Trade Memo - Investment Log 4+

Easy record of investment log

Makoto Fujio

Designed for iPhone

    • 4.7 • 23 Ratings
    • Free
    • Offers In-App Purchases

iPhone Screenshots

Description

[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.

[Monthly and Annual Graphs for Analysis]
Visualize your financial status with monthly cumulative profit/loss charts, total asset progression charts, daily profit/loss bar charts, and profit/loss pie chart by tag.
In the Total Assets Chart, you can check asset trends by currency.

[Detailed annual trading performance display]
Year-end total assets, annual profit, annual loss, positive days, negative days, maximum profit, maximum loss, average return, maximum drawdown.

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

[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.

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

What’s New

Version 2.1.5

- Long-pressing a date on the calendar now displays the comparison with the previous day.
- Fixed an issue with the previous day’s comparison calculation when there were withdrawals.
- Fixed so that it does not rotate to landscape mode.

Ratings and Reviews

4.7 out of 5
23 Ratings

23 Ratings

コズミカ英和辞典 ,

無限カスタマイズで投資記録最適化

このアプリは最近のアップデートで、無料版でも無制限にタグが利用できるようになりました。様々な投資記録アプリを試した中で、現在最も使いやすいアプリだと感じています。
私は主にFX取引の実績と複数のEAシステム、仮想通貨の収支管理に活用しています。他のアプリとは異なる大きな長所が2つあります。
1つ目は、よく使うタグをあらかじめ登録できる「固定タグ」機能です。私はFXの固定タグを設定し、個別の取引ごとにEAのタグを選択するだけで記録できます。固定タグがないアプリでは、毎回2つのタグを選択する手間がかかります。
2つ目は、入出金と損益を別々に記録し、総合資産を自動計算してくれる点です。資産の状況が一目でわかるのが便利です。
基本的な機能も備わっており、CSVデータの出力入力も対応しています。万が一アップデートが終了しても、データを移行できるので安心して使えます。
投資の記録を適切に残したい方に、このアプリをお勧めします。直感的な操作性と高い汎用性が魅力です。

Developer Response ,

--追記--
とても丁寧で嬉しい評価ありがとうございます!
最新バージョンでは固定タグとは別に新規追加時のデフォルトタグを設定できるようになりました。より手間なくデータを追加できるようになったかと思います。
是非お試しください。
--------

フィードバックありがとうございます!
次回バージョンでタグ機能がアップデートされます。
登録できる数も増えますので、お待ちください。

App Privacy

The developer, Makoto Fujio, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Identifiers

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Identifiers
  • Usage Data

Privacy practices may vary, for example, based on the features you use or your age. Learn More

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