Cookie Policy

Effective date: 14 May 2026

This Cookie Policy explains how Portfolio Pilot uses cookies and similar technologies. Read alongside our Privacy Policy.

3.1 Strictly Necessary Cookies

Essential for the Service to function. Cannot be disabled.

Authentication session — maintains your logged-in state
CSRF protection — prevents cross-site request forgery
Load balancer cookies — maintains session continuity

3.2 Functional Cookies

Remember your preferences. Disabling may affect some features.

Plan and billing state
UI preferences — sidebar state, theme, display settings
Onboarding state — tracks completed onboarding steps

3.3 Analytics Cookies

Anonymised, aggregated usage data to improve the Service.

Page view tracking via internal analytics
Feature usage events

3.4 Third-Party Cookies

Stripe — set during checkout (governed by Stripe's privacy policy)
TrueLayer — set during Open Banking authorisation (governed by TrueLayer's privacy policy)

3.5 Managing Cookies

Control cookies through your browser settings. Blocking strictly necessary cookies will prevent use of the Service. Push notification permissions are managed through your browser or device settings.