Where your portfolio lives
In a database file inside your profile folder on your own disk. Give the profile a password and that file is encrypted; copying it is your backup. There is no cloud copy, and nobody else has one, the author included.
Every connection the app makes
Price and rate lookups carry the ticker or the currency pair they need, and nothing about you: no account, no device identifier, no holdings or amounts.
| What | Where to | When |
|---|---|---|
| Prices | Only the sources you turn on: Yahoo Finance, Twelve Data, EODHD, Kraken, Stooq, or an address you enter as a custom source. None until you choose | When quotes are refreshed |
| Exchange rates | Only the sources you turn on: European Central Bank, Frankfurter, Yahoo, Twelve Data or a custom source | With the quotes |
| Inflation figures | Eurostat, IMF | Only if you pick a region for real returns |
| Instrument lookup | Yahoo, if you turn it on; OpenFIGI | When you search for or identify an instrument |
| AI assistant | The provider you configured, with your key — or a server of your own, such as a model on this computer | Only when you use it |
| Update check | GitHub Releases; a copy installed from the Microsoft Store asks the Microsoft Store | Once a day; can be switched off in Settings |
The assistant, if you switch it on
The AI assistant is off until you connect a provider. It then asks before it reads your portfolio and asks again before every change, and only the parts you allow are sent, to the provider you chose, under that provider's own privacy policy.
What never leaves your computer
Your transactions, holdings, balances, account names, notes, goals and plans, and the figures worked out from them. There is no server here that could receive them and no analytics in the app.
Found something that contradicts this page? Open an issue, and it gets fixed or written down.
This website
This site sets no cookies, loads nothing from other servers and runs no analytics. The only thing it keeps in your browser is the language you pick from the menu. The full legal text is the Privacy policy.
Questions
Write to hello@stonqs.app.