Solved by Portfolio X-Ray: Quick Concentration & Exposure Check (No Signup)
This feature keeps your portfolio holdings private by ensuring they are not uploaded to third-party servers. You can still track and manage your investments while retaining control over where your data is stored and processed.
This feature is designed for users who want to manage their investment holdings without sending sensitive portfolio data to external servers. It prioritizes privacy by keeping holdings data on your device or within a storage location you control, reducing exposure to third-party access or data breaches. You can view positions, balances, and performance insights while maintaining a privacy-first setup. The feature supports a workflow where you enter or import holdings locally and continue using the app without requiring server-side storage of your portfolio. It is especially useful for users with strict personal privacy preferences or professional confidentiality requirements. By minimizing data sharing, it helps reduce tracking, profiling, or unintended disclosure of your financial information. The feature can also be valuable when using the product in environments where network access is limited or where you prefer offline-first functionality. It gives you clearer control over what information leaves your device and when. Overall, it enables portfolio tracking while aligning with privacy and data-minimization principles.
External Resource
https://prismiva.com/portfolio-x-ray
If you know of a tool or approach that could help people solve a problem we haven't covered yet, we'd love to hear about it.