SA+PR

SA+PR - Stock analysis & portfolio review application
Download

SA+PR Ranking & Summary

Advertisement

  • Rating:
  • License:
  • Trial
  • Price:
  • USD 69.00 | BUY the full version
  • Publisher Name:
  • Intuitec Software Inc.
  • Publisher web site:
  • http://www.intuitecsoftware.com/
  • Operating Systems:
  • Mac OS X 10.4.8 and later
  • File Size:
  • 2.6 MB

SA+PR Tags


SA+PR Description

SA+PR - Stock analysis & portfolio review application Stock Analysis and Portfolio Review is a Comprehensive Fundamental Analysis of publicly traded companiesStock Analysis: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).Portfolio Review: Stock Analysis and Portfolio Review will 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.Here are some key features of "SA PR":Stock Analysis:· Get .ssg financial data for USA and Canadian public companies from the internet. Save the retrieved data in standard .ssg file format.· Also get stock symbols for public companies in 12 countries (Australia, Belgium, Canada, France, Italy, Germany, Great Britain, Japan, Netherlands, Spain, Sweden & USA).· Fetch detailed current stock quote info from the net. See Last, Change, Volume, High, Low, Bid, Ask, among others. Get a chart of intraday or historical stock prices and volumes, from 1 day up to 10 years. Even plot multiple price graphs on the same chart.· NAIC members can Download .ssg files from the NAIC's www.BetterInvesting.org site, via a user's site registered membership number and password. Must be an NAIC member & subscriber to its S&P stock data service.· Open .ssg files available from both the NAIC or the CSA.· No access to .ssg files, or internet? No problem. With a company's financial data in hand, create a New blank file for direct data input. Entry takes only 5 to 10 minutes.· EPS or CFPS based analysis. Retention Ration or Alternate Retention Ratio. Assets with Cash or without Cash.· Zoning range as 1/3-1/3-1/3 or 1/4-1/2-1/4.· Linear Plot of Sustainable Growth and ROE Sub-Components.· Semi-Log Plots of Sales, EPS or CFPS, Price, DPS.· Summary Plot superimposes Sales, EPS or CFPS, and Price· Line of Best Fit calculated and plotted for Sales, EPS or CFPS.· Historical Compound Growth Rates calculated for Sales and EPS or CFPS.· Historical Price, and P/E ratios.· Control of projected Sales, EPS or CFPS, P/E and Dividend Return rates.· Control of Assumed % Decline in recent price of stock.· Calculation of Risk versus Reward.· Zoning calculation helps determine if the stock is in the Buy, Maybe or Sell zones.· Summary Graph superimposes Sales, EPS or CFPS and Price to allow you to SEE at a glance if this is the kind of company you want to consider for your portfolio.· Visually identify when a stock's price is getting ahead of its Sales and/or Earnings (overvalued indicator), or lagging (undervalued indicator).· Full control over printing of any or all Tables and Graphs. Print Preview fully implemented. Print Window implemented.· Dynamically creates a Font menu to allow selection of whatever font you want to see, and control of ther font size (6 to 12 pt).· Extensive Help system. Search help files by keyword or phrase, with accented characters supported.· Built in Help implemented.Portfolio Review:· Keep track of your holdings. SA+PR has a seamlessly built in Portfolio Review module.· Quarterly and Annual Company Woksheets show up to 20 quarters of data.· See graphs for % Change in the Trailing 4 Quarters for Sales, EPS & PTP.· A built in database allows users to Create or Modify Holdings. Create New holdings, Update existing holdings, or Delete existing holdings. To speed up the creation of holdings, users can first retrieve Company data from the Net, and then click on the "Fill Fields From SA+PR" button to have the program automatically fill in most of the required data.· Holdings can be viewed using unique Portfolio Names, allowing evaluation By Size, By Sector, or By Holding. Pie Charts for show if a Portfolio is well diversified, or too concentrated.· Employ Defensive and Offensive Portfolio Management techniques by viewing a Portfolio's Quality and Value. Edit Buy/Sell Parameters, to tailor them to individual preferences.Limitations:· Free 15 Day trial.


SA+PR Related Software