Why use Checklists?
Checklists allow you to focus on the key points of your investment strategy. If you can't explain in detail your decision & evaluation process of your last 5 transactions, then you need Checklist Investor!
A Checklist is composed of a list of criteria that should be met before a transaction is made. Checklists help you implement and profit from the Common Traits of Successful Investors.
14 Checklists are Included
Our software includes 14 investing Checklists, written by the
editors of Checklist Investor.
These Checklists follow the methodology of highly successful investors.
Below is a screen shot of the Intelligent Investor Checklist Details (Click Using your Checklists to see how a Checklist is used in a Buy transaction):
Create your Own Checklists
You can easily create your own brand new Checklists, or modify the existing ones to better reflect your strategy. The use of Checklists will allow you to explain and review in detail your investment decision & evaluation process.
Additional Checklists you can Import for FREE
If you need to re-add a Checklist to your copy of Checklist Investor, Simply click to download, save the file to your disk, unzip, then use the Import Checklist function.
The Warren Buffett Way Checklist: Based on the book The Warren Buffett Way, with over 1 million copies sold! Invest using the strategies of Buffett.
Used Car Buying Checklist: A car is a large investment, and you should make sure to fully evaluate one before buying. It is easy to forget to ask some key questions, once you have found a car you really like. Contains 25 things to check.
When to Sell Checklist: Often deciding when to sell can be harder than deciding when to buy. This checklist helps you make the sell or not decision.
Value Line Analysis Checklist: For the Value Line subscribers a checklist to use when analyzing reports. Allows you to focus on critical Value Line items.
Old Bags Club Checklist: For members of investment clubs, here is the checklist from the Old Bags Investment Club.
Investor Psychology Checklist: Identify the thought processes that can harm your investment returns. Eliminate common investor mental mistakes.
Templeton Investing Checklist: Based on the famous investor Sir John Templeton's investing strategies. Has a contrarian focus.
Zweig Growth Checklist: Based on the famous investor Marty Zweig's investing strategies. Focus is on growth at a reasonable price.
Warren Buffett Famous Quotes Checklist: If you are a fan of Warren Buffett (and who isn't?), click to download this Checklist so that you review a collection of words of wisdom before making an investment decision. View a Screen Shot of the Warren Buffett Checklist in use!
Momentum Growth Checklist: For the investor interested in stocks passing their 52-week highs.
Intelligent Investor Checklist: In case you need to re-download the original Intelligent Investor checklist. For fans of the famous book by Ben Graham.
Sharing Checklists using the Import and Export function
Checklists may be shared with other users of Checklist
Investor. If, for example, you achieved better investing results with a Checklist
of your own creation, you may send it to other users via e-mail, or submit it to
the Checklist Investor team for possible inclusion on
our web site (use the Export Checklist function from Checklist
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