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 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 personalized 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 organized 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