Investment Research Checklist — Google Sheets

Never miss a red flag or a green light again. This structured research checklist turns your stock analysis into a repeatable system — walk through 8 categories (business model, competitive moat, financial health, management quality, valuation, growth drivers, risks, and technicals) and get a clear Buy/Hold/Sell verdict. • 8 tabs with 120 pre-written checkpoints — check off each one as you analyze • Built-in scoring system: 1-5 per category, auto-calculated composite score (0-100) • 20 pre-filled cells with real-world example answers for Apple stock • Notes section for each checkpoint — build your personal stock journal • Google Sheets format: works on desktop, tablet, phone — no add-ins • Color-coded verdict: green (Buy), yellow (Hold), red (Sell) based on total score Includes: instruction tab, sample analysis, and blank template for 50 stocks. Perfect for retail investors who manage 10-50 positions and want a consistent framework that's faster than a DCF model but deeper than a basic checklist.

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