Is my portfolio data private?#
Yes. Everything lives in a single encrypted database file on your computer. There is no Pyx cloud, no account, and no telemetry. The app can only reach nine allowlisted hosts, and none of them receive your holdings. The full picture is in Privacy and security.
Where is my data stored?#
In a private data folder on your machine, as one SQLite database file, encrypted at rest by default with the key in your OS keychain. You can copy the file to back it up.
Does Pyx sell my data or show ads?#
No. Revenue is the subscription, nothing else. There are no ads, no analytics, and no data sharing. The only personal data in the system is the email your license key was sent to, held by Polar, the payment provider.
How much does Pyx cost?#
$7 a month or $70 a year, one plan. The app itself is free to download and use with your own files. The subscription adds brokerage sync through SnapTrade, verified in-app updates, and the local MCP server. No account or password; paste the key into Settings > Subscription. See pricing.
What platforms does Pyx run on?#
macOS on Apple Silicon (M1 or later, macOS 14 or newer), Windows 10 and 11 (x64), and Linux (x86_64, AppImage or .deb). Intel Macs are not supported. Two differences worth knowing before you subscribe: verified in-app updates are macOS only (Windows and Linux open the download page when a new build is out), and the local MCP server runs on macOS and Linux but not yet on Windows.
Can Pyx place trades?#
No. Brokerage connections are read-only by design. Pyx can see positions and activity. It cannot trade or move money, and that is enforced by the kind of access it requests, not by a setting.
Can AI tools like Claude read my portfolio?#
Only if you turn that on. Pyx ships an MCP server, off by default, that lets Claude Code, Claude Desktop, Codex, or any MCP client query your portfolio over a local socket. You scope what an agent can reach with five capability switches, portfolio data is read-only to agents at the database layer, every call shows in an activity feed, and every change is audit-logged. Pyx itself never sends your portfolio to an AI provider. Setup and the full security model are in AI agents.
Can I keep research notes in Pyx?#
Yes. Notes are markdown with live preview. They link to securities, accounts, and tags, pin to your charts at their date next to your trades, and can carry URLs and local file attachments. Notes live in the same encrypted local database as everything else.
Why are my prices not updating?#
Live prices update only while the app window is open and the market is open. Outside market hours, Pyx shows the last prices it has, which is normal. During market hours, check the last sync time in the status bar, press CmdR to sync now, and confirm your sync interval and market hours under Settings > Network. Prices come from Yahoo Finance, so you need a connection.
Why does my transaction history only go back two years?#
A full brokerage sync backfills about two years of activity (730 days). Older history does not arrive automatically. Import an OFX, QFX, or CSV statement to cover earlier periods. See Data and sync.
I hold securities or cash in more than one currency#
Pyx converts everything into one base currency for portfolio-level figures. Pick it under Settings > Accounts > Portfolio or with the Base currency palette command; the default is USD. Totals, cost basis, gains, day change, income, allocation weights, and the performance series convert using daily FX rates from Yahoo Finance, each value at its own date. Prices, transaction amounts, and the security page keep their native currency and symbol. The FX pill in the status bar lists the currencies you hold and the age of the rates. If a rate is missing, that value is left out of totals and the pill turns into a warning, rather than being summed as if it were dollars.
Why does my cost basis or gain look different from my broker?#
Cost basis depends on the lot method. Open the holding's drawer on the Holdings page and check whether FIFO, LIFO, or Specific ID is selected; switching changes the math. Pyx also shows broker-reported basis when its own ledger reconstruction diverges. The concepts are explained in Cost basis and lots.
What does "Unclassified" mean in Allocation?#
The sector breakdown puts securities Pyx cannot match to a sector profile into an Unclassified bucket. It usually resolves on a later sync once the security's profile is fetched.
My recent transactions are behind my holdings#
After a reconnect, your broker rebuilds transaction history on its side over a few hours. Holdings update right away; transactions lag until the backlog lands. Pyx notices and keeps re-syncing. Settings > Accounts shows real last-synced times.
How do I back up my data?#
Copy the database file from your data folder, or use the export options. Transactions and other views export CSV. Back up before any reset or migration. See Privacy and security.
How do I start over completely?#
Settings > Privacy > Reset All Data. It removes accounts, holdings, transactions, prices, and linked credentials, keeps theme and keyboard settings, and requires typing a confirmation word because it cannot be undone.
Does Pyx work offline?#
Yes. It opens offline and shows last-synced holdings, allocation, performance, and transactions. Only fresh prices and account syncs need a connection.
I lost my license key#
Recover it from the key recovery page. Keys are re-sent to the email that purchased.
Can I make a watchlist in Pyx?#
Yes, with tags. A tag groups securities you own or just watch, shows fundamentals and upcoming earnings for all of them, and charts the members against your benchmark. Pin a tag to the sidebar and it behaves exactly like a watchlist, one that also knows your portfolio weight in the theme.
How do I cancel or manage my subscription?#
Through the manage subscription page, which opens your Polar customer portal. Cancellation stops renewal; the app keeps working until the paid period ends.
Can I get a refund?#
See the refund policy for the current terms and how to request one.