v1.5.0 — Your numbers, your business
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--lockshortcut) 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