clipboard-list-checkManaging Your Checklists

Checklists help ensure consistency in your investment approach. A structured process for buying and selling minimizes emotional decision-making and supports better long-term outcomes.

Adding a Checklist

  1. Log in to your account.

  2. Go to the Journal module.

  3. Navigate to the Checklists section.

  4. Click the "Add" button.

  5. Enter Checklist criteria.

  6. Click the "Add".

Last updated