Records — Investment Portfolio Manager is a private-first investment portfolio application for Windows and Android, designed to keep investments, cashflow and portfolio monitoring organized in one consistent environment.
One portfolio, two applications
The Windows desktop application is the primary management environment, while the Android application acts as a read-only mobile companion for safe portfolio monitoring.
Windows desktop
Primary portfolio management environment for structured investment records and day-to-day administration.
Android companion
Read-only mobile access for monitoring the portfolio without accidental edits from the phone.
Portfolio dashboard
A consolidated overview of investment information for faster review.
Investments
Structured investment records in a dedicated portfolio interface.
Cashflow
Monitor portfolio cashflow and expected-payment information alongside investment records.
Cloud access
The Android app can read portfolio data through supported OneDrive or Google Drive / cloud-folder configurations.
Android portfolio monitoring
The Android version currently includes Dashboard, Investments and Cashflow areas. It is intentionally read-only: it displays portfolio data but does not add, edit or delete investment records.
Cloud storage options
OneDrive
Supported configurations can connect to portfolio files through Microsoft OneDrive.
Google Drive / cloud folder
Android can use the system folder picker to access a selected cloud folder without requiring unrestricted access to the entire Drive.
Shared data model
Windows and Android are built around the same portfolio data boundary.
Read-only mobile safety
The mobile client protects the main portfolio by limiting mobile operation to reading and monitoring.
Current releases
- Windows application baseline: 0.5.4.
- Android application: 0.4.0.
- Android Dashboard, Investments and Cashflow views.
- OneDrive and Google Drive / cloud-folder support for mobile portfolio reading.
- Installable Android APK build pipeline.
Privacy and data ownership
Portfolio runtime data remains separate from the application source code and binaries. The product is designed so investment data stays in the storage environment selected by the user.
Availability
Records — Investment Portfolio Manager is available for Windows and Android. Commercial deployment, configuration and support are provided according to the required environment.