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.