Behavioral Investing Toolkit

Why This Matters

Investing isn’t just about picking the right stock or mutual fund — it’s about how you behave.

Emotions like fear, greed, overconfidence, or regret often impact your returns more than the market does.

“The most important variable in your financial plan isn’t the market. It’s you.”
— Morgan Housel

That’s why we’ve created a simple but powerful tool to help you become a more conscious, disciplined investor:

Investor Behaviour Checklist

Use this quick checklist to catch your emotional triggers before investing.

Ask Yourself:


Am I buying based on a long-term plan, not emotion?
Did I compare multiple options instead of anchoring to one?
Would I invest the same way if no one else knew?
Am I reacting to FOMO or short-term news?
Is this aligned with my goals and risk profile?
Do I have a review/exit strategy planned?

Build Your Investment Journal

Think of it as a fitness tracker for your financial decisions. Record every key investment action to stay accountable.