Stock Investor Video Tutorials

An Introduction to Stock Investor Pro
Stock Investor Pro is AAII’s stock screening and fundamental research database. This video introduces the program and its layout. It also provides an overview of the programs major features, including the screen, portfolio, and view editors.
Creating a View in Stock Investor Pro
In Stock Investor Pro, users are able to create views that include the data points in which they are most interested. This video provides a walkthrough of creating a custom view that enables you to quickly access relevant data points.
Isolating Data Fields
For each investment methodology, there are certain data points that are more important than others. This video shows you how to isolate certain data points and rank companies based on specific data points using Stock Investor Pro.
Generating Reports With Views
Stock Investor Pro offers users a wide range of reports. This video goes over view reports which allow users to print specific data points in a customized view for a set of stocks. View reports can be printed on any set of stocks, including the result of a screen or a portfolio.
Installing and Updating Stock Investor Pro
This videos offers step-by-step instructions on downloading, installing and updating Stock Investor Pro.
Predefined Stock Screens
Stock Investor Pro comes pre-installed with a set of over 60 pre-defined screens. Not only can users pull up these screens at any time, Stock Investor Pro allows users to see the screening criteria in each one and tweak the screens according to personal preferences. This video tutorial goes over the process.
Creating Basic Custom Screens
One of the most widely used features of Stock Investor Pro is its stock screening capabilities. This videos shows how to create basic custom screens.
Advanced Custom Screens
This video provides a walkthrough of creating advanced custom screens including using parenthesis and “or” statements.
Generating Statistical Summary and Industry Reports
Statistical summary reports presents the median, average, high and low values in a set of companies for each data point and industry reports displays the averages for each data point for an industry group. Both reports are available in Stock Investor Pro and this video will show you how to access and print each one.
Stock Investor Pro Valuations
This video discusses Stock Investor Pro’s valuation tab which can be used to ascertain whether a stock is fairly priced based on earnings, sales, dividends and cash flows.
Creating, Using and Editing Portfolios.
Create portfolios to keep track of specific companies in Stock Investor Pro.