Investment Tools and Research




CURRENT PORTFOLIO:

  • Our Portfolio Management
  • Download & Upload SSG files
    • (Toolkit or Stock Analyst software required)

    ANALYSIS & RESEARCH:

  • Daily Stocks Analysis
  • Financial Ratio Analysis Formula
  • Personal Investment
  • Realtime Foreign Exchange (FOREX)
  • SSIC Value Line Checklist
  • Stock Criteria: Provide guideline to buy, sell/ hold your stocks
  • Stock Historical Quotes Tool
  • Stock Presentation Cover Sheet
  • Stock Selection Guide Tutorial
  • Stock Selection Guide using MS Excel
  • Stock Split Announcement
  • SSIC SSG Study
  • Stock Stock Portfolio & Watch List

    • PORTFOLIO EVALUATION REVIEW TECHNIQUE (PERT):

  • Current SSIC Portfolio
  • Watch List Portfolio


    • SECURITIES & EXCHANGE COMMISSION -- EDGAR DATABASE

    Edgar On-Line has a free visitor subscription available.
    FreeEdgar (excellent source for SEC reports)
    Securities and Exchange Commission Forms List

    SOURCES OF DATA

  • Annual Reports
  • Financial Resource Guide
  • Hoover's Company Reports
  • Moody's
  • Standard & Poor's Stock Reports
  • Value Line


    • TUTORIALS:

  • Bart's Presentation: How to create a BBQ Cash Flow - Covered Calls & Bull Puts
  • Conducting a Stock Study (approx. 3 hours average for one company)
  • Investment education for individual investors and investment clubs
  • Stock Selection Guide Tutorial
  • How to Make Money Trading Exchange Traded Funds (EFT)


    • OPTION TRADING:

  • The Covered Call Resource Guide
  • Chicago Board Options Exchange (CBOE)
  • Wall Street Money Machine by Wade B. Cook


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