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Investment journal apps

Record the reasons for investment decisions and review them later. Check whether you can attach a note to a trade, revisit your original reasoning later, and export the journal independently of price data.

iLedger: Investment Journal

An investment journal that turns Interactive Brokers Activity Flex reports into portfolio and trade history.

A journal lets you record why you made a decision and revisit those assumptions after the outcome is known.

How to choose

  • Create an entry with an initial thesis and a dated follow-up. Try finding both by ticker or topic.

Frequently asked questions

Can I keep the original thesis when I add a review?

Look for linked follow-up notes or version history that preserves the date of the earlier entry.