Your stock portfolio database contains valuable investment information such as purchases, sales, dividends, and historical market prices. Protecting this data is essential for maintaining a reliable investment record.
Creating periodic backups of the SQLite database ensures that your portfolio information can be restored if your computer experiences hardware failure, accidental deletion, or other unexpected problems.
The SQLite database stores all portfolio transactions and historical records used by the software to calculate performance metrics and investment returns.
Without backups, recovering lost data may be impossible. Regular backups help safeguard years of investment history and analysis.
The software provides a function that creates a copy of the SQLite database file containing your portfolio data.
This backup file can be stored in another folder, external drive, or cloud storage location to provide additional protection.
To ensure your investment data remains safe, consider following these backup practices:
These practices reduce the risk of permanent data loss.
If necessary, the backup file can be used to restore your portfolio database. This process replaces the current database file with the backup copy.
Once restored, the software will immediately recognize all previously recorded transactions and historical data.
Many investors track their portfolios for years or even decades. A reliable backup strategy ensures that this valuable financial history remains protected.
By generating periodic SQLite backups, you can confidently manage your portfolio knowing that your data remains safe.
Professional stock portfolio management software designed for investors who want to track stocks, analyze financial metrics, monitor dividends, and evaluate investment performance across multiple companies.
Download Free SoftwareIf you want to master stock portfolio management and advanced investment analysis, a complete professional training course is available.
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Course (English) Curso (Português) Corso (Italiano) Cours (Français)You can also explore the complete course curriculum and lesson descriptions.
View Full Course CurriculumThis software was developed by an independent investor and software developer with the goal of providing a powerful portfolio management tool that remains free and accessible to individual investors.
If you have questions, suggestions, or feedback about the software, feel free to get in touch. User feedback is carefully reviewed and considered when implementing future improvements and new features.
Email: valueinvestingsoftware@gmail.com
For developers, companies, or investors interested in building on top of this project, the complete source code of the software is available for purchase.
Constructive feedback, ideas for improvements, and collaboration proposals are always welcome.