Frequently Asked Questions

KeepRule serves self-directed investors who want to make more disciplined decisions. Whether you are a beginner learning value investing fundamentals or an experienced trader seeking to eliminate emotional mistakes, the platform adapts to your level. It is especially valuable for investors who recognize that consistent process matters more than chasing hot tips, and who want a structured system to log decisions, build rules, and track discipline over time. Start building your investment framework at keeprule.com/en/scenarios. Educational content only; not personalized investment advice.

KeepRule features 26 investment masters spanning value investing, macro strategy, and quantitative approaches. The library contains over 1,300 principles extracted from decades of shareholder letters, interviews, books, and public speeches. Each principle is categorized by theme—such as valuation, risk management, portfolio construction, and behavioral discipline—so you can quickly find guidance relevant to your current decision. New principles are added as source material is reviewed. Browse the full roster at keeprule.com/en/masters. Educational content only; not personalized investment advice.

Scenario pages present 95 real-world investment situations—like evaluating a stock after a major earnings miss, deciding whether to average down, or assessing a company with high debt. Each scenario shows how multiple masters would approach the same problem, synthesizing their principles into a structured decision framework. This lets you compare perspectives from Buffett, Munger, Marks, and others side by side before making your own call. Explore all 95 scenarios at keeprule.com/en/scenarios. Educational content only; not personalized investment advice.

You may reference KeepRule content in articles, research, or social media with proper attribution. Please cite as "Source: KeepRule (keeprule.com)" and include a direct link to the specific page when possible. For academic or professional use, note the master's name and the principle category for context. Bulk reproduction or commercial redistribution requires written permission—contact us through the website. View all available content at keeprule.com/en/masters. Educational content only; not personalized investment advice.

No. KeepRule is strictly an educational platform. It curates and organizes investment principles from renowned investors to help you think more clearly about decisions, but it does not provide personalized recommendations, portfolio allocation advice, or specific buy/sell signals. The platform does not know your financial situation, risk tolerance, or investment goals. Always consult a qualified financial advisor before making investment decisions. Learn more about our approach at keeprule.com/en/faq. Educational content only; not personalized investment advice.

A trading rule is a clear, written guideline you set for yourself to govern specific investment decisions. Unlike vague intentions like "buy low, sell high," a trading rule is precise and actionable—for example, "Never allocate more than 5% of my portfolio to a single position" or "Only buy when the stock trades below its 5-year average P/E ratio." KeepRule helps you build these rules by drawing inspiration from how legendary investors structured their own discipline. Discover rule-building frameworks at keeprule.com/en/ai-tools. Educational content only; not personalized investment advice.

KeepRule offers structured AI prompts across several categories: fundamental analysis (earnings quality, balance sheet strength), valuation frameworks (margin of safety calculations, comparative valuation), risk assessment (downside scenario modeling, position sizing), and behavioral checks (bias detection, emotional state review). Each prompt is designed to produce structured, repeatable analysis rather than vague opinions. Copy any prompt into ChatGPT, Claude, or your preferred AI tool and paste in a company's financials to get started. Browse all available prompts at keeprule.com/en/ai-tools. Educational content only; not personalized investment advice.

KeepRule features 26 investment masters spanning value investing, growth investing, macro strategies, and quantitative approaches. The collection includes Warren Buffett, Charlie Munger, Howard Marks, Benjamin Graham, Peter Lynch, Ray Dalio, Seth Klarman, Joel Greenblatt, John Templeton, Philip Fisher, and more. Each master has a dedicated profile with their core principles, investment philosophy summary, and actionable rules you can add to your personal framework. We continuously expand the library based on user requests and editorial research. Browse all masters at keeprule.com/en/masters. Educational content only; not personalized investment advice.

