Private CSV import
Import supported broker and crypto transaction exports. Your portfolio data stays local.
Private CSV portfolio tracking, deep chart analysis and your personal market-data connection—with no broker login.
The Direct and Mac App Store editions use the same FolioPlot portfolio engine.
Import supported broker and crypto transaction exports. Your portfolio data stays local.
Combine portfolios, inspect positions and scrub value and performance history.
Connect your own Tiingo token for the latest available quotes and history.
Both editions keep portfolio data on your device. Purchase and update handling differ.
CSV files, transactions and portfolio calculations stay local. Lemon Squeezy processes only purchase and license information needed for the Direct edition.
A Mac running macOS 14 Sonoma or later. An internet connection is needed for purchase, activation, occasional license validation, updates and market data.
The two editions use separate secure app containers. In the App Store edition, create a .folioplot backup; then restore that file in the Direct edition. License and Tiingo tokens are intentionally excluded.
A license supports up to 2 active Macs. Deactivate the old Mac in Settings before moving. If you lost the key or no longer have the old Mac, contact support with your purchase email—never send broker credentials or an API token.
No. The Direct edition is a one-time purchase for FolioPlot 1.x.
Yes. One license can have up to 2 active Mac installations.
Deactivate FolioPlot on the old Mac, then activate it on the new one. Contact support if the old Mac is unavailable.
Lemon Squeezy includes it with your purchase details. Use its receipt tools or contact support using the purchase email if you lose it.
No. Only purchase and license-validation information is exchanged with Lemon Squeezy.