Blog

Insights on trading discipline, investment research, portfolio management, and tax-aware trading for ASX investors.

The Trade Review: Learning From Your Winners and Losers

Most investors never look back at closed positions. A systematic post-trade review turns every win and loss into a lesson that improves your next decision.

Deep Dive: CGT What-If Calculator for ASX Trading

See exactly how much tax you'll pay before selling ASX shares with a CGT what-if calculator that tracks parcels and discount eligibility.

Importing Your Trading History Shouldn't Be This Hard

Every ASX broker exports trade data differently, making portfolio tracking a nightmare — here's what actually matters and how to fix it.

Stop Losing Your Stock Research: A System That Actually Works

Why scattered research across bookmarks and PDFs is killing your trading decisions, and how to build a system that keeps your investment thesis and research in one place.

Zombie Holdings: The Positions You Forgot Why You Own

Learn to identify and eliminate zombie holdings — those forgotten positions where your original investment thesis no longer applies but you never decided to sell.

How to Screen 25 Stocks Before Monday Morning

A practical weekend screening workflow that prevents you from wasting time re-researching stocks you've already rejected.

Why Every Trade Needs a Thesis (And How to Write One)

Stop buying on gut feelings and hot tips—learn how to write investment theses that improve your trading discipline and decision-making process.

Trade Thesis: A New Platform for Self-Directed ASX Investors

Stop drowning in spreadsheets and losing track of trading ideas — Trade Thesis tracks your hypotheses, research, and tax implications in one place.

Ready to track your trading ideas?