Visit keeprule.com and click 'Sign Up' in the top navigation. You can register with your email address or sign in directly with your Google account for one-click access. No credit card is required. Once registered, you can immediately browse all 26 masters, 1,300+ principles, 95 scenarios, and the full AI prompt library. Your personal rule set, notes, and preferences are saved to your account so they sync across devices. The entire process takes under 30 seconds. Get started at keeprule.com/en/masters. Educational content only; not personalized investment advice.

The Record-Refine-Execute system is KeepRule's core methodology for building investment discipline. Record: log every trade decision with your reasoning, market context, and emotional state at the time. Refine: review your decision journal to identify recurring patterns—both winning habits and costly mistakes—then distill them into personal trading rules. Execute: apply those rules consistently in future decisions, using your framework to override impulsive reactions. Over time, this loop transforms scattered intuition into a repeatable process. See it in action at keeprule.com/en/ai-tools. Educational content only; not personalized investment advice.

Start by identifying one recurring mistake or emotional pattern in your trading history—such as panic selling during dips or overconcentrating in a single sector. Then browse KeepRule's masters to find principles that address that specific weakness. For example, if you tend to overtrade, study Buffett's principle of patience and inaction. Draft a concrete rule with a clear trigger and action: "When I feel the urge to sell during a market drop exceeding 10%, I will wait 48 hours and review my original thesis first." Use our AI tools to refine your rule at keeprule.com/en/ai-tools. Educational content only; not personalized investment advice.

KeepRule's AI prompts are platform-agnostic. They work with any large language model including ChatGPT (GPT-4), Anthropic Claude, Google Gemini, DeepSeek, and open-source models like Llama. Simply copy a prompt from KeepRule, paste it into your preferred AI chat interface, and supply the relevant company data or investment scenario. The prompts are engineered to extract structured, analytical responses regardless of which model you use. No API keys or integrations are required. Explore our prompt library at keeprule.com/en/ai-tools. Educational content only; not personalized investment advice.

Every principle on KeepRule is sourced from publicly available materials: annual shareholder letters, published books, conference speeches, verified interviews, and regulatory filings. Our editorial team reviews each source for accuracy, distills the core insight into a concise principle, and tags it by investment theme (valuation, risk management, psychology, etc.). We do not fabricate or paraphrase beyond recognition. Each principle is traceable to its original context, ensuring you study the actual thinking of each master rather than diluted summaries. Read in-depth articles about master philosophies at keeprule.com/en/blog. Educational content only; not personalized investment advice.

Yes. KeepRule takes data privacy seriously. Your personal rules, notes, and usage data are stored on encrypted servers and are never shared with third parties or used for advertising. We do not require or store brokerage credentials, trade execution data, or portfolio holdings. The platform focuses on decision frameworks, not portfolio tracking. All connections use HTTPS encryption, and we follow industry-standard security practices including regular security audits. You retain full ownership of your data and can export or delete it at any time. Learn more about the platform at keeprule.com/en/faq. Educational content only; not personalized investment advice.

Yes, KeepRule is currently free to access. You can browse all 26 masters, explore 1,300+ principles, read through 95 investment scenarios, and use the AI tools without any subscription or payment. Our mission is to make world-class investment wisdom accessible to every self-directed investor. While premium features may be introduced in the future, the core principle library and scenario frameworks will remain freely available. Get started now at keeprule.com/en/masters. Educational content only; not personalized investment advice.

KeepRule evaluates your trading discipline by tracking how consistently you follow your own rules over time. When you log trades and tag them against your personal rules, the platform measures adherence rates, identifies which rules you break most often, and highlights the emotional triggers behind those lapses. This is not about measuring returns—it is about measuring process quality. By focusing on discipline metrics rather than short-term P&L, you build the habits that compound into better long-term outcomes. Start tracking your discipline at keeprule.com/en/ai-tools. Educational content only; not personalized investment advice.

