# Portfolio Journal: Tracker — Track Stocks, ETF & Net Worth > Track Stocks, ETF & Net Worth (iPhone/iPad app by Alexandre Vazquez.) - Source: https://appshunter.io/ios/app/portfolio-journal-tracker/id6757678318 (this page in markdown: same URL + `.md`) - Developer: [Alexandre Vazquez](https://appshunter.io/developer/1868219376) - Category: Finance - Price: Free with in-app purchases - Age rating: 4+ - Requires: iOS 17.6 · 13 MB - Languages: American English, French (France), German (Germany), Italian, Japanese, Brazilian Portuguese, European Spanish - Released: 2026-01-26 - Data updated: 2026-08-22 - User reviews in markdown: https://appshunter.io/ios/app/portfolio-journal-tracker/id6757678318/reviews.md ## What is Portfolio Journal? 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. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/ Privacy Policy: https://portfoliojournal.app/privacy.html ## Pricing and in-app purchases Base price: Free. **One-time purchases** | Purchase | Price | Type | | --- | --- | --- | | Advanced Features Pack + No Ads | $12.99 | one-time | ## Version history (last 5 releases) ### 1.6.0 — 2026-08-18 • Redesigned interactive charts: visible chart switcher, smooth pinch zoom and a custom date-range minimap • New share cards: dark & light themes, percentages-only privacy mode and story format • Interactive widget and Siri shortcuts • Scheduled automatic backups to iCloud Drive • Face ID lock and hidden balances • Goal projections and smart insights ### 1.5.0 — 2026-07-24 What's New in 1.5.0: • More reliable iCloud sync across your devices • Smoother charts that fill the gaps between entries — with a heads-up when real data is missing so you can add it • Share a beautiful monthly summary of your portfolio • Import preview: see exactly what will be added or updated before you import • Full backup: export and import everything (goals, contributions, journal) as JSON ### 1.4.2 — 2026-07-10 • 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 ### 1.4.1 — 2026-07-07 • Quick Update from anywhere: share a value to Portfolio Journal from any app (or copy it) and log your portfolio without switching apps • Redesigned Charts experience on iPad, now with pinch-to-zoom • Value labels on all line charts • Monthly contributions and allocation targets now sync across your devices via iCloud • Track the contribution of each snapshot separately • Performance improvements and bug fixes ### 1.4.0 — 2026-06-11 New charts, quick updates and portfolio insights: • Quick Update — add snapshots to all your sources at once from the Dashboard • Portfolio Insights — smart observations about your portfolio (streak, gains, milestones, forecasts) • 3 new Premium charts: Compare Sources, What If Simulator, Period vs Period • Monthly contribution — set a default contribution per source, apply retroactively • Streak badge — see your consecutive months tracking streak on the Dashboard • Smarter notifications — check-in reminders skip months you have already completed; milestone alerts when your portfolio crosses round numbers • Bug fixes and performance improvements ## Apps similar to Portfolio Journal | App | Rating | Price | Category | | --- | --- | --- | --- | | [Private Portfolio Tracker](https://appshunter.io/ios/app/private-portfolio-tracker/id6757809998) | — | Free | Finance | | [Precious – Net Worth Tracker](https://appshunter.io/ios/app/precious-net-worth-tracker/id6758920598) | — | Free | Finance | | [Penny: Halal Portfolio](https://appshunter.io/ios/app/penny-halal-portfolio/id6758650986) | 5.0 (1) | Free | Finance | | [Just Portfolio](https://appshunter.io/ios/app/just-portfolio/id6757167829) | — | Free | Finance | | [DecentWealth Portfolio Tracker](https://appshunter.io/ios/app/decentwealth-portfolio-tracker/id6757405044) | — | Free | Finance | | [VectX - 投资组合 XIRR 追踪](https://appshunter.io/ios/app/vectx-xirr/id6759666737) | — | Free | Finance | ## More apps by Alexandre Vazquez - [MealMood: Family Meal Planner](https://appshunter.io/ios/app/mealmood-family-meal-planner/id6759255553) - [Quipu for Vikunja](https://appshunter.io/ios/app/quipu-for-vikunja/id6786330934) All apps by Alexandre Vazquez: https://appshunter.io/developer/1868219376 --- *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 2026-08-22.*