What is an investment note?

'Investment Note' is a service that allows you to easily record your trading diary. You can load and write transaction details without having to enter them directly, and you can look back on your own investment patterns by recording your judgment and market conditions at the time. Reduce investment mistakes by recording and use them to make better decisions. (Learn about the investment journal function)

Use investment notes

Investment note Functions provided within the investment journalIt can be used only after activating the investment diary in the laboratory.

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

To use this function, you must agree to the collection and use of personal information.

Information on investment note function

◼︎ Write an investment note

Up to 10 investment notes can be created per date.
You can enter up to 500 characters per note.
Up to 5 transaction details can be added.
You can also write additional dates in the past.
(※ Investment note service will be available starting February 1, 2026.)

◼︎ View investment notes

If you select the icon at the top right of the investment log screen, you can check the information below.
- Daily profit and loss of holdings
- Previous day's transaction amount
- Asset market status
- Investment note written
If you only want to check the investment notes, click on the ‘View notes I left’ Please activate the toggle.

◼︎ Edit and delete investment notes
- Select the menu icon (∙∙∙) to the right of the note you want to edit or delete.
- When you press the menu icon, edit and delete text buttons are exposed and you can edit or delete.
- If you select Edit, the existing content will be loaded into the input window. Change the content and save it to complete the edit.
- When you press the delete button, the investment note is deleted immediately, and deleted data cannot be recovered. If it contains important content, be sure to check the content before deleting it.

◼︎ Disable investment journal

Even if you disable the investment diary function in the lab, the existing investment notes and AI summary data of your holdings will be maintained.

You may have questions while using it.

Q. Can I use an investment note if I don’t have any assets?

Investment notes can only be used if you have assets. You cannot use it if you do not have any assets.

Q. Can I keep an investment log for past transactions?

You can leave it. On the leave a note screen, select the date you want to add the journal and leave an investment journal.