Desktop Financial Tools

5/12/99


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Table of Contents

Desktop Financial Tools

Overview of the Products

Quicken

Street Smart

Power Investor

Navigating the Desktop

Creating your Desktop

Taskbar Properties

Exploded View of the Taskbar

Selected Features & Benefits of Quicken

Account List

Editing an Account

List of all your Securities

Editing a Security

Security Report

Investment Performance by Account

Investment Performance by Security

Category and Transfer List

Editing a Specific Category

Importing Data into an Account

Updating Security Quotes on the Internet

Internet Features

Exporting an Accountís Transactions

Navigating the Desktop to Street Smart

Features and Benefits of Street Smart

Electronic Mail and Libraries

Account Updates

Asset Allocation

Mutual Fund Reports

Exporting/Uploading Schwab Accounts to Quicken

Preview Transactions before Upload Begins

Selecting the Upload Directory

Summary of Export to Quicken

Navigating the Desktop for Power Investor

Features and Benefits of Power Investor

Different types of files (stocks, portfolios, charts)

Selecting an equity by ticker symbol or name

Selecting a topic to analyze an equity

Annual Income Statement

Quarterly Income Statement

Security Overview

Start of Crossover Analysis

Progress of Crossover Analysis

End of Crossover Analysis

Selecting Portfolios

Showing Trades for a Specific Stock

Features and Benefits of the Web

Building Folders based on Web Sites

CBS Market Watch

Daily Rocket

Nikkei

ADR from J.P. Morgan

Regional View from J.P. Morgan

View by Industry from J.P. Morgan

The End

Author: William Aldrich

Email: webmaster@baylight.com

Home Page: http://www.baylight.com/aaii/index.htm

Other information:
This is a presentation of William Aldrich to the AAII Computerized Investor's Group meeting at MIT.