Transcript NAIC On-Line Club Accounting

NAIC Stock Analyst
Using the new
NAIC Stock Analyst
www.iclub.com
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Who am I?
An Important Audience Poll
•
A show of hands, please …
– How many here know how to do an SSG?
– How many here have done PERT?
– How many can read a balance sheet?
The all new
NAIC Stock Analyst
The List Panel
Click on the bar
• Companies
– Filter via portfolio
• Comparisons
– Challenge Tree
– Stock Comparison
• Portfolios
Hide it if you need more room
NAIC Online Premium
Services
OPS data Access
• Direct OPS
connection
• Type in the
symbol
The work area
Companies
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The Company Button Bar
Trend Graph
Balance Sheet
PMG
SSG
PERT A & B
PERT Graphs
Data Entry & Report
Stock Selection Guide Graph
• Full size, easy to read
• Computer/User
trend/projections
• Outliers
• Preferred Procedure
• Expanded Latest
Quarter box
• Price zoning bar
• SSG Graph Options
Stock Selection Guide (SSG)
Analysis
• Easy to read
• Optional debt to
equity analysis
• Strike-outs
• Optional projected
P/E
• Simple and weighted
averages
Portfolio Management Guide
• Tracks Company
Performance
(Value)
• Graph and Report
• Up to 6 years of
data
• Relative Value
history
PERT A & B
• Divisions by FY
• Latest reported Q
• Graphics
PERT A and B
Track company growth
and profits
PERT Graphics
• Visualize cumulative
quarterly & yearly
results
• Up to 6 years of data
• See characteristics not
easily discernable in
numerical data
Balance Report & Analysis
• The first* information
to review before
analysis
• Safety and financial
strength
• Capital structure
• Record of comments
for your future
recollection
* NAIC Official Guide
Data Entry & Report
• All the data in
one place
• Handy report for
club meetings
• Update the
company
Trend Graph
• Compare three
financial metrics
• 26 items
• 3 user definable
items
• Printable
Comparisons
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Stock Comparison Guide
•
NAIC standard SCG
•
Add judgment
•
Display multiple Comparison
Guides at the same time
Stock Comparison Guide Graph
•
Compare graphically any of 26
items for the comapared
companies
•
See each company’s
performance in each category
Challenge Tree
• Used when a company of
equal or greater quality
offers more gain on the
upside and less risk on the
downside than an exisiting
portfolio holding
• The only NAIC product with
this tool!
• NAIC standard Challenge
Tree
• Add judgment
Cost of Switching
Is it really worthwhile switching?
Portfolios
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Summary
• Measures how your portfolio is performing
• Full summary for individual stocks & portfolio
Analysis
• Review the fundamentals for individual stocks & portfolio
• Alerts
Portfolio Evaluation Review
Technique (PERT Report)
• Portfolio
management
tool that focuses
on fundamental
performance of
companies
• NAIC Official
form
Diversification
• Shows portfolio balance...
• by sector, size, and currency...
• numerically and graphically
Retirement Planner
• Nifty extra
• Are you really meeting your goals?
There’s more…
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Updating Companies & Prices
• Multiple companies
• NAIC Online Premium
Services
Sorting
• Review every company in the database
• Multiple database capabilities
– Backup
– Restore
Websites
• Review Internet
information
• customizable
Lots more…
• Official NAIC
• Help & Glossary
• Printable Manual & Quick Start Guide
20+ Printed Reports
– multi-page report printing
– clean and appealing appearance
– full color (for color printers)
NAIC Stock Analyst
The most comprehensive
program for NAIC analysis
www.iclub.com
Copyright 2003 ICLUBcentral Inc. All rights reserved