Investing Via The Internet: A Guided Tour of AAII's Top-Rated Investment Web Sites
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1 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: Stock Screening Stock Analysis Mutual Fund Screen & Analysis Portfolio Management & Tracking 2
2 Top Comprehensive Sites MSN Money ~ Free moneycentral.msn.com SmartMoney ~ Free to $108/yr. 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 4
3 5 6
4 7 8
5 9 10
6 Allows for comparison of selected data points against industry and S&P 500 benchmarks 11 Provides screening on a variety of earnings estimate data 12
7 Morningstar Free screening tool very basic 13 Morningstar Premium screener is very advanced and useful 14
8 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
9 SmartMoney.com Screening on is feebased ($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. 17 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 18
10 AAII.com Screens are located within AAII Stock Screens segment of Web site 19 20
11 21 22
12 23 24
13 25 AAII Journal Current and past issues of the AAII Journal can be viewed online 26
14 Top Stock Screening Sites MSN Money ~ Free moneycentral.msn.com Morningstar ~ Free to $174/yr. SmartMoney ~ $58/yr. to $108/yr. 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 28
15 29 30
16 31 32
17 Yahoo! Finance finance.yahoo.com 33 34
18 Reuters
19 37 Yahoo! Finance finance.yahoo.com 38
20 MarketWatch.com 39 Morningstar Alerts 40
21 41 42
22 44
23 45 Morningstar 46
24 Moneychimp
25 49 Reuters 50
26 51 Yahoo! Finance finance.yahoo.com 52
27 53 Reuters 54
28 SmartMoney.com
29 57 58
30 SmartMoney.com
31 Morningstar 61 Yahoo! Finance finance.yahoo.com 62
32 63 Top Stock Valuation & Ratings MSN Money ~ Free moneycentral.msn.com Morningstar ~ Free to $174/yr. Moneychimp ~ Free ValuEngine.com ~ $199.95/yr.
33 65 FreeStockCharts.com 66
34 Prophet.net 67 StockCharts.com 68
35 Top Stock Charting & Technical Analysis FreeStockCharts.com ~ Free Prophet.Net ~ Free to $649.50/yr. StockCharts.com ~ Free to $369.35/yr. Mutual Fund Screening & Data 70
36 MSN Money moneycentral.msn.com 71 72
37 73 74
38 75 76
39 Top Mutual Fund Sites Morningstar ~ Free to $174/yr. MSN Money ~ Free moneycentral.msn.com SmartMoney ~ Free to $108/yr. 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 78
40 79 80
41 81 Morningstar 82
42 83 84
43 85 86
44 Top Portfolio Tracking Sites Morningstar ~ Free to $174/yr. MSN Money ~ Free moneycentral.msn.com RiskGrades ~ Free SmartMoney ~ $58/yr. to $108/yr. AAII s Guide to the Top Investment Web Sites Appears annually in September issue of the AAII Journal Available at AAII Web site: 88
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