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DAILY INVESTMENT DIARY · SAVED ON THIS DEVICE
Daily Investment Tracker
Crypto, stocks, funds and gold — your activity, daily reviews and contribution goals in one place.
Manual USD records. Entries stay separate from your holdings, imported transactions and portfolio timeline. No trades execute and no live prices are requested.
Choose a portfolio, then record your first activity. Use Settings for backup and restore.
Your daily check-in
Activity on this day
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Record an activity
New entry
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End-of-day review
Enter the total USD value of the investments and investment cash in this portfolio after the day’s activity. This is your manual observation, not a live quote or calculated return.
New daily review
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One review per portfolio per date. Open an existing review to edit it. Missing days remain blank.
Investment calendar
Select a day to review its entries. Counts and review markers reflect the portfolio selected above.
Calendar activity hidden
Activity history
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Investment activity reports
Reports use the portfolio scope above and include every matching entry, daily review and contribution goal. History search filters do not limit these reports.
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Report files are generated on this device. Use Settings → Backup & restore for a restorable JSON backup.
Monthly contribution goal
New monthly goal
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One goal per portfolio per month. Progress counts gross deposits, including deposits already recorded for that month. Withdrawals are shown separately; purchases, sales and income do not increase contribution progress.
Goal progress
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Your investment charts
Manual USD records, with no live price requests. Select one portfolio to avoid combining valuations recorded on different days.
Tap a mark or use the data table for exact values.
View chart data
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Exports use this chart’s selected portfolio and period. PDF and Excel include a chart and complete data; CSV contains the data. The Reports tab retains full activity reports.
How to use this tracker
For gold, choose a consistent unit such as grams or troy ounces and enter the USD price for that unit. For stocks and funds, use shares or units. Record each fee once. Internal transfers between investments in the same portfolio are not new contributions.
The diary is not an automatic balance ledger: it does not check available cash or owned quantities, calculate realized gains, fetch prices or update existing holdings. Keep daily reviews consistent in what they include. Tracker records stay until you delete them; the separate portfolio timeline’s 12-month limit does not delete your diary.
Open complete user guideHELPFUL ANSWERS
Frequently asked questions
Answers for Daily Investment Tracker.
What does Daily Investment Tracker do?
Track crypto, stocks, funds and gold with a daily diary, calendar, contribution goals and reports.
Which assumptions should I check?
Record actual deposits, withdrawals, purchases, sales, income and fees manually in USD. This diary never updates holdings or imported transactions and does not calculate asset balances or tax gains. Purchases and sales are internal activity, not external contributions. Enter each fee once: trade fees are already counted. Daily reviews record your manually supplied total portfolio value including investment cash, after that day’s activity. Missing dates are not filled. Goals measure gross deposits for a selected month; withdrawals are shown separately. No market or exchange API is used by this tracker.
How do I get help with an input?
Use Help & guide for instructions for this page. Hover over a question mark, focus it with your keyboard, or tap it on mobile for field help. Press Escape or tap outside to dismiss a tooltip.
Where are my records saved?
Saved financial records stay in this browser on this device. Use Settings to download a full JSON backup. Clearing browser site data can delete local records.
Can I try the website without entering real information?
Use Load sample data to open a fictional sample portfolio. Review / clear samples shows the affected records before clearing them. Real records remain separate; cleared samples are recoverable for 30 days.
What is the difference between a report and a backup?
PDF, Excel and CSV reports contain the selected results or records. A full JSON backup preserves the workspace, settings and supported record types for restoration. Confirm a downloaded file was actually saved.
Will my old website data appear here?
On the same browser profile and exact origin, legacy local-storage data migrates when the new database is first created. If this database already exists, import an old version 13 JSON backup through Settings. Original calculation summaries appear on their calculator pages; missing inputs are not invented.