Notes
A three-pane notebook: filters on the left, the note list in the middle, and the note itself, always open, always editable. No Edit/Save buttons; changes autosave as you type.
- New notes: the "+ New Note" button in the header opens a blank note straight away.
- Panes: three icon buttons in the header, each a small map of the page with the pane it hides or shows shaded: the filters sidebar, the note list, and the reading pane. With the reading pane off the list takes the full width, and opening a note swaps to the full-width note with a back chip naming the list you came from ("← Pinned", "← work"). The reading pane starts off on a laptop-sized display and on in front of a large monitor; Journal makes the same call. Each choice is remembered on your Mac, and the dividers between panes drag to resize.
- Finding a note: global search (Cmd/Ctrl+K) searches note titles and bodies along with everything else; the Notes page itself has no separate search box.
- Formatting: select text for a small toolbar (bold, italic, headings, quote, lists, link, and T for normal text), or type
/on an empty line for the block menu. Markdown shortcuts work as you type (#for a heading,-for a list), and text pasted from a markdown file keeps its headings, lists, code blocks and emphasis. - Images: paste an image or screenshot straight into the note body; it is stored inside the note (scaled down to keep notes light) and syncs with it.
- Your notes are files. Every note is also kept as a plain Markdown file in the Anjadhe folder of your home directory (
~/Anjadhe/Notes/, images beside it inassets/), and every journal entry in~/Anjadhe/Journal/. Open them in Finder or any editor, including Obsidian: edits you make to the files show up in nenva, and edits here are written back. A file you rename keeps its name. The switch and an Open Folder button are in Settings → Storage & Backup → Notes and Journal as Files (on by default, per Mac). - Wiki links: type
[[inside a note to link another note by title (or create one on the spot). A note lists what points at it under "Linked from", and notes sharing a tag appear as Related notes. - Tags: click a tag pill on a note to see every note with that tag; the "Find a tag…" box in the sidebar narrows the tag list as you type.
- Templates: a note can be Blank, a Book (chapters behind the "Chapters" toggle), or a Prompt (a reusable instruction the assistant can run on a schedule; settings behind the "Settings" toggle).
- AI Assistant notes: notes the assistant writes are typed "AI Assistant" with a sparkle chip; the sidebar has a filter for them.
- Define: select a word in any note to look it up in place.
Journal
Dated reflection: one or more entries per day, each with an optional mood. Read as a list or flip through the diary view. The assistant can read the journal on request ("how was my week?") and write entries ("journal this: …"). A gentle home-page nudge appears if you haven't written today.
Documents and the writing voice setting are covered in How nenva works.
Bookmarks
Bookmarks is its own app (in the sidebar, and Cmd+K finds it by name): save links with a title and tags, browse as grid or list. Clicking a bookmark opens the page in your own web browser; the i button on a card opens its details instead. The assistant can save bookmarks and pull them into research.
Wellness
One place to log health data: blood pressure and pulse, resting heart rate, weight, blood glucose, SpO2, temperature, meals, water, activities with heart-rate data, steps, sleep, mood/energy/stress, medications, and symptoms. The + Log button opens a grouped menu; every entry lands in a per-day timeline. Blood pressure and glucose entries show how long after the last meal and activity they were taken (log the meal first, then the reading). Trend charts cover BP (with 120/80 reference lines), pulse, weight, glucose, sleep, water, mood, and steps over 2 weeks to all time. Units (lb/kg, mg/dL/mmol/L, F/C, oz/ml) switch from the Units button. The assistant can log entries ("log my bp 122 over 79"), list them, and summarize trends via the wellness tools.
Wellness is a personal log, not a medical device; talk to your doctor about anything concerning.
Portfolio
Track investment accounts (brokerage, 401k, IRA, HSA…), holdings, properties, and liabilities (mortgages, loans, credit lines). Prices refresh from Yahoo Finance; cost basis uses the average-cost method; a value-history chart shows the trend. The Show/Hide button in the header blanks all dollar values; Snapshot saves today's total to the history. Stored locally like everything else.
