BetterInvesting Take Stock™

BetterInvesting Take Stock™ is an all-in-one beginner’s software package that introduces investors to time-tested investing methodologies with a graphical step-by-step process, enabling new users to start evaluating stocks right away and learn the concepts as they go.

Designed by the developers of the best-selling Investor’s Toolkit, BetterInvesting Take Stock™ was created to make stock analysis methods more accessible to beginning investors. The software enables the user to tackle one just component at a time, mastering the concepts behind each of these before moving on to the SSG form itself. With a built-in connection to up-to-date company and stock data, the BetterInvesting Take Stock™ package includes everything the investor needs to begin investing.

Big Ideas Made Simple

The software walks the user through the three “judgment” decisions investors must make to complete a stock evaluation, offering conservative suggestions or even, at the user’s option, making these decisions automatically. (In all cases, we remind the user that the software is just an aid to, not a replacement for, the investor’s judgment.) The software then produces useful summaries of “Reasons to Buy” and “Items to Check,” and enables the user to print a completed SSG.

BetterInvesting Take Stock™ provides the investor with an evaluation of the two critical questions to consider:

1. Is the company of high enough quality to invest?

2. Is its Stock selling for a reasonable price?

Help in answering these questions is presented in a simple and straightforward manner. Quality, for example, is judged on a 1-10 scale and displayed as a “Quality Index,” a composite of the items considered in Sections 1 and 2 of the SSG: strength and stability of sales and earnings growth and the trend and quality of profit margins and return on equity. Just by clicking on the Quality Index indicator, the user can explore each of these items in greater detail and can find out how each of them affects the index.

BetterInvesting Take Stock even tells the user the price at which both reward (a 15% annual return) and risk (3:1 Upside Downside Ratio) the user should be satisfied with. It gives the stock a green light if the current price is below that “buy price” or a red light if above it, and a plain language statement summarizes the evaluation.

With clear descriptions of concepts and the flexibility to grow with the user’s skill level, BetterInvesting Take Stock makes the perfect tool for investors seeking to learn and apply BetterInvesting’s philosophies. Put another way, it makes investing simple to understand and success easy to achieve.

The software comes with a full year of stock data, program updates, and support included. Also included is a subscription to The Complete Roster of Quality Companies, a monthly stock screen designed by Ellis Traub.