Example Images Mutual Fund & Stock/ETF Analyzers
Below are examples images of the professional version of the Mutual Fund Analyzer & The Stock & ETF Analyzer
The Professional Analyzers
- Note: your subscribers will have access to the basic version of the mutual fund analyzer.
- However as a 401K Generator subscriber, you will have access to the professional version of both analyzers.
- The professional version allows you to print reports to paper or pdf to provide to your subscribers.
- The professional has 10 pre-built sort and filter searches in the Mutual Fund Analyzer.
- The professional lets you build you own custom sort and filter searches.
- The moment you subscribe you obtain access to both professional version analyzers.
- You may private label them as well with your own banner.
It is simple to use and 2 tutorials are provided to you to help easily make you an expert.
1) Search all funds, or type in specific fund symbols, or just type in a company name
2) If you typed in a company name it will fill in the symbols for you
3) Hit Search
4) It will immediately pull the report
5) If you want to sort use the quick drop down sort filter box or make your own sort/filter
6) Print the report
7) Provide the report to client
The Report Is Easy To Read:
1) The first column is the symbol
- This has a built in hyperlink for that fund directly to yahoo finance.
- From there you can easily review:
- The fees
- The minimum investment
- How long the current manager has been investing
- Charts of the fund
2) The second column is the Mutual Fund Name
3) The third column is the Stability Star Rating
- The stars are not so much important individually as they are in total
- The higher the rating the better the fund has done on buy and hold and the signal on a consistent basis
- To learn more about the analyzer/signal and the star rating click HERE to download this PDF document.
4) The remaining four pairs of columns compare buy and hold (left side) to the signal (right side)
- Equity Graph By Year
- Equity Value
- ROI
- Win/Loss Graph Per Year
