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Opening saved data…

Privacy mode is on. Financial details are hidden.

Market data unavailable until configured.

Preparing sample data controls…

Markets

Sentiment unavailable until enabled.

Prices are periodically refreshed indicative quotes. This is not a real-time execution feed. Demo prices are never used to value holdings.

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HELPFUL ANSWERS

Frequently asked questions

Answers for Personal Crypto Dashboard.

What does the dashboard include?

The selected portfolio’s holdings, plans, journal records, imported transactions, reminders and observed snapshots are organized into cards.

Does a portfolio value increase mean I earned that return?

Not necessarily. Deposits, withdrawals, trades and manual valuation changes also affect values. Timeline observations are not cash-flow-adjusted returns.

Where are my records saved?

Saved financial records stay in this browser on this device. Use Settings to download a full JSON backup. Clearing browser site data can delete local records.

Can I try the website without entering real information?

Use Load sample data to open a fictional sample portfolio. Review / clear samples shows the affected records before clearing them. Real records remain separate; cleared samples are recoverable for 30 days.

What is the difference between a report and a backup?

PDF, Excel and CSV reports contain the selected results or records. A full JSON backup preserves the workspace, settings and supported record types for restoration. Confirm a downloaded file was actually saved.

Will my old website data appear here?

On the same browser profile and exact origin, legacy local-storage data migrates when the new database is first created. If this database already exists, import an old version 13 JSON backup through Settings. Original calculation summaries appear on their calculator pages; missing inputs are not invented.

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Settings

Your settings and records stay on this device.

Appearance

Choose a theme

Follow device changes with your operating system. The header moon button switches directly between light and dark. Existing saved choices are preserved.

Search saved records

Search happens on this device. Search text and financial records are not added to page URLs or sent to a search service.

External market chart

Copy summary

Manage portfolios

Customize dashboard

Show or hide cards. Move them up or down using the arrow buttons.

Reminders

Use Manage portfolios to set review dates. Price checks use verified market data under 30 minutes old while the dashboard is open.

Price targets

Move selected records

Export complete report

Files are generated on this device. Nothing is uploaded to our hosting.