™

KEEP FAQ

No.

KEEP does not provide financial advice, investment recommendations, or asset selection guidance.

KEEP is a tool for organizing, observing, and reasoning about capital using structure defined by the user. All investment decisions remain the responsibility of the investor.

KEEP is built for investors who accept responsibility for their own decisions. It helps you stay disciplined to your own framework; it never substitutes its judgment for yours.

Most portfolio tools flatten thinking.

They reduce capital to charts, scores, automated categories, and opaque "insights."

KEEP solves a different problem: it makes investment judgment explicit and durable over time.

It also restores visibility across complexity — accounts, custodians, and ownership structures — so you can see the full shape of your capital in one place.

Many long-term investors admit they lose sight of the reason they bought a position after a few years. KEEP gives those decisions a durable home so intent can be revisited instead of reconstructed.

A sleeve is a statement of intent.

Each sleeve represents:

• Purpose
• Risk posture
• Time horizon
• Decision expectations

A sleeve is a statement of intent inside a broader investment framework: what this capital is for, what risk you accept, and how you expect to behave through different market environments.

Sleeves are not categories and not recommendations. They are the structure that gives capital context.

No.

KEEP does not:

• Suggest assets
• Rank investments
• Optimize allocations
• Rebalance automatically

It preserves your thinking so you can evaluate it over time.

Most tools prioritize:

• Automation
• Optimization
• Abstraction
• "Magic" insights

KEEP prioritizes:

• Structure
• Transparency
• Explicit intent
• User control

KEEP does not replace judgment. It protects it.

KEEP favors preparation and positioning over prediction. It makes your framework visible so you can act with discipline when markets are noisy.

No — but it is especially valuable for people who already think in roles, buckets, or mental accounts.

KEEP works well for:

• Long-term investors
• DIY investors
• Investors who may work with advisors, but personally drive decisions
• Anyone who wants to understand their capital, not outsource decisions

Yes.

KEEP is designed so that:

• Structure travels with the data
• Context is preserved
• Exports are human-readable

You stay in control of how and when information is shared.

For many users, yes.

Spreadsheets are powerful but brittle:

• Intent lives in column headers
• Context is easily lost
• Structure is implicit

KEEP keeps the flexibility investors seek in spreadsheets, without the fragile formulas, silent errors, or constant manual updates.

Yes.

Your data is yours.

KEEP is built around:

• Local-first principles
• User-owned data
• Explicit control

KEEP is for self-directed, long-term investors who want clarity across accounts and ownership structures without surrendering control.

KEEP is for people who:

• Want clarity instead of noise
• Value judgment over automation
• Think long-term
• Prefer understanding to outsourcing decisions

KEEP is not:

• Financial advice
• A recommendation engine
• A robo-advisor
• A performance optimizer