Investor's Toolkit 5

Since 1991, Investor's Toolkit software has been guiding investors. Years of development and the input of hundreds of Toolkit users has gone into creating the all-new 5th Edition of Investor's Toolkit, which goes one important step beyond all previous versions: it makes managing your portfolio as easy as building it in the first place.

Investor's Toolkit allows you to quickly and easily analyze promising stocks and manage your portfolio. This software was developed with the novice in mind, yet it has all the tools necessary for the experienced investor -- it's packed with time-honored features and many new improvements. Toolkit 5's functionality can be broadly divided into two categories: tools that help you choose stocks for investment and tools that help you manage a portfolio.

Time-Tested Stock-Picking Techniques

• Intuitive, graphical access to forms for stock analysis, including the Stock Checklist (SCL), the Stock Selection Guide (SSG), and the Stock Comparison Guide (SCG).
• Simple, speedy data import from S&P data feed or other data sources.

Simple, Powerful Portfolio Management

• Includes the Portfolio Evaluation and Review Technique (PERT), including the PERT Report and PERT Worksheets A and B, as well as the Portfolio Management Guide (PMG).
• The popular Trend Report and Challenger found in Toolkit 4 Pro are now standard in Toolkit 5.
• New Stock Library format lets you view the status of all your companies at a glance.
• Offensive and defensive portfolio alerts warn the user of new data which may demand attention.
• The Portfolio Report Card presents key ongoing metrics and a to-do list, while the Overview shows the performance and value of each stock in the portfolio and the aggregate statistics for the whole portfolio.
• "Requires Attention" flags and the "What do I do now?" box help keep you focused on the important issues.

Focused on Learning

• Detailed help files on investing in general and use of the software in particular.