CHECKLIST HEAVEN

Over the years, we have developed several versions of our checklist to make it easier for new members to develop their own.

Here’s what we recommend.

1. Read through the QAV Getting Started Bible. 

2. As you’re working your way through that, try to build your own version of the spreadsheet. That’s how Cameron got started. That way you have a better chance of really understanding what metrics we are looking at, why they matter and how the relate to each other. If you’re “not good with Excel”, guess what? You have AI tools that can help you. Cameron didn’t have that when he started this in 2019. You’re so lucky! If you get stuck doing something in Excel, just ask ChatGPT or Gemini or Claude to help you. They are REALLY GOOD at Excel.

Stock Doctor or Stockopedia? 

Tony’s been using Stock Doctor (an Australian site) as a data source for decades. Stockopedia is based in the UK but has global data. We use both and there are sheets for both. A Stockopedia membership is less expensive than Stock Doctor (look in the QAV Bible section about data sources for our membership deals with each vendor) and they also have options for non-Australian stocks (eg USA, UK, etc). Cameron uses Stockopedia every week to build his American buy list and it works great.

DYOR

Please note that these should not be used to make your own buying or selling decisions. They are provided as a reference only, so assist Club Members in developing their own checklists.

QAV Club Members can find a list of the Checklist Templates below.