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So you’re making an investment and want to remember why? The Investment Journal lets you record your thoughts, research, and decisions directly alongside the stocks and ETFs you follow.

Why keep a journal?

Successful investing is as much about psychology as it is about numbers. Keeping notes helps you:

  • Stay Disciplined: Remember your original “thesis” when the market gets volatile.
  • Learn from Mistakes: Review your past logic to see where you were right (or wrong).
  • Collaborate: Share your research with your adviser so they understand your thinking.

How to add a journal entry

  1. Open the Investment Journal or go to a stock or ETF page in Markets.
  2. Choose the investment you want to write about.
  3. Click Add journal entry.
  4. Pick whether the entry should stay Private or Share with community.
  5. Write your thesis, risk, valuation notes, or catalyst and save.

Sharing with the community (Markets)

If you’re using the Markets research pages, you can share an investment journal entry with the community:

  • Sharing publishes a snapshot of your private entry to other logged-in members.
  • If you edit your private entry later, you can share a new snapshot.
  • If there is no discussion yet, use Add journal entry and choose Share with community to start it.
  • On desktop, the composer opens inline so you can keep the chart, research, and discussion visible while you write.
  • On mobile, the same composer opens in a sheet.
  • There is no minimum word count requirement for sharing.

Adding images

You can add images (e.g. charts or screenshots) to provide context. Avoid uploading anything sensitive.

Your community handle (your public name)

When you share a community snapshot, your entry shows your community handle (your public name) and, if you have one set, your profile photo.

To update it:

  1. Go to Settings.
  2. In the Profile tab, find Community handle.
  3. If you do not have one yet, type your handle and click Save handle.
  4. If you already have one, click Edit handle, update it, then Save.

Handle rules: 3-24 characters using letters, numbers, spaces, underscores, or hyphens.

Safety note: please avoid using personal information (emails, phone numbers, or links) in your handle.

What to include in a journal entry

  • The “Why”: Why are you buying or selling this asset today?
  • The “Price”: What do you think is a fair value for this investment?
  • The “Risk”: What could go wrong with this investment?
  • The “Timeframe”: How long do you intend to hold this for?

Tips for better journaling

  • Be honest: Write for your future self, not for an audience.
  • Update regularly: Add a new entry whenever your view on an investment changes.
  • Attach Evidence: If you’ve read a great research report, mention it in your entry or upload it to your Document vault.

Next steps