Privacy mode is on. Financial details are hidden.
Privacy Policy
Portfolio holdings, plans, journal entries and imported transactions are stored in IndexedDB on your device. Unfinished calculator, journal and holding drafts, shared CSV import profiles, privacy preferences and a 30-day recycle bin are also stored locally. Saved-record searches stay in the browser and are not sent to a search service. Up to three daily recovery copies are stored locally. Downloaded JSON backups are saved where your browser places downloads. This release has no accounts, cloud record synchronization or analytics tracking. Browser storage can be removed through browser settings.
When enabled, our PHP gateway requests market data, historical coin prices, sentiment or public news feeds. Providers receive server-originated requests; historical requests include a public coin ID. The gateway does not send your holdings, quantities, trade plans or imported files. Your hosting provider may retain ordinary access logs, including IP addresses and URLs. Optional TradingView charts and external sharing links contact their own services and are subject to their policies. Exported PDF, Excel and CSV files are generated locally. If you choose to share a report file, its financial figures and selected records are sent to the app you select under that app’s policies. Dashboard, appearance and backup reminder preferences are stored in this browser; reminders do not send background messages. The daily investment tracker stores manual investment activities, daily reviews, contribution goals and unfinished drafts in the same browser workspace. It makes no market, currency or exchange API requests. Locally cached pages and assets support offline use. Last updated: 7 October 2026.
HELPFUL ANSWERS
Frequently asked questions
Answers for Privacy Policy.
Does this site require an account?
The local workspace does not require an account. Saved financial records remain in your browser.
Does privacy mode encrypt my records?
No. Privacy mode hides figures on screen and blocks financial sharing and exports until turned off. It is not encryption or access control.
What happens when I share a report?
The report file is passed to the application you choose. Check its contents and selected portfolio before sharing.
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.