Forge Journal - Mobile

iOS Universel / Finance

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.

ADVANCED ANALYTICS & PERFORMANCE CHARTS
Visualize your trading performance with real-time portfolio metrics:
• Interactive Performance Charts: Filter returns across multi-month and multi-year timeframes with instant sub-millisecond chart slicing.
• Asset Allocation & Strategy Weights: Categorize holdings into custom growth, value, or risk weightings to monitor portfolio diversification.
• Net Account Change: Separate pure investment gains from cash deposits and withdrawals.

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:
• 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.

Quoi de neuf dans la dernière version ?

• 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