Bring discipline to a personal portfolio

Who it's for: Self-directed investors.

The problem: Decisions get made without written limits or dated research.

Workflow

1. Set an emergency reserve and max position size
2. Import holdings CSV
3. Write a research memo with dated sources
4. Paper-trade sized orders before acting in your own account

Prerequisites & costs

• A portfolio or investable cash
• $0. We never hold or move money.

Watch out

Paper results ignore slippage and emotion; no profit is guaranteed.

No income or result is promised. Outcomes depend on your offer, buyers and execution, and are recorded only when they actually happen.