Today, we’re launching a new upgrade to all Finviz Portfolios that improves note-taking, organization, and investment tracking. Please welcome our newest feature: Portfolio Notes.
Portfolio Notes is the cleanest way to add notes to every investment in your portfolio allowing you to attach custom notes directly to:
- Any stock or ETF in your portfolio
- Every individual transaction
Portfolio Notes gives you the power to write your thesis, ideas, and trade logic alongside your capital. No spreadsheets. No separate journal. No switching tabs. It's all included now in your Finviz plan.
To get started, open your Portfolio, add a position, and then add your first note:
Why Every Investor Should Take Notes
Most traders and investors don’t fail because of bad ideas. They fail because they forget why they acted and what they learned along the way. Over time, the original reasoning behind a trade often fades, replaced by emotion, noise, and hindsight.
Writing your decisions as clear, easy-to-read notes preserves the logic behind every position and allows you to reflect on what worked, what didn’t, and how your thinking evolves.
Our new Portfolio Notes tool does the following:
- Preserve your thesis
Document why you entered a 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 moves. - Structure position management
Write down buy levels, trim plans, stop logic, or long-term targets to stay disciplined. - Build 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 ideas is the clearest way to see them in new light, to battle test them, and validate them.
At Finviz, we remain focused on bringing clarity to markets.
We look forward to seeing how you use Portfolio Notes!
Finviz Team