Cookie policy

Last updated: October 2026

1. What are cookies?

Cookies are small text files that websites store on your device (computer, tablet or smartphone). They serve to make using the website more convenient and efficient. In addition to cookies, this policy also covers similar storage technologies such as local storage and session storage, to which the same rules apply under Section 25 of the German Telecommunications Digital Services Data Protection Act (TDDDG).

Cookies can be set by us (first-party cookies) or by third parties (third-party cookies). They have different storage periods: session cookies are deleted when the browser is closed, while persistent cookies remain on your device for a defined period.

We set technically necessary cookies on the basis of Section 25(2) TDDDG in conjunction with Art. 6(1)(b) and (f) GDPR. We set all other cookies and storage technologies only with your consent under Section 25(1) TDDDG and Art. 6(1)(a) GDPR.

2. Essential cookies (technically necessary)

These cookies are strictly necessary for the operation of the platform, in particular for signing in and session management. They cannot be disabled.

investboard.import.plaid-link.v1
Provider
Investboard
Purpose
Matches your bank's return to the Plaid connection you started. Contains only a local flow identifier and expiry, with no credentials or Plaid tokens.
Duration
Until completion, cancellation or tab closure; unusable after the connection expires
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard.import.plaid-exchange
Provider
Investboard
Purpose
Keeps Plaid's one-time public handoff token and local flow identifier until the broker connection is safely saved, so an interruption does not require another login. Contains no broker password or permanent access token.
Duration
Until saved or the tab closes; unusable after 30 minutes
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard.import.plaid-import:*
Provider
Investboard
Purpose
Matches repeated requests for your Plaid import to the same import run. Contains only a random request key.
Duration
Until completion or tab closure
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard:stress-request:*
Provider
Investboard
Purpose
Keeps the random request and scenario identifiers and start time of your requested stress analysis, scoped to your account and browser tab, so a lost response or reload can be reconciled without submitting another run. Contains no holdings or result figures.
Duration
Recoverable for up to 24 hours; removed when the tab closes
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard:mandate-document-handoff:v1
Provider
Investboard
Purpose
Carries your existing investment mandate through same-tab account creation to signature, then binds it to that account.
Duration
One-hour validity; until signing, sign-out or the tab closes
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
__session
Provider
Clerk
Purpose
Authentication and management of your signed-in session
Duration
Session, or as determined by the provider
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
__client_uat
Provider
Clerk
Purpose
Indicates in the browser whether a signed-in session exists
Duration
As determined by the provider
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
uc_* (Local Storage)
Provider
Usercentrics
Purpose
Stores your cookie consent and serves as proof of it. Without this entry we would have to ask you again on every page view.
Duration
Until you delete your browser data
Legal basis
Section 25(2) TDDDG; Art. 6(1)(c) and (f) GDPR
autosync.sessionId, autosync.provider
Provider
Investboard
Purpose
Matches your return from your bank or broker to the account link in progress. Contains the identifier of the linking process and the chosen provider, no credentials.
Duration
Until the link is completed or canceled
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
ib_oauth_consent_request
Provider
Investboard
Purpose
Keeps an AI agent's connection request while you accept the terms; readable only on the connection page
Duration
30 minutes, or until the request resumes
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard.import.activeRun.v1
Provider
Investboard
Purpose
Stores the identifier of your ongoing file import so that you can safely resume the review after a reload or an interruption. The uploaded financial data itself is not stored in the browser.
Duration
Until the import is completed or canceled, or a new import is started
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
import-return:*
Provider
Investboard
Purpose
Remembers, for the broker import you started, whether you return to the dashboard or to portfolio management afterwards. Contains no financial data or credentials.
Duration
Until the browser tab is closed
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard_gate_session_id
Provider
Investboard
Purpose
Limits how often notices about paid features are shown within a session
Duration
Session
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
from-splash
Provider
Investboard
Purpose
Remembers for the duration of the session that you arrived through the start sequence, so that it is not played again
Duration
Session
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard-demo-lang
Provider
Investboard
Purpose
Keeps your selected interactive-demo language while you navigate its pages. Contains only a language code, is restricted to /demo, and does not change your account language.
Duration
Session
Legal basis
Section 25(2) TDDDG; Art. 6(1)(b) GDPR

