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.
- Free plan available
- No credit card
What is KeepRule?
Key features
Investment principle library
access to documented principles from 26 legendary investors across different schools of investing
Scenario analysis
test how your portfolio or investment decisions would perform under different market conditions
Psychological assessments
identify your behavioural patterns and emotional triggers that might affect investment decisions
Personalised coaching
AI-driven guidance tailored to your investment style and goals
Principle tracking
monitor how well your actual investments align with your stated investment discipline
Pros & cons
Advantages
- Gives you a structured framework based on proven investor philosophies rather than relying on gut instinct
- Addresses the psychological side of investing, which is often where individual investors struggle most
- Free tier lets you explore the core features without paying upfront
- Brings together multiple investment philosophies in one place, so you can compare approaches
Limitations
- Effectiveness depends heavily on your willingness to follow the principles you choose; the tool can guide but not enforce discipline
- May oversimplify complex investment philosophies into actionable rules
- Limited information available about how the AI coaching compares to working with a human financial adviser
Use cases
Building a personal investment framework that combines lessons from multiple successful investors
Testing investment ideas against your chosen principles before committing capital
Recognising emotional patterns that typically derail your investment decisions
Learning about different investment philosophies and determining which aligns with your values and risk tolerance
Maintaining consistency with your investment approach during volatile market periods
Ready to try KeepRule?
Pricing
Free
Free
Access to core principle library, basic scenario analysis, limited psychological assessments
Premium
Price not specified
Full psychological testing suite, advanced scenario analysis, personalised AI coaching, principle tracking
Get started with KeepRule
Click through to KeepRule and start using it now.
- Free plan available
- No credit card