Institutional fund managers document their reason for buying before deploying capital. Now you can too. ConvictionLog forces the discipline that separates investors from gamblers.
How much of your portfolio should this position be? Match allocation to conviction level and risk tolerance.
Most retail investors can't recall why they bought a stock 3 months later. They remember the price. They remember the loss. But the original reasoning? Gone — replaced by whatever story the market told them afterward.
This is called hindsight bias — the tendency to reconstruct past beliefs to match current outcomes. It's one of the most destructive cognitive errors in investing, and it thrives in the absence of documentation.
Institutional investors solved this decades ago. Every position has a written reason. A defined conviction level. Clear exit conditions — the specific conditions under which you admit you were wrong and get out.
ConvictionLog brings that same rigour to individual investors. Not to make investing complicated — but to make your reasoning impossible to forget and impossible to manipulate retroactively.
"An investment operation is one which, upon thorough analysis, promises safety of principal and an adequate return. Operations not meeting these requirements are speculative."— Benjamin Graham, The Intelligent Investor
Most retail investors buy stocks based on tips, social media, or a feeling the price looks cheap. They have no idea what the stock is actually worth.
Professional analysts use the PE model — project earnings forward, multiply by a fair PE multiple, arrive at intrinsic value. Not guesswork. Math.
Our free PE Fair Value Calculator runs Bull, Base, and Bear scenarios across a 3 to 5 year horizon — with a built-in margin of safety so you never overpay. No login. No signup. Just answers.
Join investors who document their reason before deploying capital. Your future self will thank you for the receipts.
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