Stock Analysis + Portfolio Review 2.0.0
STOCK ANALYSIS: Comprehensive Fundamental Analysis of publicly traded companies
STOCK ANALYSIS: Comprehensive Fundamental Analysis of publicly traded
companies. Graphical display of data. View up to 10 years of Sales, EPS, Price, Return, Retention Ratio, ROE, Sustainable Growth, Equity, Asset and Revenue Efficiencies. Calculate Risk vs. Reward ratio. Check if current price is in Buy or Sell zones. Open .ssg files from NAIC or CSA. Get .ssg data from net (no fees), or download .ssg files from NAIC's website (fees apply). Fetch detailed current stock quote info from net, along with chart of intraday or historical stock prices and volumes, from 1 day - 10 years. Plot multiple price graphs on the same chart. Perform 10 categories of Fundamental Screens for stocks displaying Value, Growth, Income or Quality (no fees).
PORTOLIO REVIEW: Keep track of your holdings with built in Portfolio Review module. View Quarterly & Annual Company Worksheets. See graphs for % Change in the Trailing 4 Q's for Sales, EPS & PTP. Create or Modify Holdings. Input holdings data by retrieving info from the Net. View a Portfolio By Size, By Sector, or By Holding. Pie Charts for each show a Portfolio's diversification. Employ Defensive and Offensive Portfolio Management techniques. Viewing a Portfolio's Quality & Value. Edit Buy/Sell Parameters to individual prefs. A must for the individual investor, member of stock investment club, or professional investor.
ONLY fully cross platform compatible (Classic Mac, Mac OS X, Windows, and Linux) program capable of carrying out a comprehensive Fundamental Analysis, retrieving required financial data from the internet, as well as carrying out stock screens for stocks to study, and Portfolio Review and management
What's New in This Release:
-Portfolio Review Module.
-Retrieval of Annual Tax Rate % info to database, displayed in Annual
Data Sub-Tab of Company Info Tab.
-Retrieval of Quarterly Pre-Tax Income, Dividends & Tax Rate, displayed
in Quarterly Data Sub-Tab of Company Info Tab
-Sector Field to Company Info table, provided with contextual menu.
-Save Routines, to handle modified database & added Quarterly Info
-Optimized code for improved responsiveness, by removing dead variables.
-Removed duplicate code for +ve & -ve number filters.
-Exception Error handling centralized and made more robust.
-Projected Sales & EPS growth rates now initially limited to a max of 15%
(lowered from 20%).
-User Manual updated & Portfolio Review section added.
tags portfolio review ssg files company info for stocks screens for buy sell from the comprehensive fundamental info from review module sales eps fundamental analysis from naic
Download Stock Analysis + Portfolio Review 2.0.0
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