What is an investment journal?

‘Investment Journal’ A service that shows the previous day's asset changes and daily profit and loss by day at a glance based on the member's holdings and actual transaction history, and helps you record the day's judgment and process.It is.

Use it to organize your daily results and look back on your investment flow.

How to use the investment journal

Investment diary Features exclusive to mobile appsand currently laboratory capabilitiesis provided.

You can activate it through the path below.

[Log in to the Upbit app] > [More] > [Laboratory] > [Activate ‘Investment Journal’]

You must agree to the usage precautions to use this function.

Information on investment journal function

◼︎ My assets : Based on the previous day (yesterday) ending assetsProvides:
*End-of-period assets: Final assets on the last day of the selected viewing period
*Only assets held in the main pocket are counted, sub-pocket assets are not included.

① To check past daily profit and loss, click at the top. ‘Yesterday’s investment log’ Please select the dropdown.
② Click the arrow next to total assets to see details of total assets.

◼︎ AI Summary : We guide you through the causes of changes in your assets, focusing on market conditions, transaction summaries, and market trends.

AI summaries are available every morning.
- “Why did my assets rise?” : Exposed when assets rise compared to the previous day.
- “Why did my assets change?” : It is exposed when assets have fallen compared to the previous day.
- Button not exposed : If there is no change in assets (sideways), the button is not exposed.
AI summaries are provided only as of the date they were created. After one day, you cannot make a new request.
Previously viewed AI summaries can be found in the investment notes.

If you activate investment log notifications, you will be notified when the investment report is created.

◼︎ Asset Issues : Provides the status of changes in assets held as of the previous day.

Only up to three stocks are exposed, with priority given to stocks that had large changes in the previous day or for which an explanation (summary) of issues is possible. Therefore, even if you own a lot of stocks, it may appear that you have less than 3 depending on the situation.
Among the assets we own, we select stocks with high fluctuation rates and inform you of the market conditions and price fluctuation rates.
By clicking on an exposed asset, you can check the reason for the change in that asset.
“What market conditions should we not miss?”You can check the previous day's market briefing through .

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◼︎ Investment details : You can check the investment activity details as of the previous day (from 00:00 to 23:59 the previous day).

Transaction amount: Sum of all purchases and sales as of the previous day (converted into USDT)
Number of transactions: Sum of the number of buys and sells as of the previous day’s conclusion
Number of traded items: Number of unique items traded the previous day
Buy/Sell Amount (USDT converted): Total of all purchases and sells of the previous day (USDT)
Total deposit/withdrawal (won converted): Total deposit/withdrawal from the previous day (based on won)
Transaction history: Top 3 transaction amounts among the previous day's transactions are exposed

◼︎ Investment Note : You can easily create an investment journal by loading actual transaction details.

You can create up to 10 trading logs per day. (How to use investment notes)

You may have questions while using it.

Q. Is investment information on new trading supported items also provided?

For new trading supported items, investment information is not provided.
Even if a transaction is made on the day trading support starts, investment information will not be exposed from the next day. This is because there is no standard price compared to the previous day, making it impossible to calculate market situation information.
Additionally, the fluctuation rate compared to the previous day is displayed as 0.00%.

Q. Is the report provided even if the trading of the investment item has ended?

It will no longer be displayed in reports from the time transaction support ends.
When you select a stock from a past report, a message saying ‘Trading support for this stock has ended’ will be displayed.

Q. How are rebranded assets displayed?

If the symbol has changed, market conditions are provided based on the latest symbol.
Past reports also display the latest symbol names, and some text may contain older symbol names.

Q. What is the USDT conversion standard?

USDT market transactions are calculated in USDT without separate conversion.
Transactions in other markets such as BTC/USDT are converted to USDT according to the USDT conversion standard.

Q. Is there a difference of 1 won between the total assets held and the actual assets held?

There may be a difference of one penny between your total holdings shown on the screen and your actual holdings.
Transaction details and balances are recorded to 20 decimal places, and differences may occur due to rounding during the display process.
(What are the decimal point exposure standards for the USDT (USDT) shown on the transaction history screen?)

Q. Why are only 2 (or less than 3) stocks displayed in the holdings issue?

Among the stocks held, those with large changes from the previous day or for which issues can be summarized are given priority, and up to three are exposed.
If there are less than 3 stocks that meet the above criteria, the number of stocks displayed may be less than 3.

Q. Are sub-pocket assets included in the total assets held in the investment diary?

No. Only assets held in the main pocket are counted in the total assets held in the investment diary.

Q. Can I use it even if I don’t own any assets?

Since there are no assets held, investment profit and loss and asset holding issues are not provided.
However, you can check major market conditions.

Q. When can I receive the report?

Available every day at 8am. Some adjustments may be made depending on internal system conditions.

Q. Can I check the asset report for a date earlier than the previous day?

The report will be available from February 1, 2026. However, if you first held the asset after February 1, 2026, the report will be provided from the start date of asset holding.

Q. Where can I set up investment diary notifications?

You can set it in the Upbit mobile app [More > Notification Settings].