Description
Book SynopsisFor the geek who's an investor and the investor who's a geek, this text presents 100 industrial-strength tips, tools and techniques for analysing and managing online portfolios.
Table of ContentsCredits Preface Chapter 1. Screening Investments 1. Screen Savings Rates 2. Screen Fixed-Income Investments 3. Screen Loan and Mortgage Rates 4. Fast and Free Stock Screening Tools 5. Build Industrial Strength-Stock Screens 6. Weed Out Results Chapter 2. Hacking Excel for Financial Analysis 7. Download Data Using Excel Web Queries 8. Make Good and Bad Values Stand Out 9. Make Nested Functions Work in Excel 10. Prevent Growth Calculations from Blowing Up 11. Flexible Techniques for Referencing Data 12. Add Conditional Commentary 13. Create Financial Charts in Excel Chapter 3. Collecting Financial Data Introduction Fathoming Financial Statements 14. Download Mutual Fund Data 15. Choose Your Favorite Flavor of Data 16. Obtain Price Quotes 17. Download Historical Price Files 18. Download Financial Statements 19. The Best Data for Free 20. The Best Data for a Fee 21. Download News 22. Locate the Competition 23. Obtain Averages for an Industry and the Competition 24. Create Alerts Chapter 4. Analyzing Company Fundamentals Introduction Investing in Growth Insisting on Quality Buying Good Value 25. Calculate Percentage Change for Growth and Return 26. Calculate Compound Annual Rates of Growth 27. Calculate Price and Dividend Ratios 28. Calculate Additional Valuation Ratios 29. Calculate Financial Strength Ratios 30. Calculate Management Effectiveness Ratios 31. Calculate Turnover Ratios 32. Calculate Profitability Ratios 33. Compare Year-to-Year Results 34. Compare Several Competitors to Identify the Strongest Candidate 35. Measure Earnings Predictability in Excel 36. Use Rational Values to Buy and Sell Wisely 37. Are You Walking on the Wild Side? 38. Use Ready-Made Fundamental Analysis Applications 39. Spot Hanky Panky with Cash Flow Analysis 40. Use Online Analysis Tools 41. Find the Best Free Excel Tools for Fundamental Analysis 42. Find the Best Excel Tools for Fundamental Analysis for a Fee 43. Analyze Real Estate Investment Trusts 44. Bank on Banks 45. Steps to Building a Financial Analysis Template Chapter 5. Technical Analysis Introduction A Short History of Technical Analysis Computers and Technical Analysis Technical Charts The Importance of Money Management 46. Use Line and Bar Charts 47. Light the Way with Candlestick Charts 48. Point and Figure Charts 49. Look for Patterns in Technical Charts 50. What's Volume Got to Do with It? 51. How to Use Indicators and Oscillators 52. Support and Resistance 53. The Best Tools for Technical Analysis Chapter 6. Executing Trades 54. Pick the Right Type of Trade 55. Execute After-Hours Trades 56. Sell Fractional Shares 57. Build Your Own Mutual Funds 58. Buy Bonds Online Chapter 7. Investing in Mutual Funds Introduction Mutual Funds Are Here to Stay It's Your Money Index Funds, Anyone? 59. Why Don't My Funds Perform as Well as Others? 60. Calculate the Damage of Mutual Fund Expenses 61. Analyze the Hidden Costs of Fund Turnover 62. The Taxman Cometh for Your Fund Returns 63. Evaluate Short-Term and Long-Te
