Investment Report

Settings

Local data utilities and app preferences.

Dashboard preferences

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Research files

Binary attachments (PDFs, screenshots, transcripts) stored in IndexedDB, scoped to each thesis.

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Data

Seed the four local-storage stores with example content, or wipe them.

  • Watchlist: 8 symbols across all status / priority levels with tags.
  • Portfolio: 5 positions (NVDA / MSFT / AAPL / BTC-USD / TSLA).
  • Research: 3 dispatches, one linked to NVDA.
  • Notes: 4 ticker notes spread across NVDA / MSFT / AAPL.

Export / import

Snapshot every local-storage store to a single JSON file, or restore one. Useful as a manual backup before clearing or swapping browsers.

Export covers watchlist, portfolio, ticker notes, research dispatches, strategies, and dashboard preferences. Import validates the schema marker then overwrites each store; malformed entries are dropped on next read.