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Articles belonging to ‘Comparison’

Technical Analysis & Charting Programs

First Quarter 2014 by Wayne A. Thorp
The top technical analysis and charting software packages geared toward mainstream short-term investors and traders.

The Top Portfolio Management Software

Fourth Quarter 2013 by Joe Lan
How to use the best software programs for portfolio management to monitor investments and produce reports.

The Top Comprehensive Websites of 2013

Third Quarter 2013 by Joe Lan
Our yearly review of the top comprehensive financial websites features a new entry.

The Top Mutual Fund Screening Services

Third Quarter 2013 by Joe Lan
An in-depth look at the best programs and websites for filtering a universe of mutual funds down to a manageable list.

Cloud-Based File Synchronization Services

Second Quarter 2013 by Wayne A. Thorp
An in-depth look at the major cloud services that synchronize your files for access on any of your computers or devices.

Online Discount Brokers

Second Quarter 2013 by Joe Lan
A look at the strengths and weaknesses of the five online discount brokers most used by AAII members.

Tax Preparation Services

First Quarter 2013 by Joe Lan
In-depth reviews of three tax preparation services that provide the best combination of ease-of-use, price and accuracy.

The Top Technical Analysis & Charting Websites

First Quarter 2013 by Wayne A. Thorp
Comparing the best online technical tools for their charting options, technical indicators and educational resources.

The Top Online Portfolio Trackers

Fourth Quarter 2012 by Joe Lan
An in-depth look at the best websites for tracking your portfolio’s gains and losses and measuring its performance.

The Top Comprehensive Websites 2012

Third Quarter 2012 by Joe Lan
An in-depth review of the websites that combine the features and functions used most frequently by individual investors, including up-to-the-minute news, portfolio management, simple stock screening capabilities and the availability of fundamental and technical data.

The Top Web-Based Fundamental Stock Screening Services

Third Quarter 2012 by Wayne A. Thorp
An in-depth look at the best of the online services that help filter through a database of stocks.

Online Discount Brokers

Second Quarter 2012 by Joe Lan
A look at the pros and cons of the five online discount brokers most used by AAII members.

Comparison: Tax Preparation Services

First Quarter 2012 by Joe Lan
If you are one of the many who dread the arrival of April 15, fear not; this article can help you find a service to sort through all of the tax implications of your 2011 finances.

Technical Analysis & Charting Programs

First Quarter 2012 by Wayne A. Thorp
What to look for in software that is dedicated to technical analysis and charting, and in-depth reviews of the top three programs in this area.

The Top Portfolio Management Software

Fourth Quarter 2011 by Joe Lan
An in-depth look at the best software for tracking your portfolio’s gains and losses and measuring its performance.

The Top Comprehensive Websites 2011

Third Quarter 2011 by Joe Lan
An in-depth review of the investing websites that are the best one-stop shops, offering detailed fundamental data on stocks, mutual funds and ETFs as well as portfolio monitoring and screening capabilities.

The Top Mutual Fund Screening Services

Third Quarter 2011 by Joe Lan
An in-depth looks at the best software and websites for screening the universe of mutual funds.

Online Discount Brokers

Second Quarter 2011 by Joe Lan
An in-depth look at the services offered at the five online discount brokers most used by AAII members.

Tax Preparation Services

March 2011 by Joe Lan
Online services provide an easy way to prepare and file your tax returns, plus they have systems in place to double-check your work.

The Top Technical Analysis & Charting Websites

First Quarter 2011 by Wayne A. Thorp
Where to go to find the best combination of charting options, technical indicators and educational resources online.

The Top Comprehensive Websites

December 2010 by Joe Lan
An in-depth look at the three best websites where a range of information and tools for the individual investor are offered in one location.

The Top Online Portfolio Managers

Fourth Quarter 2010 by Wayne A. Thorp
A look at the Editor’s Choices of best websites for tracking your portfolio.

The Top Web-Based Stock Screening Services

Third Quarter 2010 by Wayne A. Thorp
What to look for in online services that help filter through a database of stocks to identify potential opportunities.

Comparison: Tax Preparation Services

Second Quarter 2010 by Cara Scatizzi
TurboTax, H&R Block At Home and TaxAct are similar in their step-by-step guidance and ability to find appropriate deductions and credits. Where the programs differ is in the presentation of information, the help available and the price.

Online Discount Brokers

Second Quarter 2010 by Cara Scatizzi
An in-depth look at the services offered at the five online discount brokers most used by AAII members.

Technical Analysis & Charting Programs

First Quarter 2010 by Wayne A. Thorp
What to look for in a software package that helps you analyze the market activity of a stock, and in-depth reviews of the top programs in this area.

The Top Comprehensive Web Sites

First Quarter 2010 by Cara Scatizzi
The Internet has become an invaluable source for investment information, tips, education and security data. There are thousands of sites that offer financial data. This comparison focuses on the best Web sites for comprehensive financial data coverage and tools.

