Computerized Investing Articles

2026 Robo-Advice Landscape: Survivors Search for the Next Leg of Growth
June 2026 by Ken Schapiro
With most early adopters already established as clients, robo-advice platforms compete on scale, pricing, planning depth and customization.

Robo-Advice Update for 2025: Continued Consolidation and Greater Customization
July 2025 by Ken Schapiro
With the initial wave of users onboarded, leading robo-advisers are shifting their focus to profitability.

Using Large Language Models for Stock Valuation Analysis
July 2025 by Wayne A. Thorp
Given structured inputs, LLMs can reproduce the logical framework for DCF valuation and generate multiple scenarios.

AI for Stock Screening: Simplify and Accelerate the Discovery Process
June 2025 by Wayne A. Thorp
With LLMs, creating stock screens tailored to precise investment theses becomes far easier, faster and more intuitive.

AI for Financial Document Analysis: Your Net in a Sea of Information
May 2025 by Wayne A. Thorp
Quickly processing news and reports with AI tools allows your finite attention to focus on interpretation and decision-making.

An Intro to AI-Powered Investing: How Individual Investors Can Leverage LLMs
April 2025 by Wayne A. Thorp
Artificial intelligence can enhance investment research and decision-making, but it should be used carefully.

2024 Robo-Advice Landscape: Industry Shifts and Leading Platforms
June 2024 by Ken Schapiro
Increased fees at one robo-adviser and the shuttering of two robos at large firms illustrate the difficulty of making a profit while offering advisory services at rock-bottom prices.

Turmoil in the Robo-Advice Industry, Plus the Best Robo Platforms
June 2023 by Ken Schapiro
A look back at the digital advice industry and an update on current robo products and performance.

A Look at Five Leading Alternative Investment Platforms
March 2023 by Charles Rotblut, Sean Murphy, Eunice Kim, Pratham Shah, Grace Malone
A new set of investing platforms has emerged to expand individual investors’ access to asset types such as cryptocurrency, private debt, private real estate and fine art.

Best of the Web: Seven Key Sites for Investors
November 2022 by Charles Rotblut, Matthew Bajkowski, Derek J. Hageman, Sean Murphy
These handpicked websites stand out as leaders in their respective fields, providing free access to quality data and tools.

Gauging the Current Robo-Advisers on Features & Returns
June 2022 by Ken Schapiro
Insight from The Robo Report into the most compelling robo services for 2022.

Important Differences Exist Among Retirement Calculators
May 2022 by AAII Staff
When looking for an online calculator to make retirement estimates, seek out the ones that best fit your profile and customization desires.

Online Discount Brokers: Comparing and Contrasting the Older and the New
March 2022 by Matthew Bajkowski, Adam Scheg, Dylan Dease, Jack Gilleland, Charles Griswold, Sean Murphy
Two major additions to the offerings of online brokers are fractional shares and cryptocurrency trading.

Investor's Best of the Web 2021
November 2021 by Matthew Bajkowski, Adam Scheg, Dylan Dease, Jack Gilleland
We identify the sites that should be your first stop when tackling any finance or investing task. Use our updated guide to quickly get the essential information you need.

Comparing the Six Most Popular Money Transfer Apps
August 2021 by Adam Scheg, Dylan Dease, Jack Gilleland
There are plenty of options and a variety of platforms for making digital payments, so assessing your personal needs is important.

Robo-Adviser 2021 Innovations and Performance Drivers
June 2021 by Ken Schapiro
Robo-advisers are now looking beyond investment management to banking and various other services.

AAII Groups in Facebook: Setting Your Privacy Options
May 2021 by Matthew Bajkowski
Use Facebook’s Privacy Checkup to adjust the level of visibility you allow when participating in AAII Investing Clubs.

Comparing Discount Brokers and Apps Given Recent Industry Changes
January 2021 by AAII Staff
Zero commissions and mergers are changing the face of the online discount broker arena.

Investor's Best of the Web 2020
November 2020 by AAII Staff
These top sites cover a range of finance and investing information and can help you focus your research.

Comparing and Contrasting Budgeting Apps
October 2020 by AAII Staff
Using a budgeting app makes setting up and managing a personal budget easier, faster and more accurate.

Protecting Yourself Online
July 2020 by Jess Sherman
There are basic steps you can take to recognize and help protect against the inevitable email and internet scams and attacks.

