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Computerized Investing > Third Quarter 2013

Current Market Stats

PRINT | | | | COMMENTS (2) | A A   Reset

by CI Staff

One area of AAII.com that may be overlooked by members is the Markets section, found on the sub-menu of the Investing tab on our home page (Figure 1). Access is included with membership, and the page offers valuable information for keeping tabs on current market activity.

For starters, a market snapshot is provided in the upper right-hand corner of the opening page, showing the daily performance in chart form for the NYSE, S&P 500 and NASDAQ indexes. Underneath the chart is a ticker search bar, giving you a quick way to check on a specific stock.

S&P Analysis

The two main sections of the Markets page are Industry Profile and Focus Stock of the Week (Figure 2). The Industry Profile highlights a different industry each week and gives the fundamental outlook and rating from a Standard & Poor’s analyst, supported by facts and figures. Members can read other current industry profiles by clicking “archives.” These concise reports provide insights to help you understand an industry’s prospects before investing in a company operating in that industry.

The Focus Stock of the Week highlights one company in the profiled industry, presenting the complete S&P Capital IQ stock report and rating. Comprehensive in scope, the S&P company report is a valuable resource and hidden gem on the AAII website.

Since many AAII members follow our Model Shadow Stock Portfolio and Model Fund Portfolio, we provide a section on the Markets page called Portfolio Research Tools, where you can link directly to the complete S&P reports for the specific stocks and exchange-traded funds (ETFs) in the model portfolios. Quick links are provided so members can access the model portfolios by clicking on the name.

Below this area is a section where you can access detailed data on three S&P indexes: S&P 500, S&P MidCap 400 and S&P SmallCap 600. Clicking on Overview gives you a descriptive explanation of the index, Vital Stats tells you the sectors and exchanges represented in the index along with the index’s market value and largest and smallest component, and Constituents lists the name and ticker symbol of each component of the index.

Quick links to AAII’s annual ETF Guide and Stock Screens area are provided on the Markets page as further resources for ETF and stock investors.

Quote and Statement Data

Current quote statistics and more in-depth financial statement data for stocks, ETFs and indexes is provided by QuoteMedia and accessed in a variety of ways in the Markets area. For an individual stock or ETF, you can simply use the Quote Engine. Other sections of the Markets area that present stock and index data of current interest include Market Movers, Market Snapshot and Market Indices. A Currencies page provides charts and data on global currencies, along with a currency converter.

All data from QuoteMedia is delayed real-time data (unless otherwise indicated), so you can see updates constantly throughout the trading day.

Quote Engine

Typing a specific stock, ETF or index symbol into the Quote Engine takes you to the security’s detailed quote page (Figure 3). This gives you access to a myriad of current and historical data. For stocks, information on the company, industry classification, analysts’ outlook and earnings estimates, charts, financial reports and more is all at your fingertips.

Market Movers

This section shows the most active stocks for a given exchange in terms of volume, dollar gains and percentage gain, also powered by QuoteMedia.com. You can change the exchange through a dropdown box. This page allows investors to see which stocks are currently moving the most.

Market Snapshot

This page shows daily quote charts for the NYSE, NASDAQ and S&P 500 indexes, along with a market diary showing the number of advances and declines and volume stats. Significant market news of the day is presented to give context to the market figures. Members can also sift through additional data on domestic and worldwide indexes.

Market Indices

This page gives you a quick overview of the day’s change for the major U.S. and Canadian indexes, including U.S. Treasuries. Clicking on any index name will take you to the detailed quote page for the index.

My Portfolio

When clicking My Portfolio at the Markets section, members are brought to a page that allows them to create and save a portfolio based on securities they hold or want to watch. It tracks your profit and loss and reports a total portfolio value.

Securities are easily added by ticker symbol. Basic quote data is presented in list form for your securities, and a charts link shows the price chart for each.

You can customize the columns shown on your portfolio list, access recent news for the securities and view a pie chart of the portfolio’s allocation by asset or sector.

Tickers can be downloaded onto the site in the form of a CSV file or exported to Microsoft Excel in the same format.

In Case You Missed It: Recent Online Exclusive

A new CI Online Exclusive was posted to the Computerized Investing website since the last quarterly issue.

In May 2013, Wayne A. Thorp, CFA, wrote “Cloud-Based File Synchronization Services.” He provides an in-depth look at the major cloud services that synchronize your files for access on any of your computers or devices. The article explains what file syncing is and how to choose a service to use. The services compared are Amazon Cloud Drive, Apple iCloud, Dropbox, Google Drive, Microsoft SkyDrive and SugarSync.

To receive notifications of new postings at the Computerized Investing website, subscribe to the free CI Email. In addition to announcing newly posted content, the email reviews websites and shareware programs, reports on smartphone apps of interest to investors and discusses tech gadgets for the enthusiast in all of us.

Sign up for the weekly CI Email at www.aaii.com/email and look for it in your email box every Saturday.


Discussion

W Shepherd from FL posted about 1 year ago:

I would like AAII to create a portfolio tracker that would keep track of dividends and allow for reinvestment or cash withdrawal.


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