Name	Provider	Purpose	Duration	Legal basis
investboard.import.plaid-link.v1	Investboard	Matches your bank's return to the Plaid connection you started. Contains only a local flow identifier and expiry, with no credentials or Plaid tokens.	Until completion, cancellation or tab closure; unusable after the connection expires	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard.import.plaid-exchange	Investboard	Keeps Plaid's one-time public handoff token and local flow identifier until the broker connection is safely saved, so an interruption does not require another login. Contains no broker password or permanent access token.	Until saved or the tab closes; unusable after 30 minutes	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard.import.plaid-import:*	Investboard	Matches repeated requests for your Plaid import to the same import run. Contains only a random request key.	Until completion or tab closure	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard:stress-request:*	Investboard	Keeps the random request and scenario identifiers and start time of your requested stress analysis, scoped to your account and browser tab, so a lost response or reload can be reconciled without submitting another run. Contains no holdings or result figures.	Recoverable for up to 24 hours; removed when the tab closes	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard:mandate-document-handoff:v1	Investboard	Carries your existing investment mandate through same-tab account creation to signature, then binds it to that account.	One-hour validity; until signing, sign-out or the tab closes	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
__session	Clerk	Authentication and management of your signed-in session	Session, or as determined by the provider	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
__client_uat	Clerk	Indicates in the browser whether a signed-in session exists	As determined by the provider	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
uc_* (Local Storage)	Usercentrics	Stores your cookie consent and serves as proof of it. Without this entry we would have to ask you again on every page view.	Until you delete your browser data	Section 25(2) TDDDG; Art. 6(1)(c) and (f) GDPR
autosync.sessionId, autosync.provider	Investboard	Matches your return from your bank or broker to the account link in progress. Contains the identifier of the linking process and the chosen provider, no credentials.	Until the link is completed or canceled	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
ib_oauth_consent_request	Investboard	Keeps an AI agent's connection request while you accept the terms; readable only on the connection page	30 minutes, or until the request resumes	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard.import.activeRun.v1	Investboard	Stores the identifier of your ongoing file import so that you can safely resume the review after a reload or an interruption. The uploaded financial data itself is not stored in the browser.	Until the import is completed or canceled, or a new import is started	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
import-return:*	Investboard	Remembers, for the broker import you started, whether you return to the dashboard or to portfolio management afterwards. Contains no financial data or credentials.	Until the browser tab is closed	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard_gate_session_id	Investboard	Limits how often notices about paid features are shown within a session	Session	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
from-splash	Investboard	Remembers for the duration of the session that you arrived through the start sequence, so that it is not played again	Session	Section 25(2) TDDDG; Art. 6(1)(b) GDPR
investboard-demo-lang	Investboard	Keeps your selected interactive-demo language while you navigate its pages. Contains only a language code, is restricted to /demo, and does not change your account language.	Session	Section 25(2) TDDDG; Art. 6(1)(b) GDPR

The cookies marked Clerk are set by our sign-in service Clerk Inc., not by Investboard itself. Their names and lifetimes are determined by the provider and may change; depending on the configuration, further technically necessary cookies with the prefix __clerk may be added.

3. Analytics and marketing cookies

We use these storage technologies only with your express consent through our consent management platform. They help us understand how visitors use the platform, and attribute visits to our marketing campaigns.

ph_* (Local Storage)
Provider
PostHog (EU)
Purpose
Usage analytics: page views, click paths and feature usage; with your consent, also session recordings of the registration, terms of use, mandate and import screens (including the importer inside the app), with every input field and all text hidden, the areas showing your details, choices and files recorded only as empty boxes, and the recording paused while a slider or the signature field is on screen
Duration
Until withdrawal, or until you delete your browser data
Legal basis
Section 25(1) TDDDG; Art. 6(1)(a) GDPR
ib_utm
Provider
Investboard
Purpose
Marketing attribution: stores the campaign origin (UTM parameters) of your visit; set only with your consent to marketing storage and deleted on withdrawal
Duration
30 days
Legal basis
Section 25(1) TDDDG; Art. 6(1)(a) GDPR
_gcl_au
Provider
Google Ireland Limited
Purpose
Measurement of advertising conversions: attributes a sign-up on this website to a preceding Google ad. Set only if you have consented to marketing storage in the cookie banner; without consent, storage remains disabled through Google Consent Mode. On withdrawal the cookie is deleted.
Duration
90 days, immediately on withdrawal
Legal basis
Section 25(1) TDDDG; Art. 6(1)(a) GDPR

