Updating Stock Investor Pro

Posted on January 16, 2015 | Stock Investor Pro

AAII offers weekly data updates to subscribers of Stock Investor Pro. These files are typically available by Sunday morning (Central Time). This issue of Stock Investor News walks you through the process of updating your SI Pro, as well as how to make use of automatic updates. There are two methods of updating the program: using the monthly CD or using the Program/Data Install option available at AAII.com.

To update Stock Investor Pro from AAII.com, first go to the Stock Investor Pro downloads page located at: www.aaii.com/stock-investor-pro/downloads. You may be prompted to log in using either your 10-digit AAII member number, with no spaces, or your personalized username and password. If you do not remember your member number, it can be found on your Stock Investor Pro or AAII Journal mailing label. If you have saved your Login Name and Password in the past, you will not be prompted to enter this information and will be taken directly to the Stock Investor Pro Downloads area.

From the downloads area, click on the Program/Data Install button to download the weekly data update file. The full installation file is named stockinvestorinstall.exe. You may Run or Save the file, but it is highly recommended that you save the file first, preferably to your desktop. Keep in mind that the Program/Data Install file is approximately 60MB in size and is intended for download by those using high-speed Internet connections such as cable modem, DSL, T1, or T3.

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Online Resources for Getting the Most from SI Pro

Posted on November 13, 2014 | Stock Investor Pro

Stock Investor Pro is AAII’s powerful fundamental screening system providing rich company and industry data. You can screen for stocks based on their financial qualities using 60 predefined strategies or by creating your own screens. The Windows-based program offers fundamental data supplied by Thomson Reuters and earnings estimates supplied by I/B/E/S. For individual investors, it offers the power of a fundamental stock screening tool at their fingertips for a reasonable price, whereas other similar tools cost a thousand dollars or more.

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Ratio Analysis in Stock Investor Pro

Posted on September 4, 2014 | Stock Investor Pro

Companies of interest can be identified through a variety of methods in Stock Investor Pro. Once you have a company that you are interested in, you can use ratio analysis to dig deeper into the company’s fundamentals to make judgments about its profitability. In this month’s Stock Investor News, we discuss some common financial ratios and demonstrate how to use SI Pro to view and compare these ratios and print out a ratio analysis report.

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Generating Statistical Summary and Sector/Industry Reports

Posted on August 8, 2014 | Stock Investor Pro

Last month, we showed how to use Stock Investor Pro to create portfolios that are unique lists of stocks. Portfolios can be generated from existing screens or by manually selecting companies. In this month’s Stock Investor News, we discuss how you can generate reports to gain valuable insights into the companies as a group. We take you through the basic process of how to run the statistical summary, sector and industry reports on a defined group of stocks.

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Earnings Estimates

Posted on June 11, 2014 | Stock Investor Pro

One lesson many investors quickly learn is that the market is forward-looking. Security prices are dictated by expectations, and prices fluctuate as these expectations are affirmed or are proven to be unfounded. The most frequently followed measure of market expectations combines analyst projections for a company’s earnings into a consensus earnings estimate. Stock Investor Pro provides a variety of earnings estimate data from I/B/E/S, which is part of Thomson Reuters. Users will find this data on the Estimates tab of the Stock Notebook within Stock Investor Pro. In this installment of Stock Investor News, we provide a discussion of this data, as well as how it may be used in the screening process.

The Estimates tab for Google Inc. (GOOGL) shows a large number of analysts providing quarterly and annual estimates. Roughly 54% of the companies in the Stock Investor database are tracked by at least one analyst.

The consensus earnings estimate for Google’s current fiscal quarter ending June 2014 is $6.26 per share, using data as of May 16, 2014. For the current fiscal year ending December 2014, analysts are expecting Google to earn $26.75 per share. The current consensus estimate of growth in earnings per share over the next three to five years is 15.9% on an annualized basis.

Examining the range of estimates, as indicated by the high and low estimates for each period, provides an indication of the degree of consensus among the analysts. A wide range of estimates would point to great disagreement among analysts, indicating greater uncertainty and a greater chance for an earnings surprise (both positive and negative). For the current fiscal year, analysts tracking Google see earnings coming in at between $25.15 per share and $28.36 per share.

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Backtesting Using Stock Investor Pro

Posted on May 18, 2014 | Stock Investor Pro

Over the years, we have received numerous questions on whether you are able to backtest using Stock Investor Pro. The answer to this question is yes, but with a caveat. There is no single-click backtest feature built into the program. However, previous Stock Investor Pro data points are archived online going back to the beginning of 2003. Using this data, you can perform a backtest manually. This installment of Stock Investor News shows you how.

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Backing Up and Restoring Custom User Files

Posted on April 5, 2014 | Stock Investor Pro

One of the most useful functions of Stock Investor Pro is its ability to create custom user files. Users who work on multiple computers in different locations need to be able to access their custom files in more than one place. This issue of Stock Investor News discusses how to quickly and easily transfer your custom files using Stock Investor Pro Utilities.

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Advanced Custom Screens

Posted on February 26, 2014 | Stock Investor Pro

Used Stock Investor Pro’s advanced screening functions to make your screen more powerful

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An Overview of Stock Investor Pro

Posted on January 1, 2014 | Stock Investor Pro

This is Wayne A. Thorp’s presentation from the 2013 AAII Investor Conference

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Predefined Stock Screens

Posted on November 1, 2013 | Stock Investor Pro

Stock Investor Pro comes pre-installed with a set of over 60 pre-defined screens.

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