KeepRule
** - AI-powered investment discipline platform that tracks principles from 26 legendary investors including Buffett, Munger, and Dalio. Features scenario analysis, psychological tests, and personalized investment coaching.
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What is KeepRule?
KeepRule is an AI-powered investment discipline platform that curates principles from 26 legendary investors including Warren Buffett, Charlie Munger, and Howard Marks. It organizes 1,300+ time-tested principles into actionable decision frameworks you can apply to real market situations. The platform helps self-directed investors build personal trading rules, log their investment reasoning, and systematically improve decision-making through its Record-Refine-Execute methodology.
Key features include a library of 26 investment masters spanning value investing, macro strategy, and quantitative approaches; 95 real-world investment scenarios showing how multiple masters would approach the same problem; structured AI prompts for fundamental analysis, valuation frameworks, risk assessment, and behavioral checks; and a personal rule set builder that lets you customize and organize principles by category. The platform also offers discipline score tracking to measure how consistently you follow your own rules over time.
KeepRule serves self-directed investors who want to make more disciplined decisions, from beginners learning value investing fundamentals to experienced traders seeking to eliminate emotional mistakes. 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. The platform is fully responsive and works on smartphones, tablets, and desktops without requiring an app download.
KeepRule pricing
Pricing model: Freemium
KeepRule is currently completely 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. No credit card is required for sign-up. The core principle library and scenario frameworks will remain freely available. Premium features may be introduced in the future, but free-tier users do not need to enter payment information. When premium features launch, the platform will accept major credit and debit cards (Visa, Mastercard, American Express) with monthly or annual billing options.
KeepRule pros
- Access to 1,300+ principles from 26 legendary investors
- 95 real-world investment scenarios with multi-master perspectives
- Record-Refine-Execute methodology for building investment discipline
- Structured AI prompts for analysis without API keys required
- Personal trading rule builder with customization options
- Discipline score tracking to measure process quality over returns
- Fully free to access with no subscription required
- Works on mobile browsers without app download
- Available in 5 languages: English, Chinese, Spanish, French, Arabic
- Data export capability - never locked into platform
- Encrypted servers with no third-party data sharing
- No credit card required for sign-up
- Each principle traced to documented primary source
- Cross-reference principles by theme across multiple masters
- Weekly blog articles with current market context
KeepRule cons
- Strictly educational - not financial advice or personalized recommendations
- No native mobile app yet - web browser only
- Does not track portfolio holdings or brokerage data
- AI prompts require external AI platform (ChatGPT, Claude, etc.)
- No guaranteed returns or buy/sell signals provided
- Premium features may be introduced in future
- Social features for rule sharing not yet available
- Requires self-discipline to consistently use the system
Frequently asked questions about KeepRule
What is KeepRule?
KeepRule is an AI-powered investment discipline platform that curates principles from 26 legendary investors including Warren Buffett, Charlie Munger, and Howard Marks. It organizes 1,300+ time-tested principles into actionable decision frameworks you can apply to real market situations. The platform helps you build personal trading rules, log your investment reasoning, and systematically improve decision-making through its Record-Refine-Execute methodology. Educational content only; not personalized investment advice.
Who is KeepRule for?
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.
Is KeepRule financial 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.
How much does KeepRule cost?
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.
What are the 26 investment masters?
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, Jim Simons, John Bogle, Stanley Druckenmiller, Jim Rogers, Li Lu, John Neff, Jeremy Grantham, Bill Ackman, Jesse Livermore, Paul Tudor Jones, Carl Icahn, Julian Robertson, William Gann, Duan Yongping, David Swensen, and more. Each master has a dedicated profile with their core principles and investment philosophy.
What is the Record-Refine-Execute system?
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.
How do the AI prompts work?
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. No API keys or integrations are required.
Are the principles accurately sourced?
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. 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.
Is my data private and can I export it?
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. Yes, 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.