What is a good rationale?

Justin Ling Updated by Justin Ling

A good rationale is one that clearly connects your thought process on the individual trade to the evolution of your overall strategy.

Step 1.

Use the "Add description" button to indicate your portfolio's strategy.

Step 2.

Attach rationales to trades that articulate how this trade connects to your overall strategy

Other things to remember

1. Quality over quantity: 5 quality rationales are better than 20 mediocre ones. If you find yourself writing a rationale for the sake of writing one, it would be better to just not write one.

2. Market Views: If you want to add a market view, try and highlight the parts that are unique about your view. A good question to ask is: "what do I believe that the market does not?"

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