SA+PR 2.0.0 review
DownloadSTOCK ANALYSIS: Comprehensive Fundamental Analysis of publicly traded companies.
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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.
Limitations:
Free 15 Day Demo.
What's New:
ADDED:
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.
MODIFIED:
Save Routines, to handle modified database & added Quarterly Info retrieved.
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.
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