Coronavirus Returns for Robo-Advisers Expose Differences
June 2020 by Ken Schapiro
While performance has varied among providers, most robo portfolios represent a viable, low-cost option for professional management.

Comparing the Discount Brokers and Investment Apps
January 2020 by AAII Staff
This year’s broker guide includes the mobile services brokers offer and compares app-based capabilities against their web-based counterparts.

Investor’s Best of the Web 2019
October 2019 by AAII Staff
Where to go online for financial planning issues and investment news, information and data.

Robo-Advisers Expand Services and Experience Some Growing Pains
June 2019 by Ken Schapiro
An update on the digital advice industry reveals growing popularity as services are added, along with a few regulatory challenges and other missteps that require investor diligence.

The Most Popular Tax Preparation Services Used by AAII Members
March 2019 by Ryan Reeh
TurboTax is the most used service among AAII members, followed by H&R Block. Members particularly favor TurboTax Premier and H&R Block Deluxe.

Comparing the Most Popular Online Brokers
January 2019 by Charles Rotblut, Jaclyn N. McClellan
The seven discount brokers most used by AAII members offer a comparable suite of tools and services, but vary in subtle ways that can help you choose between them.

Using the Arnexa Retirement Planning Tool in Google Sheets
August 2018 by Sridhar Ramakrishnan
Simple retirement calculator takes the guesswork out of estimates by leveraging cohort data.

Q1 2018 Robo Report: How Market Volatility Affected Robo Services
June 2018 by Ken Schapiro
First-quarter performance results from sample portfolios at robo-advisers imply that investors should look for diversification not only in the equity holdings, but also in fixed-income holdings.

Creating and Testing a Value Strategy With Portfolio123
June 2018 by Marc H. Gerstein
How to build a simple screen, rank the results to narrow down the list and test the strategy using the Portfolio123 screening website.

Trading Fractional Shares With Broker-Robo Hybrid Folio Investing
May 2018 by Jaclyn N. McClellan
Folio Investing is a unique brokerage-robo adviser hybrid that allows users to invest in portfolios of stocks, ETFs and mutual funds that they can trade in a single transaction.

Learning About Real Estate Investing With BiggerPockets
May 2018 by Jaclyn N. McClellan
Real estate investors can gain knowledge and skills, as well as share tips and interact with other investors, at the BiggerPockets website.

Using the blooom Robo-Adviser to Manage Your 401(k)
April 2018 by Jaclyn N. McClellan
The blooom service links to users’ existing 401(k)s and carries out recommended changes to the portfolio based on optimal fees, risk and diversification.

8 Ways Online Retirement Planning Is Superior to That Printed Report Stashed Somewhere in Your Desk
March 2018 by Stephen Chen
The founder and CEO of NewRetirement, an online retirement planning service, describes concrete ways you can benefit from having a digital plan instead of a hard-copy plan.

TipRanks Releases New Stock Tracking Mobile App
March 2018 by Harriet Lefton
TipRanks journalist Harriet Lefton describes the financial data tracker’s new iOS mobile app.

Cryptocurrencies and Bitcoin: What Are They?
March 2018 by Robert Baran
An introduction to cryptocurrencies and how they work.

Robo Report: Q4 2017 Performance Review & Glitches in Volatile Markets
February 2018 by Ken Schapiro
Robo-advisory tracking site discusses fourth-quarter 2017 performance and service outages experienced by robos during recent high volatility trading days.

Calculating a Portfolio’s Internal Rate of Return
January 2018 by Matthew Bajkowski
CI’s Portfolio Tracker with Google Sheets provides an easy template for arriving at the IRR for your portfolio.

New TipRanks Sentiment Tool Lets You Harness Crowd Wisdom
January 2018 by Harriet Lefton
The financial advice tracker’s new investor sentiment tool shows you what other investors are actually buying.

PC Buyer’s Guide 2018
January 2018 by CI Staff
Everything you need to know before buying a computer, or upgrading your old one.

Calculating a Portfolio’s Internal Rate of Return
January 2018 by Matthew Bajkowski
CI’s Portfolio Tracker with Google Sheets provides an easy template for arriving at the IRR for your portfolio.

Q3 2017 Robo Report: Increase in Tax Planning Tools
December 2017 by Ken Schapiro
A review of trends in robo-adviser services and performance results for the year as of September 30, 2017.