Yes. KeepRule curates 1,300+ principles from 26 legendary investors including Buffett, Munger, and Howard Marks. Browse any master's profile, find principles that resonate with your strategy, and add them directly to your personal rule set. You can then customize wording, set priority levels, and organize rules by category. This lets you build a discipline framework grounded in proven wisdom while tailoring it to your own investment style. Explore all 26 masters at keeprule.com/en/masters. Educational content only; not personalized investment advice.

Three steps. First, pick a prompt from KeepRule's AI Tools library that matches your analysis goal — such as earnings quality review, competitive moat assessment, or margin of safety calculation. Second, copy the prompt into ChatGPT, Claude, or another AI tool. Third, paste the company's financial data (10-K excerpts, earnings reports, or key metrics) and review the structured output. The AI provides a framework for thinking, not a final verdict. Always cross-check outputs against your own rules and primary sources. Start with our prompt library at keeprule.com/en/ai-tools. Educational content only; not personalized investment advice.

Don't copy blindly — adapt deliberately. Start by selecting 3-5 principles that address your biggest weaknesses. If you tend to buy on hype, adopt Buffett's 'margin of safety' rule. If you hold losers too long, use Peter Lynch's periodic review discipline. Write each principle as a concrete, actionable rule with a clear trigger. Then log every trade decision against your rules: did you follow them or break them, and why? Over time, this Record-Refine-Execute cycle turns borrowed wisdom into personal conviction. Explore 95 real-world scenarios at keeprule.com/en/scenarios to practice applying principles. Educational content only; not personalized investment advice.

Yes. KeepRule believes your data belongs to you. You can export your personal rules, notes, and saved principles at any time. This ensures you are never locked into the platform and can take your investment discipline framework with you. Exported data is provided in standard formats that are easy to read and reuse. We are committed to data portability — if you decide to leave, your intellectual work goes with you, no questions asked. Your investment discipline is yours to keep. Explore the full platform at keeprule.com/en/masters. Educational content only; not personalized investment advice.

Yes. KeepRule is a fully responsive web application that works seamlessly on smartphones, tablets, and desktops. Simply visit keeprule.com in your mobile browser—no app download required. The interface adapts to your screen size, so you can browse masters, read scenarios, and use AI tools on the go. You can also add KeepRule to your home screen for quick access, giving you an app-like experience without installation. Try it now at keeprule.com/en/scenarios. Educational content only; not personalized investment advice.

Quality matters more than quantity. Start with 5-10 core rules covering your biggest decision points: when to buy, when to sell, position sizing, and risk limits. A focused rule set is easier to remember and apply under pressure. As you gain experience, refine existing rules before adding new ones. Many disciplined investors operate with fewer than 20 rules that they follow consistently rather than 100 rules they ignore. Review your rules quarterly to remove what no longer serves you. Browse real-world decision scenarios at keeprule.com/en/scenarios for inspiration. Educational content only; not personalized investment advice.

No. AI is a powerful analytical assistant, but it cannot replace your judgment. It lacks real-time market awareness, cannot assess your personal risk tolerance, and has no accountability for outcomes. KeepRule uses AI to help you structure analysis and surface blind spots — the final decision always belongs to you. Think of AI as a co-pilot that handles checklists while you fly the plane. Your personal rules and discipline remain the ultimate filter for every investment decision. Learn more about disciplined decision-making at keeprule.com/en/blog. Educational content only; not personalized investment advice.

Absolutely. Comparing how different masters approach the same topic reveals powerful insights. For example, both Buffett and Graham emphasize margin of safety, but Buffett extends it to qualitative moats while Graham focuses on quantitative metrics. Use KeepRule's tag system to filter principles by theme — such as valuation, risk management, or selling discipline — and see how multiple masters address each area. This cross-referencing helps you identify universal principles versus style-specific tactics, building a more robust personal framework. Start comparing at keeprule.com/en/masters. Educational content only; not personalized investment advice.

