This is a local, single-user portfolio app. It does not provide accounts, cloud sync, or multi-user isolation.
Portfolio data is stored in a local SQLite database. Keep these files private:
*.sqlite*.sqlite-wal*.sqlite-shmdata/.backups/backups/.envconfig.local.*local/imports/
Before publishing or pushing changes, run:
npm run verify:publicationThe publication verifier runs syntax checks, tests and privacy checks that fail when publishable files contain local Windows user paths, bundled SQLite databases, personal import labels, broker-export markers, or non-zero default holdings.
If you use GitHub, do not upload your database or backups. Share only the application code and synthetic demo data generators.