My Stocks Portfolio
  • Introduction
  • Announcements
    • Sunday Server Maintenance
  • Help Guide
    • Backup and Import
      • Backing up data or switching devices
      • Import and Export data
      • Recovering deleted data
    • Adding and Editing Items
      • Add a Portfolio
      • Add a Quote
      • Add a Transaction
      • Edit a Portfolio, Quote, or Transaction
      • Delete a Portfolio, Quote or Transaction
      • Move/Copy a Quote or Transaction
      • Merge/duplicate portfolios
      • Adding Custom Prices
      • Add Notes to a Quote
      • Record a Dividend or DRIP
      • Record a Symbol Change
      • Record a Split, Merger, Spin-off, or Acquisition
    • Finding a symbol
      • Cryptocurrency
      • Stock Options (Calls/Puts)
      • Market Indices
        • Americas
          • USA
          • Canada
        • Europe
          • UK
          • Germany
          • Switzerland
        • Asia-Pacific
          • Australia
          • India
          • Japan
          • Singapore
      • US Treasury Bill rates
      • Commodities / Precious Metals
      • Thrift Savings Plan (TSP)
      • Using ISIN, WKN, or other code
    • Customizing Display
      • Default start page
      • Sorting
      • Hide closed positions
      • Holdings calculation price
      • Filter news publishers
      • Display language
    • Multi Currency Portfolios
      • Home currency for all holdings
      • Forex rate at time of transaction
      • Mixed home currency and local currency
      • Hiding Currency Symbols
    • Widgets
    • Calculations
      • Reset daily changes at midnight
      • Unrealized and realized
      • Annualized / Unannualized XIRR
      • Use Last / Bid / Ext / etc price for holdings
    • Desktop Access
    • Account
      • Reset Password / Passcode
      • Changing sign-in email
      • Sharing your premium subscription between devices
      • Transferring premium subscription to new email
      • Deleting my account / data
      • Restore deleted portfolio data from server
    • Investing Terminology
      • Charts
        • Hollow candlestick
        • Volume bar colors
  • Troubleshooting
    • Notifications
      • Not receiving notifications
      • Notifications have no sound
    • Font Color Issues
      • Why am I seeing inverse red and green colors?
      • Why am I not seeing red and green colors?
      • Why am I seeing yellow and green colors?
    • Quotes aren't refreshing
    • I paid to remove ads but they are still showing up
    • Widget issues
      • Android
        • My widget is empty
        • My widget is not updating
    • Force update to latest version
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  1. Help Guide
  2. Backup and Import

Backing up data or switching devices

To backup your data, see the app settings, import/export section inside the app.

For example you can use server sync and enable auto-sync which will sync your data across all devices, or you can export a file to Google Drive using the export to external storage option (which uses the Google Drive app).

On the new phone, go to app settings, import/export, and import your data.

Note: After you import if you don't see your portfolio, go to the 'portfolio overview' screen and make sure you are looking at the correct portfolio.

We don't automatically make backups of your portfolio data to the server for privacy reasons, but you can enable auto sync via the server sync screen.

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Last updated 1 year ago