Sovereign Sync: Your Cloud, Your Folder

Pocket Portfolio's Sovereign Sync writes an optional JSON replica to Google Drive or OneDrive — a folder you own. Sign in with Google or Microsoft. Sync bidirectionally. Edit trades in JSON. Zero vendor lock-in.

What is Sovereign Sync?

Sovereign Sync is Pocket Portfolio's paid cloud-replica plane for Corporate Ecosystem and Founders Club. Connect Google Drive or OneDrive (one active cloud at a time). Your trades live in pocket_portfolio_db.json in a folder you own — not in our warehouse. Identity (Sign in with Google / Microsoft) is separate from file consent.

Key Features

Google Drive or OneDrive: Choose your Sovereign Sync cloud. One active at a time.
Bidirectional Sync: Changes in Pocket Portfolio sync to your cloud, and edits in the cloud sync back to the app.
JSON Data Ownership: Your portfolio is stored as pocket_portfolio_db.json—a human-readable, developer-friendly format.
Dual-plane OAuth: Sign in with Google or Microsoft for identity. Connect Drive or OneDrive separately for file consent.
Privacy-First: We only access the app folder / files created by Pocket Portfolio. Your data remains private.

4K Quality

How It Works

Sign in: Use Google or Microsoft for identity (available to everyone).
Connect a cloud (paid): In Settings, choose Connect Google Drive or Connect OneDrive — one active Sovereign Sync cloud at a time.
Automatic Sync: Your portfolio data is stored in pocket_portfolio_db.json in a folder you own.
Edit Anywhere: Open the JSON file in VS Code, Notepad++, or any text editor. Make changes, save, and pull them back into Pocket Portfolio.
Multi-Device Access: Open Pocket Portfolio on another device and sync from your cloud replica.

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Important: JSON File Format

Do not open pocket_portfolio_db.json with Google Sheets or Excel. These tools will convert the file and break the sync. Always use a text editor (VS Code, Sublime, Notepad++) for editing.

Use Cases

🛠️ Developer Workflow

Edit trades programmatically, use Git for version control, or integrate with your own tools via the JSON API.

📊 Bulk Editing

Make bulk changes to trades in a text editor, then sync back to Pocket Portfolio instantly.

🔄 Multi-Device Sync

Access your portfolio from any device. Changes sync automatically across all your devices.

🔐 Data Sovereignty

Your data lives in your Google Drive or OneDrive. No vendor lock-in, no proprietary formats—complete ownership.

Getting Started

Sovereign Sync is available for Corporate Sponsors and Founders Club members. Upgrade to unlock this feature and take control of your financial data.

Upgrade to Unlock →Go to Settings

Frequently Asked Questions

Can I edit the JSON file directly?

Yes! That's the whole point. Open pocket_portfolio_db.json in any text editor, make changes, and they'll sync back to Pocket Portfolio within 5 seconds.

What happens if I break the JSON syntax?

Pocket Portfolio will detect invalid JSON and pause syncing to protect your local data. You'll see a warning message, and your local trades remain safe. Fix the JSON syntax in Drive, and sync will resume automatically.

Can I use Excel instead of JSON?

The primary sync file is JSON. However, you can optionally enable Excel export (pocket_view.xlsx) for viewing in Google Sheets—but this is read-only. To edit trades, use the JSON file.

Is my data secure?

Yes. Pocket Portfolio only accesses the app folder / files it creates in your Google Drive or OneDrive. Your replica remains in your cloud account. We do not warehouse your ledger.

How do I get started?

Upgrade to Corporate Ecosystem or Founders Club, then go to Settings → Data Sovereignty & Sync → Connect Google Drive or Connect OneDrive. Setup takes less than a minute.