Performance Journaling Setup
A focused working session that installs a durable offline-wallet journal format — entry cadence, fields, and review triggers you will actually keep.
Purpose
Many self-custody investors track prices on screens and never write why a position still belongs in an offline wallet. This session builds a journal you can reopen quarterly — fields, cadence, and triggers tied to your actual sleeves.
Included
- Choice of paper ledger template or private encrypted document structure (you host the file)
- Field definitions: acquisition context, policy link, review date, decision, reservation
- Cadence map (monthly glance, quarterly deep entry, annual policy rewrite)
- One sample filled entry using anonymized practice data, then one draft using your summaries
Not included
Ongoing transcription of your trades, cloud hosting of your journal, or alerts.
Aftercare
You leave with a one-page field guide and a blank template. Optional follow-up: book an Allocation Review Session once the first quarter of entries exists.
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