- Accounts: the left nav lists All Accounts plus each account with its value. Click one and the whole page scopes to it: its total, chart, holdings, and transactions, with Cash, Edit, and Delete in the header.
- Holdings and transactions: two tabs, at every scope. Holdings is one simple row per position; Transactions lists every buy and sell, with the account named on each row when you are looking at all accounts.
- Properties and liabilities: the left nav lists your real estate and your debts under Accounts, each with its value or balance, with + Add property and + Add liability rows. A liability is a mortgage, home equity line, auto, student or personal loan, credit card, or anything else you owe: balance, lender, rate, monthly payment, and optionally the property it is secured by. Both also appear as sections on the All Accounts view; the property page shows its mortgage and the equity left. The summary at the top is one number over a composition bar and legend that read as the equation behind it (investments + cash + real estate − debt); once any debt is on the books that number is labeled net worth. Liabilities sync between your Macs and count in the assistant's portfolio answers.
- Watchlist: follow tickers you don't own. + Add ticker in the Watchlist section (All Accounts view) searches by symbol or company name; each row shows the live price and day move and opens the same detail page a holding gets. On any stock's detail page, Watch in the header adds or removes it. The watchlist syncs between your Macs.
- Tickers: the Tickers section in the left nav lists every symbol you hold or follow on one table: shares, average cost, price, value, weight, P&L, today's move and which accounts hold it. Click a column to sort, type to filter by ticker or company name, and narrow to held or watched tickers, stocks or options, or one account. A row opens the same detail page.
- Ticker detail: every stock's page shows the company profile, a real market price-history chart (1M to Max ranges from Yahoo Finance, not just prices since you added the position), and Open in pills that jump to the ticker on research sites (Yahoo Finance, TradingView, Finviz…) in your browser. Holdings also get your own value history and per-account position tables.
- Options: long calls and puts are tracked next to stocks. In the transaction editor, switch from Stock to Option and fill in the underlying, call or put, strike, and expiration; quantity means contracts and price means premium, and the 100x multiplier is applied for you. Positions read as "AAPL $250 Call 12/18/26" with an expiry note that turns amber near expiry and red once expired. Short and written options are not supported.
- Business profile: every stock's page carries a profile written once a day by your AI model: what the company is, what it sells and how, who its customers are, how sound the business looks (growth, margins, cash against debt), where AI fits, whether the stock looks expensive, fair, or cheap on its multiples, the near-term and long-term risks and value, the recent headlines, and a bottom line. The profile ends in a row of verdict tiles shown above the text (valuation, how sound the business is, where AI fits, near- and long-term risk and value, the tone of the news), each one word the model chose to sum up its own profile, never a number the app computed; click a tile to jump to that part of the text. Funds get the fund version (what it holds, the expense ratio, who it is for). Every number in it comes from that day's Yahoo Finance fact sheet, never from the model's memory. Profiles for your holdings and watchlist are written quietly one at a time when you open Portfolio or the home page (not on a metered cloud model, where each is written when you open its page), and a profile is written at most once per day. If your model runs elsewhere and Portfolio data is switched off under Cloud Privacy, the page offers a button instead of writing on its own. The assistant reads the same profile when you ask what a company does, whether it is expensive, or what its risks are. Tell it when the profile is wrong or missing something ("their biggest customer is X", "I hold this for income, judge it that way"): with your approval it saves the correction as a note on the ticker and rewrites today's profile around it, and every later day's profile is written with your notes in hand. Notes on a ticker show up whenever the assistant reads it; ask it to delete one to retire it.
