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 |
| A Backup Vault restore says it is queued | Restart FolioOrb. The database is intentionally restored only before SQLite opens; the next launch reports success or a safe pre-swap failure |
| A backup fails verification | Do not restore it. Create a new verified backup; the failed file never replaces the live database |
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 |
| A download may be incomplete or changed | Check its integrity against SHA256SUMS.txt from the same GitHub Release. This detects mismatch; current releases do not provide Minisign authenticity. |
| 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 one writable profile containing SQLite, .env, settings, backups, and update
state. Manual clones default to the repository; desktop and one-line installs use a
per-user directory outside replaceable app code. Those profile files remain local.
Bounded request inputs can go to the named market, Treasury, SEC, news, GitHub, and
optional Anthropic providers listed in Privacy & Data Handling.
Does a Backup Vault file contain my Claude API key?
No. Manual vault snapshots contain only the SQLite portfolio database. .env, API keys,
and update settings stay outside the file.