for analytics via Google Analytics. You can disable cookies in your browser settings, though this may affect how the website functions. For full details, please see our Cookie Policy.
Your rights under UK GDPR
As a UK resident, you have the right to access, correct, delete, or port your personal data, to withdraw consent at any time, and to object to or restrict our processing in certain circumstances. To exercise any of these rights, please email hello@theportfolio-method.com. If you are unhappy with how we handle your data, you have the right to complain to the UK Information Commissioner's Office at ico.org.uk.
Changes to this policy
We may update this policy from time to time. When we do, we will update the date at the top of this page. Continued use of The Portfolio Method after any changes constitutes your acceptance of the updated policy.
Contact
If you have any questions, please contact us at hello@theportfolio-method.com or write to: The Portfolio Method Ltd, 71-75 Shelton Street, London WC2H 9JQ, United Kingdom.