Name	Provider	Purpose	Duration	Legal basis
ph_* (Local Storage)	PostHog (EU)	Usage analytics: page views, click paths and feature usage; with your consent, also session recordings of the registration, terms of use, mandate and import screens (including the importer inside the app), with every input field and all text hidden, the areas showing your details, choices and files recorded only as empty boxes, and the recording paused while a slider or the signature field is on screen	Until withdrawal, or until you delete your browser data	Section 25(1) TDDDG; Art. 6(1)(a) GDPR
ib_utm	Investboard	Marketing attribution: stores the campaign origin (UTM parameters) of your visit; set only with your consent to marketing storage and deleted on withdrawal	30 days	Section 25(1) TDDDG; Art. 6(1)(a) GDPR
_gcl_au	Google Ireland Limited	Measurement of advertising conversions: attributes a sign-up on this website to a preceding Google ad. Set only if you have consented to marketing storage in the cookie banner; without consent, storage remains disabled through Google Consent Mode. On withdrawal the cookie is deleted.	90 days, immediately on withdrawal	Section 25(1) TDDDG; Art. 6(1)(a) GDPR

Privacy note: PostHog is activated only after your consent and stores data in your browser’s local storage, not in cookies. PostHog is hosted on EU servers; we do not identify individual users by name. The ib_utm cookie is set only with your consent to marketing storage, and only if you reach Investboard through a campaign link with UTM parameters.

Google Ads conversion measurement

We measure which of our Google ads lead to a registration. For this purpose, the Google tag (gtag.js) of Google Ireland Limited is embedded on every page. It is operated in Google Consent Mode v2: as long as you have not consented, all storage purposes (ad_storage, ad_user_data, ad_personalization, analytics_storage) are set to “denied”. In this state, Google places no identifier on your device and reads none; click identifiers are additionally suppressed (ads_data_redaction). Only when you consent to marketing storage in the cookie banner is the _gcl_au cookie set. Personalized advertising and the building of remarketing audiences do not take place.

Even in the “denied” state the tag is loaded, which means that your IP address is transmitted to Google for technical reasons. The legal basis, the recipients and the transfer to the USA are described in our Privacy policy. You can withdraw your consent at any time with effect for the future through the cookie settings. On withdrawal, we automatically delete a _gcl_au cookie that has already been set.

Cookieless reach and performance measurement

In addition, we use Vercel Analytics and Vercel Speed Insights from our hosting provider Vercel. These services work without cookies and place no identifiers on your device. They transmit aggregated page-view, interaction and load-time telemetry to Vercel (Web Vitals and counted events without personal reference, such as clicks on central buttons and the visibility of page sections) in order to measure the stability, speed and clarity of the platform. The legal basis for this processing is Art. 6(1)(f) GDPR; details can be found in our Privacy policy.

4. Functional cookies

Functional cookies store settings that you make yourself. They are set only when you choose the respective setting.

