SOLLEE SOLUTIONS Checklist Investor ( Windows ) | 
| From: Sollee Solutions
Buy New: $44.88
New (2) from $39.95
Format: Cd-rom
Platform: No Operating System
Media: CD-ROM
Operating System: Windows XP Home Edition
MPN: 801495145821
Model: 1004
UPC: 801495145821
EAN: 0801495145821
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| Features:
| • | Includes research, predictions, transactions, charts, images and Web pages | | • | Comes with 14 checklists that follow the methods of highly successful investors | | • | Checklists include Basic Numbers and Ratios, Value Stock Focus, Mutual Fund, Templeton Investing, Investor Psychology, Zweig Growth, Momentum Growth and the Old Bags Investment Club | | • | Includes a paraphrase of the 26 key points in the classic book The Intelligent Investor | | • | Review a collection of words of wisdom from Warren Buffet, to help you make a decision |
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| Editorial Reviews:
Product Description
Checklist Investor allows you to organize all of your investment related data, then put it to work. Watch your revenue and profits grow as you use this powerful financial research tool. This software includes 14 investing Checklists following the techniques of the world's most successful investors. View all data involving one particular stock, transaction type or a particular completed Checklist Sort your data by Date, Security, Transaction, Price, and Checklist
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| Customer Reviews:
 Not worth the money January 29, 2008
magellan (Santa Clara, CA)
1 out of 2 found this review helpful
I agree with the earlier review by R. Cook that this program, although helpful in some ways, just isn't worth the money. It's very basic, and although perhaps useful to a very new investor to help organize his thoughts and investing strategy, if you're a more experienced investor, pass this one by. The quotes by famous investors such as Warren Buffett are sort of interesting, and the company report feature is useful, but overall, fifty bucks is about twice what the program is worth. At least for half that price it qualifies as an interesting but at least cheap diversion. Also, the package I got was the last one on the shelf, and it had obviously been returned since it had been opened and the CD removed from the paper sleeve. So whoever got it before me had returned it. I might do the same if they'll take it back.
Heavy on Glitz, Short on Substance November 13, 2006
R. Cook (Kissimmee, FL United States)
9 out of 9 found this review helpful
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.
This software, with it's slick marketing, is not much more than a very simple spreadsheet, with the cute ability to suck in Internet pages. After entering 2 of my 30 or so stocks, I realized very quickly that I had blown $40 bucks. This package gives you nothing except the price you paid for the stock and the current quote--that's it!! (Unless you count the highly touted tips and techniques included from Warren Buffett, Peter Lynch, etc., which are useful but only a small piece of what you need IMHO).
Frustrated and disappointed, I immediately went in search for something with decent quantative data as well as the qualitative research tools. I found Personal Stock Monitor (not sold by Amazon), which BTW gives you a free 30-day trial to put the sofware through its paces before you fork over the cash. I love the power, flexibilty, simplicity--and the try-before-you-buy concept. I will be sending in my payment (about the same as Checklist Investor) long before my 30-day free trial is up.
 Very Useful tool for the individual investor October 18, 2005
Investor (Texas)
3 out of 8 found this review helpful
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).
The charting feature allows you to see how your investment ideas and transactions relate to stock price. It creates the chart very quickly.
The stock news reader is cool because you can save a copy of the news on your computer with one button click.
I also like the stock idea of the month feature.
The software is easy to install and use.
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