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v1.5.0 — Your numbers, your business

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@github-actions github-actions released this 17 Jul 17:49

Two new privacy switches on the Settings tab. Both are off until you want
them, they share one password, and you can use either — or both.

  • Privacy mask. Every number in the workbook shows as ••• — names and
    dates stay readable, amounts don't. Perfect for opening the file with
    someone looking over your shoulder or while screen-sharing. To see the
    numbers, run Update Portfolio and type your password; press Enter at
    the next run (or use the new --lock shortcut) and the mask goes
    straight back on. Forgot the password? Type RESET — the mask is a
    curtain, and your numbers are never at risk.
  • Lock file. Real encryption — the same "password to open" Excel
    itself uses, with strong AES protection. Without the password the file
    cannot be opened or read anywhere: a lost laptop, a shared computer or
    a cloud-synced folder reveals nothing. Updates ask for the password too,
    and your backups are automatically just as protected.

Honesty corner, because your money deserves straight talk: the mask stops
onlookers, not a determined technical person — that's what the Lock is
for. And the Lock is real security, which cuts both ways: if you forget
that password, nobody can recover your numbers — not even this program.
Write it down somewhere safe.
Scheduled hands-free updates can't run
while the file is locked (they'd need your password); run those updates
yourself, or use just the mask.

Everything else is untouched: your data never leaves your computer, and
turning both switches off gives you exactly the workbook you had before.


Get it: download the zip for your computer below (Windows or Mac) and
unzip it. Updating? Keep your own Excel file; just replace the Update
Portfolio
app with the new one.

Full changelog: v1.4.3...v1.5.0