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Export, Backup & Reset

Your portfolio is yours. Monk Portfolio gives you plain, portable access to everything you've entered so you can back it up, move it to another device, or wipe it completely — no permission needed.

Exporting your data

From Settings → Export / Backup you can export in two ways:

  • JSON backup. A complete snapshot of your portfolios and saved views, saved to a file named with the export date and ready to restore. This is the format to keep around for disaster recovery.
  • CSV / TSV table. A spreadsheet-friendly copy of the assets in your current view — handy for analysis in Excel, Google Sheets, or Numbers. Copy-to-clipboard and download-as-file are both supported.
Keep a backup outside the app
Monk Portfolio is private by design, which means we cannot recover your data for you. An occasional JSON export saved to your cloud drive or a password manager is a great safety net.

Restoring from backup

In the same Export / Backup screen, tap Restore from backup and pick a JSON file you saved earlier; the app validates it, warns you that restoring replaces the current state, then reloads with the restored portfolios and views. If sync is on, the restored state syncs out to your other devices on the next cycle; if it's off, the restore stays local.

Moving between devices

There are two clean ways to move your portfolio to a new device:

Via sync
  • Enable Sync & Encryption on the new device
  • Authenticate with a passkey registered for this portfolio
  • Your encrypted blob downloads and decrypts locally
  • Automatic catch-up — no manual file handling
Via backup file
  • Export JSON on the old device
  • Share the file however you like (AirDrop, email to yourself, cloud drive)
  • Open Monk Portfolio on the new device and Restore from backup
  • Works even without sync enabled
Backup files are not encrypted
Exported JSON is meant to be universally importable, so it's written in plaintext. If you're storing it somewhere shared, put it inside an encrypted vault or password-manager attachment.

Erase data

The Erase Data option in Settings always removes everything stored on this device — all portfolios, views, and preferences, plus the in-memory encryption key.

When sync is enabled you choose how far the erase goes:

  • Erase this device only — clears this device but leaves your encrypted backup on our server and your other devices untouched. You can restore later by signing in with your passkey.
  • Erase everywhere, including cloud — also deletes the encrypted blob from our server and de-registers the passkey for every device. This is irreversible, so it asks for one extra confirmation. The passkey will no longer work with MonkPortfolio and can't be reused — it may still appear in your password manager, where you can delete it.

After erasing, the app reloads to a clean onboarding state. There is no soft-delete, no recovery window, no hidden copy. If you'd like to keep a backup, export a JSON file first.

Disabling sync without erasing

If you just want to stop syncing but keep your data on the current device, open Settings → Sync & Encryption and disable sync. The app decrypts locally, clears the key from memory, and removes the encrypted blob from our server. The plaintext data remains on the device you disabled sync from.

Last updated May 30, 2026