Portfolio Copilot

Your Investment Thinking Partner

Settings

Manage your portfolio data and application settings

API Key Management

Manage your OpenAI API key for portfolio analysis features

Your API key is stored locally and never sent to our servers.

Portfolio Management

Export, import, or clear your portfolio data

Export Portfolio

Download your portfolio data as a JSON file

Import Portfolio

Import portfolio data from a JSON file

Clear Portfolio

Remove all portfolio data (cannot be undone)

Application Information

Version:1.0.0
Framework:Next.js 14
AI Model:OpenAI GPT-4
Data Storage:Local Storage

Privacy & Security

Data Privacy

Your portfolio data is stored locally in your browser. No data is sent to our servers except when using the AI analysis feature, which requires an OpenAI API key.

AI Analysis

When using the AI analysis feature, your portfolio data and macro views are sent to OpenAI for analysis. Your API key is stored locally and never transmitted to our servers.

Clear All Data

Clear All Data

Remove all portfolio data, macro views, and API key (cannot be undone)