Portfolio Management Software Programs

Fourth Quarter 2009 by Cara Scatizzi
An in-depth look at the top software program choices for managing, tracking, and measuring your investment portfolio.

Mutual Fund Screening Services

Third Quarter 2009 by Cara Scatizzi
An in-depth look at the top choices for filtering a universe of mutual funds to find the ones suited to your purposes.

Technical Analysis & Charting Web Sites

Mar/Apr 2009 by Wayne A. Thorp
An in-depth look at 12 of the best sites for analyzing a stock’s price and volume data on-line and tracking trends with charting tools.

On-Line Discount Brokers 2009

Jan/Feb 2009 by Cara Scatizzi
A comprehensive listing of 43 on-line discount brokers can help you pinpoint the ones that offer the rates and services you need. Plus, year-end results of AAII's member survey of broker satisfaction.

On-Line Portfolio Managers

Jul/Aug 2008 by Cara Scatizzi
An in-depth look at the best portfolio trackers on the Web. These eight services provide a handy place to easily record transactions and track performance, allowing you to keep tabs on your portfolio on a day-to-day basis.

Web-Based Stock Screening Services

May/Jun 2008 by Wayne A. Thorp
An investigation of Web sites that allow you to filter thousands of stocks based on various criteria to quickly identify a more manageable group possessing similar qualities that merit further analysis. The 10 best stock screening services are described, with details on the depth of their data and flexibility of their screening.

Technical Analysis & Charting Programs

Mar/Apr 2008 by Wayne A. Thorp
An investigation of 11 software packages for analyzing the market activity of a stock that are geared toward the typical individual investor. Our comprehensive grid and program summaries are designed to help you focus on the technical analysis and charting software that can provide the features you need.

Comparison: On-Line Discount Brokers 2008

Jan/Feb 2008 by Cara Scatizzi
A comprehensive listing of 44 on-line discount brokers can help you pinpoint the ones that offer the rates and services you need. Plus, a list of direct access brokers.

Comparison: Comprehensive Web Sites

Sep/Oct 2007 by Cara Scatizzi
A look at 10 sites that function as all-in-one shops for investors, providing portfolio management, stock and fund news and data, screening tools, message boards and financial planning tools.

Comparison: Portfolio Management Software Programs

Jul/Aug 2007 by Cara Scatizzi
An in-depth look at eight disk-based portfolio managers best suited for individual investors.

Comparison: Mutual Fund Screening Services

May/Jun 2007 by Cara Scatizzi
A look at the top software programs and Web sites to help you search for and analyze mutual funds.

Comparison: Technical Analysis & Charting Web Sites

Mar/Apr 2007 by Wayne A. Thorp
An in-depth look at 12 of the best sites for analyzing a stock’s price and volume data on-line and tracking trends with charting tools.

Comparison: On-Line Discount Brokers 2007

Jan/Feb 2007 by AAII Staff
A comprehensive listing of on-line discount brokers that you can use to pinpoint the ones that offer the rates and services you need.

Comprehensive Web Sites

Sep/Oct 2006 by Cara Scatizzi
Twelve of the best Web sites for getting a range of financial tools and information all in one place.

Comparison: On-Line Portfolio Managers

Jul/Aug 2006 by Cara Scatizzi
An in-depth look at the eight best Web sites for tracking your investments and analyzing their performance.

Web-Based Stock Screening Services

May/Jun 2006 by Wayne A. Thorp
Check out the strong combination of features offered at today’s stock screening Web sites. A look at 14 on-line services that can help you troll for prospective stocks.

Technical Analysis and Charting Software

Mar/Apr 2006 by Wayne A. Thorp
The wide and diverse area of technical analysis and charting software includes 21 programs that may be of interest to the typical individual investor. What the current versions of these 21 can offer you.

On-Line Discount Brokers 2006

Jan/Feb 2006 by AAII Staff
Use our comprehensive listing of the current crop of on-line discount brokers to find ones that offer the rates and services you need.

Comprehensive Web Sites

Sep/Oct 2005 by Cara Scatizzi
Twelve Web sites that provide a one-stop center for a range of financial information and tools.

Portfolio Management Software Programs

Jul/Aug 2005 by John Bajkowski
An in-depth look at 10 disk-based portfolio managers best suited for individual investors.

Comparison: Mutual Fund Screening & Analysis Services

May/Jun 2005 by Cara Scatizzi
A look at the most popular software programs and Web sites to help you search for and analyze mutual funds.

Comparison: Web-Based Technical Analysis & Charting Services

Mar/Apr 2005 by Wayne A. Thorp
An in-depth look at 19 of the best sites for analyzing a stock's price and volume data on-line and tracking trends with charting tools.