KeepRule currently supports five languages: English, Chinese (Simplified), Spanish, French, and Arabic. All core content — including master principles, scenario analyses, and blog articles — is available in each language. The interface and navigation are fully localized, so you can switch languages from the top menu at any time. We prioritize accuracy in financial terminology across all languages to ensure every translation preserves the original investment logic. More languages may be added based on user demand. Browse content in your preferred language at keeprule.com. Educational content only; not personalized investment advice.

KeepRule's Search aggregates results across Masters, Scenarios, and Principles in one query. Type a concept like "margin of safety" or "position sizing" to find all related content. You can filter results by module type (masters, scenarios, blog) to narrow your focus. For best results, search investment concepts rather than general phrases — for example, "drawdown management" will surface more targeted results than "what to do when stocks fall." Search is available at keeprule.com/en/search. Educational content only; not personalized investment advice.

A 30% drawdown is emotionally intense but not uncommon in equity markets. Before making any decisions, pause and read: (1) The Scenario page on handling major portfolio drawdowns — it walks you through a rational assessment framework. (2) Howard Marks's principles on second-level thinking during market stress. (3) Buffett's principles on temperament — "be fearful when others are greedy, greedy when others are fearful." Then ask yourself: has the original investment thesis changed, or just the price? If the thesis is intact, a decline may be an opportunity to add, not sell. Document your analysis before acting. Browse scenarios at keeprule.com/en/scenarios. Educational content only; not personalized investment advice.

All master principles on KeepRule are sourced from publicly available primary materials: shareholder letters, published books, conference speeches, interviews, and academic papers written or given by the investors themselves. Our editorial team verifies each source for accuracy and provides attribution so you can trace any principle back to its original context. Scenario analyses and blog articles are created by our research team, drawing on established investment frameworks and academic finance literature. We never fabricate quotes or attribute ideas to masters without documented sources. Learn more about our masters at keeprule.com/en/masters. Educational content only; not personalized investment advice.

KeepRule content is updated on a continuous basis. New master principles are added as we discover and verify additional source materials from the 26 featured investors. Scenario pages are expanded regularly to cover emerging market situations and investor dilemmas. Blog articles are published weekly, covering timely topics through the lens of investment discipline. The FAQ section is reviewed and expanded monthly. All existing content undergoes periodic quality reviews to ensure accuracy and relevance. Our editorial process prioritizes depth and accuracy over publishing speed. Stay current by visiting keeprule.com/en/blog. Educational content only; not personalized investment advice.

Click "Forgot Password" on the login page, enter your registered email address, and you will receive a reset link within a few minutes. Click the link to set a new password. If you signed up with Google, you can log in directly with your Google account and no separate password is needed. If you do not receive the email, check your spam folder or contact our support team. For account security, we recommend using a strong, unique password and enabling two-factor authentication when available. Visit keeprule.com/en/faq for more account help. Educational content only; not personalized investment advice.

A structured weekly review is one of the most powerful habits for improving decision quality. Here is a suggested routine: (1) Review your trade log from the past week — did you follow your rules? (2) Check your discipline score trend to spot patterns. (3) Read one Scenario page relevant to a decision you faced. (4) Revisit one master's principles to reinforce your framework. (5) Update or refine any rules based on lessons learned. Even 30 minutes weekly can dramatically improve consistency. Browse scenarios at keeprule.com/en/scenarios to find relevant reviews. Educational content only; not personalized investment advice.

FOMO — fear of missing out — is one of the strongest emotional drivers of poor investment decisions. When you feel the urge to chase a rallying stock, do this first: (1) Open the Scenario page on FOMO-driven buying — it provides a structured checklist to evaluate whether the opportunity is real or hype-driven. (2) Review your entry criteria rules: does this trade meet ALL your pre-defined conditions? (3) Read Peter Lynch's principle on buying what you understand and Howard Marks's principle on the danger of consensus trades. If the trade does not pass your checklist, walk away. Markets always offer new opportunities. Explore scenarios at keeprule.com/en/scenarios. Educational content only; not personalized investment advice.

