Fundamental: Investing Journal

SANBUSAE

About this app

Revisit the reason you wrote when you bought.

Most investing apps put returns and a ticking price on the first screen. The number lifts you when it rises and rattles you when it falls, and pushes you into impulse trades.

Fundamental puts the reason you bought in that place. The principles you set at purchase sit on the first screen, so when you're anxious what you see is "is my reason for buying still true?"

■ How you use it
· Set buy principles: write, in your own words, why you'll keep holding.
· A calm home: just your own standards, quietly kept.
· Check: when anxious, weigh your principles one by one.
· Reappraise: when a principle is shaken, look back at the calmer past you, then decide for yourself to hold, revise, or sell, and record it. Selling stays your call.
· Questions to sit with: keep the questions worth returning to, about the world and about companies.
· Journal and retrospect: your decisions and their reasons build up, reflecting what kind of investor you are.

■ What we keep to
· All this app takes is the name, your principles, and the decisions you make.
· Your records stay on this device, yours without an account.
· Fundamental is a mirror. The judgment is always yours.

Your principles are a seatbelt the calmer past you fastens for the shaken you now.
In rough seas, drop the anchor of your principles.

What’s new

A new tab: Questions to sit with.

Keep the questions that outlast any one holding. Tag them by what they look at, like rates or moats, and filter by tag. You make the tags yourself.

Twenty-two examples come with the app. Picking one brings it to where you write, so you can make it your own first.

Tap a question to write something down; what you wrote keeps its time. Journal and Retrospect now share one place: Records.