Long-term investing requires patience, discipline, and clear record-keeping. Mantis helps you document every position—entry rationale, thesis evolution, and outcome—so you can review what worked and refine your approach over time. Build a personal knowledge base of your decisions, spot patterns in your conviction levels, and understand why certain holdings succeeded or underperformed. Track your portfolio journey with structured notes, review quarterly or annual performance, and develop deeper insight into your own investing habits.
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Record your original investment thesis, conviction level, and key assumptions for each position. As circumstances change, update your notes and track how your reasoning evolved—critical for long-term investors who need to distinguish between planned holds and real conviction shifts.
Structure your portfolio reviews with built-in prompts. Journal your performance against benchmarks, assess thesis validity, and document lessons learned—turning each review cycle into a deliberate learning process rather than passive observation.
All your trading notes, thesis documents, and performance data stay on your device—never synced to cloud servers. Your investment thinking remains entirely yours, with no external access or data sharing.
Visualize how long your positions typically run and compare realized outcomes across different holding periods. Identify patterns—whether your best returns come from quick rotations or multi-year holds—without relying on backtesting.
See which trade sizes, sectors, or conviction levels correlate with your best and worst outcomes. Long-term investors benefit from understanding their own historical patterns to refine position sizing and conviction thresholds.
Mantis lets you document your initial thesis, update your thesis over time as new information arrives, and add notes whenever your conviction changes. When you close a position—whether after months or years—you can review the full arc of your decision-making and extract lessons. This structured narrative is essential for investors who need to distinguish between thesis evolution and emotional reactions.
Yes. You can record dividend payments, stock splits, or other corporate events as notes on your positions. This helps you maintain an accurate record of your cost basis adjustments and total return calculation over the holding period.
No. Mantis stores all your journal entries and position data locally on your device only. There is no cloud sync, iCloud backup, or external server storage. Your trading journal remains private and under your complete control.
Mantis tracks your realized returns, win rate, and holding period statistics. You can export these figures to compare against your chosen benchmark (S&P 500, sector index, etc.) and review them alongside your journal notes to understand performance drivers.
You can journal on open positions anytime. Add notes about thesis changes, rebalancing decisions, or conviction updates while you hold. This continuous record helps you track how your thesis evolved and why you made key decisions during the holding period.
Important: Mantis is a trading journal and analytics tool. This page is not investment advice, not financial advice, and not a recommendation to buy or sell any security or instrument. Trading involves risk; past performance does not guarantee future results. Consult a qualified professional before making financial decisions.