Messages


What Members Are Asking Online

First Quarter 2014 by CI Staff

Questions on portfolio rebalancing, where to find fundamental ratios, how the AAII stock screens are tracked and how to build an all-ETF portfolio from AAII’s Model Fund Portfolio.

What Members Are Asking Online

Fourth Quarter 2013 by CI Staff

Questions on how to get started in AAII’s Model Shadow Stock Portfolio, where to see a style breakdown for total market funds, locating a retirement calculator, and using the payout ratio.

What Members Are Asking Online

Third Quarter 2013 by CI Staff

Questions on when to use an investment adviser and whether Apple products are suitable for investors, plus clarification on AAII’s Model Shadow Stock Portfolio purchase rules.

What Members Are Asking Online

Second Quarter 2013 by CI Staff

Questions on portfolio management programs, AAII’s Model Shadow Stock Portfolio and the Treynor ratio.

What Members Are Asking Online

First Quarter 2013 by CI Staff

Questions on AAII’s Model Shadow Stock Portfolio, Stock Superstars Report and Stock Screens. Plus, how to install David Herron’s Portfolio Optimization program.

What Members Are Asking Online

Fourth Quarter 2012 by CI Staff

Questions on word usage, following the Model Shadow Stock Portfolio and generating income in retirement.

What Members Are Asking Online

Third Quarter 2012 by CI Staff

Questions on where to find historical financial statements and options instruction, plus how to access our DuPont analysis spreadsheet.

What Members Are Asking Online

Second Quarter 2012 by CI Staff

Questions about the Altman Z-Score and AAII’s Model Shadow Stock Portfolio, plus comments on the limitations of Quicken for the Mac and a suggested alternative.

What Members Are Asking Online

First Quarter 2012 by CI Staff

Questions about AAII Stock Screens and Model Portfolios, plus where to find a discount broker and a portfolio management program to fulfill specific needs.

What Members Are Asking Online

Fourth Quarter 2011 by CI Staff

Questions on finding portfolio management tools, realizing gains and losses, and using the AAII stock screens.

What Members Are Asking Online

Third Quarter 2011 by CI Staff

Questions on sharing AAII content and on passing company lists for the AAII Model Shadow Stock Portfolio and stock screens.

What Members Are Asking Online

Second Quarter 2011 by CI Staff

Questions on stock screening, the accumulation/distribution line, and AAII’s Simple Valuation Spreadsheet.

What Members Are Asking Online

First Quarter 2011 by CI Staff

Questions on investing in exchange-traded funds (ETFs) and using AAII’s Piotroski stock screen.

What Members Are Asking Online

Fourth Quarter 2010 by CI Staff

Members answer a request for alternate ways to download data into Captools, and Quant IX explains the difference between their two portfolio programs. Plus, an alert from a member on watching for fee changes to no-transaction-fee mutual funds.

What Members Are Asking On-Line

Third Quarter 2010 by CI Staff

Member-to-member queries on Excel plug-ins and Captools support, plus comments on our Online Discount Brokers Comparison.

What Members Are Asking On-Line

Second Quarter 2010 by CI Staff

Comments on our Roth IRA spreadsheet, and a clarification on tracking bonds in Investment Account Manager sent in by Quant IX's president.

Messages: What Members Are Asking On-Line

March 2010 by CI Staff

Comments on our Roth IRA spreadsheet, and a clarification on tracking bonds in Investment Account Manager sent in by Quant IX's president.

What Members Are Asking On-Line

First Quarter 2010 by CI Staff

Questions on MSN Money retiring its Investment Toolbox, and comments on our recent review of portfolio management software.

Messages: What Members Are Asking On-Line

November/December 2009 by CI Staff

Questions on MSN Money retiring its Investment Toolbox, and comments on our recent review of portfolio management software.

Messages: What Members Are Asking On-Line

September/October 2009 by CI Staff

Comments on AAII’s survey of on-line discount brokers and a correction to CI’s on-line article interpreting the Magic Formula approach.

