NAIC Toolkit v5 shortcuts and "rogue" keys (many undocumented).
Contact jimthomas(at)yahoo.com with questions and comments.

This only lists things that are new (or different) in Toolkit 5. Look here for Toolkit 4 information (much of which is still valid in Toolkit 5). See also Toolkit's Undocumented Features at the BI web site for a more visually oriented description of some of the more useful of the Toolkit 4 features.

Initial 15 Jul 2004 for v5.0.0.
Updated 24 Aug 2004 - add description of Alt+M.
Updated 02 Jul 2006 - add description of Alt+R for PMG.





Judgment - Average High/Low P/E
(from SSG Back, click on the green outlined Avg. High P/E (4A) or Avg. Low P/E (4Ba))


Alt+M:
:
Average the lowest 1/2 of the 10 year high and low PE history (i.e., the approach used in Take $tock to calculate forecast high and low PEs).
This is done by marking the highest 1/2 of the historical PEs as outliers and averaging what's left. This is done independently for both high and low PEs (i.e., the high values marked as outliers from the high and low PEs may be in different years). Note that this is different than the function of Alt+M in this context in Toolkit v4.0.18 (to calculate the 10-year median, which in Toolkit 5 is done with the standard "Use Median" button).


Personal Library section of Library tab

Right-Click: on the "Price" column title to select which date to show in that column. (Unlike the other columns, left-clicking on the column title does not sort the companies.)


Options, Preferences, Stock Study

Alt+P+E: to make the "Use 10 Year PEs For Relative Value" option visible. When selected, Relative Value on the SSG will be calculated using the 10-year historical average PE from PERT-B (instead of using the 5-year historical average PE from SSG section 3). Alt+P+E means to hold down the Alt key, then press P, then press E (you can release P before you press E if you like, but hold down the Alt key until you've pressed both P and E).


Portfolio Overview

Alt+R: to show "Rational Value" instead of Relative Value. Rational Value is the value of the stock holding (price per share times number of shares) if the stock were trading at its historical average PE. I.E., if the price per share was such that the current PE was equal to the section 3 average PE.


Portfolio Management Guide (back)

Alt+G: to select which data is shown on the chart.
Alt+R: to toggle between bar and line on RV chart.