← Back to Open Source
Tools View on GitHub →

Investment Second Brain

Obsidian-based personal investment knowledge system built on first principles

Obsidian Mermaid LaTeX Markdown
Coreychen4444/Investment License: NOASSERTION

About

A structured investment framework built around the core formula P = EPS × PE. Covers macro analysis, micro stock picking, valuation models, risk psychology, and trading strategy — all connected via Obsidian's bidirectional linking.

Key Highlights

1

First-principles approach: all analysis flows from P = EPS × PE

2

6 modular knowledge areas: Core Logic → Macro → Micro → Valuation → Psychology → Strategy

3

Obsidian-powered with bidirectional links, Mermaid diagrams, and LaTeX formulas

4

Includes actionable Investment Decision Checklist for stock screening

Structure

Browse on GitHub →
📁 00_Index/ 📁 10_Core_Logic/ 📁 20_Macro/ 📁 30_Micro_Analysis/ 📁 40_Valuation/ 📁 50_Psychology_Risk/ 📁 60_Strategy/ 📄 LICENSE 📄 README.md 📄 README_CN.md 📁 polymarket/ 📁 us-stocks/

Investment Knowledge Base

中文版本

A principle-driven investment framework built with Obsidian, designed around the fundamental stock price formula:

$$P = EPS \times PE$$

  • EPS (Earnings Per Share): Business fundamentals and intrinsic growth (micro perspective)
  • PE (Price/Earnings): Market expectations and liquidity (macro + sentiment)

Structure

The knowledge base is organized into five core modules, plus two working areas:

00_Index/          → Dashboard and navigation
10_Core_Logic/     → First principles: Davis Cycle, EPS, PE, earnings surprise
20_Macro/          → Fed policy, treasury yields, monetary history, gold
30_Micro_Analysis/ → Moats, Porter's Five Forces, financial health, tech metrics
40_Valuation/      → PE Band, DCF, relative valuation, metric selection
50_Psychology_Risk/ → Sentiment, position sizing, stop-loss, exit strategy
60_Strategy/       → Sector thesis and annual investment plan (example)
us-stocks/         → Trading rules, strategy, sector knowledge, reviews
polymarket/        → Prediction market (esports) odds trading framework

Highlights

  • Trading Rules: 30 rules + 5 iron rules distilled from real trading experience
  • Pre-Trade Checklist: Systematic decision framework before every trade
  • Two-Stage Entry: "Light buys price, heavy buys confirmation"
  • Options Framework: Tiered strategy guide with Greeks, zone integration, and error detection
  • Bottom Confirmation Signals: Graded A/B/C signal system for accumulation decisions
  • Post-Trade Reviews: Anonymized real case studies — where the real lessons live
  • Prediction Market: Independent framework for esports odds repair trading

How to Use

  1. Open in Obsidian for the full experience (bidirectional links, Mermaid diagrams, LaTeX)
  2. Start at 00_Index/Home.md — the central dashboard
  3. Navigate through modules to build understanding
  4. Use us-stocks/holdings/current/_EXAMPLE_.md as a template for your own position notes
  5. Use us-stocks/strategy/trading-rules.md as your pre-trade reference

Customization

This is a framework, not a prescription:

  • us-stocks/holdings/ — add your own position notes using the template
  • us-stocks/reviews/ — document your own trade reviews
  • 60_Strategy/ — replace with your own sector thesis and annual plan
  • polymarket/ — adapt for any prediction market or alternative asset class

Philosophy

Process over outcome. Discipline compounds. Build the system, fight the randomness.

License

CC BY-SA 4.0 — share and adapt with attribution.

Disclaimer

This is a personal learning framework, not financial advice. All example positions, prices, and reviews are anonymized. Do your own research and consult qualified professionals before making investment decisions.

← All Open Source