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Cloud Sync

StocksBoard supports seamless integration with Google Drive and Dropbox, allowing you to:

  • Automatically backup your portfolio data
  • Synchronize across multiple devices
  • Restore your data if needed

Google Drive Integration​

Setting Up Google Drive Sync​

  1. Navigate to Settings → Sync
  2. Tap on Google Drive
  3. Tap on Connect
  4. A web browser will open asking you to:
    • Sign into your Google account
    • Authorize StocksBoard to access Google Drive
  5. Once authorized, you'll be returned to the app
  6. The app will start syncing your data to Google Drive: a file named stocksboard.sync.gz will be created in a folder named StocksBoard.

What Gets Synced​

  • Your complete portfolio data:
    • Accounts and holdings
    • Transaction history
  • Custom quotes
  • Reports

Files are stored in a dedicated StocksBoard folder on Google Drive

Automatic Backup​

With Google Drive enabled:

  • Your data is automatically backed up when the app is in use
  • Changes sync across all your devices running StocksBoard
  • If you uninstall and reinstall the app, your data can be restored from the backup

Manual Sync​

Assuming you connected your app to Google Drive, you can also manually sync:

  1. Navigate to Settings → Sync
  2. Tap on Google Drive
  3. Tap the Sync button at the bottom
  4. The app will:
    • Download any remote changes
    • Merge the data safely
    • Upload any local changes

Dropbox Integration​

Setting Up Dropbox Sync​

  1. Navigate to Settings → Sync
  2. Tap on Dropbox
  3. Tap on Connect
  4. A web browser will open asking you to:
    • Sign into your Dropbox account
    • Authorize StocksBoard to access Dropbox
  5. Once authorized, return to the app
  6. The app will start syncing your data to Google Drive: a file named stocksboard.sync.gz will be created in a folder named StocksBoard.

What Gets Synced​

  • Your complete portfolio data:
    • Accounts and holdings
    • Transaction history
  • Custom quotes
  • Reports

Using Dropbox Sync​

Similar to Google Drive:

  • Data automatically syncs to your Dropbox account
  • Data persists across devices
  • Accessible from the Dropbox app on any device
  • Can be restored if needed

Accessing Your Data​

Your StocksBoard data in Dropbox is stored in: Dropbox/Apps/StocksBoard/

You can:

  • View backup files
  • Download backups to your computer
  • Share backups (use caution with sensitive financial data)

Manual Sync​

Assuming you connected your app to Dropbox, you can also manually sync:

  1. Navigate to Settings → Sync
  2. Tap on Dropbox
  3. Tap the Sync button at the bottom
  4. The app will:
    • Download any remote changes
    • Merge the data safely
    • Upload any local changes

Removing Cloud Sync​

Disconnect from Google Drive​

  1. Go to Settings → Sync
  2. Tap Google Drive
  3. Tap the Disconnect icon in the top-right.
  4. The backup file remains in your Google Drive and data remains in the app

Disconnect from Dropbox​

  1. Go to Settings → Sync
  2. Tap Dropbox
  3. Tap the Disconnect icon in the top-right.
  4. Dropbox backup folder and app data are left untouched

Troubleshooting​

Sync Not Working​

  • Check connection: Ensure you have an internet connection
  • Check for errors: Go to the specific sync screen (Google Drive or Dropbox) and check for errors
  • Account authorization: Re-authorize by disconnecting and reconnecting (tap on the top-right Disconnect symbol)

Privacy & Security​

  • Encryption: Your data is encrypted in transit and at rest
  • Minimal permissions: StocksBoard only requests permission to:
    • Create a backup folder
    • Read/write backup files
    • No access other Drive/Dropbox files
  • Your control: You can disconnect at any time, and your backups remain in your account
  • No sharing: Backup data is never shared or used by anyone

Best Practices​

  • Enable cloud sync for automatic backups and peace of mind
  • Regular exports in addition to cloud sync as an extra backup layer
  • Secure your accounts: Use strong passwords for Google and Dropbox
  • Review permissions in your cloud account settings

Using Multiple Providers​

You can use both Google Drive and Dropbox simultaneously:

  1. Connect to Google Drive for automatic sync
  2. Also connect to Dropbox for additional backups
  3. Both will maintain updated copies of your data

Or switch providers:

  1. Export your data locally using the Export feature
  2. Disconnect from the current provider
  3. Connect to the new provider
  4. Import your exported data into the new provider

See Import/Export Guide for detailed instructions.