Document why you invest
Track your investment reasoning with markdown-formatted notes. Understand past decisions and refine your strategy over time.
Interactive Examples
See how rationales work for different entities
PPortfolio Rationale
Portfolio Rationale
Long-Term HODL Strategy
Investment Thesis: Focus on established cryptocurrencies with strong fundamentals and proven track records.
Allocation:
- 60% Bitcoin (digital gold, store of value)
- 30% Ethereum (smart contracts, DeFi backbone)
- 10% Stablecoins (liquidity reserve)
Time Horizon: 5+ years. Holding through market cycles.
WWallet Rationale
Wallet Rationale
DeFi Experimentation Wallet
Max 10% of total portfolio. Testing:
- Yield farming (Aave, Compound)
- DEX liquidity (Uniswap v3)
- Exit if protocol TVL < $100M
CCommit Rationale
Commit Rationale
Bitcoin rally pushed allocation to 72% (target: 60%).
Rebalancing:
- Trim 0.15 BTC (~$10k)
- Increase ETH to restore 30% target
- Keep remainder in stablecoins
Actual rationale components with sample data
These are the same components used in the actual app. Sign up free to use them with your real data.
Why Investment Rationales?
Document Your Strategy
Write down your investment thesis, allocation strategy, and decision-making process.
Track Changes Over Time
Maintain a historical record of why you rebalanced and what led to each decision.
Learn from Decisions
Review past rationales to understand what worked, what didn't, and continuously improve.
Markdown Support
Format your notes with headings, lists, bold text, and more using standard Markdown.
How It Works
Write your rationale
Add a rationale to any portfolio, wallet, or commit explaining your strategy or reasoning.
Use markdown formatting
Structure your notes with headings, lists, and formatting to make them easy to scan.
Update as you learn
Rationales are editable. Update your notes as market conditions change.
Review your history
Look back at commit rationales to see how your portfolio evolved.
Real-World Examples
"My Bitcoin allocation targets 60% because..."
Attach a strategy document to your portfolio explaining your thesis and allocation targets.
"Rebalanced because BTC hit 72% allocation..."
Log every rebalance decision with a commit rationale for future reference.
"This DeFi wallet is capped at 10% of total portfolio."
Document risk limits and strategy rules for individual wallets.
Private & Secure
Your rationales are completely private. They're stored securely, never shared with third parties, and automatically deleted if you remove the parent portfolio or wallet.