Heavy on Glitz, Short on Substance

I had been tracking my stock investments for years using an Excel spreadsheet and have longed for something more automated and robust. I was excited when I found this slick software and fired off an order immediately. However, "slick" was all it turned out to be. They spent a bundle in time and $$ on marketing and packaging--and it is very effective in selling the sizzle--but the steak is rancid. I am an everyday family investor like you, and not an investment guru. However, I am a career CPA and a corporate financial professional for 30+ years. I also have a Masters Degree in Technology Management. Therefore I like to think that I know a little about collecting and managing financial data, as well as desktop computer applications.^M

Very Useful tool for the individual investor

This tool helped me learn about and follow the investment strategies of Ben Graham, Warren Buffett, and Peter Lynch. I had read some investing books, but when it came time to make a stock purchase, I did not 'practice what they preached'. Checklist Investor helps me do that (and if I don't, I now at least have a record of why I choose not to follow their strategy).^M