Data retention

Basic Early Access data stays in your browser.

Browser-saved workspace

In Basic Early Access, buying plans, deal screens, saved deals, proof trackers, tasks, financing scenarios, and reports are stored in this browser on this device unless your workspace states otherwise.

Export

Use Export Workspace JSON in Settings to save a copy of your browser workspace. Reports download as Markdown.

Clear

Use Clear Workspace in Settings to remove browser-saved OwnerPath data from this device.

Sensitive documents

Do not store sensitive seller files, tax returns, payroll records, bank statements, or confidential documents in browser-saved early-access workspaces.