Long-term investor
Days-held next to every position, a concentration flag when one name dominates, and a Sunday letter that reflects on conviction — not session discipline. Export to CSV anytime.
Track conviction, not noise. Every position carries the thesis you wrote at entry; the AI reads your notes back to you in your own voice — quietly, only when you open the app. Built for investors who hold for months and review by the year.
Already signed up? Load a demo book from Import & Export — every surface comes alive in one click.
Built solo by Dhruv in Scarborough, ON. No VC, no investors, no data sale ever.
We don’t ask you to journal every minute. We ask you to journal every position. Ten minutes when it matters — when you open, when conviction wavers, when you close.
One paragraph: why now, where you'd cut, what counts as a no-go. Lives on every position so it's there months later when you're tempted to forget. The standalone Thesis view ships with the Journal feature.
A concentration band on Trades flags when one name has taken over your book. Days-held and cost basis sit next to every open position so you remember why you took it. Press L from anywhere to log a new trade.
Calendar marks the closes; Reflect shows your win rate and profit factor next to the trades that made them. Premium adds a Sunday letter written from your week.
Not 100 features you’ll never use. The handful that earn their keep when you re-read them next year.
A short reflection on the trades you closed — written in plain English when you open the app, never pushed at you. Premium adds a Sunday letter, written by Claude from your own trades.
Green when you closed in the green. Red when you didn’t. Click any day to drill into every trade you closed that day.
Win rate, profit factor, and closed-trade volume — the exact triad already on the Reflect page. No composite score, no false-equivalence grade; just the inputs your eyes can read.
Thesis, conviction grade, and a note on every execution — captured at the moment you take or close the trade, not in a separate ritual you forget to do. Your reflections live where they happened.
Same calm, same restraint, same plain-English glossary. Pick the row that’s closest to how you hold.
Days-held next to every position, a concentration flag when one name dominates, and a Sunday letter that reflects on conviction — not session discipline. Export to CSV anytime.
Calendar heatmap to spot drift, per-symbol P&L to find your edge, and a calm space to write your thesis.
From the founder
I built this for the trades I’d still believe in next year. Quiet enough that it earns my evening, honest enough that I re-read what I wrote.
— Dhruv, Scarborough · ON
We don’t pretend to have native broker integrations yet. Drag your broker’s CSV onto the Data Hub and we’ll parse it. Native integrations land once enough users tell us which broker to start with.
Less is more. Here’s how we compare to spreadsheets and the feature-bloated alternatives.
Soon = on the public roadmap. We label it explicitly instead of leaving it ambiguous.