Comparison: On-Line Discount Brokers 2005

Jan/Feb 2005 by AAII Staff
Use our comprehensive listing of the 47 discount brokers that offer on-line trading to find ones that offer the fees and services you need.

Comparison: Comprehensive Investment Web Sites

Sep/Oct 2004 by John Bajkowski
A look at 13 Web sites that provide a one-stop center for a range of financial information and tools on-line.

Comparison: On-Line Portfolio Managers

Jul/Aug 2004 by John Bajkowski
Discover the nine investment Web sites that track your holdings and alert you to news on securities.

Comparison: Web-Based Stock Screening Services

May/Jun 2004 by John Bajkowski
A look at 15 Web sites that offer fundamental stock screening tools for finding stocks that fit the criteria you seek.

Comparison: Technical Analysis Software

Mar/Apr 2004 by Wayne A. Thorp
What's new in the realm of software for technical analysis charting and screening? An in-depth look at 14 of the most popular programs.

Comparison: On-Line Discount Brokers

Jan/Feb 2004 by CI Staff
A comprehensive look at the similarities and differences between the 54 discount brokers that offer on-line trading and other services.

Comparison: Comprehensive Web Sites

Sep/Oct 2003 by John Bajkowski
Compare 12 one-stop investment centers that offer a range of financial information and tools on-line.

Comparison: Mutual Fund Screening Systems

Jul/Aug 2003 by John Bajkowski
Comparing the data and screening power of six software programs and nine Web-based services for locating funds that meet your criteria.

Comparison: Portfolio Management Software Programs

May/Jun 2003 by John Bajkowski
An in-depth look at seven disk-based portfolio managers that are best suited for individual investors.

Comparison: Web-Based Technical Analysis Services

Mar/Apr 2003 by Wayne A. Thorp
A survey of 15 of the best Internet sites for technical analysis and charting.

Comparison: On-Line Discount Brokers

Jan/Feb 2003 by CI Staff
AAII's annual survey covers 62 discount brokers that offer trading and other services through the Internet.

Comparison: Historical Data Providers

Sep/Oct 2002 by Wayne A. Thorp
Nineteen vendors that provide past price, volume, and breadth statistics on stocks, indexes, mutual funds, options or futures.

Fundamental Stock Screening on the Web

Jul/Aug 2002 by John Bajkowski
Fourteen Web sites for stock screening offer a wide range of data elements and screening options to choose from.

Comprehensive Investment Web Sites

May/Jun 2002 by John Bajkowski
Compare the differences between 13 all-in-one sites that offer a range of financial information and tools.

Technical Analysis Software

Mar/Apr 2002 by Wayne A. Thorp
In-depth review and comparison of 14 of the most popular programs for technical analysis charting and screening.

On-Line Discount Brokers 2002

Jan/Feb 2002 by CI Staff
Our annual survey covers 77 discount brokers that offer a variety of services on-line.

Portfolio Management Software

Nov/Dec 2001 by Kenneth J. Michal
Descriptions and ratings on eight of the most popular software programs for tracking and measuring the performance of your portfolio.

Fundamental Stock Screening Systems

Sep/Oct 2001 by John Bajkowski
Comparing and rating four software-based and 15 Internet-based services that offer stock screening and company data for analysis.

Product Comparison: On-Line Portfolio Managers

Jul/Aug 2001 by Kenneth J. Michal
An in-depth look at the pros and cons of eight Web sites that provide portfolio tracking and monitoring.

Historical Price Data Providers

Mar/Apr 2001 by Wayne A. Thorp
A survey of 17 vendors that offer historical price, volume, and distribution data on a variety of domestic and foreign instruments.

On-Line Discount Brokers

Jan/Feb 2001 by Kenneth J. Michal
Our annual survey covers 75 discount brokers that offer a variety of services on-line.

Web-Based Technical Analysis Software

Nov/Dec 2000 by Wayne A. Thorp
Seventeen sites that provide charting and technical indicator services are gaining on traditional technical analysis software programs.

Financial Information Services

Sep/Oct 2000 by John Bajkowski
Fifteen sites that provide a multiple of services including portfolio management, stock and fund data and screening, and news.

Web-Based Screening Services

Jul/Aug 2000 by John Bajkowski
Fourteen sites offer a range of stock screening services, from simple predefined screens to complex screens built using multiple variables.

Technical Analysis Software

May/Jun 2000 by Wayne A. Thorp
Sixteen programs for technical analysis and charting cover Mac and Windows platforms and offer a wide range of features.

Quicken 2000 vs. Money 2000

Mar/Apr 2000 by Kenneth J. Michal
An in-depth look at how these two popular personal finance programs stack up against each other.

On-Line Discount Brokers

Jan/Feb 2000 by Kenneth J. Michal
AAII's annual look at the discount brokers that provide on-line trading includes details on the trading options, quote data, portfolio services and research that each broker offers through the Internet.