Comparing Six of the Best Backtesting Programs
December 2017 by Henry Crutcher
We evaluate and compare the best backtesting tools to use when looking for a stock or fund to add to your portfolio.

New Robo-Adviser Focuses on Retirement Needs
November 2017 by Robert Baran
An introduction to United Income, a new robo-adviser that is designed to help you meet your retirement goals.

Updating Data in Excel With XLQ Plug-In
September 2017 by Robert Baran
An introduction to using the XLQ utility to pull current and historical data into your Excel spreadsheets.

Q2 2017 Robo Report Sees More Hybrid Advice Models
September 2017 by Ken Schapiro
The founder of BackEnd Benchmarking, which publishes The Robo Report, discusses the performance and latest trends in robo-advisory services as of the second quarter of 2017.

Updating Data in Excel With XLQ Plug-In
September 2017 by Robert Baran
An introduction to using the XLQ utility to pull current and historical data into your Excel spreadsheets.

Maximizing Cash Returns With MaxMyInterest
August 2017 by Michael Halloran
A website that automatically allocates your cash to locations with the most favorable interest rates.

Selecting Asset Classes for Retirement Investments
July 2017 by John Zhong
The founder of MyPlanIQ.com shows how to use his online portfolio management platform to build a well-rounded retirement portfolio.

Clarity Money (for iOS)
July 2017 by Matthew Bajkowski
A daily financial tracker that acts as an advocate for sensible spending.

The Robo Report Invests in and Tracks Robo-Advisers
June 2017 by Ken Schapiro
New report consolidates performance and portfolio makeup of robo-advisory services.

Validea Capital Launches Robo-Adviser
June 2017 by John P. Reese
The founder of Validea Capital asset management firm describes their newest product, a robo-advisory service called Validea Legends Advisor.

An Update to the CI Portfolio Tracker in Google Sheets
May 2017 by Jaclyn N. McClellan
Adding a variety of benchmarks to the spreadsheet greatly increases your ability to judge the performance of your holdings appropriately.

Learn the Market With Equities Lab
May 2017 by Henry Crutcher
Henry Crutcher, founder of Equities Lab LLC, gives an overview of the Equities Lab tool and how it helps investing.

Transferring Money With Venmo for iPhone and Android
May 2017 by Jaclyn N. McClellan
Venmo is a payment application that allows users to easily transfer funds to other Venmo users.

An Update to the CI Portfolio Tracker in Google Sheets
May 2017 by Jaclyn N. McClellan
Adding a variety of benchmarks to the spreadsheet greatly increases your ability to judge the performance of your holdings appropriately.

Using Investment Account Manager 3
April 2017 by Matthew K. Willms
The co-founder of Quant IX Software details the features of his Investment Account Manager 3 Individual.

Using Investment Account Manager 3
April 2017 by Matthew K. Willms
The co-founder of Quant IX Software details the features of his Investment Account Manager 3 Individual.

Calculating Nike's Intrinsic Value Using DCF Analysis
April 2017 by Matt Hogan
A step-by-step example of the discounted cash flow model for stock valuation using finbox.io tools.

An Overview of the Major Tax Prep Services 2017
March 2017 by Jaclyn N. McClellan
A look this year’s most popular options for preparing your taxes, whether online or through downloadable software.

10 Questions with Jordan Kimmel
March 2017 by Jaclyn N. McClellan
Market strategist and stock investing guru Jordan Kimmel answers 10 (or 12) questions about his investing life.

Follow News Sentiment on TipRanks
March 2017 by Harriet Lefton
The analyst ranking website has added functionality for investors to track the trend of news stories on a stock.

Building a Stock Screen on O’Neil’s Fourth Edition of CAN SLIM
February 2017 by Jaclyn N. McClellan
Although the CAN SLIM strategy for identifying promising growth stocks includes many qualitative factors, a stock screen can be built that captures the spirit of the approach.

The Top Online Portfolio Trackers 2017
February 2017 by Andrew Plis
The five best websites for tracking your portfolio’s performance include a few that analyze your allocation and make suggestions balancing risk and return.

Top Robo-Adviser Trends, According to the Experts
January 2017 by Barbara A. Friedberg
Robo-Advisor Pros.com asked leaders in the robo industry for their thoughts on where these services are headed.

