Run a Checklist

Run a Checklist

"Checklist routines avoid a lot of errors.  You should have all this elementary worldly wisdom and then you should go through a mental checklist in order to use it.  There is no other procedure in the world that will work as well." - Charlie Munger

Checklists are designed to help you learn and craft a repeatable investment process. Our brains can only hold about seven items in working memory at one time. A checklist is a tool to expand our mental capabilities. It’s made a world of difference for pilots and doctors. You can access the checklists of the greatest investors of all time in the Journalytic checklist library or you can build your own for your process in the top-level checklist tab.

To work through a checklist:

1. Click the add button at the home journal and select “Run a Checklist”.

2. Click Post.

Checklist Recorded!

Once you post the journal entry, the checklist will be captured and tagged to the idea entered.

Create a Custom Checklist

To create a custom checklist:

1. Select the “Manage Checklists” from the account menu.

2. Select “+ New Checklist”

3. Name the new custom checklist and press "Done"