Record the position
Enter the ticker, shares, account label, cost, target weight, and the reason you own it. The position becomes a decision file, not a row in a spreadsheet.
Workflow
A U.S. stock workflow for retail investors
The SoloTerminal workflow gives self-directed investors a simple sequence for U.S. stocks: record, challenge, size, monitor, review, and decide.
Step 1
Add holding
Step 2
Write thesis
Step 3
Review risk
Step 4
Act deliberately
On this page
Challenge the thesis
Use the persona panel and bull/bear debate to pressure-test the holding. The goal is not a perfect answer; it is to surface what you may be ignoring.
Review before emotion takes over
SoloTerminal organizes signals, catalysts, macro regime, trend, and tax context so you can decide with a checklist instead of reacting to price alone.
Read next
Thesis review
Stock thesis review needs a workflow, not a memory
Use SoloTerminal to review live U.S. stock theses with written reasons, invalidation, catalysts, signals, and AI second opinions without broker credentials.
Sizing
Position sizing is a portfolio discipline, not a feeling
A practical position-sizing discipline for retail investors: target weights, concentration limits, factor overlap, catalyst risk, and add-or-trim rules.
Risk
Risks, limits, and no-promises policy
SoloTerminal is research and portfolio-tracking software, not a broker or investment adviser. Learn the market, model, data, tax, and execution risks before using the product.
Build your first decision file
A better workflow starts with one position that has a written reason and review plan.
Start free