Investing Via The Internet A Guided Tour of AAII's by umn15763

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									    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


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Presentation Focus & Outline
   Present the best Web sites to aid you in:
       Stock Screening
       Stock Analysis
       Mutual Fund Screen & Analysis
       Portfolio Management & Tracking




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Top Comprehensive Sites

   MSN Money ~ Free
       moneycentral.msn.com


   SmartMoney ~ Free to $108/yr.
       www.smartmoney.com


   Yahoo! Finance ~ Free to $131.41/yr.
       finance.yahoo.com




Stock Screening

   A computerized screening program can be
    used to locate/analyze stocks in an
    organized, systematic, and disciplined
    fashion




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Allows for comparison
of selected data
points against
industry and S&P 500                     11
benchmarks




                    Provides screening
                    on a variety of
                    earnings estimate
                    data




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Morningstar www.morningstar.com
                             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
fields. Allows for
comparison against
other fields and
benchmarks.
Screens can be
saved for use at a
later time.
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SmartMoney.com www.smartmoney.com
                                      Screening on is fee-
                                      based ($58/year).
                                      Covers over 150
                                      fields. Custom
                                      variables can be
                                      created. Allows for
                                      comparison against
                                      other fields and
                                      benchmarks.
                                      Screens can be
                                      saved for use at a
                                      later time. Results
                                      can be saved as a
                                      spreadsheet.




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Popular Approaches
   AAII Journal/Computerized Investing has
    examined the characteristics of successful
    investors
   Tracking performance of our interpretation of
    these approaches in Stock Investor
   Companies passing screens and chart of
    results available on AAII Web site within
    “AAII Stock Screens” segment in the
    Portfolios section


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  AAII.com www.aaii.com
Screens
are
located
within
“AAII
Stock
Screens”
segment
of Web
site




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  AAII Journal
Current
and past
issues of
the AAII
Journal
can be
viewed
online




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Top Stock Screening Sites

   MSN Money ~ Free
       moneycentral.msn.com


   Morningstar ~ Free to $174/yr.
       www.morningstar.com


   SmartMoney ~ $58/yr. to $108/yr.
       www.smartmoney.com




Fundamental Analysis
   The process of determining the value of a
    stock based on study of financial data
   Attempt to determine an “intrinsic” value of
    stock and compare this to current market
    price
       If current price is below intrinsic value  Buy
       If current price is above intrinsic value  Sell




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Yahoo! Finance finance.yahoo.com




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Reuters www.reuters.com/finance/stocks




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Yahoo! Finance finance.yahoo.com




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MarketWatch.com www.marketwatch.com




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Morningstar Alerts




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Morningstar www.morningstar.com




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Moneychimp www.moneychimp.com




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Reuters www.reuters.com/finance/stocks




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Yahoo! Finance finance.yahoo.com




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Reuters www.reuters.com/finance/stocks




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SmartMoney.com www.smartmoney.com




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SmartMoney.com www.smartmoney.com




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Morningstar www.morningstar.com




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Yahoo! Finance finance.yahoo.com




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Top Stock Valuation & Ratings

   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 www.freestockcharts.com




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Prophet.net www.prophet.net




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StockCharts.com www.stockcharts.com




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Top Stock Charting & Technical Analysis

   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




    Mutual Fund
    Screening & Data




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MSN Money moneycentral.msn.com




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Top Mutual Fund Sites

   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




On-Line Portfolio Management

   Best used as a tool to keep you abreast of
    what is happening with your portfolio and
    notify you of any events that might affect your
    portfolio
   On-line portfolio managers are not typically
    replacements for software
       They cannot do what software can do
       Limited report capabilities, few return calculations


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Morningstar www.morningstar.com




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Top Portfolio Tracking Sites

   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




AAII’s Guide to the
Top Investment Web Sites
   Appears annually in September issue of the
    AAII Journal
   Available at AAII Web site:
       http://www.aaii.com/guides/webguide/index.cfm




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