Stock Investment Guide Software Manual by Churr Software
Stock Investment Guide Software Manual by Churr Software
Stock Investment Guide Software Manual by Churr Software
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This manual may not be duplicated either in whole or in part by any means without the expressed written permission of Taylor Media, LLC. Copyright 2009 Taylor Media, LLC, All Rights Reserved. The following manual describes the operation of The Stock Investment Guide software for Macintosh and Windows. No part of this manual should be taken as investment advice, either in whole or in part. Make sure you research you own stock investment ideas carefully before investing. This manual is subjected to the End User License Agreement (EUlA) that accompanies the Stock Investment Guide software. This manual is a work in progress. We have decided to release this manual in a less than finished condition, in order to provide our customers as much information as possible. We will continue to provide free updates to this manual as they become available.
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TABLE OF CONTENTS
OVERVIEW........................................................................................................................................................................ 4 INTRODUCING THE STOCK INVESTMENT GUIDE 3 .......................................................................................................... 4 SPECIAL NOTE .................................................................................................................................................................. 4 SYSTEM REQUIREMENTS ........................................................................................................................................... 5 INSTALLING THE STOCK INVESTMENT GUIDE ................................................................................................ 6 WINDOWS INSTALLATION PROCESS ................................................................................................................................ 6 MACINTOSH INSTALLATION PROCESS ............................................................................................................................. 6 SETTING PREFERENCES ............................................................................................................................................. 7 PREFERENCES ON THE MACINTOSH V ERSION ................................................................................................................. 7 PREFERENCES ON THE WINDOWS V ERSION .................................................................................................................... 7 PREFERENCES: GENERAL TAB ......................................................................................................................................... 8 PREFERENCES: STOCK DATA TAB ................................................................................................................................... 9 Preferences: Stock Data Tab: Free Data Source ................................................................................................... 10 STOCK LIBRARY WINDOW ...................................................................................................................................... 13 STOCK ANALYSIS WINDOW .................................................................................................................................... 17 STOCK ANALYSIS WINDOW: COMPANY DATA TAB...................................................................................... 18 STOCK ANALYSIS WINDOW: GRAPH TAB ......................................................................................................... 19 GRAPH TAB: GRAPH PROJECTION ................................................................................................................................. 21 Normal....................................................................................................................................................................... 21 Trend Line ................................................................................................................................................................. 21 QTR Projection ......................................................................................................................................................... 21 STOCK ANALYSIS WINDOW: ANALYSIS TAB ................................................................................................... 22
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OVERVIEW
Introducing The Stock Investment Guide 3
The Stock Investment Guide (SIG) software for Macintosh and Windows provides individual users and stock club members tools to analyze potential investments to determine if stock is reasonably priced. The Stock Investment Guide (SIG) is a powerful tool for performing comprehensive fundamental stock analysis of publicly traded companies. The Stock Investment Guide provides users with easy-to-use tools to use historical stock data to analyze historical growth trends, project earnings, and sales, and determine Buy, Hold, and Sell prices. SIG uses a proven method of analyzing stocks, a method successfully used by stock clubs worldwide. Using SIG is really easy. Our software integrates fully with the National Association of Investors Corporation (NAIC) online stock data. Users may also download stock data files from StockCentral.com. SIG works with the Internet in unique ways, using exclusive features to understand the quality of potential investments. Users can view historical price graphs, research company news, research competitors, view SEC filings, get earnings estimates, and research technical analyses on the internet.
Special Note
This manual will cover both versions of SIG, for Windows and for Macintosh. Regardless of which version is used to create the screenshots in this manual, the operation of the software is identical in nearly every aspect. Any differences in operation between the two versions will be highlighted in the text that follows.
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System Requirements
Macintosh Intel or PowerPC Macintosh Mac OS X 10.2 or later Windows Windows 2000 or later (2000/XP/Vista)
An active Internet connection is required to retrieve stock data into the Stock Investment Guide.
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Setting Preferences
Setting your selections in preferences is the first step needed to bring SIG to an operational state. The software will not function properly until you establish your data source in SIG.
When you first open preferences, the window will display four tabs: General, Stock Data, Graph, and Comparisons.
