Building an Investment Journal That Improves Decisions

Almorex,1 min read

Memory is a biased portfolio manager. A journal is how you audit yourself.

Minimum viable journal

For each significant decision, capture:

  • Date, ticker, action (buy/sell/hold/add/trim)
  • Thesis in ≤5 sentences
  • Invalidation condition
  • Emotion tag (FOMO, fear, boredom, conviction)
  • Link or paste of the research memo you used

Review monthly

Look for repeated mistakes: sizing up when emotional, ignoring invalidation, chasing headlines. Patterns > individual wins.

AI memos as artifacts

Save structured Almorex outputs beside your notes so you can compare what the agents said versus what happened. Product · Pricing.