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

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

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