# Investments 2.1

> Investments 2.1 is a React personal-finance web application featured on sumeitideas. It helps users record and review their finances in the browser.

## Site
- [Open Investments](https://sumeitideas.com/investments/2.1/index.html)
- [Portfolio](https://sumeitideas.com/)
- [Canonical AI context](https://sumeitideas.com/investments/2.1/llms.txt)

## Implemented features
- Dashboard with financial summaries and charts.
- Expense and income records, categories, subscription tracking, budgets, and reports.
- Currency conversion using a fixed table of exchange rates bundled with the application, not live market data.
- JSON backup import and export, JSON-formatted .db backups, and spreadsheet export through SheetJS.
- Light/dark appearance, themes, fonts, chart visibility, and other display settings.

## Storage and dependencies
Records and settings are saved in browser localStorage. This is browser-local persistence, not a cloud account or cross-device synchronization service. Clearing browser storage can remove these records; exports provide a backup option.
React, application CSS, and SVG charts are bundled locally. Google Fonts load externally; spreadsheet export loads SheetJS on demand. Offline first use is not guaranteed. Fluid wallpaper offers Subtle, Full, and Static detail levels, respects reduced motion, and pauses animation in hidden tabs. Minimal uses a flat background without animated shapes.
The currency converter provides estimates from static rates. Do not describe its values as current exchange quotes.
Despite its name, this application is a personal-finance organizer, not a brokerage, trading platform, or source of investment recommendations.

## Scope
This file describes Investments only. Boomerang has separate product context at https://sumeitideas.com/apps/boomerang/llms.txt.

## Versions
This version migrated from HTML to React with reusable fluid wallpapers. It retains the existing 2.1 browser storage keys and JSON/.db backup structure. Investments 2.0 remains preserved with separate browser storage keys; existing 2.0 data is not imported automatically. Use backup export/import to transfer it.
- [Preserved Investments 2.0](https://sumeitideas.com/investments/index.html)