What are the different transaction types, and when should I use them?
Buy, Sell, Hold, Thinking, Short, and Cover Short are the Transaction types included with Checklist Investor. You can also customize your transaction types by adding an unlimited number of new ones. Buy: Use to confirm the logic of your purchase before you make the actual purchase of the security. Sell: Use to confirm the logic of your sale before the security has been sold. Hold: Use to describe your current views on a security you already own (not low enough to buy, not high enough to sell). Thinking: When you have an investment idea that may become a purchase, start with a Thinking transaction. This indicates that you are in the process of evaluating the security, or it’s a security you wish to keep on your future possibilities list. For example, when your broker calls with an investment idea, use the “Thinking” transaction to note this idea. Short: Use to confirm the logic of your short before actually shorting the stock. This indicates that you believe the price of the security wi
