Stock Investor Pro Getting Started

Installing Stock Investor Pro for the First Time

There are two methods of installing Stock Investor Pro: using the monthly CD or using the Program/Data Install available on If you already have Stock Investor Pro 4.5 installed and wish to make use of the automatic updates, please click here.

**Before downloading and installing Stock Investor Pro 4.5, we suggest that you disable your antivirus software to prevent any installation problems or conflicts. After installing the program, you can reactivate it.

   Installing From
  1. Go to the Stock Investor Pro Downloads page of the Stock Investor Pro area of
  2. You may be prompted to log in using either your 10-digit AAII member number, with no spaces, or your personalized username and password.
  3. Figure 1.
    Full program file available on

  4. Click on the Program/Data Install button (Figure 1) to download the full program and weekly data update file (stockinvestorinstall.exe). Download the file to your computer, preferably to your desktop, by choosing Save File.

    **Please note that the Program/Data Install file is approximately 66MB and is intended for download using high-speed Internet connections, such as cable, DSL, T1 or T3.
  5. When the download process is complete, double-click on the stockinvestorinstall.exe file on your desktop. If you receive a prompt asking you to allow the program to make changes to your computer, click Yes to proceed to the “InstallShield Wizard” steps below.

   Installing From CD

  1. Insert the Stock Investor Pro CD into your CD-ROM drive.
  2. After a few moments, a Stock Investor Pro installation menu will appear on your computer screen. This will show the date of the data on the CD you are installing, as well as the dates of the weekly and monthly data currently installed on your computer (if applicable).
  3. Click on the Install button at the bottom left of the installation menu. Proceed to “InstallShield Wizard” steps below.
   InstallShield Wizard

  1. At the Welcome to Stock Investor Setup window, click Next to continue.
  2. Please read the Stock Investor User Agreement, and then click Yes to continue.
  3. You will be asked to verify the location you want Stock Investor installed on your computer. Click Next to use the default installation location, or click the Browse button to specify a different location.
  4. You will also be prompted to choose the folder for the program shortcuts within the Windows Start menu (AAII is the default folder).
  5. The final menu window displays a summary of the installation settings you have specified. If you are satisfied with the settings, click Next to start the file transfer process, which will take a few moments.
  6. When the file transfers are complete, you will be asked if you would like a desktop shortcut. We recommend selecting Yes to create desktop shortcuts for Stock Investor Pro 4.5, Stock Investor Pro 4.5 Utilities, and Stock Investor Pro 4.5 Help. Otherwise, click No to continue.
  7. You will be prompted to view the ReadMe file, which outlines any changes made to the program since the last release. Click Yes to view the ReadMe file or click No to continue.
  8. When the installation process is complete, click Finish to start Stock Investor Pro. You will see a series of windows as Stock Investor Utilities performs various database management operations, including reindexing database files and loading redefined data.
  9. Lastly, the program will automatically recalculate the custom fields. When the custom fields are recalculated, Stock Investor Pro will open to Stock Notebook #1 – Untitled.

When installing Stock Investor Pro, you may be prompted to install additional support files. These files are Microsoft Visual C++ Redistributable SP1 (x86) and Microsoft .NET Framework 4 Full. These are legitimate files from Microsoft that you need on your PC in order for the automatic updates to function properly. If you are prompted, click Install to download and install these files.

NEXT » The Help System: Learning to Use and Navigate the Software

Getting Started
Guide PDF