What Members Are Asking On-Line

Fourth Quarter 2009 by CI Staff

Comments on AAII’s survey of on-line discount brokers and a correction to CI’s on-line article interpreting the Magic Formula approach.

Messages: What Members Are Asking On-Line

Third Quarter 2009 by CI Staff

Questions on the difference between our two Buffett growth screens, when the AAII Shadow Stock portfolio data is updated, and where to get daily reports of earnings announcements.

Messages: What Members Are Asking On-Line

March/April 2009 by CI Staff

Questions on importing Money data into Quicken, Sharebuilder on-line broker, and how relative strength is defined. Plus, a request for open source investment software.

What Members Are Asking On-Line

March/April 2009 by CI Staff

Questions on importing Money data into Quicken, Sharebuilder on-line broker, and how relative strength is defined. Plus, a request for open source investment software.

Messages: What Members Are Asking On-Line

January/February 2009 by CI Staff

Comments posted on-line and messages sent by E-mail include criticism of Morningstar.com data on closed-end funds and questions on where to find total return statistics and how to evaluate the effectiveness of electronic trading tools.

What Members Are Asking On-Line

January/February 2009 by CI Staff

Comments posted on-line and messages sent by E-mail include criticism of Morningstar.com data on closed-end funds and questions on where to find total return statistics and how to evaluate the effectiveness of electronic trading tools.

Messages: What Members Are Asking On-Line

November/December 2008 by CI Staff

MoneyPools responds to one of our member's problems using their on-line portfolio tracking service. Plus, questions on the status of Quicken.com and where to find mutual fund screening tools on-line.

Messages: What Members Are Asking On-Line

September/October 2008 by CI Staff

Comments and questions on our AAII Sentiment Survey and ETF resources. Plus, clarification on trading with Phil Town's Rule #1 approach, and a Mac user's search for investment software.

Messages: What Members Are Asking On-Line

July/August 2008 by CI Staff

Comments and questions on our AAII Stock Screens. Plus, information on FOLIOfn's unique portfolio brokerage service, and where to find total return charts for stocks on-line.

Messages: What Members Are Asking On-Line

May/June 2008 by CI Staff

Comments and questions on our comparison of technical analysis programs, including a letter from BeeSoft explaining why we erroneously reported that their ProTA programs had been discontinued. Plus, an explanation of how to calculate cost basis in the event of a spin-off.

Messages: What Members Are Asking On-Line

March/April 2008 by CI Staff

A member reports on his experience trying out the Rule #1 investing approach. Plus, where to find lists of dividend-paying foreign stock, and a comment on our new publication design.

Messages: What Members Are Asking On-Line

January/February 2008 by CI Staff

A clarification on a formula used in the "Rule #1" approach. Plus, answers to questions on how we track the Model Portfolios and AAII Stock Screens.

Messages: What Members Are Asking On-Line

November/December 2007 by CI Staff

Questions about investment tracking programs for Mac users and where to find a stock screener tailored to individual needs.

Messages: What Members Are Asking On-Line

September/October 2007 by CI Staff

Questions about AAII Stock Screens and the portfolio tracker at AAII.com. Plus, a source for real-world returns on the CAN SLIM approach and where to find a list of mutual funds that hold a specific stock.

Messages: What Members Are Asking On-Line

July/August 2007 by CI Staff

Readers seeking a replacement for Captools, questions on the Model Shadow Stock Portfolio, and comments regarding CAN SLIM licensees and the use of hypothetical performance data.

Messages: What Members Are Asking On-Line

May/June 2007 by CI Staff

Comments on the MSN Money Portfolio Tracker and discount brokers. Plus, questions on where to find earnings release dates, bond fund information, and screen criteria for the Tiny Titans.

Messages: What Members Are Asking On-Line

March/April 2007 by CI Staff

A suggested addition to a past Webcasts column; plus, questions on where to find chart screening on-line and why the price-earnings ratios of ETFs don’t agree.

