Finance LiberationLog
Wellnote is a small tool to help you clear up your financial status. Whether it is a review of stock transactions, or the maturity management and yield comparison of bank wealth management products, it can help you manage every penny more methodically.
Core Features
A comprehensive set of tools to optimize your decision-making process.
Stock Trading Review
Record and reflect on every stock transaction. Analyze buying logic and selling timing, and constantly hone your investment intuition during the review.
Bank Wealth Management
Centralized management of wealth management products distributed in different banks. Record value dates and maturity dates, with automated reminders to ensure seamless transitions for existing funds.
ARR Comparison
Horizontal comparison of annualized rates of return (ARR) across products. Quantify hidden costs to help you identify the most worthwhile wealth management tools at a glance.
Start Intelligent Finance in Just Three Steps
Configure Asset Profile
Enter your current positions and benchmark prices to establish an initial asset snapshot.
Daily Records and Adjustments
Record every buy and sell, while documenting the decision logic at the time.
Review and Continuous Evolution
Reflect on operations through the P&L calendar. Continuously refine your FIRE path.