Security Overview

Security practices, hardening checklist, and guidance for keeping Portfolio OS deployments safe.

Overview

This page provides a high-level security overview for Portfolio OS, including:

  • Core security principles
  • Recommended hardening steps
  • Operational checklists for deployments

Use this as a starting point; tailor controls to your actual environment and risk profile.

Core Security Principles

Portfolio OS is designed around a few key principles:

  1. Least privilege: Services and users should have only the permissions they absolutely need.
  2. Defense in depth: Multiple layers of controls (network, application, and data) protect against failures in any single layer.
  3. Secure by default: Default configuration should be safe for non-production environments and easy to harden for production.
  4. Auditability: Critical actions should be observable and traceable.

Hardening Checklist (High Level)

Before treating a deployment as production-ready, ensure you've:

  • Enabled HTTPS everywhere (behind a TLS-terminating proxy or platform like Vercel).
  • Locked down environment variables and secrets using a secure secret store.
  • Applied principle of least privilege to your database user and any API keys.
  • Enabled monitoring and logging for authentication events and critical API calls.
  • Set up backup and restore procedures for your database.

Next Steps

  • Review the Authentication Fixes and Release Guide pages for more operational detail.
  • Document environment-specific controls (networking, identity provider, SSO, etc.) in your own runbooks.

This stub page exists to avoid broken links while still giving you a useful starting point. You can safely expand or replace the content with your own security documentation over time.