SA+PR - Key Features
NO OTHER PROGRAM OF ITS KIND DOES SO MUCH !
What can SA+PR
do? STOCK ANALYSIS & PORTFOLIO REVIEW
STOCK ANALYSIS:
• Get .ssg financial data for USA and
Canadian public companies from the internet. Save the retrieved data
in standard .ssg file format.
• Also get stock symbols for public
companies in 12 countries (Australia, Belgium, Canada, France, Italy,
Germany, Great Britain, Japan, Netherlands, Spain, Sweden & USA).
• Fetch
detailed current stock quote info from the net. See Last, Change,
Volume, High, Low, Bid, Ask, among others. Get a chart of intraday or
historical stock prices and volumes, from
1 day up to 10 years. Even plot multiple price graphs on the same
chart.
• NAIC members can Download .ssg files from the NAIC's
www.BetterInvesting.org
site, via a user's site registered membership number and password. Must
be an NAIC member & subscriber to its S&P stock data service.
• Open
.ssg files available from both the NAIC or the CSA.
• No access to .ssg
files, or internet? No problem. With a company's financial data in hand, create
a New blank file for direct data input. Entry takes only 5 to 10 minutes.
• EPS or CFPS based
analysis. Retention Ration or Alternate Retention Ratio. Assets with Cash
or without Cash.
• Zoning range as 1/3-1/3-1/3 or 1/4-1/2-1/4.
• Linear Plot of Sustainable Growth and ROE Sub-Components.
• Semi-Log Plots of Sales, EPS or CFPS,
Price, DPS.
• Summary Plot superimposes Sales, EPS
or CFPS, and Price
• Line of Best Fit calculated and plotted
for Sales, EPS or CFPS.
• Historical Compound Growth Rates calculated
for Sales and EPS or CFPS.
• Historical Price, and P/E ratios.
• Control of projected Sales, EPS or
CFPS, P/E and Dividend Return rates.
• Control of Assumed % Decline in recent
price of stock.
• Calculation of Risk versus Reward.
• Zoning calculation helps determine
if the stock is in the Buy, Maybe or Sell zones.
• Summary Graph superimposes Sales,
EPS or CFPS and Price to allow you to SEE at a glance if this
is the kind of company you want to consider for your portfolio.
• Visually identify when a stock's price
is getting ahead of its Sales and/or Earnings (overvalued indicator),
or lagging (undervalued indicator).
• Full control over printing of any
or all Tables and Graphs. Print Preview fully implemented.
Print Window implemented.
• Dynamically creates a Font menu to
allow selection of whatever font you want to see, and control
of ther font size (6 to 12 pt).
• Extensive Help system. Search help
files by keyword or phrase, with accented characters supported.
• Built in Help implemented.
PORTFOLIO REVIEW:
• Keep track of your holdings. SA+PR
has a seamlessly built in Portfolio Review module.
• Quarterly and Annual Company Woksheets show up to 20 quarters of data.
• See graphs for % Change
in the Trailing 4 Quarters for Sales, EPS & PTP.
• A built in database allows users to Create or Modify Holdings. Create
New holdings, Update existing holdings, or Delete existing holdings. To
speed up the creation of holdings, users can first retrieve Company data
from the Net, and then click on the "Fill Fields From SA+PR" button to have
the program automatically fill in most of the required data.
• Holdings
can be viewed using unique Portfolio Names, allowing evaluation By
Size, By Sector, or By Holding. Pie Charts for show if a Portfolio
is well diversified, or too concentrated.
• Employ Defensive and Offensive Portfolio Management techniques
by viewing a Portfolio's Quality and Value. Edit Buy/Sell
Parameters, to tailor them to individual preferences.
GRAPHS GENERATED
-Semi-log plot
• Sales
• EPS or CFPS
• Price
• DPS
• Summary Graph superimposes Sales,
EPS or CFPS and Price.
- Linear plot
• Sustainable Growth:
- Retention Ratio
- Return on Equity
- Sustainable Growth
• ROE Sub-Components:
- Equity Efficiency
- Asset Efficiency
- Sales Efficiency
- Revenue Efficiency
• Quarterly Company
Worksheet:
- %
Change in the T4Q for Sales
- % Change in the T4Q for EPS
- % Change in the T4Q for PTP
-Pie Charts
• By Size
• By Sector
• By Holding
TABULAR DATA DISPLAYED
• Basic Company Info:
- Company Info
- Capital Structure
- Current Fiscal
Year
- Current Position
Key Ratios
• Quarterly Data (up to 16 most recent
quarters)
• Annual Data (up to the last 10 years)
• Sustainable Growth:
- Retention Ratio
- Return on Equity
- Sustainable Growth
• ROE Sub-Components:
- Equity Efficiency
- Asset Efficiency
- Sales Efficiency
- Revenue Efficiency
• Company Worksheets:
- Quarterly
- Annual
• Diversification:
- By Size
- By Sector
- By Holding
• Portfolio Management:
- Quality
- Value
