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Mental accounting

Treating the same portfolio money differently by mental «label» — separate buckets with inconsistent rules.

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Who it's for — Anyone who splits «recovery capital», «untouchable profit», or «casino money» with different rules — while one euro remains one euro in the account.

Mental accounting describes splitting capital into mentally labelled buckets: «recovery», «bonus», «core» — each with different risk rules. Linked to prospect theory and loss aversion.

In plain terms — One euro is one euro, but you do not treat it that way. You may hold losers in «recovery» and over-risk wins in «bonus».

Mental accounting Mental buckets, same portfolio Core Recovery Bonus 1 euro = 1 euro (in theory)
Mental buckets — same capital, different rules.

Trading effects

Typical bucket Distorted behaviour
«Recovery» Hold losers, revenge trading
«Bonus profit» Oversize speculative trades
«Sacred capital» Paralysis or under-invest
«Casino» Ignore risk management

Unified management with defined operating capital and fixed size reduces fragmentation.

Common mistake — «This trade uses only profits» — real risk on total account stays the same.

Example — +€500 in a week: label it «bonus» and double size on marginal setups. One loss wipes the week — same account, inconsistent rules.

Summary card

  • What it is: mental capital compartments.
  • Antidote: one risk plan for the whole account.
  • Hub: Trading psychology.