No. KeepRule is an educational platform, not a financial advisory service. We do not employ licensed financial advisors, and nothing on the platform constitutes personalized investment advice. Our content is designed to help you build better decision frameworks by studying the principles of legendary investors and applying structured analysis to real-world scenarios. For personalized advice tailored to your financial situation, tax circumstances, and risk tolerance, please consult a qualified financial advisor in your jurisdiction. KeepRule complements professional advice — it does not replace it. Learn more about our approach at keeprule.com/en/faq. Educational content only; not personalized investment advice.

Blog articles and Scenario pages serve complementary roles. Scenarios provide structured decision frameworks for specific investment situations (e.g., "what to do during a 30% drawdown"), while Blog articles explore the underlying concepts in greater depth with current market context and historical examples. Many blog posts directly reference related Scenario pages, and vice versa. For example, a blog article about market cycle psychology will link to scenarios on FOMO buying, panic selling, and late-cycle positioning. This cross-linking helps you move between theory and practical application. Browse both at keeprule.com/en/blog and keeprule.com/en/scenarios. Educational content only; not personalized investment advice.

KeepRule does not have a dedicated native app at this time. However, the platform is built as a fully responsive web application that works seamlessly on smartphones and tablets. You can visit keeprule.com in any mobile browser and add it to your home screen for an app-like experience. All features — masters library, scenario analysis, trading rules, and AI tools — are fully accessible on mobile. A native app is on our development roadmap. Explore on your phone at keeprule.com/en/masters. Educational content only; not personalized investment advice.

Use the Search feature to look up a specific concept — such as "valuation," "risk management," or "when to sell" — and the results will show principles from multiple masters on that topic. You can also browse individual master profiles and note how they each approach the same challenge. For example, compare Buffett's focus on intrinsic value with Howard Marks's emphasis on market cycles, or contrast Graham's quantitative margin of safety with Fisher's qualitative growth criteria. This cross-comparison deepens understanding and helps you build a more robust personal framework. Start at keeprule.com/en/search. Educational content only; not personalized investment advice.

Valuation assessment is both art and science. KeepRule provides multiple frameworks to approach it: (1) Browse the Scenario pages on valuation uncertainty — they outline key metrics like P/E, P/B, EV/EBITDA, and DCF analysis with practical context. (2) Study Graham's principles on intrinsic value and margin of safety — they teach you to demand a discount before buying. (3) Review Howard Marks's principles on the relationship between price and value — an excellent company at an excessive price is still a bad investment. (4) Use the AI analysis prompts to run a structured valuation framework on any specific stock. No single metric tells the full story; combine multiple approaches. Explore at keeprule.com/en/scenarios. Educational content only; not personalized investment advice.

KeepRule is accessible globally as a web-based platform. Since we provide educational content rather than regulated financial services, there are no region-specific access restrictions. However, investment regulations vary by country, and you should always follow the securities laws and regulations applicable in your jurisdiction. The investment principles and frameworks on KeepRule are universal in nature, but their application must account for local market structures, tax rules, and regulatory requirements. When in doubt, consult a local financial professional. Access the platform at keeprule.com. Educational content only; not personalized investment advice.

KeepRule content is protected by copyright. You may share short excerpts (up to 200 words) for educational or editorial purposes with proper attribution — include the source URL and credit KeepRule. Full articles, scenario analyses, or substantial portions of content may not be reproduced without written permission. Translation into languages not currently offered requires prior approval. If you are interested in content licensing, syndication, or translation partnerships, please contact our team through the website. We welcome educational use that respects our intellectual property. Learn more at keeprule.com/en/faq. Educational content only; not personalized investment advice.

