Bridging quantitative analysis with investment decision frameworks

[henu-wang]

Hi OpenBB community!

I use OpenBB for quantitative analysis and wanted to share a complementary approach for the qualitative side of investment decisions.

The gap I noticed: OpenBB gives excellent data (financials, ratios, charts), but making actual buy/hold/sell decisions also requires qualitative frameworks. For example:

• When a stock screens as cheap on P/E, is it actually undervalued or a value trap?
• During market corrections, what principles should guide decisions?
• How to evaluate competitive moats beyond the numbers?

I built a searchable library at KeepRule with 1,300+ investment principles from 27 legendary investors, organized by 95 real-world scenarios. It helps bridge the gap between what the numbers say and how to think about them.

Curious how others in this community approach the qualitative side of investment analysis. Do you follow specific decision frameworks?