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1. Enter your name where it says Enter You Name 2. Set you SSG Zoning Preference. Details of zoning can be found in the SSG Tutorial section of this guide. 3. Set your preferred Company Stock Price Chart. This is used on a single, customized report called the Stock Summary Report. 4. We recommend that you enable the Automatic Check for SIG Updates. This will alert you when a new version is available. 5. Help Tags may be disabled if you do not wish to have the yellow help tags appear whenever the mouse cursor hovers over a control within the software. Once you have completed the General Tab, selected the Stock Data tab in Preferences.
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The Stock Data preference is the most important preference in having SIG perform as expected. If you do not enter your username and password correctly for the paid service, SIG will be unable to retrieve the data necessary to perform stock analysis. 1. SIG works with two subscription services available at: http://betterinvesting.org or http://stockcentral.com 2. We highly recommend users subscribe to one these services covering most U.S. traded securities. Because of a recent merger, but services are now operated by Better Investing. A free trial is available to allow you to try their services. 3. If you are using the NAIC/Better Investing service, enter your username and password in the top two fields. If you check the Show Typing (Password) checkbox before entering your password, you will be able to see your password while typing for better accuracy. 4. If you are using the Stock Central data service, enter username and password in the bottom two fields. If you check the Show Typing (Password) checkbox before entering your password, you will be able to see your password while typing for better accuracy. 5. Make sure you select the corresponding service using the radio buttons on the left side of the window. 6. If you select the Update Stock Quotes When Opening Data Files checkbox, the current daily quote will automatically update when a file is opened. Users will be asked to save the file upon closing if this option is selected (because the stock prices has been updated). 7. The final option, Use Free Internet Stock Data Sources, allows users to derive a free data set from Internet sources. This is not a full replacement for the subscription services as described below.
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NOTE: The Earnings Per Share (EPS or E/S) in the free data option may not all be normalized EPS values like those provide by the subscription service. Pay careful attention to the EPS values when using the free data options.
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The Graph tab in Preferences allows users to set the colors used on the main analysis graph, select a dotted or solid projection line, and to optionally plot Cash Flow Per Share on the graph. The graph colors may be set by used one of the two default colors buttons. Users may also individually select the color swatches and pick their own colors. The color preferences will be saved and used for the graph until modified in preferences.
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The Graph tab in Preferences allows users to set the colors used on the stock Comparison Analysis Review. The color may be set by used one of the default color button. Users may also select the color swatch and pick their own color. The color preference will be saved and used for the stock comparisons until modified in preferences.
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Macintosh Version of the Library Window The Stock Investment Guide 3 introduced a new feature that helps to organize your stock analyses. The Stock Library screen allows users to organize their stocks much like digital music can be organized. You can directly import data files using the ticker symbol field and hitting the Fetch SSG button. You can easily search for stocks by typing characters in the search field on the right side of the screen. The library window is the central hub for collecting all of your stock analyses. The lay includes a toolbar across the top for main functions, a side menu bar for listing of your portfolios, and the stock listing in the central portion of the window. The side menu, called the Source menu, has Stock Library as the first item. This selection shows all stocks in your library.
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Windows version of the Library Window Note: The values in the images are for illustration purposes only. Do not use these values to make investment decisions. The Source Menu Bar The left-hand side of the Library window, the light blue area under the "Source" label, initially has a single entry: "Stock Library." Additional sources can be entered in this sidebar by clicking either the New Portfolio button or the New Invest button. A new untitled portfolio is then created in the sidebar. Double-click the "untitled" name and enter your desired name for the portfolio. Double-clicking any stock in the Stock Library or Portfolio views will open that stock in a Stock Analysis window. Populating Portfolios There are two ways to add stocks to a Portfolio: (1) drag stocks from your Stock Library or (2) enter a stock ticker and press the Fetch SSG button while in a portfolio view. When entering tickers and fetching stock data, SIG will check your library to see if the stock already exists. You will then have the option of linking to the existing stock data, or to import new data. If more than one copy of a stock exists in your Stock Library, SIG will link to the first one listed.
