Our story

PorfolioJournal started with a simple idea: portfolio tracking should feel more like a thoughtful journal than a trading terminal. Monthly check-ins create space for reflection, helping investors learn from their decisions without the noise of daily volatility.

Values

  • Calm over noise: We encourage intentional, long-term habits.
  • Privacy by default: Your data stays on your device unless you choose to sync it.
  • Clarity first: Clear, readable insights beat complex dashboards.
  • Ownership: Export and control your data at any time.

Roadmap

Next up

More goal templates, improved streak insights, and smarter check-in reminders.

Later this year

Custom analytics dashboards, better forecasting, and richer portfolio summaries.

Get in touch

Have ideas or feedback? Email us at support@portfoliojournal.app.