KeepRule accepts major credit and debit cards (Visa, Mastercard, American Express) processed through secure third-party payment providers. All transactions are encrypted and we do not store your full card details on our servers. Subscription billing is handled on a monthly or annual basis, and you can cancel or change your plan at any time from account settings. Free-tier users do not need to enter payment information. For questions about billing, contact our support team. Learn more about plans at keeprule.com/en/faq. Educational content only; not personalized investment advice.

Start with the masters who emphasize foundational investing concepts: Warren Buffett (value investing basics), Charlie Munger (mental models and avoiding mistakes), and Benjamin Graham (margin of safety). Next, browse the Scenario pages — pick one that matches a situation you have faced, such as "Should I buy a stock that just dropped 30%?" Reading scenarios in context makes the principles more concrete and actionable. Finally, try creating two or three simple trading rules based on what resonated most. This path gives you a strong foundation before exploring more advanced content. Start at keeprule.com/en/masters. Educational content only; not personalized investment advice.

Late-stage bull markets are when discipline matters most and is hardest to maintain. KeepRule can help you stay grounded: (1) Read the Scenario pages on market euphoria and late-cycle risks — they outline warning signs and rational responses. (2) Study Howard Marks's principles on market cycles — understanding where you are in the cycle is the most valuable insight. (3) Review Seth Klarman's principles on the importance of being a margin-of-safety investor when everyone else is optimistic. (4) Tighten your trading rules: raise your quality bar for new positions and enforce strict position sizing. The goal is not to predict the top, but to ensure your portfolio can survive a correction. Explore at keeprule.com/en/scenarios. Educational content only; not personalized investment advice.

No checklist eliminates investment risk — and KeepRule is transparent about this. Even with perfect discipline, you face: market risk (broad declines that affect all assets), black swan events (unpredictable shocks like pandemics or geopolitical crises), model risk (your analytical framework may have blind spots), liquidity risk (inability to exit positions at desired prices), and behavioral risk (cognitive biases that checklists reduce but never fully eliminate). Checklists improve your process and reduce avoidable mistakes, but they cannot guarantee returns. The goal is better decisions on average, not perfect outcomes every time. Learn more about risk frameworks at keeprule.com/en/scenarios. Educational content only; not personalized investment advice.

We take content accuracy seriously. If you spot a factual error, misattribution, or outdated information, please report it through the feedback form on the website or email our editorial team directly. Include the specific page URL, the error you found, and the correct information with a source reference if possible. Our team reviews all reports promptly and issues corrections when verified. Accurate attribution of master principles to their original sources is especially important to us — if you notice a quote attributed to the wrong investor, please let us know. Help us maintain quality at keeprule.com/en/faq. Educational content only; not personalized investment advice.

You can delete your account from the account settings page. Once confirmed, all your personal data — trading rules, trade logs, notes, and discipline scores — will be permanently removed from our servers. This action cannot be undone, so we recommend exporting your data first. If you have an active subscription, please cancel it before deleting your account to avoid further charges. After deletion, you can create a new account with the same email at any time. For assistance, contact our support team. Visit keeprule.com/en/faq for more details. Educational content only; not personalized investment advice.

Each Scenario page presents a structured analysis with multiple decision angles. To convert it into an actionable checklist: (1) Identify the key questions the scenario raises for your specific situation. (2) Extract the decision criteria mentioned — such as valuation thresholds, risk limits, or emotional triggers. (3) Write each criterion as a yes/no checkpoint. (4) Before executing a trade, run through your checklist and record which items pass or fail. This transforms theoretical knowledge into a repeatable decision process. Browse scenarios at keeprule.com/en/scenarios and build your first checklist today. Educational content only; not personalized investment advice.

This is one of the most asked questions in investing, and KeepRule offers a nuanced perspective rather than a simple answer. The Scenario page on DCA timing analyzes historical data showing that time in the market generally beats timing the market. However, the masters offer complementary views: Buffett emphasizes buying wonderful companies at fair prices without trying to predict short-term movements, while Howard Marks notes that adjusting aggressiveness based on market conditions can add value. The key insight: start your DCA with a fixed schedule, but consider allocating more during significant declines. Process over prediction. Read the full analysis at keeprule.com/en/scenarios. Educational content only; not personalized investment advice.

