Connection
Server mode applies to stock portfolios and mutual fund portfolios. Market data and AI settings remain local.
Checking server...
Settings
Optional Server Mode
Leave the server URL empty to keep the app fully client-side. Add a server URL when you want portfolio data to move to an authenticated backend.
Account
When a server is configured, portfolio pages require login before they can load server-backed data.
Not logged in
Use your server account to load synced stock and mutual fund portfolios.
Connected Account
One-Time Local Import
These imports copy your existing local browser data to the connected server once. They do not clear the local copy.
Stock portfolios
Upload your existing stock portfolio document to the connected server.
Mutual funds
Upload your existing mutual fund document to the connected server.