investboard.import.broker-region
Provider
Investboard
Purpose
Keeps your chosen broker region (Europe or the US) in this tab so the selection remains when you return. Contains no account or holdings data.
Duration
Until sign-out or the tab closes
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard:public-policy-draft:v1
Provider
Investboard
Purpose
Stores the answers, rules and directly edited or opened Markdown text from the public investing.md workbook on this device only when you choose to keep a draft. The contents are not sent to Investboard and are not linked to an account.
Duration
Until you turn off draft storage, clear the draft or delete your browser data
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.investing-draft.v1:*
Provider
Investboard
Purpose
Keeps unfinished journal entries, edits to investment theses, and unfinished reviews including your observation, assessment and current step, so you can resume after an interruption. Copies belong to your account, writing context and browser tab; they are not entries saved to your account.
Duration
Available for recovery for up to 24 hours; removed after confirmed saving, on sign-out or an account change, and when the tab closes
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.builder-pending.v1:*
Provider
Investboard
Purpose
Keeps unconfirmed changes to your portfolio draft, including its name, holdings, weights and rules, together with your amendment reason, focus choices and the reviewed request needed to resume an unconfirmed mandate amendment, save or copy operation. Entries belong to your account and browser tab and let you resume after an interruption.
Duration
Deleted when the operation is confirmed, on sign-out or an account change, and at the latest when the browser tab closes
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.builder-demo.v1
Provider
Investboard
Purpose
Keeps your example drafts and example amendment receipts in the public portfolio builder during the demo session. Contains no connected account data.
Duration
Browser session
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
ib:portfolio-build:entry:v1
Provider
Investboard
Purpose
Keeps the brief you write in the Portfolio Builder before signing in, with its language and time, so your first portfolio draft can be created from it after you create an account or sign in. Contains no account or payment data.
Duration
Usable for one hour; deleted once the draft is created in your account, and at the latest when the browser tab closes
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard-lang
Provider
Investboard
Purpose
Stores the language you read the site in, or chose, from the ten available languages
Duration
12 months
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard:site-language-offer:v1
Provider
Investboard
Purpose
Remembers that you accepted or closed the one-time offer of the same page in your browser's preferred language, so it does not appear again. Contains only your answer and the offered language.
Duration
Until you delete your browser data
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
theme
Provider
Investboard
Purpose
Stores your display choice (light or dark design) so that the page appears correctly from the first paint
Duration
12 months
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard:theme-pref
Provider
Investboard
Purpose
Secondary store of the same display choice in local storage, so that the setting is kept even without a cookie
Duration
Until you delete your browser data
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.sidebar.rail
Provider
Investboard
Purpose
Remembers whether the sidebar is expanded or collapsed
Duration
Until you delete your browser data
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.dividends.gross-mode
Provider
Investboard
Purpose
Remembers whether dividends are shown gross or net
Duration
Until you delete your browser data
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.correlation.picture
Provider
Investboard
Purpose
Remembers which picture the correlation reading shows (all pairs or groups)
Duration
Until you delete your browser data
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
ib:cmdk:recents:v1
Provider
Investboard
Purpose
Shows your most recently used commands in the quick search
Duration
Until you delete your browser data
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard_calculator_import_dismissed
Provider
Investboard
Purpose
Remembers that you dismissed the notice about carrying over a calculator result
Duration
Until you delete your browser data
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard:goal_*
Provider
Investboard
Purpose
Remembers, per goal, that reaching it has already been acknowledged, so that the message does not appear again
Duration
Until you delete your browser data
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
demo.tour.*
Provider
Investboard
Purpose
Remembers that you have already seen a demo tour
Duration
Until you delete your browser data
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard:access-notice:v1:*
Provider
Investboard
Purpose
Remembers that you have already seen the notice about the end of your Premium trial or a change to your subscription, so that it does not appear again
Duration
Until you delete your browser data
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.import.draft.file.v1
Provider
Investboard
Purpose
Preserves your unfinished input in the file import across view and app switches: the portfolio name entered, the chosen target, the name and size of the last chosen file, and, for each corrected position row, the values you re-entered. The uploaded file itself and the data read from it are not stored in the browser; the entry is bound to your account.
Duration
Deleted when the import is completed and on sign-out; after 7 days without changes the draft is no longer used and is removed on the next visit
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.import.draft.manual.v1
Provider
Investboard
Purpose
Preserves the manually entered positions and the portfolio name across view and app switches: for each row the chosen security with its basic data (such as identifier, name, exchange and currency) as well as your quantity, your purchase price and the purchase date. The entry is bound to your account.
Duration
Deleted when the portfolio is created, through “Discard entries” and on sign-out; after 7 days without changes the draft is no longer used and is removed on the next visit
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
nw-onboarding-state
Provider
Investboard
Purpose
Preserves your entries in the wealth-building assistant so that reloading the page does not discard them. Contains the values you entered.
Duration
Session
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
autopilot-wizard-step
Provider
Investboard
Purpose
Preserves the step reached in the investment plan assistant
Duration
Session
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
ib:mandat-starter:v2
Provider
Investboard
Purpose
Preserves your answers in the public mandate starter so that they are kept when switching between steps and after a reload. Contains the answers you gave, with no reference to a person.
Duration
Deleted through “Start over”, on transfer to your account and on sign-out; after 7 days without changes the answers are no longer used and are removed on the next visit
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
ib:mandat-starter:handoff:v3
Provider
Investboard
Purpose
Transfers your answers from the mandate starter to your account once, if you register afterwards; deleted in the process
Duration
Until transfer or sign-out; after 7 days the entry is no longer used and is removed on the next visit
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
ib_mandat_starter_handoff_v3
Provider
Investboard
Purpose
Transfers your answers from the mandate starter to your account once, if your browser's local storage is not available; deleted on transfer and contains no reference to a person
Duration
Until transfer or sign-out, at most one hour
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
ib:strategy-entry:handoff:v2
Provider
Investboard
Purpose
Transfers the base strategy chosen on the product page once into the onboarding after account creation; deleted on transfer, on sign-out or at the latest after seven days
Duration
Until transfer or sign-out, at most seven days
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard_calculator_result
Provider
Investboard
Purpose
Preserves the result of a calculator so that you can carry it over on the following page. Contains the amounts you entered.
Duration
Session
Legal basis
Section 25(2) TDDDG; Art. 6(1)(f) GDPR

