Trust & Safety
Privacy and Security for Ticker Lookups
The checker only needs basic inputs like a ticker and dates. Exports can still carry context, so review them before sharing.
Published: December 26, 2025 · Updated: December 26, 2025 · By FinToolSuite Editorial
Disclaimer
- Educational purposes only, not financial advice.
- Do not share sensitive personal or financial account information.
- Results depend on selected dates and tool assumptions and are not guaranteed.
Open the Investment History Checker
Enter a ticker and dates, then review results before exporting or sharing.
Quick answer
- Enter only a ticker and date range.
- Never enter broker logins or account numbers.
- Review exports before sharing.
What you enter in the tool
- Ticker symbol.
- Start date and end date for the window.
- Optional principal or scenario labels if available.
What you should not enter
- Broker usernames, passwords, or 2FA codes.
- Account numbers.
- Full addresses, phone numbers, or national IDs.
- Full portfolio holdings or transaction history.
- Screenshots that include private details.
The tool does not need these to run a ticker lookup.
Export safety tips
Treat CSV and PDF exports like any document you might share. Remove personal annotations, avoid including account details in file names, and keep files stored locally rather than public links. See the daily export guide and the PDF export guide.
Sharing results without revealing personal portfolio details
- Share the ticker and date window, not your personal position size.
- Avoid broker screenshots; use exports instead.
- If you must share a PDF, redact names and notes.
- Keep one run per file and label it neutrally (e.g., “Ticker-DateRange.pdf”).
Privacy Policy
For exact data handling, processing, and retention details, read the Privacy Policy.
Common questions about privacy
- Is this financial advice? No, it is educational.
- Do I need an account? No, a ticker and dates are enough.
- What does the tool need from me? A symbol, dates, and optional illustrative inputs.
- Is exporting safe? Yes, if you review and remove personal context before sharing.
See the Investment History Checker FAQ for more.
Quick checklist
- [ ] Only ticker and dates entered
- [ ] No broker or account details included
- [ ] Export reviewed before sharing
- [ ] Sensitive notes removed
- [ ] Privacy Policy read for details
FAQ preview
- Does the tool require my broker login?
- Can I use it without entering my portfolio size?
- Is it safe to share a PDF report?
- What should I remove before uploading or sharing a file?
- Where can I read the full FAQ?
For details, see the daily export guide, the PDF export guide, and the Investment History Checker FAQ.
Ready to run a private lookup?
Enter only the basics, review the export, and keep personal details out of shared files.