# Forge Journal - Mobile — Portfolio Tracker & Journal > Portfolio Tracker & Journal (iPhone/iPad app by William Ciolino.) - Source: https://appshunter.io/ios/app/forge-journal-mobile/id6779747686 (this page in markdown: same URL + `.md`) - Developer: [William Ciolino](https://appshunter.io/developer/1866666655) - Category: Finance, Productivity - Price: $1.99 - Age rating: 4+ - Requires: iOS 15.0 · 22 MB - Languages: American English - Released: 2026-06-17 - Data updated: 2026-09-05 - User reviews in markdown: https://appshunter.io/ios/app/forge-journal-mobile/id6779747686/reviews.md ## What is Forge Journal? 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. ## Version history (last 5 releases) ### 1.4.0 — 2026-08-29 • *ADDED* Dashboard Studio that allows you to design various views with charts, metrics and widgets of your choosing • *ADDED* Widget Library with numerous graphs, charts, and statistics available • *ADDED* Support for importing .csv file directly from Charles Schwab brokerage accounts. Securely import your trades into Forge Journal to quickly set up your visuals • *ADDED* Automatic Split Anomaly Scanner that scans your portfolio for holdings or trades that may have split in the past (these would sometimes cause issues when importing transactions from brokerage or backup files) • *ADDED* A new Portfolio page dedicated to current holdings, broken up between Stocks and Options type assets • *IMPROVED* Transactions screen with deeper filtering and sorting, better transaction record search and more. • *IMPROVED* Settings screen with collapsable Portfolio Management section when setting up many different portfolios becomes cumbersome • *IMPROVED* Portfolio Performance history chart with new 'YTD' and 'CUSTOM' time series filters • *FIXED* Options type transaction calculations that were causing some valuation bugs in previous versions ### 1.3.0 — 2026-07-22 • Added a method to quickly close expired options on the Dashboard with tap and hold controls. • Added an Import History to the Setting page. • Added method to hide dollar amounts on the Dashboard screen. • Added a screenshot generator to share performance visualizations (with or without dollar values shown) to social media. • Improved the Transactions Page with a Sort By recently added filter. • Significantly improved app launch loading times. The app keeps historical balances in memory now instead of rebuilding each launch (still only on your device!). • Improved transaction logging with memory for shares or options trades and defaults focus to Ticker symbol field on consecutive transactions. • Resolved several visual and performance bugs ### 1.2.0 — 2026-07-15 • Added support for logging Options and Short Position based trades. • Added in a new user Onboarding walkthrough at the start of the application on initial download. • Categorize tickers into Growth, Value or Risk type to take advantage of new "Strategy Weight" Asset Allocation chart. • Improvements in Performance History chart and ticker detail pages. • Disabled landscape mode on device rotation. • Various bug fixes. ### 1.1.0 — 2026-07-03 • Added support for Corporate Actions such as stock splits and reverse splits • Added sorting to Assets & Holdings section of Dashboard • Added 'Total Dividends' metrics to a position's detail page • App launches instantly now with a loading bar at the top to indicate background refresh • You can now export a .csv file for selected portfolios, and importing a .csv file allows for you to clear and overwrite data or merge with existing data • Updated Performance History chart with time period % Change • Added a toggle to Net Account Change visual to include or not include cash transactions • fixed some visual element bugs in previous versions ### 1.0.1 — 2026-07-01 • closed positions now show Net Return on their detailed pages • added additional colors for active positions and Asset Allocation visuals • updated DIVIDEND input field to note "Amount" instead of "Price" • removed "Fees" field from transaction modals where it is unnecessary. Also made this input field optional to submit a transaction record • fixed transaction modal submit button so as not to require scrolling • added support for more Date formats • fixed y-axis scaling issues on Performance History chart • disabled autocorrect on Ticker input field --- *Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-09-05.*