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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.

Earnings Estimates
Using Stock Investor Pro to track analysts’ earnings estimates and earnings surprises.

Installing Stock Investor Pro 4.0
Install Stock Investor Pro 4.0 and Utilize Automatic Updating!

Multiscreen Selector and Crosstab Report
The NEW Crosstab Report shows companies passing the most predefined screens!

Introduction to the Custom Field Editor
Use Stock Investor Pro's Custom Field Editor to run powerful, customized stock screens.

Combining Two Expressions in One Custom Field
Use Stock Investor Pro allows users to combine multiple expressions into one custom field.

Two Newly Added Features: Copy and Paste, and Custom Default Notebook
AAII's Stock Investor Pro 4.0 has added new program features: Quick Copy and Paste, and Custom Default Notebook!

Isolating Data With Views
A quick tutorial on using AAII's Stock Investor Pro to isolate and export data.

Measuring Performance With Relative Strength
AAII’s fundamental stock screening and research database allows users to measure stock performance and screen for outperforming stocks using relative strength.

Introducing the Graham Enterprising Revised Screen
AAII’s fundamental stock screening and research database allows users to measure stock performance and screen for outperforming stocks using relative strength.

Using Percentile Rank
AAII’s fundamental stock screening and research database to research and screen using data point percentile ranks.

Introducing and Creating the CAN SLIM No Float Screen
Using Stock Investor Pro to edit a predefined screen to better suit your investment needs.

Printing Comprehensive Company Data Using Reports
Use AAII's fundamental stock screening and research database to print comprehensive fundamental company data using built-in reports.

Trend Analysis and Comparing Companies
Use Stock Investor Pro, to perform trend analysis and compare companies of different sizes

Trend Analysis and Comparing Companies, Part 2
More on performing trend analysis and comparing companies of different sizes

Using Multiples to Gauge Value
Stock Investor Pro, offers a range of multiples that can help you gauge a company’s value.

Creating a Notebook Template
Quickly and easily load screens, views and rankings using a notebook template in AAII’s Stock Investor Pro

Creating Basic Custom Screens
Creating custom screens to find strong companies that meet your personal investment methodology...

2013 AAII Investor Conference: An Introduction to Stock Investor Pro
This is Wayne A. Thorp's presentation from the 2013 AAII Investor Conference. The presentation covers the basics on Stock Investor Pro and its functionality.

Backing Up and Restoring Custom User Files
Back up and transfer your custom user files in Stock Investor Pro...

Backtesting Using Stock Investor Pro
Backtest different investment methodologies using AAII's fundamental stock screening and research database Stock Investor Pro...

Creating, Using and Editing Portfolios
Use AAII’s stock screening and research database, Stock Investor Pro, to track stocks in which you are interested...

Statistical Summary and Sector/Industry Reports
How to use Stock Investor Pro to generate reports...

Discovering Ratios
How to find ratio calculations using Stock Investor Pro...