Investment software for the stock market that helps intelligent investors make better decisions using proven strategies from legendary investors like Buffett, Lynch, and Graham. The software follows a systematic approach to deliver optimal results.

One of the standout features of Checklist Investor is its organizational capabilities. Users can store all their investment-related data, such as stock and mutual fund investment ideas, individual company research, predictions, and transactions, all in one place. This information is easily accessible on one screen and can be viewed in multiple ways thanks to the Sort/Zoom feature.
Checklist Investor also enables users to follow the investing strategies of the investment greats. The tool features checklists for well-known expert investing strategies including Warren Buffett, Benjamin Graham, and Peter Lynch. Before a user makes any transaction (Buy or Sell), the system prompts them to review each item on the checklist. This enables a consistent evaluation of all investment strategies against uniform criteria, and enhances the evaluation process for users.
One of the best things about Checklist Investor is that users have the option to customize these investing strategies as they see fit. If users want to create a unique investing strategy, Checklist investor provides that functionality so that users can create their very own Checklist strategy. These Checklists can be shared with other users using the Export Checklist/Import Checklist function.
A key ingredient for successful investment strategies is consistency in investment evaluation and emotional separation between the investor and the investment. Checklist Investor is an easy-to-use tool that facilitates both of these principles. The Checklists feature allows all investment ideas to be evaluated using identical criteria, which ensures that users are making consistent, sound investment decisions. Additionally, the documentation of the evaluation process leaves no room for second guessing – users won’t have to ask “What was I thinking?” anymore.
Finally, the software offers a Stock Idea of the month, which provides additional investment ideas for consideration. Overall, Checklist Investor is a reliable and trustworthy software tool that helps individual investors make informed and intelligent investment decisions.
Version 4.02: Charting Capability
Version 4.00: N/A