LunaInvest: Investment Journal
Write. Reflect. Invest better.
Free · In‑App Purchases · Designed for iPad. Not verified for macOS.
Write better trades.
LunaInvest is a personal investing journal built to help you think more clearly, act with discipline, and learn from your own decisions over time.
Instead of chasing signals or predictions, LunaInvest helps you capture how and why you make decisions — so you can review them later and improve your process.
A simple daily habit — without pressure
Build consistency with short daily check-ins.
On market days, set a morning intention and reflect after the close.
On quieter days, jot down a quick note or observation.
Whether you trade or not, you’ll always know what to write — and it only takes a minute or two.
Write freely. Go deep when it matters.
Start with quick notes to capture thoughts as they arise.
When a decision deserves deeper thinking, switch to structured templates designed for real analysis.
Use guided fields to clarify your thesis, risks, emotions, and what would change your mind — without turning journaling into a chore.
Track your portfolio — for reflection, not signals
LunaInvest includes a simple Portfolio feature to help you record and review how your assets change over time.
Use it to:
Keep a personal record of holdings and allocations
Review changes alongside your journal entries
Reflect on decisions in context, not chase performance
Portfolio tracking is designed to support learning and self-review — not trading, analysis, or predictions.
AI that supports thinking — not advice
LunaInvest includes AI-assisted reflection to help you clarify and expand your own thoughts.
Highlight text for quick AI actions, or open deeper conversations to explore reasoning, blind spots, and alternative perspectives.
AI insights can be saved directly into your journal — turning rough thoughts into clear records without starting from scratch.
The AI is designed to support reflection, not to provide financial advice, recommendations, or predictions.
Learn from yourself over time
As your journal grows, it becomes a powerful personal archive.
Review entries by time, stock, or theme.
Spot patterns in behavior and emotion.
Learn what actually helped — and what didn’t — across past decisions.
Designed for thoughtful investing
• Daily intention and reflection check-ins
• Quick notes for frictionless journaling
• Structured templates for pre- and post-trade analysis
• Portfolio tracking for personal record-keeping
• Emotion and discipline tracking
• AI-assisted reflection with saved insights
• Rich text editing with formatting and revision support
• Clean, shareable reflection cards
• Timeline and review views to support long-term learning
LunaInvest is built for reflection and learning only.
It does not provide financial advice, investment recommendations, trading signals, or price predictions.
Terms of Use:
https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
This update introduces Portfolio, a new way to record and review how your assets change over time as part of your investment journal.
What’s new:
• Portfolio tracking to record assets, allocations, and value changes
• Easier ways to enter and review portfolio holdings
• Clear snapshots to support reflection over time
• Improved reliability in portfolio value calculations
• Designed for learning and review, not trading or recommendations
• UI and performance improvements
Important notes:
This app does not provide financial advice, investment recommendations, or forecasts
All portfolio information is entered and controlled by the user
The app does not connect to brokerage accounts or execute trades
The developer, Liang Tang, 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 Linked to You
The following data may be collected and linked to your identity:
- User Content
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- User Content
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- Liang Tang
- Size
- 17.3 MB
- Category
- Finance
- Compatibility
Requires iOS 17.6 or later.
- iPhone
Requires iOS 17.6 or later. - iPad
Requires iPadOS 17.6 or later. - Mac
Requires macOS 14.6 or later and a Mac with Apple M1 chip or later. - Apple Vision
Requires visionOS 1.3 or later.
- iPhone
- Languages
- English
- Age Rating
4+
- 4+
- In-App Purchases
Yes
- LunaInvest Pro — Lifetime $39.99
- LunaInvest Pro — Monthly $2.99
- LunaInvest Pro - Yearly $19.99
- Copyright
- © 2025 Liang Tang