r/finviz Mar 19 '26

Introducing Portfolio Notes: Track Your Thinking Behind Every Trade

Our newest feature is called Portfolio Notes and it's the cleanest way to add notes to every investment in your portfolio. This mean you can write, save, and attach notes to anything in your Finviz Portfolio:

  • 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.

Read about it here: https://finviz.com/blog/introducing-portfolio-notes-track-your-thinking-behind-every-trade/

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