Investing Via The Internet: A Guided Tour of AAII's Top-Rated - - PDF document
Investing Via The Internet: A Guided Tour of AAII's Top-Rated Investment Web Sites John Bajkowski Vice President, Senior Financial Analyst, AAII johnb@aaii.com 1 Presentation Focus & Outline Present the best Web sites to aid you in:
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John Bajkowski Vice President, Senior Financial Analyst, AAII johnb@aaii.com
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Present the best Web sites to aid you in:
Stock Screening Stock Analysis Mutual Fund Screen & Analysis Portfolio Management & Tracking
MSN Money ~ Free
moneycentral.msn.com
SmartMoney ~ Free to $108/yr.
www.smartmoney.com
Yahoo! Finance ~ Free to $131.41/yr.
finance.yahoo.com
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A computerized screening program can be
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Allows for comparison
points against industry and S&P 500 benchmarks
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Provides screening
earnings estimate data
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Free screening tool very basic
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Morningstar Premium screener is very advanced and useful
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Morningstar Premium Stock Screener ($174/yr.) covers over 800
comparison against
benchmarks. Screens can be saved for use at a later time.
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Screening on is fee- based ($58/year). Covers over 150
variables can be
comparison against
benchmarks. Screens can be saved for use at a later time. Results can be saved as a spreadsheet.
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AAII Journal/Computerized Investing has
Tracking performance of our interpretation of
Companies passing screens and chart of
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Screens are located within “AAII Stock Screens” segment
site
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Current and past issues of the AAII Journal can be viewed
MSN Money ~ Free
moneycentral.msn.com
Morningstar ~ Free to $174/yr.
www.morningstar.com
SmartMoney ~ $58/yr. to $108/yr.
www.smartmoney.com
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The process of determining the value of a
Attempt to determine an “intrinsic” value of
If current price is below intrinsic value Buy If current price is above intrinsic value Sell
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MSN Money ~ Free
moneycentral.msn.com
Morningstar ~ Free to $174/yr.
www.morningstar.com
Moneychimp ~ Free
www.moneychimp.com
ValuEngine.com ~ $199.95/yr.
www.valuengine.com
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FreeStockCharts.com ~ Free
www.freestockcharts.com
Prophet.Net ~ Free to $649.50/yr.
www.prophet.net
StockCharts.com ~ Free to $369.35/yr.
www.stockcharts.com
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Morningstar ~ Free to $174/yr.
www.morningstar.com
MSN Money ~ Free
moneycentral.msn.com
SmartMoney ~ Free to $108/yr.
www.smartmoney.com
Yahoo! Finance ~ Free to $131.41/yr.
finance.yahoo.com
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Best used as a tool to keep you abreast of
On-line portfolio managers are not typically
They cannot do what software can do Limited report capabilities, few return calculations
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Morningstar ~ Free to $174/yr.
www.morningstar.com
MSN Money ~ Free
moneycentral.msn.com
RiskGrades ~ Free
www.riskgrades.com
SmartMoney ~ $58/yr. to $108/yr.
www.smartmoney.com
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Appears annually in September issue of the
Available at AAII Web site:
http://www.aaii.com/guides/webguide/index.cfm