Trade Memo: Investment Log

This application allows you to keep track of your stock and FX investments, including gains and losses, directly on your device. It also has a note-taking feature to help you remember important details about your transactions. The best part is that your data will not be shared externally, ensuring your privacy and security. Plus, you can start using it right away without having to create an account.

The app has an intuitive interface that makes it easy to record your investment gains and losses. You can input as much data as you want per day, and the note-taking feature makes it a perfect investment journal. It also automatically retrieves exchange rates, allowing you to record profits and losses in your own currency, as well as in US dollars and virtual currencies. This feature is only available for Premium Plan users, but it automatically calculates the amount of assets in your home currency when you record profits or losses in other currencies.

Efficient data management is made possible with customizable tags, allowing you to easily categorize and organize your investment records. You can also set frequently used tags as fixed input tags for automatic insertion, saving you time. The app also keeps track of deposits and withdrawals associated with FX and stock trades, giving you a comprehensive overview of your assets and their progression.

The app offers various ways to analyze your investment performance, including weekly, monthly, and yearly graphs. You can also view your profit and loss list in a calendar format, making it easy to see your daily gains and losses. For a more visual analysis, there are charts for weekly and monthly cumulative profit and loss, total asset trends, and daily profit and loss. You can even check your trade performance by tag, month, year, or the entire period.

The app also offers flexible data management with an export/import function, allowing you to easily transfer your data to other devices. For added security, there is a passcode lock feature that supports Face ID and Touch ID. The Premium Plan offers additional features such as an ad-free experience, unlimited use of fixed input tags, and automatic acquisition of the latest exchange rates.

For those who use system trading, the Premium Plan MT allows you to easily retrieve trading data from your specified trading platform. Overall, this app is a convenient and efficient way to keep track of your stock and FX investments, with customizable features and added security for your peace of mind.