Today, we’re launching a new promotion for everyone Finviz wallets Improves note-taking, organization, and investment tracking. Please welcome our newest feature: Wallet Notes.
Portfolio Notes are the cleanest way to add notes to every investment in your portfolio allowing you to attach custom notes directly to:
- Any stock or exchange-traded fund (ETF) in your portfolio
- Each transaction is individual
Portfolio Notes gives you the ability to write down your thesis, ideas, and trading logic along with your capital. No spreadsheets. There is no separate journal. No tab switching. It’s all now included in your Finviz plan.
To get started, open your wallet, add a position, then add your first observation:
Why every investor should take notes
Most traders and investors don’t fail because of bad ideas. They fail because they forget why they act and what they learned along the way. Over time, the original logic behind a trade often fades, replaced by emotion, noise, and hindsight.
Writing down your decisions as clear, easy-to-read notes preserves the logic behind each situation and allows you to reflect on what worked, what didn’t work, and how your thinking is evolving.
The new Portfolio Notes tool does the following:
- Maintain your thesis
Document why you entered the position, what would invalidate it, and where you see potential price targets. - Reduce emotional decisions
When volatility hits, revisit your original reasoning before reacting to short-term market movements. - Structure position management
Write down buy levels, cutting plans, stop logic, or long-term goals to stay disciplined. - Building a trading journal
Over time, your portfolio becomes a record of how you think and how you improve as an investor. - Express your thoughts
Sometimes, writing down your thoughts is the clearest way to see them in a new light, test them, and validate them.
At Finviz, we continue to focus on bringing clarity to the markets.
We look forward to seeing how you use Wallet Notes!
Fenviz Team
