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.

• Intelligent Investor (Benjamin Graham / Warren Buffett Strategy). Includes a paraphrase of the 26 key points in the book The Intelligent Investor. This book is favorite of just about every value investor!
• Warren Buffett Famous Quotes. If you are a fan of Warren Buffett (and who isn’t?), use 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!
• Warren Buffett Way. Based on the book The Warren Buffett Way. with over 1 million copies sold! Invest using the strategies of Buffett.
• One Up on Wall Street (Peter Lynch Strategy). Includes a paraphrase of the 21 key points in the book One Up on Wall Street.
• Basic Numbers and Ratios. Every investor should be able to answer these 11 questions before a stock is purchased.
• Value Stock Focus. Helps Value investors remained focused on what is important.
• Mutual Fund Investing. Don’t buy a mutual fund without completing this checklist.
• When to Sell. Often it can be harder to decide when to sell than when to buy. This Checklist helps you make the Sell decision.
• Investor Psychology. Helps you eliminate common mental mistakes.
• Templeton Investing. Based on the famous investor Sir John Templeton’s investing strategies. Has a contrarian focus.
• Zweig Growth. Based on the famous investor Marty Zweig’s investing strategies. Focus is on growth at a reasonable price.
• Old Bags Investment Club. For members of investment clubs, here is the checklist from the Old Bags Investment Club.

• 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.
• Momentum Growth. For the investor interested in stocks passing their 52-week highs. See Momentum Screen Shot for more information.

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.

One great advantage of our software, is that it allows you to continually expand and improve your strategy. After reading an interesting investment book or article, create a Checklist based on it, so that you never forget the key points!

Below is a screen shot of a New Checklist being added (Click Using your Checklists to see how a Checklist is used in a Buy transaction):

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 Investor).