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.

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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
• Interactive charts: Compare accounts, run What-If scenarios, and see Period vs Period
• Year vs Year: see how each year stacks up, with a forecast for the year in progress
• 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 ads and no third-party analytics: there is no advertising or tracking SDK in the app.
• No servers of ours. Your data lives on your device.
• iCloud sync is optional: it uses your own private iCloud database, encrypted by Apple.
• 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.

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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

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

Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Privacy Policy: https://portfoliojournal.app/privacy.html