Docs · Privacy

Privacy notes

SteadyPlan is self-hosted. Your financial data is stored in a local SQLite database on your server, and you decide how it is accessed and backed up.

What stays on your server

• Accounts, balances, holdings, budgets, goals, and history live in a local SQLite database.
• Exports and backups you generate are files you control.
• This website does not set cookies or analytics; it’s just static HTML/CSS.

No cloud sync

SteadyPlan does not sync your financial data to a cloud service.

Optional live price lookups

If you enable live price lookups, SteadyPlan may send ticker symbols/identifiers to external price sources (for example Yahoo Finance; optionally Twelve Data). This is optional. Your balances, budgets, and notes are not sent as part of those lookups.

Exports contain sensitive data

Per-user JSON exports are useful, portable safety copies for one user. They are not the same as a whole-instance appdata backup — and they contain financial data. Keep export files private and store them securely.

Public exposure

Safest default is LAN/VPN-only access. If you expose SteadyPlan publicly, use HTTPS on a trusted reverse proxy and treat it like any other sensitive self-hosted app. See Reverse proxy.

Next: Backups · Reverse proxy · Install