Local profile

Local investorPrivate to this browser

Workspace appearance

Accent color

Used for navigation, focus states, and active portfolio data.

Information density

Choose the spacing that best fits your screen.

Privacy and data

Your portfolio stays local

Profile preferences and imported portfolio records remain in this browser unless you explicitly use encrypted Drive sync.

Manage data sources

Account data

Portfolio data source

Choose whether the dashboard combines your imported history and manual records with broker snapshots, or uses connected broker API snapshots only.

Reset local account

Clear imported statements, CSV caches, broker snapshots, manual records, strategy settings, and account-specific caches. Your display name, accent, and density are kept.

Charts use TradingView Lightweight Charts™, © TradingView, Inc. (tradingview.com).