Updating 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:…

 

Online Resources for Getting the Most from SI 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…

 

Ratio Analysis in 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…

 

Generating Statistical Summary and Sector/Industry Reports

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…

 

Earnings Estimates

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…

 

Backtesting Using 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…

 

Backing Up and Restoring Custom User Files

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…