Forge Your Investing and Trading Journal with Absolute Privacy.
Forge Journal is a premium, private portfolio tracker and trading journal designed for traders and investors who value data integrity, precision, and visual elegance. Log stock transactions, track options contracts, analyze short positions, and visualize your net worth, all strictly on your device with zero cloud syncing, zero accounts, and zero tracking.
WHY FORGE JOURNAL?
100% PRIVATE
Your financial ledger belongs only to you. Forge Journal stores all transactions, portfolios, and settings directly on your device. Your data never crosses cloud servers. There is no account registration or sign up to start. And there is no advertising involvement at all.
COMPLETE STOCKS & OPTIONS TRADING JOURNAL
Track your entire portfolio across equity and options strategies with professional accuracy:
• Stocks & ETFs: Log Long and Short positions, Buy, Sell, Dividends, Deposits, and Withdrawals.
• Options Contracts: Full support for Calls, Puts, Covered Calls, and Cash-Secured Puts..
• Expired Options Management: Automatically track active vs. expired option contracts with quick long-press batch controls to close out expired trades.
• Short Selling Support: Accurately calculate short positions, buy-to-close transactions, and net cash flows.
CUSTOMIZE VIEWS WITH DASHBOARD STUDIO
Visualize your trading and investing performance how you want:
• Interactive Widget Library: Set up custom dashboards for one, several, or all your portfolios, select which charts you want to show and hide to cater to your goals.
• Deep Visual Metrics: Analyze performance with numerous graphs, statistics cards, a calendar view, and allocation breakdowns as you see fit.
• Theme and Color Control: Set asset colors, categories, and more to shape your strategy around your portfolio.
DAILY P&L CALENDAR & TICKER STATISTICS
Drill deep into your trading statistics with three specialized views per holding:
• Ticker Statistics: Track total dividends, average cost basis, cumulative return, and lifetime realized gains.
• Shares vs. Options Statistics: Dedicated breakdown tabs for equity performance versus option premium income.
• Color-Coded PnL Calendar: See your daily profit and loss at a glance with a visual calendar heatmap.
PRIVACY-FIRST SOCIAL SHARE GENERATOR
Showcase your trading wins without exposing sensitive data:
• Privacy Mode: Toggle the "Hide Dollar Values" switch anytime to display percentage-only returns.
• Share Card Generator: Create sleek, high-resolution screenshots of performance cards customized with your favorite color palette to share with your followers.
SPREADSHEET BACKUP & IMPORT HISTORY
Maintain full ownership of your data:
• Import from Charles Schwab brokerage accounts now supported. Export transactions as a .csv from your Schwab account and quickly import them directly into your Forge Journal to visually track performance.
• CSV Backup & Import: Export your trade log to a CSV spreadsheet or restore from a backup in seconds.
• Merge & Overwrite Modes: Seamlessly append new transactions or restore full database snapshots with dedicated operation logs.
DEEP UI CUSTOMIZATION
Customize your journal’s visual identity with vibrant dark mode themes, glassmorphic UI elements, and tailored accent colors.
Take control of your wealth-building journey with the most private, feature-rich portfolio tracker today.
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