Discuss: What’s the #1 headache in portfolio tracking today?

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Learn more about JSON-based Investment Tracker.

Discuss: What's the #1 headache in portfolio tracking today?

Pick one (or add your own in comments):

• Missing/slow prices
• CSV hell (every broker is different)
• Cluttered UIs that hide context
• No mock-trading / scenario testing
• Something else?

We’ll take the top 2 and ship improvements next sprint — in the open.

Try the app: www.pocketportfolio.app
Roadmap/issues: github.com
Join Discord to help prioritize (weekly votes).

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Key Takeaways

Unlike cloud apps, Pocket Portfolio uses Sovereign Sync to turn your Google Drive into a database. This approach ensures:

• Data Ownership: Your financial data lives in your Google Drive, not a vendor's database
• No Vendor Lock-in: Export anytime, use any tool
• Privacy by Default: Your data never leaves your control
• Local-First Resilience: Works offline, syncs when online

Learn how to set up Google Drive Sync and turn your Drive into your personal financial database.

🚀 Unlock Sovereign Sync

Ready to own your financial data?

Pocket Portfolio's Sovereign Sync turns your Google Drive into a personal database. No vendor lock-in. No cloud dependencies. Just your data, your way.

👉 Upgrade to Corporate/Founder Tier →

*Sovereign Sync is available for Corporate and Founder tier sponsors. Learn more →