- Today's brief: the All Accounts page opens with a brief written once a day by your AI model on the market and your whole portfolio: what kind of day the market had (S&P 500, Nasdaq, Dow, Russell, VIX, the 10-year yield, gold, oil, bitcoin), what your portfolio did against it, which positions moved and what they did to the total, how the book sits against your plan, the dated headlines, what is worth watching, and a bottom line. Every number comes from the app's own figures and that day's quotes, never from the model's memory, and it describes rather than tells you what to trade. Rewrite now writes a fresh one on demand (after the close, after a trade); otherwise it refreshes once a day, written quietly when you open Portfolio or the home page (on a metered cloud model, when you open All Accounts). If your model runs elsewhere and Portfolio data is switched off under Cloud Privacy, the page offers a button instead of writing on its own. The assistant reads the same brief when you ask how the market or your portfolio did today, and Ask about this brief… under it opens a chat with the brief as the subject (the ticker page's profile has the same Ask about this profile… door).
- News on your holdings: a ticker's page lists recent headlines about that company, and the account pages and All Accounts collect headlines across the holdings (largest positions first; index funds are left out so companies are not crowded out). A headline opens the News reader with a summary written on your Mac, and its back button returns to Portfolio. Needs web access on; the assistant reads the same headlines when you ask about a stock or when the Market Review runs.
- Prices: quotes include pre-market and post-market moves when the market is closed. For shares you bought today, day change is measured from your purchase price rather than yesterday's close.
- Sharing (experimental): share one account read-only with another nenva user. Turn on Sharing under Settings → Developer → Experimental features, pair with the other person by invite code under Settings → Accounts → Contacts, then use Share on the account. Their Mac shows it under Shared with you, left out of their totals; Revoke removes it. Everything travels end to end encrypted between the two Macs through nenva's relay, which sees only ciphertext and keeps no record of who shares with whom. For now both Macs have to be open and online for a share or an update to arrive, and a shared copy that hears nothing for 30 days removes itself.
Strategy
A strategy is the plan behind the holdings: what the money is for, when you need it, how big a drop you can sit through, a target mix, and the limits you want to hold yourself to. Plan in the accounts nav opens it. The quiet strategy line above your holdings goes to the same place, and at account scope it says whether that account has its own plan or follows the overall one.
The Plan page is for reading, not filling in. It shows the plan in your own words, a target mix table (each sleeve with its tickers, target against actual, a bar marking the tolerance band, and what to trim or add in dollars to get back to target), a list of your guardrails with a pass or fail beside each, and a one-line verdict: On plan, Drifting, or Off plan. Every number there is computed by the app, using the same arithmetic the assistant and the home widget use, so the page and the chat can never disagree. Anything that changes the plan is a button that hands the question to the assistant, and Ask about this strategy opens a chat with that plan already in context. Review it every weekday morning schedules a routine whose latest read appears beside the plan.
Click a plan's name to open the plan's own page: everything above plus the accounts actually following it (each a link to that account) and the plan's change history. The questions offered there fit the plan's state: a draft offers to be finished, a drifting plan offers the way back to target.
You do not fill in a form. Ask the assistant to build one and it interviews you, one question at a time, explaining why each part matters, because most people have never been asked these questions. It proposes a target mix based on your answers and what you already hold, you correct it, and it saves the plan. An interrupted conversation leaves a draft you can pick up later.
Once saved, the plan is measured against your real holdings: on the Plan page, whenever you ask the assistant, and in the home widget. Adding a transaction that puts you off plan says so at the time, and the daily Market Review (below) names any drift after the close.
Accounts follow the overall strategy unless you tell the assistant to give one its own. That helps when, say, a Roth should be judged differently from a taxable account.
Scheduled review
A Market Review routine reviews the portfolio each weekday and posts to the Home feed shortly after the US market closes, at the matching time in your own timezone (4:30 PM Eastern is 1:30 PM in California). It covers the day's result, your best and worst positions, cash, whether you are still on plan, and any headlines that touch your holdings. It runs on your own model with read-only tools, skips weekends, and stays quiet when there is nothing to say. Edit the time or turn it off in the Routines app.