AI Blocks › Handle money and investing
Review what you own by how the businesses are doing, and hold fewer, longer
Give it your holdings. Get each judged on business results, a short ranked list with sizes and rules for sitting still.
Review your investments by business results, not price is a free AI workflow for the job "Handle money and investing". It guides your AI through several skills in order, passing each step's output to the next.
Free · No account · Made by AI Blocks · Level: advanced · Thinking: high
What it does
Most people review their investments by the price. It is up, so it feels right. It is down, so it feels wrong. But the price is a mood, and the thing you own is a business with results you can read. This workflow reviews your holdings the way a focused owner would. Step one hides the price and sorts each holding as keeper, watch, weak or not understood, by earnings, returns and debt. Step two ranks what is left, using your best holding as the bar every other idea must beat, and keeps the list short with sizes that match how well you understand each. Step three writes the rules for sitting still: the facts that must stay true, the cost of trading and tax, and the only reasons to act. Step four writes your rules for price drops and jumps, before you are in one. The method follows Robert…
You give it
- Your holdings, with how much, when bought and why
- Several years of earnings, returns and debt for each business (optional)
- When you will need the money and any loan against your holdings (optional)
- Your results (optional)
You get
- Each holding sorted keeper, watch, weak or not understood, with the figure behind it
- A cross-check of profit kept against value gained
- A short ranked list with sizes, and a written no for the rest
- A one-page rule set for sitting still, with the cost of acting and the only reasons to change
- A rule card for price drops and jumps, with look dates and your mind traps
Use it when
- You own a handful of investments and want to judge them by business results.
- You trade often and suspect you would do better holding fewer things longer.
- You want rules in place for the next fall before it happens.
Steps
- Holdings business results reviewer: List your holdings and what you know of each. Get every one sorted keeper, watch or weak by business results.
- Investment priority planner: List your bet ideas. Get the top one to three ranked and sized, and a written no for the rest.
- Sit-still rule writer: Paste your picks. Get one page of holding rules: what must stay true, review dates and the only reasons to act.
- Price drop rules writer: Paste your holdings plan. Get a one-page set of rules for when prices fall or jump, written before it happens.
How to use it
- Download the handoff pack. It's a zip with HANDOFF.md and every skill file this workflow uses.
- Give the folder to Claude (in Claude Code, or as files in a Claude Project) and say "Follow HANDOFF.md".
- List your holdings with the reason you bought each, and attach any yearly figures you have.
- Answer the half-value question honestly in the last step.
- Print the rule card, name your witness and redo the review once a year.