Last updated: 2026-02-18

Rules-Based Portfolio Builder Tool

By David Elliot — Founder of StockPilot.io | Managing Director at Lindsey & Co. Advisors | Author of “AI-Powered Investing”

Unlock a disciplined, rules-based approach to constructing and maintaining a balanced investment portfolio. This tool enforces consistency, minimizes emotional drift, and reduces regret by providing a clear allocation framework and trade guidelines. Benefit from a proven structure that supports steady growth and risk management, saving you time and guesswork compared to building from scratch.

Published: 2026-02-18

Primary Outcome

A disciplined, rules-based portfolio allocation that minimizes emotional trading and delivers balanced growth.

Who This Is For

What You'll Learn

Prerequisites

About the Creator

David Elliot — Founder of StockPilot.io | Managing Director at Lindsey & Co. Advisors | Author of “AI-Powered Investing”

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FAQ

What is "Rules-Based Portfolio Builder Tool"?

Unlock a disciplined, rules-based approach to constructing and maintaining a balanced investment portfolio. This tool enforces consistency, minimizes emotional drift, and reduces regret by providing a clear allocation framework and trade guidelines. Benefit from a proven structure that supports steady growth and risk management, saving you time and guesswork compared to building from scratch.

Who created this playbook?

Created by David Elliot, Founder of StockPilot.io | Managing Director at Lindsey & Co. Advisors | Author of “AI-Powered Investing”.

Who is this playbook for?

Retail investor starting out who wants a repeatable, rules-based approach to asset allocation, DIY trader seeking to reduce emotional bias and overtrading with a proven framework, Aspiring portfolio manager needing a structured tool to maintain balance and risk controls

What are the prerequisites?

Interest in finance for operators. No prior experience required. 1–2 hours per week.

What's included?

discipline-driven allocation. emotional-trading reduction. risk-balanced framework

How much does it cost?

$0.45.

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