# Investments

> Investments is a single-file 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/index.html)
- [Portfolio](https://sumeitideas.com/)
- [Canonical AI context](https://sumeitideas.com/investments/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.
The supplied app loads Tailwind CSS, Chart.js, SheetJS, and Google Fonts from external services. A single HTML file does not mean the app is fully self-contained or guaranteed to work offline on first use.
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.