// The Origin

Built by an investor
who ran 80 stocks before learning
what a thesis was.

Stockport isn't a product built to a brief. It's what happens when you do three years of everything wrong, sit down with a tradebook, and realise the problem was never the stocks.

// The Story

Three years. Eighty stocks. No system.

I bought my first stock on November 18, 2021 — 10 shares of Reliance at around ₹2,400. By 2023, I had grown that into a portfolio of 80 names across Smallcase buckets and direct equity. Monthly ₹1L SIPs. Large caps, mid caps, some tips from a cousin in the market. No thesis. No exit conditions. Just positions.

In 2024, I benchmarked myself against Nifty for the first time. My 30–35% returns looked fine in isolation. Against Nifty, they weren't. That stung. Then came the FOMO wave — Blackbox, Rategain, Aurionpro, Technoelectric, all bought near peak in mid-2024 on cousin's tips. Meanwhile, I'd done real research on the solar sector and built a large position in Alpex Solar. The bear market that followed turned a 25% gain into 2–3% across the portfolio. I stopped checking it.

"December 2025. Burnt out at my startup. I quit. I had about 1.5 years of savings and 40 lakhs in equity. I watched a Mohnish Pabrai video on compound interest and the Rule of 72. Something clicked. The math was on my side — but only if I stopped destroying the compounding with bad behaviour."

I ran a tradebook analysis. It wasn't the stock-picking that failed — some of my picks were up 100%+. The problem was I'd bought them in tiny sizes and sold them for small gains, while averaging down on the ones that were breaking their thesis. Behaviour, not research, was the gap. I cut from 80 stocks to 8–9, each with a written thesis. Then I built the tool I needed.

// STOCKPORT_ORIGIN_LOG 2021 → 2026
NOV 2021
First stock: Reliance, 10 shares @ ₹2,400 Started with large caps — Reliance, TCS, Tata Consumer, ICICI Bank, HDFC Bank. Smallcase buckets alongside. No thesis. Just positions.
INVESTING BEGINS
2022–23
80 stocks. Monthly SIPs. Zero system. Portfolio grew to 80 names via Smallcase and direct equity. Averaging down on losers (IEX). No written thesis. No exit conditions.
NO SYSTEM
2024
Benchmarked vs Nifty. FOMO. Bear market. First time measuring against Nifty — 30–35% returns were below index. FOMO-bought tips at peak (Blackbox, Rategain, Aurionpro). Own-research find: Alpex Solar. Portfolio then fell from 25% to 2–3% in the bear market.
THE RECKONING
DEC 2025
Quit startup. Mohnish Pabrai video. Tradebook analysis. Left after burnout. Watched Pabrai on Rule of 72 — realised compounding works only if you stop destroying it. Tradebook showed picks were fine; sizing and behaviour were the problem. Cut from 80 → 8–9 stocks, each with a written thesis.
AWAKENING
APR 2026
First thesis-driven trim: Alpex Solar After writing formal exit conditions, trimmed Alpex Solar position when thesis milestones were met. The system worked. Built Stockport from the HTML artifact that made this possible.
SYSTEM WORKS
2026
Stockport open for early access Thesis logging, quarterly review cockpit, behaviour gap calculator, decision audit — built first for me, now for anyone who invests the same way.
// EARLY ACCESS
// Clarity on Scope

We do one thing. We do it well.

Stockport is a discipline system for the post-buy phase of investing. It is deliberately and permanently not many things.

// What Stockport IS
  • ✓ A thesis-logging and exit-condition system
  • ✓ A quarterly evidence review cockpit
  • ✓ A behaviour gap calculator (TWRR vs XIRR)
  • ✓ A decision audit trail for your own learning
  • ✓ A firewall between panic and the sell button
// What Stockport IS NOT
  • ❌ A stock screener or recommendation engine
  • ❌ A broker integration or P&L tracker
  • ❌ A charting or technical analysis tool
  • ❌ An algo trading or signal platform
  • ❌ A mutual fund or ETF platform
V
Vikas // FOUNDER, STOCKPORT // CO-FOUNDER, VAHAK // DIRECT EQUITY INVESTOR // BENGALURU, INDIA
// The Builder

I went from 80 stocks and no thesis to 8 stocks and a written exit condition for each.

I co-founded Vahak, India's largest digital freight marketplace. Building a company that grew to 2M+ users taught me that the gap between a good idea and a real outcome is almost always a systems problem. It took me longer to apply the same lesson to investing.

"My tradebook analysis in late 2025 was the honest moment. Some of my picks were up over 100%. But I'd bought them in tiny sizes and sold them for small gains, while holding on to the ones breaking their thesis. The stocks weren't the problem. I was."

Today I run a concentrated portfolio of 8–9 direct equity names in Indian mid and small caps — including Alpex Solar, Waaree Renewable, HBL Engineering, CDSL, CAMS, and PTC India. I invest with a 5–7 year horizon. I study Mohnish Pabrai, Rakesh Jhunjhunwala, Madhu Kela, and Howard Marks. I believe the biggest individual investor edge is not stock selection — it's the discipline to hold winners without flinching and exit losers before they become portfolio-killers.

Stockport started as an HTML artifact I built for my own Shilchar thesis — a risk-reward calculator, thesis doc, and exit conditions in one place. I realised it was a better way to track stocks than any tool available. So I built it properly. First for me. Now for anyone who invests the same way.

// IIT KANPUR // VAHAK CO-FOUNDER // 2M+ USERS · $20M RAISED // FORBES 30U30 ASIA 2023 // DIRECT EQUITY SINCE 2021 // 8-9 STOCK CONCENTRATED PORTFOLIO // BEHAVIOURAL INVESTOR // BENGALURU
// Get Started

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// INDIAN_DIRECT_EQUITY_ONLY · NO_CREDIT_CARD · NO_STOCK_TIPS
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