Jaclyn McClellan

Research Assistant, AAII


Jaclyn is a Research Assistant at AAII. She is a recent honors graduate from DePaul University with a Bachelor's of Science in Business with a major in finance. She is currently a 2014 Level I Candidate in the CFA Program.


Recent Articles by Jaclyn McClellan

Using Google Sheets to Create a Portfolio Tracker

October 18, 2014

An overview of Google Sheets spreadsheet app as well as a portfolio tracker created with Google Sheets that automatically retrieves financial information for portfolio tracking and watchlist construction.

Stock Master for iPhone

September 20, 2014

An iPhone app designed to bring users a streamlined mobile stock market experience.

Level Money for Android and iOS

August 16, 2014

An iPhone and Android app for determining how much money you can spend today, this week and this month.

CI’s Financial Ratio Analysis Spreadsheet

July 19, 2014

Excel spreadsheet automatically derives financial ratios for company analysis after a simple import of financial statement data from Morningstar.com.