# Trade Memo - Investment Log — Easy record of investment log

> Investment log for tracking stock and FX gains, losses, and performance. (iPhone/iPad app by Makoto Fujio.)

- Source: https://appshunter.io/ios/app/trade-memo-investment-log/id6468945018 (this page in markdown: same URL + `.md`)
- Developer: [Makoto Fujio](https://appshunter.io/developer/1516425157)
- Category: Finance, Utilities
- Price: Free with in-app purchases
- Rating: 4.90/5 from 52 App Store ratings · 34 written reviews indexed
- Age rating: 4+
- Requires: iOS 16.6 · 76 MB
- Languages: American English, Japanese, Korean, Chinese (Traditional, Taiwan)
- Released: 2023-10-25
- Data updated: 2026-09-05
- Monetization: freemium
- User reviews in markdown: https://appshunter.io/ios/app/trade-memo-investment-log/id6468945018/reviews.md

## What is Trade Memo?

[Investment Record App - No Account Registration Required]
Record your stock and FX investment gains and losses, along with notes, directly on your device. Your data will not be transmitted externally.
Start using immediately without the hassle of creating an account.

[Intuitive Operation for Easy Recording]
Easily record your investment gains and losses.
With the added note-taking feature, you won't forget the details of your transactions, making it a perfect investment journal.
There is no limit to the amount of data you can input per day.

[Automatic exchange rate retrieval]
Record profits and losses not only in your own currency, but also in U.S. dollars and virtual currencies.
Rates are obtained automatically. (*Today's rates are only available for Premium Plan)
When you record profit/loss in dollars or virtual currencies, the amount of assets in your home currency is automatically calculated.

[Efficient Data Management with Customizable Tags]
Easily categorize and organize your investment records with customizable tags.
Quickly identify the type of transaction at a glance.
Set frequently used tags as fixed input tags for automatic insertion, saving you time.

[Comprehensive Asset Overview with Deposit and Withdrawal Records]
Record deposits and withdrawals associated with FX and stock trades.
By recording these transactions, you can easily see not just the trend in profits but also the overall asset progression.

[Calendar view]
The profit/loss list is displayed in a calendar format.
You can easily check the amount of profit and loss for each day.

[Analyze with Weekly, Monthly, and Yearly Graphs]
You can visually analyze income and expenses with weekly cumulative profit and loss charts, monthly cumulative profit and loss charts, total asset trend charts, and daily profit and loss bar charts.
In the total asset trend chart, you can check the asset trends for each currency.

[Trade Performance Details]
You can check trade performance such as profit/loss, positive days, negative days, maximum profit, maximum loss, average return, and maximum drawdown by tag, month, year, and entire period.

[Flexible Data Management with Export/Import Function]
Export your data in CSV format.
Easily transfer data to other devices.

[Image Saving Feature]
Save trade images directly within the app.
Keep visual records of your charts and trading setups for future reference.

[Trade Evaluation Log]
You can record the quality of your daily trades in three levels.
Enable it in Calendar settings to make it available.

[Passcode Lock]
Supports Face ID and Touch ID for smooth unlocking.

[Enhanced Features with the Premium Plan]
Ad-Free Experience
Maximize your screen usage by hiding ad spaces.

Unlimited Use of Fixed Input Tags
Free users can use up to three, while there are no restrictions for premium plan users.

Automatic acquisition of latest rates
Free users can get the previous day's rates automatically. Premium plan users get the latest hourly rates automatically.

Cloud Backup
You can back up your data to cloud, making it easy to switch to another device.

Cloud Image Storage
Images are automatically saved to the cloud, so you don't have to worry about device storage.

[Premium Plan MT - Easily Retrieve Data with System Trading (PC Required)]
You can easily retrieve trading data from system trading.
※ EA must be executed on the specified trading platform.

## Key features

- Record investment gains and losses
- Add notes to transactions
- Automatic exchange rate retrieval
- Categorize with customizable tags
- Track deposits and withdrawals
- Calendar and graph views
- Export/import data

## Pricing and in-app purchases

Base price: Free.

**Subscriptions**

| Subscription | Price | Period |
| --- | --- | --- |
| Premium Plan MT(Yearly) | $49.99 | per year |
| Premium Plan MT(Monthly) | $4.99 | per month |
| Premium Plan(Yearly) | $12.99 | per year |
| Premium Plan(Monthly) | $1.99 | per month |

**One-time purchases**

| Purchase | Price | Type |
| --- | --- | --- |
| Premium Plan(Lifetime) | $49.99 | one-time |


## Recent user reviews (10 of 34)

All indexed reviews: https://appshunter.io/ios/app/trade-memo-investment-log/id6468945018/reviews.md

### 5/5 — vps

*2026-07-12*

mql5 VPS 사용시 적용법 알려주세요

**Developer response:** 앱의 MT4/MT5 연동 설정 페이지에 설치 절차 링크가 있습니다. 링크된 페이지에 연동용 EA가 있으니, 다운로드한 후 설치 절차에 따라 연동용 EA를 MT5 차트에 설정해 주세요.
----
네, 현재 시점에서 계좌 수에 제한은 없으므로 각 계좌에 연동용 EA를 설치해 주시면 모두 데이터 연동이 가능합니다.

