Case study
Robo-Advisor Ledger
A daily research journal for stock ideas that grades itself — and never trades.
A research and journaling tool, not investment advice. Real positions aren't shown here.
A disciplined research loop: propose a few ideas each day with stops and targets, grade every open idea against the S&P 500, and let the ledger surface lessons once there's enough evidence.
The problem
Stock ideas are easy to have and hard to evaluate honestly. Without a written record, hindsight rewrites every call.
The approach
- Every idea is logged with tags, entry, stop, target and an S&P 500 baseline, and graded automatically each day.
- A “chasing risk” check flags ideas bought after a large run-up using 52-week range, momentum and beta.
- A learning loop buckets outcomes by style, confidence and decision; lessons only unlock after enough closed ideas per bucket, and rule changes need explicit confirmation.
- A phone view where decisions are recorded with taps, not typing, then merged back into the ledger.
The outcome
- Running as a manual daily ritual with an equity curve vs. the S&P 500 and exposure stats.
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