Trades, assets and income
Record trades, accounts, holdings, dividends and interest. Review assets and profit or loss using prices and exchange rates you enter.
INVESTMENT LEDGER
Turn your records into perspective.
Keep the numbers and the thinking behind each investment together. A personal investment ledger for reviewing your portfolio and learning from your own decisions.
Open your ledgerA place for your investment records
Journal, research and review
Capture decisions and research alongside your trades. Review monthly and annual records, and export your recorded data.
Japan / US Edition
Use edition-specific records, including NISA and savings plans in Japan Edition, and retirement accounts and contributions in US Edition.
Your language and ledger settings are independent.
Japanese or English, Japan or US Edition, ledger base currency (JPY or USD), ledger time zone and billing country are separate settings. Changing the display language does not change an existing ledger’s settings. Review these choices when registering.
Your ledger stays behind sign-in.
Accounts, trades, personal information and private attachments are for the authenticated owner. This introduction contains no user ledger data. Check the audience and content before posting to the community.
Before you begin
Prices and exchange rates are entered manually. The app does not synchronize with brokers, provide live quotes, execute trades or file tax returns. Check membership settings after sign-in for available purchase methods, prices and paid features.