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Stock Purchase Records Form

When we buy a stock, we buy it for some specific reasons. Then as time passes, we may forget why we bought the stock and what we had in mind when we bought it or their may be new unexpected developments for the company/stock. In such cases, it is important to keep record of why and under which circumstances we bought the stock and then do some periodic review of the position.

This is a prototype of what this kind of form may look like. You may want to modify it based on your requirements/experience or send me suggestions and I will update my form.

Click here to download the Stock Purchase Records Form and remember to fill it up preferrably before you place a buy trade. File these forms in a folder and they will aid you in your journey in investing.