### 5/5 — ★★★★★ Flexible journal that actually makes you a better trader

*2026-06-18*

TradeMemo has become a fixed part of my trading routine. What stands out most is how flexible it is — you can log P&L the simple way, tag trades by the strategy you used, and then see how each strategy actually performs over weeks and months. That tagging is where the real value is: it turns a pile of trades into honest feedback and forces you to reflect on what’s working and what isn’t.

The calendar and chart views give you instant insight into your patterns across any timeframe, and the asset tracking (deposits/withdrawals, balance changes) means you see the full picture, not just isolated wins and losses. Multi-currency support and the automatic exchange rates are a nice touch, and the MetaTrader integration saves a ton of manual entry if you run EAs.

I also appreciate that it’s privacy-friendly — it doesn’t demand a bunch of permissions or pull lots of data from your phone, which makes it a clean, trustworthy solution for something as sensitive as your trading records.

On top of all that, it’s very price worthy — the Premium tiers are genuinely reasonable for what you get, and the free version is already useful. The developer also ships improvements regularly.

If you’re serious about reviewing and refining your trading, this is an easy recommendation. Highly recommend.

**Developer response:** Thank you so much! I’m really happy to hear TradeMemo has become part of your trading routine.
I’m especially glad the strategy tags, calendar/chart views, asset tracking, and MetaTrader integration are helping you review your trades more clearly. I’ll keep improving the app and making it even more useful. Really appreciate the thoughtful recommendation!

### 5/5 — 계좌 두개

*2026-03-28*

너무 좋은데 mt5 프리미엄 사용하면 계좌 두개를 한번에 기록할 수 있나요??

**Developer response:** 네, 현재 시점에서 계좌 수에 제한은 없으므로 각 계좌에 연동용 EA를 설치해 주시면 모두 데이터 연동이 가능합니다.

### 5/5 — 欲しい機能が充実！

*2026-03-24*

要望するとすぐに返信があり色々な機能を実装していただきました。他のアプリも複数個使って管理していましたが、機能が充実してきたのでこれ1つに絞りました。ありがとうございます😊

**Developer response:** いつもフィードバックありがとうございます！
フィードバックいただいたおかげで、アプリに有用な機能を多く追加できました。
ほかにも改善点ございましたら、ぜひご連絡お願いします。
引き続きよろしくお願いいたします。

### 1/5 — 困惑

*2026-02-09*

旧バージョンも使えることを
かぼうします
イキナリなので前日までの記録か確認できなくなりました
困っていますl

**Developer response:** ご迷惑おかけします。
アプリアップデート後に、前日までの記録が消えてしまったということでしょうか？
詳細な情報を確認させていただきたく、アプリ内フィードバックよりご連絡いただけるとありがたいです。

### 5/5 — Functionality

*2026-02-05, version 5.4.1*

Functionality is amazing. Does the job as it should

### 5/5 — Great App

*2025-12-18, version 5.1.0*

This App is really great for tracking investments. The developer is very open to feedback and has implemented requested changes very quickly. 100% recommended. Premium pricing is very reasonable as well

### 5/5 — 통화

*2025-12-13*

어플 알게되어 사용시작했는데요 너무좋아요~ 프리미엄으로 구매해서 사용하고 싶은데요 통화명 보여줄때 한화랑 usd랑 같이 보여지게 해주실 수ㅜ있나요 ? ex) 1usd(1460₩)이런식으로요

**Developer response:** 이용해 주셔서 감사합니다.
기준 통화를 원화로 설정한 상태에서 손익 추가 시 통화를 USD로 선택하여 입력하면 원하시는 대로 되지 않을까요?
더 자세한 정보를 주시면 앱 내 피드백을 통해 연락해 주세요.

### 5/5 — 要望したら…..

*2025-11-09*

お世話になっております。
要望したら検討して頂き実装して頂きました。
とても、良いアプリだと思います。
私は月額のMT4の連携を使用してますが、複数のEAの全体的なトレードの推移が明確にわかるので、とても重宝をしています。

見にくいかな？と思う部分もありますが、今後の発展に多いに期待します。

これからも、よろしくお願いします。

**Developer response:** レビューありがとうございます！
ご要望もありがとうございました。
ご満足いただけたようで嬉しいです。
見せ方に関しては、改善したいと思いますので是非フィードバックいただけるとありがたいです。
引き続きよろしくお願いいたします。

### 5/5 — 記録に便利

*2025-10-20*

こちらの要望に応えていただきありがとうございます。
重宝してます。

**Developer response:** [追記]
お待たせしました。。
iPadに最適化した表示ができるようになりました。
是非アップデートしてみてください。
----------------------------------

ありがとうございます！
iPad用の展開は、お時間いただきますが取り組んでいきたいと思います。

## Frequently asked questions about Trade Memo

### What does the Trade Memo app do?

This app allows you to easily record your stock and FX investment gains and losses directly on your device. You can add detailed notes to each transaction, track deposits and withdrawals, and view your overall asset progression. Your data is stored locally and is not transmitted externally.

