Drawdown Rules Tracker

Suggested product

Drawdown Rules Tracker

A rules-based portfolio journaling app that turns a user’s intended risk plan into daily checklists and automated alerts when they violate their own constraints (concentration, loss limits, averaging down triggers). It focuses on behavior and process (pre-commitments, post-trade reviews, drawdown playbooks) rather than giving investment advice.

Target customer

Self-directed retail investors who actively trade stocks/ETFs and experience repeated stress during volatility (especially newer investors managing concentrated positions).

Problem-solution fit

Users know “time in the market” and “do research,” but lack a lightweight system to operationalize risk boundaries and emotional discipline. This product reduces panic decisions by converting intentions into explicit rules, tracking adherence, and prompting structured actions during drawdowns (e.g., do nothing, rebalance, reduce size) without recommending specific securities.

Keywords

• drawdown
• risk-rules
• portfolio-journaling