Name	Provider	Purpose	Duration	Legal basis
investboard.import.broker-region	Investboard	Keeps your chosen broker region (Europe or the US) in this tab so the selection remains when you return. Contains no account or holdings data.	Until sign-out or the tab closes	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard:public-policy-draft:v1	Investboard	Stores the answers, rules and directly edited or opened Markdown text from the public investing.md workbook on this device only when you choose to keep a draft. The contents are not sent to Investboard and are not linked to an account.	Until you turn off draft storage, clear the draft or delete your browser data	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.investing-draft.v1:*	Investboard	Keeps unfinished journal entries, edits to investment theses, and unfinished reviews including your observation, assessment and current step, so you can resume after an interruption. Copies belong to your account, writing context and browser tab; they are not entries saved to your account.	Available for recovery for up to 24 hours; removed after confirmed saving, on sign-out or an account change, and when the tab closes	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.builder-pending.v1:*	Investboard	Keeps unconfirmed changes to your portfolio draft, including its name, holdings, weights and rules, together with your amendment reason, focus choices and the reviewed request needed to resume an unconfirmed mandate amendment, save or copy operation. Entries belong to your account and browser tab and let you resume after an interruption.	Deleted when the operation is confirmed, on sign-out or an account change, and at the latest when the browser tab closes	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.builder-demo.v1	Investboard	Keeps your example drafts and example amendment receipts in the public portfolio builder during the demo session. Contains no connected account data.	Browser session	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
ib:portfolio-build:entry:v1	Investboard	Keeps the brief you write in the Portfolio Builder before signing in, with its language and time, so your first portfolio draft can be created from it after you create an account or sign in. Contains no account or payment data.	Usable for one hour; deleted once the draft is created in your account, and at the latest when the browser tab closes	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard-lang	Investboard	Stores the language you read the site in, or chose, from the ten available languages	12 months	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard:site-language-offer:v1	Investboard	Remembers that you accepted or closed the one-time offer of the same page in your browser's preferred language, so it does not appear again. Contains only your answer and the offered language.	Until you delete your browser data	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
theme	Investboard	Stores your display choice (light or dark design) so that the page appears correctly from the first paint	12 months	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard:theme-pref	Investboard	Secondary store of the same display choice in local storage, so that the setting is kept even without a cookie	Until you delete your browser data	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.sidebar.rail	Investboard	Remembers whether the sidebar is expanded or collapsed	Until you delete your browser data	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.dividends.gross-mode	Investboard	Remembers whether dividends are shown gross or net	Until you delete your browser data	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.correlation.picture	Investboard	Remembers which picture the correlation reading shows (all pairs or groups)	Until you delete your browser data	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
ib:cmdk:recents:v1	Investboard	Shows your most recently used commands in the quick search	Until you delete your browser data	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard_calculator_import_dismissed	Investboard	Remembers that you dismissed the notice about carrying over a calculator result	Until you delete your browser data	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard:goal_*	Investboard	Remembers, per goal, that reaching it has already been acknowledged, so that the message does not appear again	Until you delete your browser data	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
demo.tour.*	Investboard	Remembers that you have already seen a demo tour	Until you delete your browser data	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard:access-notice:v1:*	Investboard	Remembers that you have already seen the notice about the end of your Premium trial or a change to your subscription, so that it does not appear again	Until you delete your browser data	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.import.draft.file.v1	Investboard	Preserves your unfinished input in the file import across view and app switches: the portfolio name entered, the chosen target, the name and size of the last chosen file, and, for each corrected position row, the values you re-entered. The uploaded file itself and the data read from it are not stored in the browser; the entry is bound to your account.	Deleted when the import is completed and on sign-out; after 7 days without changes the draft is no longer used and is removed on the next visit	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard.import.draft.manual.v1	Investboard	Preserves the manually entered positions and the portfolio name across view and app switches: for each row the chosen security with its basic data (such as identifier, name, exchange and currency) as well as your quantity, your purchase price and the purchase date. The entry is bound to your account.	Deleted when the portfolio is created, through “Discard entries” and on sign-out; after 7 days without changes the draft is no longer used and is removed on the next visit	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
nw-onboarding-state	Investboard	Preserves your entries in the wealth-building assistant so that reloading the page does not discard them. Contains the values you entered.	Session	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
autopilot-wizard-step	Investboard	Preserves the step reached in the investment plan assistant	Session	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
ib:mandat-starter:v2	Investboard	Preserves your answers in the public mandate starter so that they are kept when switching between steps and after a reload. Contains the answers you gave, with no reference to a person.	Deleted through “Start over”, on transfer to your account and on sign-out; after 7 days without changes the answers are no longer used and are removed on the next visit	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
ib:mandat-starter:handoff:v3	Investboard	Transfers your answers from the mandate starter to your account once, if you register afterwards; deleted in the process	Until transfer or sign-out; after 7 days the entry is no longer used and is removed on the next visit	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
ib_mandat_starter_handoff_v3	Investboard	Transfers your answers from the mandate starter to your account once, if your browser's local storage is not available; deleted on transfer and contains no reference to a person	Until transfer or sign-out, at most one hour	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
ib:strategy-entry:handoff:v2	Investboard	Transfers the base strategy chosen on the product page once into the onboarding after account creation; deleted on transfer, on sign-out or at the latest after seven days	Until transfer or sign-out, at most seven days	Section 25(2) TDDDG; Art. 6(1)(f) GDPR
investboard_calculator_result	Investboard	Preserves the result of a calculator so that you can carry it over on the following page. Contains the amounts you entered.	Session	Section 25(2) TDDDG; Art. 6(1)(f) GDPR

