Size the position
Turn budget and entry price into capital used and number of shares.
Investment plan
Plan before you invest.
It answers three questions before you buy: how much money you would use, what you could gain if the target is reached, and what loss you are willing to accept. It then preserves that decision so you can review it without changing the rules halfway through.
Compare reward and risk
Put the gain to target and the maximum loss you accept on the same scale.
Preserve your decision
Keep the original reference and flag Ranking changes so you do not justify a bad decision after the fact.
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Transparent calculations
Every figure comes from your inputs and the official target; there are no hidden scenarios.
You define the risk
Baifolio translates your maximum loss into amounts, but does not choose it for you.
History without rewriting
New reviews are compared with the reference used when you created the plan.