Monthly check-ins
Log updates once a month with mood, rating, notes, and progress streaks built in.
Offline-first portfolio journaling
Build a calm portfolio habit with PorfolioJournal.
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.
Portfolio clarity, without the noise
Everything PorfolioJournal 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
PorfolioJournal 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.
Trusted by calm investors
Replace these with real reviews once you launch.
“Finally, a portfolio app that feels like a journal. The monthly cadence keeps me grounded.”
“Offline-first is a game changer. I can keep sensitive notes without worrying about servers.”
“The goals and snapshots make it easy to explain my progress over time.”
Questions, answered
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.
No analytics or tracking is enabled by default. If analytics are added later, you will be notified.
Start your calm portfolio habit
Download PorfolioJournal and build a record of your investing journey that you will actually want to revisit.