Features
Investment Checklist
Make your research reflect the questions you need answered.
Your checklist defines the questions Vexton considers when researching a thesis. Use it to make reviews consistent without asking every possible question every time.
Review the questions, turn relevant items on, or create your own criterion. View full size
Follow the illustrated walkthrough
- Evaluation Criteria examine the company and investment case.
- Behavioral Guardrails challenge patterns identified after you complete Bias Radar.
- Custom questions add the standards specific to your investment approach.
You can begin with your investor profile alone. Bias Radar is optional; completing it adds behavioral context. Review the selected questions again when creating each thesis.