Create Ideas and Tags

Create an Idea

A new idea is created once you record your first journal entry about an asset. You may have discovered a company through reading an article or from a friend and want to write down some thoughts. Creating and tracking ideas are valuable to keep a record of your thinking as you learn and grow on your investment journey.

To create a new idea:

1. Enter the “$” in the text entry box 
2. Select the asset from the dropdown. 
3. Click Post.
4. Once you post the journal entry, the new idea will appear in your Ideas list. 

Create a Custom Idea

Custom ideas are created for investment opportunities in real estate, private equity, venture capital, or cryptocurrency. We provide a database of stocks around the world. However, if you’re unable to locate the stock in our database, you can create a custom idea to track it within Journalytic.

To create a custom idea:

1. Enter the “$” in the text entry box at the home journal.
2. Select “+ Create Idea” at the bottom of the dropdown.
3. Click Post.
4. Once you post the journal entry, the custom idea will show up as a new idea on your Ideas list.

We allow the ability to manually update custom idea prices by selecting “Show Prices” from the Full Dashboard view of the custom idea.

Note: Custom ideas are private to your experience and not shared with other Journalytic users.

Create a Tag

Tags can be used for industries, topics, mental models, or any other creative categorization. You can change the color of your tags to help you organize your thinking inside Journalytic. Each tag has a dashboard with a notes section for you to capture any thoughts related to that tag. Some of our favorites are #capitalallocation and #moat.

To create a new tag:

1. Enter the “#” in the text entry box at the home journal.
2. Select “+ Add Tag” to create your new tag.
3. Click Post.
4. Once you post the journal entry, the tag will be created.

Note: Custom tags are private to your experience and not shared with other Journalytic users.