### What are the key features of Trade Memo?

Key features include intuitive recording of gains and losses, an investment journal with note-taking, automatic exchange rate retrieval (with premium for latest rates), customizable tags for efficient data management, deposit/withdrawal tracking, calendar and graph views for analysis, trade performance details, and data export/import functionality.

### Is Trade Memo free to use?

The app offers a freemium model. Basic features are available for free, including recording investments and limited use of fixed input tags. Enhanced features, such as an ad-free experience, unlimited fixed input tags, and automatic acquisition of the latest exchange rates, are available through a Premium Plan.

### What are the use cases for Trade Memo?

This app is ideal for investors who want to maintain a detailed log of their trading activities, analyze their performance over various periods (daily, weekly, monthly, yearly), and keep track of their overall asset growth. It serves as a personal investment journal and a tool for evaluating trade quality.

### How is my data managed and secured?

Your investment data is recorded directly on your device and is not transmitted externally, ensuring privacy. The app also supports Face ID and Touch ID for secure and smooth unlocking, protecting your financial records.

## Version history (last 5 releases)

### 5.27.3 — 2026-08-29

[Improved]
・Zero-balance credit entries are now hidden automatically in asset account details.

[Fixed]
・Fixed an issue that could prevent importing backups containing tags changed from regular tags to account tags.

### 5.27.2 — 2026-08-27

[Improved]
・Tag order is preserved after rearranging and deleting tags.
・Account tag edits now update Home assets immediately.

[Fixed]
・Unavailable performance now consistently shows “--”.
・Fixed duplicate MT4/MT5 trades after deleting an account tag.
・Daily, weekly, and monthly performance now includes deposits, withdrawals, and assets carried over from the previous month.
・Account tags remain last when selecting multiple tags in profit/loss input.

### 5.27.1 — 2026-08-19

[Improved]
・Improved continuity of purchase information and linked features after changing devices or reinstalling the app.
・Trade images added from multiple devices now use the same user storage location.

[Fixed]
・Fixed delayed subscription updates after purchases or restores.
・Fixed duplicate EA update notices after changing environments.

### 5.27.0 — 2026-08-17

[Improved]
・CSV export and import now preserve commas, line breaks, and symbols in notes and tags.
・Legacy CSV memo repairs can be reviewed before import.
・If an import fails, your previous data is preserved.

[Fixed]
・Fixed an export error after importing data.
・Fixed all-time performance calculations to align with yearly performance.

### 5.26.2 — 2026-08-14

[Fixed]
・Fixed an issue where deposits or withdrawals could be duplicated after adding a tag and fetching server data again.
・Fetching all server data now consolidates existing duplicates while preserving added tags.
・Fixed clipped calendar summary labels in some languages.

[Improved]
・The account filter now lets you show or exclude checked accounts.
・Filter calendars and reports to the accounts you need.

## Apps similar to Trade Memo

| App | Rating | Price | Category |
| --- | --- | --- | --- |
| [Leaprr - Trading Journal](https://appshunter.io/ios/app/leaprr-trading-journal/id6444909187) | 4.5 (44) | Free | Finance |
| [Trading Journal – Plancana AI](https://appshunter.io/ios/app/trading-journal-plancana-ai/id6450513585) | 4.8 (81) | Free | Finance |
| [SuperTrader: Trading Journal](https://appshunter.io/ios/app/supertrader-trading-journal/id1601101836) | 4.7 (1,192) | Free | Finance |
| [FXトレード記録](https://appshunter.io/ios/app/fx/id1471753341) | 5.0 (1) | Free | Finance |
| [FXロット自動計算・トレンドナビ](https://appshunter.io/ios/app/fx/id1672256208) | — | Free | Finance |
| [Trading Journal: Trade Tracker](https://appshunter.io/ios/app/trading-journal-trade-tracker/id1658216708) | 4.2 (47) | Free | Finance |

## More apps by Makoto Fujio

- [DoneReco](https://appshunter.io/ios/app/donereco/id1517153513)
- [AsaTask](https://appshunter.io/ios/app/asatask/id1542266720)

All apps by Makoto Fujio: https://appshunter.io/developer/1516425157

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*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.*
