Track your investment psychology, decisions, and performance
How are you feeling about the market today?
Fearful
Anxious
Neutral
Confident
Excited
Selected mood: None
Upload charts, headshots, or other visual elements to track your day:
Drag & drop images here or click to browse
Use these prompts to deepen your understanding of your investment psychology and decision-making patterns.
What evidence contradicts my current market thesis? How might I be wrong?
What would make me change my position on my largest investment?
How might my current emotional state be affecting my analysis and decisions?
What past experiences might be coloring my current decision-making process?
Am I giving too much weight to recent information? What longer-term factors am I potentially overlooking?
What opportunities am I missing by focusing on my current investments?
Looking at the past week, what patterns do I notice in my decision-making process?
What is one aspect of my investment psychology that I want to improve next week?
Use this checklist before making investment decisions to improve your process:
Have you researched both supporting and contradicting evidence?
What would someone who disagrees with you point out?
At what point would you exit this position (both profit and loss)?
Is this position sized appropriately for your portfolio?
Are you making this decision based on FOMO, greed, or fear?
Does this fit with your overall investment approach?
Evaluate potential risks and rewards for your investment decisions:
| Low Impact | Medium Impact | High Impact | |
|---|---|---|---|
| Low Probability | Low Risk | Low Risk | Medium Risk |
| Medium Probability | Low Risk | Medium Risk | High Risk |
| High Probability | Medium Risk | High Risk | High Risk |
Selected risk assessment: None
After making an investment decision, use this framework to analyze the outcome:
Identify which common cognitive biases might be affecting your investment decisions:
The tendency to search for or interpret information in a way that confirms one's preexisting beliefs.
Debiasing Technique: Actively seek out contradictory information and arguments that challenge your position.
The tendency to overweight recent events or observations compared to less recent ones.
Debiasing Technique: Look at longer timeframes and historical patterns to gain perspective on current events.
The tendency to prefer avoiding losses over acquiring equivalent gains.
Debiasing Technique: Pre-define exit points for both gains and losses before entering a position.
Having excessive confidence in one's own answers, predictions or abilities.
Debiasing Technique: Consider multiple scenarios and assign probability ranges rather than fixed predictions.
The tendency to rely too heavily on the first piece of information encountered.
Debiasing Technique: Approach analysis from multiple starting points and consider various reference values.
The tendency to follow and copy what others are doing.
Debiasing Technique: Document your own analysis before seeking opinions from others or checking market consensus.
Create specific actions to counteract your identified biases:
Track your investment positions and performance over time:
| Asset | Type | Entry Date | Entry Price | Current Price | Quantity | P/L | Status | Actions |
|---|---|---|---|---|---|---|---|---|
| AAPL | Stock | 2023-05-10 | $150.25 | $175.50 | 10 | +16.8% | Open | |
| TSLA | Stock | 2023-04-15 | $220.00 | $198.75 | 5 | -9.7% | Open | |
| BTC | Crypto | 2023-01-20 | $22,500.00 | $28,350.00 | 0.25 | +26.0% | Open | |
| NFLX | Stock | 2022-12-05 | $280.75 | $342.50 | 8 | +22.0% | Closed |
Winning Trades
18 out of 25
Losing Trades
7 out of 25
Profit/Loss Ratio
Average win/loss
Identify patterns in your successful and unsuccessful trades:
Upload scans or photos of your physical workbook to digitize your handwritten notes:
Make sure your photo is well-lit and the handwriting is clearly visible for best OCR results.
Upload scans or photos of your physical workbook pages
Link your physical workbook to your digital account:
INVPSY-28475-92XC
Use this ID to connect your physical workbook with your digital account.
| Date | Page Type | Status | Actions |
|---|---|---|---|
| 2023-05-15 | Daily Journal | Synced | |
| 2023-05-14 | Reflection Prompts | Synced | |
| 2023-05-12 | Decision Making Framework | Partial |