Troubleshooting & FAQ
| Symptom | Try this |
|---|---|
Python not found |
Install Python 3.11+ from python.org and open a new terminal |
| Windows cannot find Python | Reinstall Python and check “Add Python to PATH” on the first installer screen |
localhost:8000 will not load |
Make sure the terminal running python run.py or the start script is still open |
| Browser does not open automatically | Visit http://localhost:8000 manually |
| Port 8000 is busy | Stop the other local server or change the port in run.py |
| Market data looks empty | Check your internet connection and retry; Yahoo Finance requests can fail or rate-limit |
| AI shows Local mode | Add a valid Anthropic key through the dashboard key panel or .env |
| Claude request fails | Confirm the key starts with sk-ant-, has account credit/access, and restart if you edited .env manually |
| Pylint command fails on Windows | Use Git Bash, WSL, or run pylint app tests run.py |
| Senpai stopped talking | It’s probably hidden — check the overflow menu’s Intelligence section and toggle it back on |
Installing the desktop app
Section titled “Installing the desktop app”| Symptom | Try this |
|---|---|
| macOS: “Apple cannot check it for malicious software” | Expected for unsigned builds. Open System Settings → Privacy & Security → Open Anyway. Full steps: Install on macOS |
| Windows: “Windows protected your PC” (SmartScreen) | Click More info → Run anyway. Full steps: Install on Windows |
| Windows: app window is blank or won’t open | Install the Microsoft WebView2 runtime and relaunch |
| Not sure a download is genuine | Verify it against the release’s SHA256SUMS.txt, and only download from GitHub Releases |
| Where did my portfolio go after updating? | It didn’t — data lives outside the app. See macOS / Windows locations |
| Scrolling feels laggy or sluggish | Update to v4.3.2 or newer — it adds a lighter desktop-app rendering profile and, for larger portfolios especially, fixes the Holdings table making every tab’s scrolling expensive. Get the latest release |
Menu → Documentation opens this site in a new tab any time, and ? pulls up the full
keyboard shortcut list right in the dashboard — no need to come back here for those.
Does FolioOrb place trades or connect to a brokerage? No. It’s for understanding portfolio state and context, not execution.
Is this financial advice? No. Verdicts and action plans are analytical output, not investment advice.
Do I need a Claude API key to use it? No. Local Intelligence covers verdicts, scenarios, exposure, and fallback summaries without one. A key unlocks narration, action plan thesis text, and news themes on top.
Where is my data stored?
Locally, in SQLite under database/, and in a local .env file. Neither leaves your
machine except for the explicit Yahoo Finance and (optional) Anthropic calls described in
Privacy & Data Handling.