Jaclyn McClellan

Assistant Financial Analyst, AAII


Jaclyn is an assistant financial analyst at AAII and is part of the staff of Computerized Investing, the premier publication covering the use of personal computers for financial planning, investment analysis and portfolio management. She contributes articles and reviews to AAII's Computerized Investing and writes for the AAII Journal. Jackie also serves on the Stock Superstars Report and Dividend Investing advisory committees. She is a recent honors graduate from DePaul University with a Bachelor of Science in Business with a major in finance.


Recent Articles by Jaclyn McClellan

Retirement Withdrawal Calculator

January 17, 2015

A simple spreadsheet that allows you to input a few estimates and see whether you will have enough savings to last through your retirement years.

Stocks: Realtime Quotes Charts for Android

December 20, 2014

Real-time quotes, charts and news on stocks and indexes from respected financial websites.

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.