For Investors |
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Analyze long-term growth stocks and manage your portfolio according to proven, time-tested investing strategies. 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.
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Stock Analyst provides fundamental analysis of stocks which is built for the experienced investor. Packed with customizable features for stock-picking and portfolio management, plus a new interface designed for ease of use, the new version is better than ever. Unique features include balance sheet and annual report analysis, and a trend graph to compare various ratios.
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Software for screening stock data, Stock Prospector helps investors identify companies with specific characteristics. Stock Prospector helps self-directed investors unearth great stocks for study. The software is the easiest and most powerful method available for screening historical fundamental data, with customizable reports and easy-to-use weighted screens based on growth, value, quality, and safety. A data subscription from BetterInvesting is required.
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Classic Plus is designed to teach you time-tested methods for picking stocks and managing your portfolio. The software's beginner mode walks you step-by-step through the SSG and other forms, even offering feedback on data trends and your judgments to help you learn! If you're a more experienced investor, you can select the experienced user mode, which lets you skip the hand-holding and dive right into detailed analysis.
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| Software for Investment Clubs |
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Quickly and easily prepare your club's required IRS filings (as well as state forms for Arizona, California, Indiana, Iowa, Georgia, Maryland, Massachusetts, Minnesota, Missouri, New York, Colorado, Pennsylvania, New Jersey or Wisconsin).
Federal and state forms available for Club Accounting 3 and Club Accounting Online at myICLUB.com. Serial number to unlock download version shipped via email.
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myICLUB.com is the accounting and club management platform of choice for the majority of U.S. investment clubs. Private, personalized club website includes full investment club accounting -- editable only by authorized officers, fourteen detailed performance reports -- viewable by any registered club member, industry-standard Secure Socket Layer (SSL) encryption for security.
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Desktop software for investment clubs to track their finances. Club accounting can help you understand your club finances, print reports, share graphs of club performance with other club members, and prepare club taxes in accordance with federal tax law. New features include wizards to walk you through common tasks, context sensitive help, reconcile accounts, automatic audit with each transaction, built in auto-updater & support verification, and much more.
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