Take Stock is an all-in-one beginner's software package that introduces investors to BetterInvesting's methodologies with a graphical step-by-step process, enabling new users to start evaluating stocks right away and learn the concepts as they go.
Take Stock software relies on the Stock Selection Guide (SSG) but enables the user to learn one component at a time, mastering the concepts behind each of these before moving on to the SSG form itself. With a built-in connection to up-to-date company and stock data, Take Stock includes everything the investor needs to begin investing the BetterInvesting way.
Big Ideas Made Simple
The software walks the user through the three "judgment" decisions BetterInvesting members must make to complete a stock evaluation, offering conservative suggestions or, at the user's option, making these decisions automatically. (In all cases, we remind the user that the software is just an aid to, not a replacement for, the investor's judgment.) Take Stock software then produces useful summaries of "Reasons to Buy" and "Items to Check," and enables the user to print a completed SSG.
Take Stock provides the investor with an evaluation of the two critical questions to consider:
- Is the company of high enough quality to invest?
- Is its Stock selling for a reasonable price?
Help in answering these questions is presented in a simple and straightforward manner. Quality, for example, is judged on a 1-10 scale and displayed as a "Quality Index," a composite of the items considered in Sections 1 and 2 of the SSG: strength and stability of sales and earnings growth and the trend and quality of profit margins and return on equity. Just by clicking on the Quality Index indicator, the user can explore each of these items in greater detail and can find out how each of them affects the index.
Take Stock software also provides the user the price at which both reward (a 15% annual return) and risk (3:1 Upside Downside Ratio) would be satisfied according to BetterInvesting methods. It gives the stock a green light if the current price is below that "buy price" or a red light if above it, and a plain language statement summarizes the evaluation.
With clear descriptions of concepts and the flexibility to grow with the user's skill level, Take Stock makes the perfect tool for investors seeking to learn and apply BetterInvesting's philosophies.
Minimum System Requirements:
Pentium Class Processor
64 MB RAM
25 MB Hard Drive Space
Microsoft Windows 2000 or XP
800x600 Resolution
CD-ROM Drive
Internet Access
Recommended System Requirements:
1GHz Processor
128 MB RAM
Microsoft Windows XP
1024x768 Resolution
High-Speed Internet Access
