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Settings & Customization

The Settings section allows you to customize StocksBoard to your preferences and manage your account and data.

Appearance Settings​

Theme​

Choose how StocksBoard looks:

  • Light Mode: Traditional light interface (good for bright environments)
  • Dark Mode: Dark interface (easier on eyes in low light, saves battery on OLED screens)
  • System Default: Follows your device's system-wide theme preference

To change:

  1. Go to Settings → Theme
  2. Select your preferred theme
  3. The app updates immediately

Font Size​

Adjust text size for readability:

  • Small: For those who prefer compact views
  • Default: Recommended for most users
  • Large: Easier reading without zooming
  • Extra Large: Maximum accessibility

To change:

  1. Go to Settings → Font Size
  2. Tap the size you prefer
  3. All text updates immediately

The font size applies system-wide to all text in the app.

Financial Settings​

Default Currency​

Set your portfolio's base currency:

  1. Go to Settings → Default Currency
  2. Search and select your preferred currency (USD or CAD)
  3. This is used for:
    • Displaying portfolio totals
    • Exporting data
    • Multi-currency conversions
  4. Individual holdings will still use their default currency

Show Closed Positions​

Control whether closed holdings (sold positions) appear in your views:

  1. Go to Settings → Show Closed Positions
  2. Toggle On to show all positions (including sold holdings)
  3. Toggle Off to hide positions with zero quantity

Benefits of showing closed positions:

  • See your complete trading history
  • Analyze performance of liquidated holdings
  • Review which investments didn't work out

Sample Accounts​

During onboarding:

  1. Scroll to Sample Data
  2. Check the Create sample account option
  3. The app creates:
    • A sample account
    • Sample holdings (popular companies)
    • Sample transactions (buy, sell, dividend examples)

This is useful for:

  • Learning how the app works before entering real data
  • Testing reports and features
  • Trying different account structures

You can delete sample data later when ready to enter your own data.

Cloud & Data Settings​

Cloud Sync​

Connect to cloud services for backup and synchronization:

See Cloud Sync Guide for detailed instructions on:

  • Google Drive integration
  • Dropbox synchronization
  • Automatic backups
  • Restoring from backups

Export Data​

Backup your complete portfolio:

See Import/Export Guide for details on:

  • Exporting to CSV, JSON, or backup format
  • Regular backups
  • Transferring between devices

Clear All Data​

caution

This action is irreversible. Make sure you have a backup before proceeding.

To delete all data from your device:

  1. Go to Settings → Data Management
  2. Tap Clear All Data
  3. Confirm the action (usually requires second confirmation)
  4. The app resets to initial state

After clearing:

  • All accounts, holdings, and transactions are deleted
  • You can restore from a cloud backup or imported file

Device Permissions​

StocksBoard requires certain permissions to function properly:

iOS​

Tap Settings → App Permissions to check:

  • Camera (for scanning receipts/documents) - optional
  • Files (for importing CSV files) - required
  • Cloud Storage (for Google Drive/Dropbox) - optional

Android​

Tap Settings → App Permissions to check:

  • Storage (for importing and exporting files) - required
  • Camera (for scanning) - optional
  • Internet (for cloud sync) - required

If any required permission is disabled:

  1. Tap the permission
  2. You'll be guided to your device's Settings app
  3. Enable the permission
  4. Return to StocksBoard

About & Legal​

App Version​

View your current app version:

  1. Go to Settings → About
  2. See version number (e.g., "2.1.4")
  3. Check if updates are available

Check for Updates​

To update StocksBoard:

  1. Go to Settings → Check for Updates
  2. If an update is available, you'll be directed to the App Store/Play Store
  3. Install the latest version

Privacy Policy​

Review StocksBoard's privacy practices:

  1. Go to Settings → Privacy Policy
  2. Opens in your web browser
  3. Covers data collection, usage, and protection

Terms of Service​

Read the end-user agreement:

  1. Go to Settings → Terms of Service
  2. Opens in your web browser
  3. Covers usage terms and restrictions

Send Debug Info​

For troubleshooting issues:

  1. Go to Settings → Help & Support → Send Debug Info
  2. This creates an anonymized report of your app state
  3. You can send it to support to help diagnose issues
note

Debug info contains no personal financial data, only technical information about your app setup.

Accessibility Settings​

Text Zoom (iOS only)​

Some paragraphs can be zoomed for better readability:

  1. Go to Settings → Text Zoom
  2. Use the slider to adjust
  3. Applies to longer text passages

Color Contrast​

Improve contrast for better visibility:

  1. Go to Settings → Accessibility
  2. Toggle High Contrast if available
  3. May improve readability in bright environments

Screen Reader Support​

StocksBoard is compatible with:

  • iOS: VoiceOver
  • Android: TalkBack

Activate in your device's accessibility settings.

Tips for Settings​

  • Experiment: Try different themes and font sizes to find what works best
  • Backup first: Always backup data before clearing or resetting
  • Permissions: Grant only necessary permissions
  • Check updates: Regularly check for latest features and fixes
  • Theme for time of day: Light mode during day, dark mode at night
  • Sample data: Use sample accounts to explore before committing real data

Troubleshooting Settings​

Settings Not Saving​

  • Force close the app completely
  • Reopen StocksBoard
  • Try changing the setting again

App Running Slow with Large Data​

  • Toggle "Show Closed Positions" to OFF to reduce display items
  • Clear cache in Settings → Data Management (if available)
  • Try restarting the app

Cloud Sync Issues​

See Cloud Sync Guide troubleshooting section

Permission Denied Errors​

  • Check your device's Settings app for app permissions
  • Re-enable the required permission
  • Force close and reopen StocksBoard