1. Introduction
This Asset Access & API Policy explains how Pocketfolio enables users to connect external exchange accounts and access platform features.
Pocketfolio (CORPORATE ID: 3-102-938342) operates as a technology platform providing market data, analytics, and execution tools. Pocketfolio does not custody, store, or manage user funds.
All assets remain on user-selected third-party exchanges at all times.
2. Non-Custodial Model
Pocketfolio operates under a non-custodial architecture:
- Users connect their own exchange accounts via API
- Pocketfolio executes actions only within user-authorized permissions
- Pocketfolio cannot initiate withdrawals or move assets off exchanges
- Users retain full control over balances, wallets, and transfers
- Pocketfolio never has direct access to private keys or withdrawal permissions
3. API Permissions
Users grant API access at their discretion.
Recommended permissions:
- Trade execution
- Market data
- Account metadata
Withdrawal permissions should never be enabled.
Users may revoke API access at any time from their exchange dashboard.
4. Third-Party Exchanges
Pocketfolio integrates with third-party exchanges.
These providers:
- Hold user assets
- Control wallets
- Process withdrawals
- Enforce custody and security
Pocketfolio is not responsible for:
- Exchange insolvency
- Exchange hacks
- Exchange outages
- Exchange regulatory actions
Users interact with these services under the exchanges' own terms.
5. Security Responsibilities
Pocketfolio secures:
- Platform infrastructure
- Encrypted API communications
- Access controls
Users are responsible for:
- Exchange account security
- API key management
- Wallet addresses
- Account permissions
6. No Asset Handling
Pocketfolio does not:
- Accept deposits
- Process withdrawals
- Manage wallets
- Hold balances
- Credit profits
- Freeze assets
- Publish reserves
Pocketfolio has no physical or technical ability to move user funds.
7. Policy Updates
This Policy may be updated periodically.
Continued use of the Platform constitutes acceptance.
8. Contact Information
For custody-related inquiries or audit information:
Pocketfolio (CORPORATE ID: 3-102-938342)
Corporate ID: 3-102-938342
(3-102-938342 SOCIEDAD DE RESPONSABILIDAD LIMITADA)
Registered Address: SAN JOSÉ MONTES DE OCA SAN PEDRO, PROVINCE ONE SAN JOSÉ, COUNTY FIFTEEN MONTES DE OCA, DISTRICT ONE OF SAN PEDRO, LOS YOSES, AVENUES EIGHT AND TEN, STREET THIRTY NINE, LY CENTER, San José, Costa Rica
