Why Screen? Stock Screening Software. Technical Screens. MSN Money Deluxe Screener. Objective: Web site and software overview
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1 A Whirlwind Tour of Online Investing Resources Bonnie Biafore Objective: Web site and software overview Screening (stocks, funds, bonds, savings, mortgages) Getting stock and fund data Analysis tools Investment commentary Portfolio tracking Online brokers 2006 Bonnie Biafore 2 Why Screen? Shrink the universe of investments to a manageable number for further research Finding investments with the characteristics you want Stock Screening Software AAII Stock Investor Pro Includes monthly data updates, screening and filtering tools NAIC Stock Prospector Needs NAIC s data files or other ssg files Bonnie Biafore Bonnie Biafore 4 MSN Money Deluxe Screener Fundamental analysis screens Edit preset screens Create screens using hundreds of measures Save screens Add columns of data Export to Excel spreadsheet Have to download free software for Deluxe Screener Then, click StockScreener Technical Screens Typically not free MarketScreen.com Feature-rich and $30 a month StockWorm.com Basic to robust technical screening from $8 to $30 a month Stockcharts.com Predefined technical screens are free Members can create their own screens About $8 a month 2006 Bonnie Biafore Bonnie Biafore 6 1
2 Mutual Fund Screens Screen by category, load, expenses, returns, manager tenure, minimum purchase, risk, turnover, and more Yahoo! Finance Fund Screener Easier to read than Morningstar s Morningstar.com tml?fsection=toolscreener Fixed Income Screens Yahoo! Finance Screens for corporate, muni, treasury, and zero coupon bonds com/bonds.html 2006 Bonnie Biafore Bonnie Biafore 8 Screening Savings Rates Bankrate.com Find best rates for money market, CDs, credit union savings me.asp Mortgage Rates HSH Associates Find best loan and mortgage rates Learn about loans and mortgages Calculators for credit grade, loan qualifications, and so on Get out your reading glasses, this site is busy! Bonnie Biafore Bonnie Biafore 10 Stock Data AAII Stock Investor Pro Provides data for screening and analysis NAIC Online Premium Services Provides data for screening and analysis with NAIC tools Downloading Financials Edgarscan Offered by Price Waterhouse Coopers Interface to SEC Edgar database Normalizes financial results Can have gaps in data Can download to spreadsheet for ratio analysis Bonnie Biafore Bonnie Biafore 12 2
3 Edgarscan Mutual Fund Data Start with Morningstar Morningstar category and rating 12 types of expenses, plus average for total expense ratio Manager tenure Turnover Trailing returns for 1-, 3-, 5-, and 10-year periods Seven years of annual returns compared to category and index Tax-adjusted returns, tax cost ratio, and capital gains exposure Risk measures such as beta, Sharpe ratio 2006 Bonnie Biafore Bonnie Biafore 14 Mutual Fund Data Yahoo! fills in the gaps Category averages for total expense ratio, 12b1 fee, front end sales load, deferred sales load Ten years of annual returns Downloading Data with Web Queries Use Excel Web Queries to grab online data 2006 Bonnie Biafore Bonnie Biafore 16 Fundamental Analysis Programs NAIC software 4 different programs at last count! Investor s Toolkit 5 has nice portfolio mgt features, too. Online Analysis Tools StockFundAs.com Online fundamental analysis with NAIC-type methodology Adding new collaboration features 2006 Bonnie Biafore Bonnie Biafore 18 3
4 More Online Analysis Tools MSN Money Stock Research Wizard Asks questions you should answer to analyze stock W.asp DividendDiscountModel.com Calculates present value of stock based on future dividends 2006 Bonnie Biafore 19 Technical Analysis - Charting StockCharts.com Free and for-a-fee line, bar, candlestick, P&F charts As paid member, can create intraday charts, add more indicators, and save settings Clearstation.com Free (Owned by E*Trade) Charts, indicators, moving averages, compare several stocks on same chart DorseyWright.com Not free but includes P&F charting and analysis 2006 Bonnie Biafore 20 Technical Analysis-Systems Get ready to part with some cash MetaStock End of Day version works with end of day prices. $499 Professional version has real-time, but costs $ Telechart ( Charting and screening Provides historical data back to 1984 for back testing $29.99 a month Commentary and Analysis Some resources more trustworthy than others Mark Robertson s Manifest Investing.com Web sites for financial magazines MSN Money Jubak s Journal Commentary and Analysis section at bottom Canslim discussion board Approach created by William O Neil (IBD) Bonnie Biafore Bonnie Biafore 22 Morningstar.com (click Portfolio) Portfolio Manager (free) Asset Allocator Premium feature Probability of reaching goal Includes sample allocations based on risk level Adjust risk level, dollars, or years 2006 Bonnie Biafore Bonnie Biafore 24 4
5 Morningstar Asset Allocator Portfolio Allocator Free Compares target to actual allocation 2006 Bonnie Biafore Bonnie Biafore 26 Portfolio Allocator Suggests changes to meet targets Morningstar X-Ray Information for manual re-allocation Shows allocation including stocks and funds 2006 Bonnie Biafore Bonnie Biafore 28 Morningstar X-Ray MSN Money Portfolio Tracker Click Investing, then Portfolio Import portfolios from Yahoo! or your brokerage accounts Calculates returns including dividends Slices and dices based on allocation, risk, and more Plus, StockScouter rates stocks in the portfolio 2006 Bonnie Biafore Bonnie Biafore 30 5
6 Other Online Portfolio Tools Smart Money One Asset Allocation System 2006 Bonnie Biafore 31 Online Brokers AAII Broker Survey Top online brokers for trade price, execution, reliability for electronic trades, and overall satisfaction for electronic trades BrownCo ScotTrade Fidelity Brokers with comprehensive Web sites Fidelity Schwab ScotTrade TD Waterhouse 2006 Bonnie Biafore 32 Questions? 6
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