Updating

FolioOrb can update itself — with your permission, and without ever putting your holdings at risk. Your database and config live in a separate per-user data directory, so they’re preserved automatically, and a verified backup is taken before anything is installed.

In-app updates (v4.4.1+)

The app checks quietly for new versions a little after launch and then about once a day. When one is available you’ll see a calm Update available indicator — nothing installs on its own, and nothing downloads until you say so.

You can also check any time:

• Check for Updates… in the app menu (macOS/Windows desktop app), or
• Settings → Software Update inside the app.

Opening it shows a Software Update panel with the current and latest versions, what changed, the download size, and whether a relaunch is needed. Choose Update Now to download and install, or Later to dismiss. On both macOS and Windows this is fully automatic: the app downloads the update, verifies it, backs up your data, installs, and reopens on the new version — no manual dragging or running an installer yourself.

Your data is protected at every step

Before an update installs, FolioOrb takes a verified backup of your portfolio database and your settings. If that backup can’t be made, the update is paused rather than risking your data. After updating, a quiet confirmation notes your holdings came through intact.

Every download is checked against the checksums published with the release before it’s installed; a corrupted or interrupted download is rejected or resumed automatically.

If an update misbehaves

Open Settings → Software Update → Restore previous version… to roll back to the version you were on before. FolioOrb always snapshots your current data first, so nothing is lost either way — you choose whether to also restore your pre-update data. If the app fails to start after an update, it offers the rollback for you automatically.

Update preferences

Under Settings → Software Update you can turn off Automatically check for updates or Notify me when updates are available at any time. There is deliberately no “install updates automatically” option — updates always wait for your explicit go-ahead.

Updating manually

You can always update by hand instead:

• macOS — download the newer .dmg and drag the app into Applications, replacing the old copy.
• Windows — run the newer -Setup.exe; it upgrades the existing install in place.

Your holdings, snapshots, cached AI output, and .env all carry over. See where that data lives for macOS and Windows.

Installed from source or a script?

cd FolioOrb
git pull
python -m pip install -r requirements.txt
python run.py

Re-running the install scripts is also safe — they preserve your existing .env and database/ files.