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LogicFlow
Your personal investment framework. Know your type before you trade.
Premium Position Workflow
Position Setup
Log the position with the same clarity you will review later.
Capture the thesis, risk, and targets in a cleaner format so Research, Position details, and your journal all inherit better context from day one.
Classification
Swing
Catalyst
Medium
Long-term
Position Details
$
$
$
Leave blank if investing all now
Select source
Risk & Targets
%
5/10
1510
Price Targets
Price Target 1 (optional)Realistic near-term
$%
Price Target 2 (optional)If everything plays out
$%
Price Target 3 (optional)Best case scenario
$%
Scale-In Plan
Position
Close Position
Capture the exit details cleanly so your journal and performance stay accurate.
Initial Entry
—
Avg Cost
—
Position
Edit Position
Tighten the setup, keep your thesis crisp, and keep the risk plan honest.
Position
Add to Position
New Avg Cost
Total Capital
Total Shares
Decision
Decision Tree
Logic
Investor Profile
AI Coach
Reads your full portfolio history, theses, journal, and trade outcomes to tell you exactly how you think as an investor — strengths, blind spots, and your real edge.
Analyzes your current portfolio for gaps and risks, then generates 8-12 new stock ideas tailored to how you actually invest.
Your weekly check-in — what happened in your portfolio this week, what your journal reveals, and what to focus on next.