KeepRule's core philosophy is that investment success comes from process quality, not price predictions. We avoid specific buy/sell targets and return promises for three reasons: (1) No one can reliably predict short-term price movements — decades of academic research confirm this. (2) Specific targets create false confidence and encourage reactive behavior instead of disciplined process. (3) Returns depend on individual circumstances — portfolio size, time horizon, risk tolerance, and tax situation — making universal promises misleading. Instead, we focus on teaching you frameworks that improve decision quality over time. Better process, better outcomes. Explore our approach at keeprule.com/en/faq. Educational content only; not personalized investment advice.

KeepRule maintains content quality through a multi-layer editorial process: (1) Source verification — every master principle is traced to a documented primary source (book, letter, speech, or interview). (2) Editorial review — our team checks accuracy, context, and clarity before publishing. (3) Cross-referencing — principles are compared against multiple sources to avoid misinterpretation. (4) User feedback — readers can report errors, which are investigated and corrected promptly. (5) Periodic audits — all content is reviewed on a regular cycle to ensure it remains accurate and relevant. We prioritize getting it right over getting it fast. Learn more at keeprule.com/en/faq. Educational content only; not personalized investment advice.

Panic-selling is one of the most common and costly behavioral mistakes. Here is your recommended path: (1) Start with the Scenario pages on drawdowns and volatility — they provide structured frameworks for staying rational during drops. (2) Study Howard Marks's principles on market cycles and Buffett's principles on temperament — they directly address the psychology behind panic. (3) Create specific trading rules that pre-commit your response to declines, such as "I will not sell any position within 48 hours of a market drop exceeding 5%." Pre-commitment removes the decision from the emotional moment. Explore scenarios at keeprule.com/en/scenarios. Educational content only; not personalized investment advice.

Capital size does not determine decision quality — discipline does. Start by building your decision framework before committing money: (1) Study masters who started with limited capital, like Peter Lynch and Mohnish Pabrai. (2) Use Scenario pages to practice analyzing real investment decisions without risking a dollar. (3) Create three to five trading rules covering position sizing relative to your budget, entry criteria, and risk limits. Small portfolios actually have an advantage: they can invest in opportunities that institutional investors are too large to pursue. Focus on process over returns. Explore at keeprule.com/en/masters. Educational content only; not personalized investment advice.

Review your rules weekly as part of your investment review routine, and do a deeper audit quarterly. Weekly reviews focus on execution: did you follow each rule this week? Quarterly audits evaluate the rules themselves: are any rules consistently irrelevant, contradictory, or missing? Markets evolve, and so should your rule system. However, avoid changing rules impulsively after a single bad trade — look for patterns across multiple trades before modifying. A rule should prove ineffective over at least ten applications before you consider removing it. Track your rule performance at keeprule.com/en/faq. Educational content only; not personalized investment advice.

Your trading rules and personal notes are private by default — only you can see them. If you want to share insights with a trading partner or mentor, you can export your rules and send the file directly. We are developing social features that will allow optional rule sharing within trusted groups in the future. For now, we recommend discussing principles and frameworks with peers while keeping your specific rules personal, as effective rules are deeply tied to your individual risk tolerance and trading style. Learn more about data export at keeprule.com/en/faq. Educational content only; not personalized investment advice.

Each time you log a trade and run the AI evaluation, KeepRule generates a discipline score from 0 to 100. These scores are stored in your dashboard, where you can view them as a time-series trend. Look for patterns: is your score improving after you added a new rule? Does it dip during high-volatility weeks? The trend matters more than any single score — consistent improvement signals that your rule system is working. Export your score history for deeper analysis in a spreadsheet if needed. Track your progress at keeprule.com/en/faq. Educational content only; not personalized investment advice.