| ICLUB Insider |
July 14, 2004 |
THE LATEST NEWS ON
NAIC SOFTWARE BUILT BY ICLUBCENTRAL INC.
Summary
July 15, 2004 is the last day to take advantage of the
introductory discounts on NAIC Investor's Toolkit 5. If
you've ever used a previous version of Toolkit and you're
wondering about the benefits of upgrading to Toolkit 5,
think about this -- Toolkit 5 takes the features you've come
to rely on and makes them more powerful and much easier to
use.
By now you've probably heard about Toolkit 5's ability to
combine the stock-picking features cherished by NAIC
investors with unprecedented portfolio management
capabilities. Here are some additional features that are
making Toolkit 5 the most popular version of Toolkit ever:
Navigation Aids
Toolkit 5 retains the basic functionality of Toolkit 4 and
Toolkit 4 Pro while providing a more intuitive means of
navigating throughout the program and more function-related
ways to move from one task to another. The software boasts
new NAIC forms navigation and a new, more functional Stock
Library.
New "Home Page"
When you open the program, you are immediately prompted with
items that need your attention. The "Requires Attention" box
lists those tasks that relate to companies, portfolios, and
the Stock Library. Such tasks result from conditions
including price changes, data updates, and your personal
judgment. The "What do I do now?" box streamlines the list
of common tasks and helps you immediately perform the duties
you wish to complete including stock selection, stock
comparison and portfolio management.
Portfolio Report Card
This feature displays each portfolio with its aggregate
Total Return, Upside Downside Ratio and Total Value at the
current price. Toolkit 5 displays the data in red when
Defensive or Offensive Portfolio Management tasks are
required.
Enhanced note support
Text notes accompanying your stock studies are now more
prominent and intuitively useful. In addition to the
traditional notes field, Toolkit 5 provides a separate
screen to enable the user to enter the company description.
Enhanced import for online services
The Web interface has been further enhanced as it relates to
data download and other online services, including importing
multiple companies, enhanced company updates, and improved
labeling to assist with mixing data from various sources.
Smart Challenge
Selecting a company to be challenged invokes the "Smart
Challenge" screen. This displays all of the companies in the
Stock Library that have been evaluated, ranked in order of
potential return, with the challenged stock highlighted. The
display includes the industries and the data necessary to
determine whether a stock with better return is of equal or
better quality.
Miscellaneous features
The new Toolkit is a treasure trove of small, new features
that make stock analysis easier and more convenient. Many
are former "rogue keys" that have been introduced as "Easter
Eggs" or undocumented features included at the request of
one or another user but not necessarily meant for the
mainstream. Those that have enjoyed significant popularity
are now included in the program.
Special Sale Ends Tomorrow!
Toolkit 5 is packed with features that thousands of NAIC
investors have already taken advantage of. The special
online sale ends this week on Thursday July 15, 2004. NAIC
members who own Toolkit 4 Pro may upgrade to Toolkit 5 for
just $75, and owners of Toolkit 4, NAIC Classic, or NAIC
Classic Plus may upgrade for $99. And new users can purchase
Toolkit 5 for just $149 until July 15.
Get the software that so many NAIC investors have already
taken advantage of -- order your copy of NAIC Investor's
Toolkit 5 online before the sale ends!
Order today at:
http://www.iclub.com/tk5/buy/.
Users who upgrade to NAIC Investor's Toolkit 5 from
version 4 don't have to worry about losing all of your old
Stock Selection Guides and portfolio data. You can easily
import your Toolkit 4 data into the new version of the
program just by following these simple steps.
- Open Toolkit 5 by double-clicking on the Toolkit 5
icon on your desktop.
- Go to Options > Database Utilities.
- Choose "Copy another Toolkit Database into the
current Toolkit Folder." A box will open asking you
to locate the old Toolkit Library.
- Navigate to the Toolkit 4 folder and select the file
TK.MDB or simply TK. By default this will be in
C:\Program Files\Toolkit4.
- After clicking on this file, click Open. Toolkit 5
will start to import the information from your
Toolkit 4 program.
You're done! Now you can go to your Stock Library and
review your stocks using the power of NAIC Investors Toolkit.
For more frequently asked questions about installing and
using NAIC Investors Toolkit 5, please visit:
http://www.iclub.com/support/s_NAIC_investors_toolkit.asp.
The new "Home Page" in NAIC Investors Toolkit 5 provides
convenient reminders to let you know when it's time to
update the prices and data of the stocks in your database.
The text in the "Requires Attention" box will change color
to red (from gray) when the data for some of your companies
is getting old. By default, the "Update Prices" alert will
signal if the prices of any stocks in your library are older
than seven days old. The "Update Data" alert is triggered
when a company's quarterly data is older than 45 days or its
annual data is older than 90 days. When the text is
highlighted, simply click on it to start the online update
process.
The triggers for these alerts are customizable, however. If
you routinely update the prices of your portfolio once a
month before a club meeting instead of once a week, for
instance, you can change the number of days so that you
don't have to be reminded to update prices every time you
use the software in between monthly meetings. And even
though companies don't have to report their quarterly
earnings to the SEC until 45 days past the end of the
quarter, some companies do report early, so you might wish
to set the monthly triggers at 30 days or some other number.
To reset the trigger points, click "Preferences" on the
Toolkit 5 toolbar, and then click the "Thresholds" tab.
Enter new values in the Data Triggers section to reflect
your preferences, and then click the OK button.
Now, whenever you view the Home Page, the Update Prices and
Update Data alerts will be triggered according to the new
values you entered.
For more information on the powerful new features of NAIC Investors Toolkit 5, please visit:
http://www.iclub.com/tk5/.
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Copyright 2004 ICLUBcentral Inc. All rights reserved.
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