The journal exists to answer one question honestly: why do you own this? You can find it in the app under Journal. Each entry ties an investment thesis to a company, with a review date so theses don’t quietly go stale. An entry belongs to you and the ticker rather than to a portfolio, so a thesis outlives the position — and a company you researched and passed on keeps its entry too.
Press + New entry and pick the ticker. The heart of an entry is the core sentence — a single sentence stating your thesis. If you can’t compress the idea into one sentence, that is usually a finding in itself. An optional body gives you room for supporting detail: key numbers, risks, what would prove you wrong.
Set a review date — the date by which you want to re-examine the thesis (earnings, a product launch, “in six months”).
When an entry’s review date is within 30 days (or past), the journal marks it as expiring: the card gets a warning accent and a chip showing how many days remain — or how many days overdue it is.
For an expiring entry you have two honest options: Reaffirm, which pushes the review date out three months if the thesis still holds, or Update thesis, which opens the editor so you can rewrite it to match reality. Quietly ignoring it is the only wrong answer. Reaffirming is counted: a card shows how many times you have held the thesis, which is worth knowing when a fourth review comes around.
The chips above the list filter by what the company is to you right now, each with a live count: All, Owned (you hold a position), Watchlist (you are watching it), and Passed — companies you researched and declined, or once held and sold. Nothing is scoped to a portfolio, and whatever is due for review sorts to the top of every filter.
Use the ⋯ menu on any card to edit or delete an entry. Deleting asks for confirmation — a journal is most useful when it’s a truthful history, so prefer updating a thesis over deleting the evidence that you once believed something else.