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If you are populating an Investment Portfolio, you may also enter the number of shares, then either a price per share or total cost for the stock. The remaining value will be calculated for you. The Investment Portfolio view allows for simple stock performance tracking. This is a great way to create watch lists for stocks you may be interested in owning. You can also keep track of your IRA, 401K, or stock club portfolio performance. Deleting a Portfolio To delete a Portfolio or Investment Portfolio from the list, simply highlight the name in the left sidebar, and then press the Delete Portfolio or Delete Invest button in the toolbar. Deleting a portfolio does not remove the stock data files from the Stock Library. Sorting a Stocks The stocks viewed in the library any portfolio may be sorted by click on any column header. A second click to the column header will reverse the sort order. The search term has been entered in the search field, only the visible stocks will be sorted. Selecting Stocks Stocks may be selected in the Stock Library or any portfolio by activating the checkbox next to the stock ticker. All stocks viewed can be selected by pressing the checkbox button at the top of the checkbox column. A second press will deselect the stocks. Deleting Stocks Once stocks are selected they may be deleted from the current view. If the current view is a portfolio, the stocks are removed from the portfolio, but not removed from the library. If the current view is the Stock Library, the stocks are permanently removed from the Stock Investment Guide. The stocks are also removed from the respective portfolios. Updating Prices Once stocks are selected, the current stock prices may be retrieved by pressing the Update $ button in the toolbar. The Up/Down ratio and total return are recalculated based on the last analysis saved to the Stock Library. Opening an Analysis The easiest way to open an stock analysis is to double-click the stock listed in the Stock Library or portfolio. If stocks have been selected using the checkboxes, only the first stock listed will be opened when pressing the Analysis button. If no stock is listed, the Analysis button opens a new, blank analysis. Stock data may be retrieved within the Stock Analysis window. Opening a Stock Comparison (previously called the Comparison Analysis Review or CAR)Once stocks are selected, a side-by-side comparison of stock analyses may be opened for up to 5 stocks at a time. If more than 5 stocks have been selected, only the first 5 stocks are opened. To open a comparison, select 1 to 5 stocks using the checkboxes. Then press the Comparison button in the toolbar. Opening a Portfolio Analysis Review (PAR) Once stocks are selected a Portfolio Analysis Review (PAR) may be opened by pressing the PAR button in the toolbar. An entire portfolio may be open in a PAR, since there is no real limit to the number of stocks that can be analyzed in PAR. Exporting a Database A database of selected analyses may be exported from the Stock Investment Guide. Other SIG users can import this exported database. To export data for users of other stock analysis programs, use the Export as .ssg menu item. To export a database, select the stocks to be exported by using
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the checkboxes. Then use the Export Database menu item (under the File menu) to export the database. Only the stock data are exported using the function. Portfolio definitions are not exported. Importing a Database Use the Import Database menu item to import a previously imported database. The imported stocks are added to the Stock Library. The Stock Library Database File The stock data is stored in the StockLibrary.rsd database file, located in your documents directory. Renaming the database file will cause a new, blank database file to be created. Renaming a previously exported database file to "StockLibrary.rsd" will cause the software to use that database file. You should periodically backup the StockLibrary.rsd database file. The Stock Investment Guide does not provide investment advice. The suitability of any investment can't be determined by this software, but must be determined by you.
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Normal
The Normal projection starts the projection line from the last fiscal year values. This is the default starting point for the projection line.
Trend Line
The Trend Line projection starts the projection line from the end of the trend line. The trend line is the least squares curve fit represented by the red trend line on the Sales and EPS data plots.
QTR Projection
If the company has additional quarters of data beyond the last fiscal year, this projection method is enabled. The QTR Projection starts the projection line from the last quarterly data point. The projection is adjusted to less than five year because the projection starts after the last fiscal year. If one quarter of data is plotted, the projection is made for 4.75 years. Last 4 QTR EPS If the company has additional quarters of data beyond the last fiscal year, this projection method is enabled. The last 4 QTR EPS projection is similar to the QTR Projection. Instead of starting the projection at the last quarterly data point, the projection begins at the last fiscal year and is projected for five years. The projection data point is calculated for the last four quarters of data.
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