Jaclyn N. McClellan

Associate Financial Analyst, AAII

Editor, Computerized Investing

Jaclyn McClellan is associate financial analyst at AAII and is editor of Computerized Investing, the premier service covering the use of personal computers for financial planning, investment analysis and portfolio management. She contributes articles and reviews to Computerized Investing and writes for the AAII Journal. McClellan also serves on the Stock Superstars Report and Dividend Investing advisory committees. She is an honors graduate from DePaul University with a bachelor of science in business with a major in finance.

Recent Articles by Jaclyn McClellan

Trading Fractional Shares With Broker-Robo Hybrid Folio Investing

May 19, 2018

Folio Investing is a unique brokerage-robo adviser hybrid that allows users to invest in portfolios of stocks, ETFs and mutual funds that they can trade in a single transaction.

Learning About Real Estate Investing With BiggerPockets

May 19, 2018

Real estate investors can gain knowledge and skills, as well as share tips and interact with other investors, at the BiggerPockets website.

Using the blooom Robo-Adviser to Manage Your 401(k)

April 21, 2018

The blooom service links to users’ existing 401(k)s and carries out recommended changes to the portfolio based on optimal fees, risk and diversification.

Getting Started in Investing, Part 1

November 18, 2017

If you want to invest, but don’t know how to start, these tips and links can get you going. Part 1 of a new series.

Transferring Money With Venmo for iPhone and Android

May 20, 2017

Venmo is a payment application that allows users to easily transfer funds to other Venmo users.

An Update to the CI Portfolio Tracker in Google Sheets

May 20, 2017

Adding a variety of benchmarks to the spreadsheet greatly increases your ability to judge the performance of your holdings appropriately.

An Overview of the Major Tax Prep Services 2017

March 18, 2017

A look this year’s most popular options for preparing your taxes, whether online or through downloadable software.

10 Questions with Jordan Kimmel

March 18, 2017

Market strategist and stock investing guru Jordan Kimmel answers 10 (or 12) questions about his investing life.

Building a Stock Screen on O’Neil’s Fourth Edition of CAN SLIM

February 18, 2017

Although the CAN SLIM strategy for identifying promising growth stocks includes many qualitative factors, a stock screen can be built that captures the spirit of the approach.

Robo-Adviser Asset Allocation and Securities

November 19, 2016

A comparison of the asset allocation models and securities that robo services use for different risk-return profiles.