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KeepRule

KeepRule

AI-powered investment discipline platform that tracks principles from 26 legendary investors including Buffett, Munger, and Dalio. Features scenario analysis, psychological tests, and personalized investment coaching.

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What is KeepRule?

KeepRule is an AI-powered investment discipline platform designed to help investors internalize and apply proven investment principles from 28 legendary investors, including Warren Buffett, Charlie Munger, and Ray Dalio. The platform combines behavioral finance insights with personalise coaching to help users overcome emotional decision-making and maintain consistent investment discipline. Rather than offering stock picks or market predictions, KeepRule focuses on teaching and reinforcing time-tested investment philosophies, making it ideal for both novice investors seeking a foundation and experienced investors looking to strengthen their decision-making framework. The tool uses AI to analyse your investment approach against established principles, identify potential blind spots, and provide scenario-based guidance to test your conviction during market volatility.

Key Features

Investment Principle Library

Access pick investment philosophies and rules from 28 legendary investors including Buffett, Munger, and Dalio

Scenario Analysis Tools

Test your investment decisions against hypothetical market conditions to strengthen conviction and identify emotional vulnerabilities

Psychological Assessment

Take behavioral tests designed to reveal psychological biases and tendencies that may impact investment decisions

Personalized Investment Coaching

Receive AI-powered guidance tailored to your investment style, goals, and behavioral patterns

Principle Tracking

Monitor your adherence to chosen investment principles over time and receive feedback on discipline

Decision Framework

Build and maintain a personalise investment decision-making framework based on proven methodologies

Pros & Cons

Advantages

  • Focuses on timeless investment principles rather than short-term market predictions, promoting long-term thinking
  • Combines investment education with behavioral psychology to address the emotional aspects of investing that many investors struggle with
  • Freemium model allows users to explore the platform and access core features without financial commitment
  • Consolidates wisdom from multiple legendary investors, providing diverse perspectives rather than a single methodology
  • AI-powered personalization adapts coaching and feedback to individual investor psychology and goals

Limitations

  • Effectiveness depends heavily on user commitment to following principles, the platform guides but cannot force discipline
  • May feel abstract or philosophical for investors seeking concrete stock recommendations or tactical trading strategies
  • Limited information available about the specific AI algorithms used or how personalization works compared to competitors

Use Cases

New investors building a foundational investment philosophy before committing capital to the market

Experienced investors reviewing and refining their decision-making process during market volatility or after poor decisions

Behavioral finance enthusiasts looking to understand and correct their own cognitive biases and emotional reactions

Long-term wealth builders seeking to internalize proven principles from successful investors like Buffett and Munger

Portfolio managers or financial advisors training clients on investment discipline and emotional resilience

Pricing

FreeFree

Access to investment principle library, basic psychological assessments, limited scenario analysis, and core educational content

PremiumContact for pricing

Full scenario analysis tools, personalized AI coaching, advanced psychological testing, principle tracking dashboard, and priority support

Quick Info

Pricing
Freemium
Platforms
Web
Categories
Data & Analytics, Developer Tools

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