Rationales

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

1

Write your rationale

Add a rationale to any portfolio, wallet, or commit explaining your strategy or reasoning.

2

Use markdown formatting

Structure your notes with headings, lists, and formatting to make them easy to scan.

3

Update as you learn

Rationales are editable. Update your notes as market conditions change.

4

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.

Start documenting your investment journey

Track your reasoning, learn from decisions, and become a better investor.