Export workspace
Download a single JSON file containing your holdings, journal, snapshots, philosophy, and preferences. Yours to keep, archive, or move.
Workspace settings
Tune your private market workspace. Nothing here leaves your browser.
Plan
You're on Free.
Holdings export
Download holdings as CSV, or reset the local workspace.
Appearance
Dark Bloomberg-lite theme. Additional themes are on the roadmap.
Soon
Notifications
Quiet-hours and digest delivery rules — arriving with advanced Alerts.
Soon
Privacy
Review the privacy architecture and what stays local.
Continuity
Portfolio memory, on your terms.
MomentumTrackr stores portfolio memory locally by default. Changing browsers or clearing site data may remove locally stored workspace history — a portable export keeps that memory in your hands.
Restore workspace
Load a previous export on a new browser or device. Restoring merges entries into this browser's local storage. Nothing is uploaded.
Local storage persists until you clear it, switch browsers, or use private browsing. Exports never expire and contain only what you see inside this workspace.
On the roadmap. Optional encrypted continuity, when you want it — opt-in backup that keeps the local-first default and never assumes the cloud.
How privacy works
What stays here, what doesn't, and what only you can trigger.
Stored locally
Holdings, watchlist, journal entries, snapshots, philosophy, and workspace preferences live in this browser's local storage.
Processed remotely
Public U.S. equity quotes and market context are fetched from market data services. No portfolio details are sent with these requests.
Requires your action
AI reflection runs only on the specific thesis or asset you explicitly ask about — never your full journal, and never on a schedule.
Never collected
No brokerage credentials, no bank links, no trade execution, no behavioral profiling, no third-party advertising trackers.
Private portfolio awareness, by design. MomentumTrackr is built as an analytical layer that sits beside your assets — never on top of them.
Market Ribbon
Control the live indices ribbon at the top of your portfolio view. Settings persist across sessions.
Privacy Lock
Optional PIN for sensitive details — portfolio value, holdings, exact P/L, risk settings, export & reset. Local-only, off by default.
Sample Portfolio
Explore MomentumTrackr with a diversified sample portfolio. Sample data is simulated locally and never mixes with your real holdings.