Settings
Settings & Data Management
Manage your portfolios and export/import data
Portfolios
| Name | Brokerage | Holdings | Value | Actions |
|---|---|---|---|---|
| No portfolios yet | ||||
💾 Data Backup & Restore
Export JSON Backup
Download a JSON backup of all your portfolio data to your computer.
Import JSON Backup
Restore from a previously exported JSON file. Choose to replace all data or merge with what's in the app.
Export Portfolio CSV
Download a single CSV with all portfolios, holdings, and transactions for external editing.
Import Portfolio CSV
Import a previously exported full portfolio CSV to restore your data.
👤 User Account
Logged in as user
Manage your account and session.
🎨 Appearance
Dark Mode
Switch between light and dark themes for easier viewing.
⚠️ Danger Zone
Clear All Data
Permanently delete all your portfolios, holdings, and transactions. This leaves the app completely empty. This cannot be undone.
Reset Data
Delete all your data and restore the default sample data. Useful for getting started fresh.
Delete Account
Permanently delete your account and all associated data. This cannot be undone.