๐ Getting Started
Welcome to Finvinity! Here's everything you need to know to start tracking your portfolio.
First Steps
- Download and install Finvinity from the App Store or Google Play
- Open the app - no account registration required!
- Start adding your investments by tapping the "+" button
- Search for stocks, crypto, currencies, or other assets
- Enter your purchase details (price, quantity, date)
- Watch your portfolio track in real-time
Key Features Overview
- Multi-Asset Tracking: Stocks, crypto, currencies, gold, mutual funds
- Real-Time Prices: Live market data from trusted sources
- Performance Analytics: Gain/loss calculations and portfolio insights
- Privacy Protection: All data stored locally on your device
- News Integration: Financial news relevant to your holdings
๐ฑ App Features Guide
Adding Investments
To add a new investment to your portfolio:
- Tap the "+" button on the main screen
- Search for your asset (stocks: use ticker symbols like AAPL, crypto: use symbols like BTC)
- Select the correct asset from search results
- Enter purchase details:
- Quantity/Shares owned
- Purchase price per unit
- Purchase date
- Optional notes
- Save your entry
Portfolio Dashboard
Your main dashboard shows:
- Total Portfolio Value: Current worth of all investments
- Daily Change: How much your portfolio gained/lost today
- Overall Performance: Total gains/losses since you started
- Asset Breakdown: Performance of individual holdings
- Allocation Chart: Visual breakdown of your portfolio distribution
Customization Options
Personalize your Finvinity experience:
- Theme: Switch between light and dark modes
- Currency: Set your preferred base currency
- Notifications: Configure price alerts and updates
- Data Export: Export your portfolio data as CSV or JSON
๐ง Troubleshooting
Common Issues and Solutions
App Won't Load or Crashes
- Ensure you have a stable internet connection
- Close and restart the app
- Restart your device
- Check if you have the latest app version installed
- Free up device storage space (app needs at least 50MB free)
Prices Not Updating
- Check your internet connection
- Pull down on the main screen to refresh manually
- Verify the market is open (stocks don't update outside trading hours)
- Some assets may have delayed pricing - this is normal
Can't Find My Asset
- Make sure you're using the correct ticker symbol
- Try alternative symbols (some assets have multiple listings)
- Check spelling of the company/asset name
- Some very new or small assets may not be available
Wrong Price or Data
- Verify you selected the correct asset from search results
- Check if the asset is listed on the exchange you expected
- Some prices may be delayed by 15-20 minutes
- Report data issues to our support team
Lost My Data
Since Finvinity stores data locally on your device:
- Data is tied to your device and cannot be recovered if deleted
- Regularly export your data as backup using the export feature
- Uninstalling the app will permanently delete all data
- Device factory reset will delete all data
๐ Privacy & Security
Your Data is Safe
Finvinity is built with privacy as our top priority:
- Local Storage Only: All your portfolio data stays on your device
- No Cloud Sync: We don't upload your data to any servers
- No Account Required: Use the app without any personal information
- Encrypted Data: All local data is encrypted with industry-standard security
- Anonymous Usage: Any analytics we collect cannot identify you personally
What Data We Collect
We only collect minimal, non-personal data:
- Anonymous app performance metrics
- Crash reports (no personal data included)
- Feature usage statistics (aggregated and anonymous)
What We Don't Collect
- Your name, email, or personal identity
- Your portfolio holdings or investment details
- Your location or device identifiers
- Your contacts or other personal data
๐ฑ Device Compatibility
System Requirements
iOS Devices
- iOS 13.0 or later
- iPhone 6s or newer
- iPad (6th generation) or newer
- iPad Pro (all models)
- iPad Air 2 or newer
- iPad mini 4 or newer
Android Devices
- Android 7.0 (API level 24) or higher
- 2GB RAM minimum (4GB recommended)
- 50MB available storage space
- Internet connection for market data
Optimal Performance
For the best experience with Finvinity:
- Use the latest version of your device's operating system
- Ensure you have at least 100MB of free storage
- Close other apps if you experience performance issues
- Use Wi-Fi when possible for faster data updates
โ๏ธ Data Management
Backing Up Your Data
Since your data is stored locally, it's important to create backups:
- Go to Settings in the app
- Tap "Export Data"
- Choose your preferred format (CSV or JSON)
- Save the file to your device or cloud storage
- Set a reminder to backup regularly
Importing Data
You can import previously exported data:
- Go to Settings in the app
- Tap "Import Data"
- Select your backup file
- Choose whether to merge with existing data or replace it
- Confirm the import
Resetting Your Portfolio
To start fresh or clear all data:
- Go to Settings
- Scroll to "Reset Portfolio"
- Tap "Reset All Data"
- Confirm your decision (this cannot be undone)
โ ๏ธ Warning: Resetting your portfolio will permanently delete all your investment data. Make sure to export your data first if you want to keep a backup.