Portfolio Journal: Tracker

Portfolio Journal is the investment tracker built for long-term investors who value simplicity and privacy. No brokerage login. No server. Your data stays on your device — or syncs privately via iCloud if you choose.

Just open the app once a month, enter your portfolio value, and let Portfolio Journal do the rest.

TRACK YOUR ENTIRE PORTFOLIO • Stocks, ETFs, bonds, crypto, real estate — any asset class • Multiple accounts: brokerage, retirement, savings, and more • Monthly check-in approach: no daily noise, just long-term perspective • Net worth evolution over months and years

VISUALIZE YOUR WEALTH • Evolution chart: see your portfolio grow over time • Allocation chart: know exactly where your money is • Drawdown analysis: understand your worst drops and recoveries • Calm Mode: a distraction-free view for peace of mind

SET AND TRACK GOALS • Create financial goals with target amounts and deadlines • Track progress with visual indicators • Stay motivated with a clear picture of your journey

KEEP AN INVESTMENT JOURNAL • Log thoughts, decisions, and lessons learned • Build a personal record of your investment mindset over time • Reflect on past decisions to improve future ones

PRIVACY BY DESIGN • No account required. No login. No sign-up. • No analytics, no tracking, no data selling — ever. • iCloud sync is optional: you control it, and it's encrypted end-to-end. • Everything works 100% offline.

BUILT FOR PASSIVE INVESTORS Portfolio Journal is designed for Bogleheads, ETF investors, index fund fans, and anyone following a buy-and-hold strategy. It's not a trading tool — it's a long-term companion.

Whether you're tracking a three-fund portfolio, building toward FIRE, or simply monitoring your net worth over time, Portfolio Journal gives you clarity without complexity.

EXPORT YOUR DATA • CSV export: take your data anywhere, anytime. • Full ownership of your financial history.

WHO IS PORTFOLIO JOURNAL FOR?

• Long-term and passive investors who don't need daily updates
• ETF and index fund enthusiasts
• Bogleheads and FIRE community members
• Anyone tracking their net worth or wealth-building journey
• Privacy-conscious users who don't want their financial data on someone else's servers

Download Portfolio Journal today and start building a clear, private, long-term view of your financial future.