FeaturesInvestment Checklist
Checklist terms and controls
Understand what you can change and how it affects research.
| Term | Meaning |
|---|---|
| Criterion | The question a research item asks |
| Evaluation Criteria | Questions about the investment itself |
| Behavioral Guardrails | Questions informed by your completed behavioral assessment |
| Pillar | A topic such as business quality, financial health, management, or valuation |
| Importance | How prominently the criterion is weighted; editable on custom items |
| Source | Whether an item comes from the library, investor profile, bias profile, or you |
| Custom item | A question you create, edit, or delete |
| Research specification | The methodology and evidence the research should investigate |
| Refresh cadence | How often the criterion is intended to be revisited |
| Enabled | Available for selection in future thesis research |
What can I change?
Library, Profile, and Bias items can be toggled. Custom items can also be edited or deleted, including their question, pillar, description, importance, cadence, and research aspects.
The hub focuses on portfolio-level criteria. The thesis creation review selects the questions relevant to that particular asset or theme.