Core🎬 Video · 18m
The 50-30-15-5 rule, explained
Why allocation, not stock picking, decides most of your ten-year outcome — and how each Legacy portfolio implements it.
📚 Resources
The Legacy Library
Videos, articles and resources from across the Legacy Wealth ecosystem — allocation, research method, signal grading, risk rules and macro context.
12 resources
Core📝 Article · 9m read
Reading a company the Legacy way
The exact checklist we apply to all 259 researched companies: earnings quality, capital allocation, and valuation history.
Core🎬 Video · 34m
Momentum rebalancing walkthrough
A full monthly rebalance recorded end to end — ranking, cut-offs, exits, and how position sizes get reset.
Edge🎬 Video · 22m
Signal grades A+ to C+ decoded
What the probability score actually measures, how to size each grade, and when to skip a signal entirely.
Edge📄 PDF · 12 pages
Risk, sizing and leverage rulebook
The fixed rules built into every Legacy Edge alert, including per-trade caps and daily loss limits.
Edge🔗 Link · Guide
Broker API setup guide
Step-by-step connection of your broker account so signals can execute in one click.
Tide📝 Article · 14m read
Tide, Issue 01 — which way the tide is running
The inaugural macro read across India equity, US equity, gold, and rates, with all thirteen forces scored.
Tide🎬 Video · 16m
Why calm markets are a mild warning
The contrarian lens behind Tide: how low-volatility regimes historically precede the worst drawdowns.
General📄 PDF · 8 pages
Taxation for Indian investors, 2026
STCG, LTCG, buyback and dividend treatment for the instruments used across Legacy portfolios.
General📝 Article · 11m read
Building your first ₹10 lakh portfolio
A practical staging plan for deploying capital over six months without timing the market.
General🎬 Video · 27m
Common mistakes we see in member portfolios
Over-concentration, averaging into losers, and ignoring rebalance alerts — with fixes for each.
General🔗 Link · Reference
Legacy Wealth glossary
Every term used across research notes, signals, and the macro read, in plain language.