Investment Note is a personal investment record app that aggregates scattered buy and sell records in one place, displaying realized profit/loss and holding weight at a glance.
■ Key Features
· Transaction Records
Quickly input the price, quantity, fees, and memos for buy and sell transactions.
Information registered once per stock is automatically reflected in subsequent entries.
· Portfolio
The average unit price, current price, unrealized profit/loss, and weighting for each stock are automatically calculated.
You can view your holdings and liquidated stocks separately.
· Realized Profit/Loss
Realized profit/loss and return are calculated by automatically matching purchases corresponding to the point of sale using a First-In, First-Out (FIFO) method. Fees are also reflected.
· Analysis
Provides indicators to help you review your investment habits, such as monthly return, Hold-Intensity Index (HHI), and purchase memo completion rate.
· Multiple Accounts
You can manage transactions separately by account while viewing your entire portfolio together in an integrated view.
· Import Transaction History
Uploading transaction history files from major brokerage firms automatically incorporates them into the analysis.
· Korean Stock Color Rules
Rising stocks are displayed in red, and falling stocks in blue, using colors familiar to Korean investors.
■ Data Protection
· All transaction data is stored only in your account and is not shared externally.
· All data is immediately and permanently deleted upon account withdrawal.
(In-app "Settings > Account > Delete Account")
· Please refer to the Privacy Policy for details.
https://invest-note.pixelwave.app/privacy
■ Notice
· This app does not provide investment advisory or trading brokerage services; it is a record and analysis tool that organizes and displays information directly entered by the user.
· Stock prices are displayed for reference only and may differ from real-time trade execution.
Inquiries: support@pixelwave.app
Website: https://invest-note.pixelwave.app