7.1Portfolio & DCA
Brigitte is the room you visit after you have coins. She holds a portfolio tracker, a thesis-watch called the Vigil, exit tools, a loss-interceptor called the Passage, and a small swap quote — the whole after-the-buy life of a trade in one place.
Add a holding
A holding is simply one coin you own, and how much of it. Adding one takes four small steps.
- Search the coin. Type a name or ticker (like
ETH) in the search box, or paste a token's contract address — the long string that is the coin's unique on-chain ID — and pick it from the list. - Enter the amount. Type how many units you hold — e.g.
0.5ETH, not dollars. - Add your cost basis (optional). Your cost basis is what you actually paid per unit. Fill it in and Brigitte can show real profit/loss; leave it blank and she just tracks the live price.
- Click "Add to portfolio." The coin drops into your holdings table and starts updating with live prices right away.
- Stat cards — portfolio value, total profit/loss, 24-hour change, and how many holdings you have, all at a glance.
- Add form — search a coin (or paste a contract), enter the amount, add an optional cost basis.
- Per-row actions — + buy more and − sell some re-average your cost basis for you; 🗑 removes the row.
- Concentration warning — a red flag when any one coin is more than ~40% of your total. Concentration means too many eggs in one basket.
- Refresh — pull fresh live prices for every holding at once.
The DCA calculator
DCA stands for dollar-cost averaging — buying a fixed amount on a regular schedule (say, $50 every week) instead of betting one lump sum on a single day. It smooths out the price you pay over time. The calculator lets you play out a plan before committing a cent.
- Enter a starting amount. What you'd put in on day one (it can be $0 if you're starting from scratch).
- Enter a weekly contribution. The fixed amount you'd add each week.
- Enter a number of weeks. How long you'd keep it up.
- Enter today's price and click "Run." Brigitte shows total invested, what it's worth today, your profit, and your average cost per unit.
| Field | What it means |
|---|---|
| Starting amount | Your first, upfront investment. |
| Weekly contribution | The fixed sum you add every week — the heart of DCA. |
| Number of weeks | How many weekly buys the plan runs for. |
| Today's price | Used to value everything you'd hold at the end. |
Open Brigitte ▸MEMBERS-ONLY
7.2The Vigil — a watch on your reason
Here is Brigitte's core idea. When you open a position, you write down why you bought — that "why" is your thesis. The Vigil then watches whether that reason still holds, and warns you the moment it breaks.
Most people watch price. But price is the last thing to move. Your real reason for buying — a rising narrative, healthy on-chain behaviour, a clean chart structure — usually cracks first. When your thesis stops being true, it is invalidated. Invalidation is the honest line where you'd have to admit "I was wrong," and the Vigil is built to spot it earlier than price alone ever would.
Record a thesis
- Search the coin you want to watch.
- Set the direction. Long means you profit if it rises; short if it falls.
- Fill in the thesis form. Entry price, a plain-words statement of your reason, and — most important — an invalidation level: the price or condition that would prove you wrong.
- Add the optional pieces (all explained in the table below), then click Record thesis. It appears as a card with a live verdict and your running P&L.
- Live verdict — the Vigil's read: checking (still gathering), intact (reason holds), review (something's off — look), act (your invalidation is hit).
- Thesis statement — your reason, in your own plain words. The whole point is that you named it out loud.
- Invalidation — the line that proves you wrong. When it's crossed, the verdict turns to act.
- Target & exit settings — where you'd take profit, plus the trailing-stop and take-profit-ladder rules (see 7.3).
- Watch checkbox — paid accounts can opt in to be emailed once if the thesis dies while they're away.
Every field, in plain words
| Field | What it does |
|---|---|
| Direction | Long = you win if it rises; short = you win if it falls. |
| Entry price | The price you got in at — the anchor for P&L and every level below. |
| Thesis statement | Your reason, in a sentence. "AI narrative heating + clean breakout." |
| Invalidation level | The price or condition that proves you wrong. The single most important box. |
| Target (optional) | The price where your idea has "worked" — your finish line. |
| Dead-money clock | A time limit. If it hasn't moved by then, the money is "dead" and could work harder elsewhere. |
| Trailing-stop % | A stop that ratchets up as price rises (see 7.3). |
| Take-profit ladder | Levels to scale out at, e.g. 30:25,60:50 = sell 25% at +30%, 50% at +60% (see 7.3). |
| Heat threshold | The narrative-heat level below which your "story" has cooled off. |
| Regime line | Ties the thesis to the market's weather — e.g. "only while RISK-ON." |
| Account | What you get |
|---|---|
| MEMBERS-ONLY | Unlimited theses plus the opt-in email watch — tick the box and Brigitte emails you once if a thesis is invalidated while you're away. |
7.3Exit tooling — decide while you're calm
The hardest moment to think clearly is when money is moving. So Brigitte lets you set two disciplined exits ahead of time, while you're calm, so they're ready when you're not.
The trailing stop
A trailing stop is a sell line that ratchets upward as the price rises but never falls back down. Set it at, say, 12%: if the coin climbs, your stop climbs with it, always trailing 12% below the highest point — locking in gains. If the coin then drops 12% from its peak, the stop is your exit. It protects profit without you staring at the screen.
The take-profit ladder
A take-profit ladder means scaling out in steps at pre-set gains instead of trying to nail one perfect top. You write it as gain:percent pairs. For example 30:25,60:50 reads as: take 25% off the table at +30%, and 50% off at +60%. You bank profit on the way up and still keep a piece running.
7.4The Passage — four gates before you panic
Some positions go under water. Your finger hovers over the sell button, your heart is loud. The Passage is a short ritual that walks you through four gates before anything happens — not to stop you, but to make sure the decision is yours and not your fear's.
- Gate 1 · Stop — take a breath and click once to continue. Nothing else. The pause is the point.
- Gate 2 · See — pick which position turned; it lays out the honest facts: your entry, the current mark, and your unrealized loss.
- Gate 3 · Name — say it plainly: "my reason still holds," "my reason is gone," or "I don't really know."
- Gate 4 · Cross — set a cooldown (no hold · 1h · 4h · 24h · 3 days), optionally journal a note, then record the crossing.
- Click "Enter the Passage." You leave the noise of the chart and step into the ritual.
- Gate 1 — Stop. Take one real breath. Click to continue. That's the whole gate: a deliberate pause before your hand moves.
- Gate 2 — See. Choose the position that turned. Brigitte shows the honest numbers — entry, current mark, unrealized P&L — no spin, no hope.
- Gate 3 — Name. Pick one: my reason still holds, my reason is gone, or I don't really know. Naming it out loud separates the trade from the fear.
- Gate 4 — Cross. Set a cooldown — none, 1h, 4h, 24h, or 3 days — write an optional note to your future self, and click Record this crossing.
Enter the Passage ▸MEMBERS-ONLY
7.5Swap quote
A small panel for a quick "what would I roughly get?" check — with the real swap widget right beside it for when you're ready to act.
- Enter a from-coin — the coin you'd give up.
- Enter a to-coin — the coin you'd receive.
- Enter an amount and click "Quote." Brigitte shows a rough estimate based on the current spot price.
7.6The Loop — why all of this fits together
Brigitte isn't a pile of features. She's the back half of one clean loop that runs the whole life of a trade.
Learn Gede in the conscience chapter; you've now learned the two steps that come after. The next chapter zooms into the portfolio side in more depth.