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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
  • Watchlists and their settings
  • 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
  • Watchlists and their settings
  • 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, as a safety backup, using the Export feature
  2. Disconnect from the current provider
  3. Connect to the new provider
  4. Tap Sync to force a sync to the new provider

See Import/Export Guide for detailed instructions.