Investaware stores all of your information securely on your iPad. While your privacy is maintained, there is a risk of losing your data if your device is ever lost or damaged. To avoid losing all your history, you can export a copy of your information to be saved elsewhere (such as on iCloud or locally on your computer). This section allows you to export a copy as well as restore a previously exported copy.
Additionally, if you have multiple portfolios you want to maintain on Investaware, you can create additional databases (which we call environments). Within this section you can also switch between environments.
Finally there are advanced features, such as deleting imported data as well as telling Investaware to regenerate its summaries (in case you’ve edited investments and want to see the revisions on the summary page).