Monthly check-ins
Log updates once a month with mood, rating, notes, and progress streaks built in.
Offline-first portfolio journaling
Track your investment portfolio with calm monthly check-ins.
A focused iOS app for monthly portfolio check-ins, reflection notes, and long-term clarity. Stay present, track growth, and build a record of your financial decisions without noise.
✓ Offline-first
✓ No account required
✓ Privacy-focused
Offline-first portfolio journaling
Track your investment portfolio with calm monthly check-ins.
A focused iOS app for monthly portfolio check-ins, reflection notes, and long-term clarity. Stay present, track growth, and build a record of your financial decisions without noise.
✓ Offline-first
✓ No account required
✓ Privacy-focused
Video demo coming soon
Portfolio clarity, without the noise
Everything Portfolio Journal does is built around gentle monthly updates and a durable record of your progress.
Sources-based tracking
Track sources, snapshots, and category tags to keep allocations readable at a glance.
Home dashboard
See total value, evolution, category mix, cashflow vs growth, and returns in one view.
Goals tracking
Set targets with pace status, ETA, and shareable goal cards to stay motivated.
Import & export
Move data in or out with CSV/JSON for long-term continuity and peace of mind.
Premium
Advanced analytics
Allocation, risk/return, drawdown, volatility, cashflow, and 12‑month forecasting.
Designed for calm focus
Every screen is built to reduce noise and help you reflect on what matters most.
Built for iOS, built for privacy
Portfolio Journal keeps your data on-device by default, with optional iCloud sync when you choose it.
Offline-first
Full portfolio history stays on your device, even when you are off the grid.
iCloud sync
Opt-in sync keeps data consistent across devices when you enable it.
Face ID ready
Use device-level protections and optional passcode locks for peace of mind.
Widgets
Track your total value at a glance with iOS widgets.
Join Early Adopters
Portfolio Journal just launched. Be part of the first wave of calm investors building better financial habits.
Shape the roadmap
Your feedback directly influences future features.
Early access perks
Get priority updates and launch pricing while we grow.
Direct support
Talk directly with the developer for fast answers.
Frequently Asked Questions
Clear answers for iOS users who care about privacy and long-term tracking.
Yes. All portfolio data and journal entries are stored locally by default, so you can update anywhere.
No. iCloud is optional. Enable it only if you want to sync across devices.
Yes. Export CSV or JSON anytime for backup or migration.
We use privacy-friendly website analytics to understand page usage and improve the experience. No personal data is shared with third parties.
Start your calm portfolio habit
Download Portfolio Journal and build a record of your investing journey that you will actually want to revisit.