Checklist Investor

Benjamin Graham Style Investment Software

Everyone interested in the book The Intelligent Investor should use this software!

  • Use Checklists containing the strategies of Benjamin Graham, Buffett, Lynch, others.
  • Organize all your investment ideas, company research, predictions, and transactions.
  • Remove the emotion from your stock market investment decisions.
  • Customize these expert strategies, or create your own brand new one!
  • A must own software tool for the Value investor inspired by Benjamin Graham.
  • Create Charts, use the included internet research tool, and get quotes!

A Must Own Tool for Every Individual Investor!

Software for the Intelligent Investor

Checklist Investor is a powerful and easy to use tool for the Intelligent Investor. Inspired by the methods and strategies of the all time investing greats, this patent pending software helps you implement the Common Traits of Successful Investors.

We are so confident that Checklist Investor will make you a better investor, we offer a Money Back Guarantee.

Software Every Investor Needs! $49.95

We are proud to be a Top Service 5 Star Yahoo! Store.

Thousands of investors have already enjoyed the benefits of Checklist Investor. Your journey to making better decisions begins today with your purchase! (Now also available from

Follow the strategies of Benjamin Graham, Buffett, and Lynch:

A few examples of the "Words of Wisdom" included in Checklist Investor Checklists:

"High valuations entail high risk. Much of the valuation of high valuation stocks is based on assumed future performance. If the predictions of the future do not materialize significant declines in price will occur."-- The Intelligent Investor Checklist (Benjamin Graham Strategy)

"Its harder to stick with a winning stock after the price goes up than it is to believe in it when the price goes down. You should be able to review the reasons you own a stock, and if they are still valid, then stick with it."-- One Up On Wall Street Checklist (Peter Lynch Strategy)

When you should use our Investment Software:

1. You are about to Buy or Sell a Stock or Mutual Fund.

  • Create a Buy or Sell entry in Checklist Investor and complete your Investment Checklists to ensure you are focused on what is important.
  • Take the emotion out of your decision by taking a Systematic Approach to your decision.
  • You can now make the best decision based on currently available information.

2. You are researching a company as a potential investment.

  • Store company press releases in Checklist Investor
  • Listen to company conference calls and take notes in Checklist Investor
  • Run through your Investment Checklists and describe why you are interested
  • Use the Internet Research tool to easily access SEC filings, analyst reports, and stock screens.

3. You have just read a great book on investing and want to always remember the key points.

  • Create you own Investment Checklist made up of the key points.
  • Share this new Checklist with your friends.

4. Evaluate and enhance your current investment strategy.

  • With Checklist Investor, you know WHY a transaction was made, not just that it was made. You will never have to ask yourself "What was I thinking?" again!

You can become a better investor:

Individuals can and do beat the pros! The use of Checklist Investor enhances your ability to think for yourself so you can be your own securities analyst.

Gain confidence in your decisions by making the best decision based on currently available information. You will never have to ask yourself "What was I thinking?" again!

With Checklist Investor you can customize your own strategy or use the ones that are included with Checklist Investor. You can even combine your strategy with those of well known experts, such as Ben Graham, Warren Buffett and Peter Lynch. Click to view an excellent article Common Traits of Successful Investors that every investor should read.

Specifically Checklist Investor provides:

  • Focus on what is really important by using Checklists.
  • A Systematic Approach to the investment decision making process
  • A Central Location for all your investment related data and thoughts
  • A place to evaluate the output of your stock screening tools
  • An education for the newer investors in the ways of the experts
  • A mechanism for experienced investors to refine and enhance their current strategy

Who should use our investment software?

  • Anyone who has read 'The Intelligent Investor' by Benjamin Graham
  • Experienced individual stock market investors
  • Stock market Investment Club members, NAIC members, AAII members
  • New investors (View Learn How to Invest Page)
  • Investors who get advice from a Stock Broker/Investment Advisor
  • Active stock traders

For the new investor, Checklist Investor will help get you started on the right path by allowing you to follow the investment philosophy of the all time greats. Please see Learn How to Invest page. For the already experienced investor, our investment software allows you to enhance your own investment philosophy, so you can continue to improve on it.

Software for the Intelligent Investor! Only: $49.95 (US)

Home | Fundamental Analysis | Checklists | Summary | New Transactions | Types of Data | FAQ | Testimonials
Screen Shots | Books | Purchase | Idea | Research | Learn to Invest | Warren Buffett | Benjamin Graham | Momentum | Contact Us