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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?

KeepRule is an AI-powered platform designed to help investors develop and maintain disciplined investment practices. It works by tracking and teaching investment principles from 26 legendary investors, including Warren Buffett, Charlie Munger, and Ray Dalio. The tool combines principle tracking with scenario analysis tools and psychological assessments to help you understand your own investment behaviour and biases. It then offers personalise coaching to help you apply these principles consistently. KeepRule is useful for individual investors who want to build better habits and decision-making processes, rather than chase short-term market movements. The platform operates on a freemium model, making it accessible to investors starting out as well as those with more experience.

Key features

Investment principle library

Access documented principles from 26 legendary investors, searchable and organise for reference

Scenario analysis tools

Test your investment decisions against hypothetical market conditions and historical scenarios

Psychological assessments

Evaluate your own investment biases and behavioural tendencies through structured tests

Personalized coaching

Receive AI-generated guidance tailored to your specific investment style and weak points

Principle tracking

Monitor how consistently you're applying chosen investment principles to your actual portfolio decisions

Progress monitoring

Track improvements in your investment discipline over time with metrics and feedback

Pros & cons

Advantages

  • Access to proven principles from successful investors without needing to read dozens of books or annual letters
  • Addresses the psychological side of investing, which often matters more than technical knowledge
  • Freemium pricing means you can explore the tool before committing financially
  • Scenario analysis helps you stress-test decisions before making them with real money

Limitations

  • Effectiveness depends on your willingness to follow through on principles and coaching advice; the tool cannot force discipline
  • May be overwhelming if you're brand new to investing and haven't yet developed your own investment philosophy
  • Relies on historical principles from specific investors; past success doesn't guarantee future results in different market conditions

Use cases

Reducing emotional decision-making by anchoring to established investment principles before market volatility strikes

Comparing your natural investment style against different investor philosophies to find better approaches

Building a personal investment framework when you're unsure whether your approach is sound

Training yourself to recognise and counteract your own psychological biases in real time

Structured learning for investors who want to adopt specific investors' methodologies in a practical way

Ready to try KeepRule?

Pricing

Free

Free

Access to core principle library, basic scenario analysis, limited psychological tests, and introductory coaching

Premium

Subscription pricing not publicly specified

Full access to all scenario analysis tools, comprehensive psychological assessments, advanced personalized coaching, and principle tracking across full portfolio

Get started with KeepRule

Click through to KeepRule and start using it now.

  • Free plan available
  • No credit card