In addition, Investboard stores individual interface settings in your browser’s local storage or session storage, such as the state of the sidebar, dismissed notices or intermediate states of input assistants. These entries are stored exclusively locally in your browser and are required for the function you have requested (Section 25(2) TDDDG).

5. Third parties

The following service providers set their own cookies or similar technologies as part of their integration, or process data in doing so. We refer to their respective privacy policies:

Clerk: authentication and session management: Clerk privacy policy
Usercentrics: consent management: Usercentrics privacy policy
PostHog: web analytics (EU-hosted): PostHog privacy policy
Vercel: hosting as well as cookieless reach and performance measurement: Vercel privacy policy
Sentry: error diagnostics. In our integration, Sentry sets no cookies; the optional session recording (Session Replay) starts only after your consent: Sentry privacy policy

7. Consent and cookie banner

When you first visit our platform, our consent management platform (Usercentrics) shows you a cookie dialog. In this dialog you can consent to all services that require consent, allow only essential cookies, or make individual settings for each service.

You can withdraw or adjust your consent at any time with effect for the future: through the cookie settings in the footer or through our consent management platform. On withdrawal, we delete the affected marketing cookies (ib_utm and _gcl_au).

Essential cookies are set without consent in accordance with Section 25(2) TDDDG, since they are strictly necessary for the operation of the platform.

8. Contact

If you have questions about our Cookie policy, please contact:

Investboard GmbH · Data protection

datenschutz@investboard.de

Further information on data protection can be found in our Privacy policy.