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


David Hunter from Montana posted about 1 year 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 Illinois posted about 1 year 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 Michigan posted about 1 year 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 Illinois posted about 1 year 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 Texas posted about 1 year ago:

What can I use to screen ETFs?



John Mccray from Texas posted about 1 year ago:

What can I use to screen ETFs?



Jay Lagree from Delaware posted about 1 year 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 Georgia posted about 1 year 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 Washington posted about 1 year 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 Massachusetts posted about 1 year 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 Texas posted 10 months ago:

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

Randal Clarke from Texas posted 5 months 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.

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