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Cloud Sync & Backup

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 → Cloud Sync (or tap the Sync icon)
  2. Select Connect to Google Drive
  3. A web browser will open asking you to:
    • Sign into your Google account
    • Authorize StocksBoard to access Google Drive
  4. Once authorized, you'll be returned to the app
  5. Tap Enable Google Drive Sync

What Gets Synced​

  • Your complete portfolio data:
    • Accounts and holdings
    • Transactions and history
    • Settings and preferences
  • Files are stored in a dedicated "StocksBoard" folder on Google Drive
  • All data is encrypted and securely stored

Automatic Backup​

With Google Drive enabled:

  • Your data is automatically backed up at regular intervals
  • 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​

You can also manually sync:

  1. Tap the Sync button in the app
  2. Choose Google Drive
  3. The app will:
    • Upload any local changes
    • Download any remote changes
    • Merge the data safely

Viewing Backups​

To see your backups in Google Drive:

  1. Go to Google Drive
  2. Look for the "StocksBoard" folder
  3. Inside you'll see timestamped backups and data files

Dropbox Integration​

Setting Up Dropbox Sync​

  1. Navigate to Settings → Cloud Sync
  2. Select Connect to Dropbox
  3. A web browser will open asking you to:
    • Sign into your Dropbox account
    • Authorize StocksBoard to access Dropbox
  4. Once authorized, return to the app
  5. Tap Enable Dropbox Sync

What Gets Synced​

  • Complete portfolio database
  • All transactions, holdings, and accounts
  • Settings and preferences
  • Encrypted files in your Dropbox Apps folder

Using Dropbox Sync​

Similar to Google Drive:

  • Files automatically sync 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)

Removing Cloud Sync​

Disconnect from Google Drive​

  1. Go to Settings → Cloud Sync
  2. Tap Disconnect from Google Drive
  3. Choose:
    • Keep local data (stops syncing but keeps your local copy)
    • Delete local data (removes all local data)
  4. Files remain in your Google Drive if you deleted them locally

Disconnect from Dropbox​

  1. Go to Settings → Cloud Sync
  2. Tap Disconnect from Dropbox
  3. Choose what to do with your local data
  4. Dropbox backup folder is left untouched

Troubleshooting​

Sync Not Working​

  • Check connection: Ensure you have an internet connection
  • App permission: Verify the app has permission to access Google Drive/Dropbox
    • Go to Settings → App Permissions
    • Enable cloud storage access
  • Account authorization: Re-authorize by disconnecting and reconnecting

Conflicted Changes​

If you edit the same data on multiple devices simultaneously:

  1. The app will detect conflicts
  2. You can choose which version to keep
  3. Or merge the changes

Large Data Sync Issues​

For very large portfolios:

  1. Use Manual Sync instead of automatic
  2. Sync when on a stable WiFi connection
  3. Avoid closing the app during sync
  4. Try syncing a smaller portion of data first

Restoring from Backup​

If you need to restore your portfolio:

  1. Uninstall and reinstall StocksBoard
  2. During setup, select Restore from Cloud
  3. Choose your cloud provider (Google Drive or Dropbox)
  4. Authorize the app
  5. Select the backup to restore from
  6. Tap Restore

The app will load all your data from the backup and you'll be back to where you left off.

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
    • Not 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
  • Test restore occasionally to ensure backups are working
  • 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

Switching Between 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.