Wayne A. Thorp, CFA is a vice president and the senior financial analyst at AAII and former editor of Computerized Investing. Follow him on Twitter at @WayneTAAII.


David Hunter from MT posted over 4 years ago:

section you implied AAII stock Pro is considering being WEB based only, giving up the disc based platform.
Please do not make AAII Stock Pro web based.
I prefer to keep my informaion off of the cloud and private.

Send the topic WEB versus disc based preference out to the members as one of your surveys.

Wayne from IL posted over 4 years ago:

We appreciate your concerns regarding privacy and security. However, we would not be storing any confidential account information with a cloud-based version of Stock Investor. We have received many requests for such a version, especially from Mac users. Wayne A. Thorp, CFA.

David Boven from MI posted over 4 years ago:

For me, and probably several other age-diminished investors, what programs work or have worked in the past? Spending hours on the computer after reading generalities isn't in the cards. Waiting for results obviously also is not attractive for investors past 65. What is the best deal?

Wayne Thorp from IL posted over 4 years ago:


You need to distinguish between a methodology and platform. These websites are for do-it-yourself investors looking to screen for stocks. These are not black-box systems that you can rate based on their performance. For an idea of the methodologies that work the best, you can check out the AAII Stock Screens area, where we track over 60 different stock screening methodologies. Wayne A. Thorp, CFA

John Mccray from TX posted over 4 years ago:

What can I use to screen ETFs?



John Mccray from TX posted over 4 years ago:

What can I use to screen ETFs?



Jay Lagree from DE posted over 3 years ago:

I plan to stop my subscription to SI Pro for the reason mentioned above.

I have an old PC laptop that I have used to run SI Pro for several years. It will not work with SI Pro 4 auto updates. I must install the entire program each month.

Not being compatible with a Mac has become a show stopper for me. The auto update hassle was the "last straw".

If you switch to a cloud based service, I might return. It all depends upon how happy I am with my new screening service.

William Lyman from GA posted over 3 years ago:

When will AAII provide an updated SIP Field List (the "current" version at


apparently hasn't been updated since April 2007?

Scott Ludwig from WA posted over 3 years ago:

StockScreen123's back testing data comes from S&P's compustat, widely known to be among the best data sets for this type of service. Why did this article rate the "Stock Data" rating at 2 of 5?

Ron Z from MA posted over 3 years ago:

I enjoy using Stock Investor Pro. Being disk-based, it runs quickly and provides an easy to use, complete view of company financial data. I'm not concerned with pretty. I just want to see the numbers. (You can tell I'm not a Mac user.) I use several custom screens and custom fields which are easy to store and run.

I would expect cloud-based to run slower, less complete views (hard to fit all those numbers on all those different browsers), and be pretty. And I would have to store my custom screens and fields in the cloud, and so possibly lose privacy there. I would also possibly lose privacy of any watch lists I have.

The StockScreen123 backtester is intriguing. Then there is the more powerful Portfolio123 which costs from $500 to $2000 a year. And I think Value Line is still available disk-based.

tvix from tx posted over 3 years ago:

value line is 695 per year...they puts and calls long and short for 149 annually...

Randal Clarke from TX posted over 2 years ago:

If you subscribe to the plus version of value line, which compares more favorably with SI Pro in terms of the size of the universe, it's more than $695/year.

StockScreen123 is now dead and has been replaced with Portfolio123...their basic screening membership is about $350/year.

George Hall from CA posted over 2 years ago:

I read O'Shaughnessy's "What Works on Wall Street", and would like to know if any of the screeners have the capability to list stocks by their relative percentile scores in multiple criteria and sum those scores to give a composite score for each stock, then list them in the order of those composite scores. Although he prescribes it casually, and the form of the program would be simple, it appears to be outside the scope of the screeners as described.

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