Optimize Your Analysis with Custom Checklists

02/07/2012 Open Access
Scott Lehtonen, Matthew Inouye 23 minutes

You may already use the MarketSmith Checklist to verify how a stock market legend such as William Oneil or Warren Buffet might rate your stock. But did you know you can create a custom checklist to quickly gauge if a stock meets your personal criteria?

Join us as we review building custom checklists targeted to your specific investing objectives. We will also discuss the value of maintaining multiple checklists that allow you to adapt your investing strategy to market changes.

Send feedback
MarketSmith Speakers

Matthew Inouye, product coach and national speaker with the MarketSmith education team, began his career as a research analyst with William O’Neil + Co. Inc. in 2006. In addition to teaching members how to use our research tools through one-on-one coaching and webinars, Inouye also leads investment workshops and participates in conferences, where he speaks about investing-related topics. With 15 years of investing experience, he brings a sharp understanding of investor psychology and tremendous technical knowledge to the team.

Matthew Inouye
Matthew Inouye
Product Coach, MarketSmith
 

Scott Lehtonen joined the MarketSmith education team as a product coach in 2010, after beginning his career as a broker for Scottrade. In addition to teaching members how to use our research tools through one-on-one coaching and webinars, Lehtonen lends his expertise in chart patterns and stock screening to product development at MarketSmith. He has played a key role in the production of Pattern Recognition, Growth 250, and our annual Top Stocks publication.

Scott Lehtonen
Scott Lehtonen
Product Coach, MarketSmith