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Database setup

A home for your portfolio

Tell us what you need. We’ll help you choose a database and securely verify your connection.

  1. 01Your requirements
  2. 02Choose a database
  3. 03Connect & verify

What does your database need to do?

Your answers tailor the recommendation. No database is created or purchased for you.

Keep credentials private. Never commit connection strings or share your setup key. PostgreSQL is the only currently supported engine.

Backup & restore

Export & import database

Download a portable JSON backup of your custom database — every asset, transaction, and snapshot — or restore one into the currently connected database. Use this to move between databases (for example Neon ↔ Supabase), keep offline backups, or recover after a mistake.

Loading backup settings…

Export database

One JSON file (format version 1) with all assets, transactions, and snapshots. Derived balances are recomputed from transactions when the file is imported, so it stays trustworthy even if edited.

Import database

Import mode

⚠ Critical danger zone

Permanently clear all portfolio data

This erases every asset, cash balance, transaction, realized gain, and history snapshot from the connected database. This action cannot be undone.

Back up your data before continuing.

Use “Export database (.json)” above and verify the downloaded file is stored safely. A backup is the only way to recover after deletion.

A final browser confirmation will appear before deletion starts. The server also verifies the exact confirmation phrase.