Portfolio Analysis

Maggie Murphy on

Does anyone have a recommendation for a website or product
that our club can use to analyze our portfolio other than
Toolkit?

Mark Johnson on

I find a lot to admire in Manifest Investing (MI). It is a website which charges a fee, after a free trial period. Many of the people there are from a Better Investing (BI) heritage, and they are familiar with Toolkit and the SSG. You can see the essence of BI principles in MI, if you look for it. The MI people have some subtle differences of opinion with the SSG thinking, I see that as independent thought moving forward while the SSG is frozen in copyright.

Hope this helps -- Mark Johnson XYZ Club Houston TX

On Thu, Jan 15, 2015 at 2:24 PM, Maggie Murphy <maggiemurphy128@gmail.com> wrote:

Does anyone have a recommendation for a website or product
that our club can use to analyze our portfolio other than
Toolkit?

Ruth Wilfong on

You could try Stock Rover. There is an article about Stock Rover in Better Investing magazine. August 2014 edition. I'd suggest reading the article, then go to the company website and and look for Free Sign Up. the article give more information. You can check it out and see if it gives you the information you are looking for.

On Thu, Jan 15, 2015 at 3:24 PM, Maggie Murphy <maggiemurphy128@gmail.com> wrote:

Does anyone have a recommendation for a website or product
that our club can use to analyze our portfolio other than
Toolkit?

Laurie Frederiksen on

On the Accounting>Investments page, you will see Yellow buttons. There is one labeled Manifest Investing and one labeled Yahoo. If you select them, your clubs portfolio will be pulled up as a Manifest Investing Dashboard (Free trial or subscription required) or a Yahoo Portfolio (Free). Both provide lots of information about your stocks and your portfolio.

If you are comfortable with spreadsheets, it is easy to put together portfolio projection reports like this one we use in one of my clubs.

Portfolio Judgements

Laurie Frederiksen
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Robert Shaw on

What do you mean by analyze?

On Jan 15, 2015, at 3:24 PM, Maggie Murphy wrote:

> Does anyone have a recommendation for a website or product
> that our club can use to analyze our portfolio other than
> Toolkit?

Maggie Murphy on

Something that consolidates sales and earnings growth rates for the stocks in the portfolio.

Sent from my iPhone

> On Jan 15, 2015, at 5:07 PM, Robert Shaw via bivio.com <user*27509400001@bivio.com> wrote:
>
> What do you mean by analyze?
>
>> On Jan 15, 2015, at 3:24 PM, Maggie Murphy wrote:
>>
>> Does anyone have a recommendation for a website or product
>> that our club can use to analyze our portfolio other than
>> Toolkit?
>

Robert Shaw on

First I wonder why you are looking for a product besides Toolkit. The only other product I would consider, at this time, is the BI SSG+. I think they each have advantages.

You can monitor your portfolio in TK. I am still learning about the SSG+ but I don't think portfolio mgt is currently a part of it's function.

Other options are the Morningstar portfolio function as well as Quicken and a number of other products that offer portfolio functions.

But if you want to have a product to analyze individual stocks I can't think of anything better than TK. The SSG+ is similar but I still prefer TK but that's is probably due to my familiarity with the program. These are not "magic boxes" that do all the thinking for you but rather a spot for you to put all your thinking in one place and then see how it looks. TK gives you the option to compare several different stocks against one another so that you can (optimally) pick the best company.

I think in analyzing a stock you should be utilizing Value Line, S&P, Morningstar, Yahoo finance, among others, and the company websites. Look at the news feeds to see what is being talked about but be careful as there are a lot of unknown players with unknown objectives.

Hope this helps.

On Jan 15, 2015, at 11:10 PM, Maggie Murphy wrote:

> Something that consolidates sales and earnings growth rates for the stocks in the portfolio.
>
> Sent from my iPhone
>
>> On Jan 15, 2015, at 5:07 PM, Robert Shaw via bivio.com <user*27509400001@bivio.com> wrote:
>>
>> What do you mean by analyze?
>>
>>> On Jan 15, 2015, at 3:24 PM, Maggie Murphy wrote:
>>>
>>> Does anyone have a recommendation for a website or product
>>> that our club can use to analyze our portfolio other than
>>> Toolkit?
>>

Joe Farrell on

There is a PERT for SSG+ but it leaves much to be desired. You cannot see all the columns on line and the PDF printout has no highlights, chooses its own random sort, is poorly formatted, does not include the column headers on second and subsequent pages and does not produce a lean page break; but it is better than nothing.

Sent from my iPhone

Suzanne Artzberger on

Hi Joe,

Thanks for the feedback. We're currently working on improving some of these issues in the report as well as implementing other portfolio reports for SSGPlus so stay tuned.

Thanks,

Suzi Artzberger

> Date: Fri, 16 Jan 2015 12:43:02 -0600
> From: cjfarrell46@comcast.net
> Subject: Re: [club_cafe] Portfolio Analysis
> To: club_cafe@bivio.com
>
> There is a PERT for SSG+ but it leaves much to be desired. You cannot see all the columns on line and the PDF printout has no highlights, chooses its own random sort, is poorly formatted, does not include the column headers on second and subsequent pages and does not produce a lean page break; but it is better than nothing.
>
> Sent from my iPhone
>

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