Portfolio Journal: Tracker

Alexandre Vazquez · Finance

Free

Chart standing · US

Not currently charting in this storefront.

What changed · US

Listing changes AppTracker has observed for this app in this storefront — new versions, price moves, rating shifts, and store copy.

Aug 26, 2026
New version 1.4.2 → 1.6.1

• Update from a screenshot: share a capture of your bank app — the balance is recognized on-device, nothing leaves your phone • Siri & Shortcuts in your language: "Log my account balance" records a value without opening the app • Charts, rebuilt: native sidebar on iPad, smarter KPIs per chart, and a share button that renders beautiful images • Fixed charts not responding to taps on iPad and the Rolling 12M period filter • Performance improvements and bug fixes • Fixed rare crashes during iCloud sync

About

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.

What's new · 1.6.1

• Update from a screenshot: share a capture of your bank app — the balance is recognized on-device, nothing leaves your phone • Siri & Shortcuts in your language: "Log my account balance" records a value without opening the app • Charts, rebuilt: native sidebar on iPad, smarter KPIs per chart, and a share button that renders beautiful images • Fixed charts not responding to taps on iPad and the Rolling 12M period filter • Performance improvements and bug fixes • Fixed rare crashes during iCloud sync

Details

ReleasedJan 2026
UpdatedJul 2026
Version1.6.1
Size12.7 MB
RequiresiOS 17.6 or later
Age rating4+
LanguagesEnglish, French, German, Italian, Japanese, Portuguese, Spanish
PriceFree
Categories Finance
Bundle IDcom.alexandrevazquez.PortfolioJournal