Record what you think about a company and why. Watchlists help you find updates, while a private journal lets you compare them with your earlier assumptions.
Member feature
You own shares in an unlisted company. Six months ago, you expected new customers. An update arrives and you want to compare it with your original reasoning.
Illustrative use case
Record what you believe, your sources and what could go wrong.
Choose companies and the updates you want to hear about.
Compare the new evidence with your earlier assumptions.
Follow-up continues after investing. Your journal is a private workspace.
A watchlist centres on the companies and events that interest you. Your notification preferences define which updates matter, and opting out needs to be just as easy. Saved documents and articles provide material for follow-up.
The journal is for your assessment, the risks you see and the questions you still have. Dated notes show what you knew at each point and make it easier to revisit your reasoning. Notes are private.
A manual holdings overview needs to distinguish acquisition cost, personal estimates and documented transactions. Uncertain or old values must not look like a precise live portfolio. Recording a holding does not verify ownership.
Answer five short questions to apply. A person reviews your application before membership is approved. It is free, with no obligation to invest.
5 questions · about 2 minutes