Messages: What Members Are Asking On-Line

January/February 2007 by CI Staff

A plea to Captools Company to continue supporting their Individual Investor version, and a question about the AAII Stock Screens.

Messages: What Members Are Asking On-Line

November/December 2006 by CI Staff

How to run the AAII Shadow Stock screen and whether on-line portfolio data is secure.

Messages: What Members Are Asking On-Line

September/October 2006 by CI Staff

A shareware suggestion for standard deviations, where to find historical price data, and how to analyze correlations between investments.

Messages: What Members Are Asking On-Line

July/August 2006 by CI Staff

Where to view historical standard deviation for a stock and sites that cover preferred and convertible preferred stocks.

Messages: What Members Are Asking On-Line

May/June 2006 by CI Staff

Where to find advanced asset allocation analysis, YTD performance, and a plug-in for receiving market data.

Messages: What Members Are Asking On-Line

March/April 2006 by CI Staff

Feedback on our January/February article on Joel Greenblatt’s Magic Formula Approach.

Messages: What Members Are Asking On-Line

January/February 2006 by CI Staff

Why historical price charts for mutual funds differ considerably at different Web sites, and the best source for dividend information.

Messages: What Members Are Asking On-Line

November/December 2005 by CI Staff

Exporting from Web-based screening sites and notes on simplifying the Graham approach.

Messages: What Members Are Asking On-Line

September/October 2005 by CI Staff

Looking for a program that will perform backtesting on a portfolio of mutual funds.

Messages: What Members Are Asking On-Line

July/August 2005 by CI Staff

Members share their experiences with data integration between financial institutions and Money and Quicken.

Messages: What Members Are Asking On-Line

May/June 2005 by CI Staff

Searching for real estate funds, stock data vendors and ratings on advisory letters.

Messages: What Members Are Asking On-Line

March/April 2005 by CI Staff

How to explain data transfer bugs when using Quicken or Microsoft Money to handle your personal finances.

Messages: What Members Are Asking On-Line

January/February 2005 by CI Staff

Replacing a handmade database for tracking the performance of stocks.

Messages: What Members Are Asking On-Line

November/December 2004 by CI Staff

How to tailor a stock screening system to your individual tastes.

Messages: What Members Are Asking On-Line

September/October 2004 by CI Staff

Overlooked portfolio tracking features on Yahoo!, and where to find fund portfolio analysis on-line.

Messages: What Members Are Asking On-Line

July/August 2004 by CI Staff

Where to find a portfolio manager that can import broker transactions

Messages: What Members Are Asking On-Line

May/June 2004 by CI Staff

Where to find current and accurate fund distribution data on-line.

Messages: What Members Are Asking On-Line

March/April 2004 by CI Staff

A warning on discount broker fees and questions about AAII's Guide to Computerized Investing.

Messages: What Members Are Asking On-Line

January/February 2004 by CI Staff

How AAII Stock Screens are tracked and where to find a high-yield screen for DRPs.

Messages: What Members Are Asking On-Line

November/December 2003 by CI Staff

A cautionary tale on purchasing investing software.

Messages: What Members Are Asking On-Line

September/October 2003 by CI Staff

Investor's Business Daily ad leads investors to AAII.

Messages: What Members Are Asking On-Line

July/August 2003 by CI Staff

Looking for trailing stop alerts and advance/decline lines.

Messages: What Members Are Asking On-Line

May/June 2003 by CI Staff

Seeking a replacement for WealthBuilder.

Messages: What Members Are Asking On-Line

March/April 2003 by CI Staff

Where to find daily historical stock prices.

Messages: What Members Are Asking On-Line

January/February 2003 by CI Staff

How to make use of Windows programs on a Mac and how to manage foreign currencies.

Messages: What Members Are Asking On-Line

November/December 2002 by CI Staff

Where to find index fund data and portfolio risk statistics.

Messages: What Members Are Asking On-Line

September/October 2002 by CI Staff

Tracking fund money flows to gauge investor sentiment.