Backtesting the AAII Estimate Revisions Stock Screen
January 2017 by Al Zmyslowski
Follow along as an AAII chapter subgroup runs backtests on a popular AAII stock screen using Portfolio123.

Using Asset Class Rotation to Reduce Risk and Increase Return
January 2017 by Scott Juds
Using an asset rotation strategy is a simple way to improve your portfolio’s performance, but you need the right tools to carry it out.

2016 Best Broker Picks by NerdWallet
December 2016 by Arielle O'Shea
An investing writer for NerdWallet reveals the personal finance website’s current selections for top online brokers.

Finbox.io: 5 Tools for Stock Research
December 2016 by Matt Hogan
The founder of Finbox.io website for stock valuation describes the popular features of the site.

PC Buyer's Guide 2016
December 2016 by AAII Staff
Choosing the best system for your needs and budget means knowing what each component does, and its relative impact on the performance of a computer.

Benchmarking Your Investment Returns With a Computer
November 2016 by David Levine
Checking the performance of your portfolio and individual securities depends on selecting the appropriate benchmark comparison.

Track and Compare Your Portfolio Using TipRanks’ Smart Portfolio
November 2016 by Uri Gruenbaum
Website that ranks the performance of investment pros has added a portfolio tool for individual investors.

Robo-Adviser Asset Allocation and Securities
November 2016 by Jaclyn N. McClellan
A comparison of the asset allocation models and securities that robo services use for different risk-return profiles.

New Discounts for CI Subscribers
October 2016 by Jaclyn N. McClellan
Some of the investing services we’ve covered are now offering lower prices for their tools exclusively to CI subscribers.

The Top Portfolio Management Software
October 2016 by Andrew Plis
The four best programs for managing your portfolio allow you to view breakdowns of assets, track your transactions and calculate performance.

10 Questions and More With AAII President John Bajkowski
September 2016 by Matthew Bajkowski
Get to know AAII’s president John Bajkowski as an individual investor and hear about the early days of Computerized Investing.

Calculating Intrinsic Stock Value in Excel
September 2016 by Stanley Rodak
An easy-to-use spreadsheet that allows you to perform independent analysis to determine a stock’s fair value and see whether it exceeds the market price.

Possible Pitfalls of Robo-Advisers
September 2016 by Matthew Bajkowski
Services that automate the investment decision process can be enticing, but an understanding of their limitations and weaknesses is crucial before you turn over your funds.

September CI’s Interview, Summary and Spreadsheet
September 2016 by Jaclyn N. McClellan
This month, get an Intrinsic Value Calculator, find out the pitfalls of robo-advisers and get to know AAII’s president.

Calculating Intrinsic Stock Value in Excel
September 2016 by Stanley Rodak
An easy-to-use spreadsheet that allows you to perform independent analysis to determine a stock’s fair value and see whether it exceeds the market price.

Discovering How to Beat Robo-Advisers
August 2016 by Jaclyn N. McClellan
Are the robo services really providing a service that a savvy individual investor couldn’t replicate?

NewRetirement: A Holistic Approach to Retirement Planning
August 2016 by Stephen Chen
Website offers a retirement calculator and resources to develop a holistic retirement plan that can be adjusted based on your changing circumstances.

Personal Capital for iOS and Android
July 2016 by Jaclyn N. McClellan
A personal finance application for tracking your net worth.

Setting Up a Retirement Account Online
July 2016 by Andrew Plis
Accumulating and managing the assets that will make up your retirement portfolio is made simple and easy with the use of an online brokerage account.

Tapping Into the Dividend Well: Reinvesting With DRIPs
July 2016 by Matthew Bajkowski
DRIPs offer many advantages to the individual investor interested in maximizing returns from long-term growth.

Users’ Data: Popular Mobile Game ‘Catching It All’
July 2016 by Jaclyn N. McClellan
The Pokemon Go game craze highlights how mobile apps may be collecting more data than you intend.

Implementing the Weiss Blue-Chip Screen
June 2016 by John Bajkowski
Deriving screen criteria from Geraldine Weiss’ approach of investing in blue-chip stocks to build a stock screen that gives a prospective list of stocks.

Stock Screening and Backtesting With SynVero
June 2016 by Kenn Pennington
SynVero’s founder provides an overview of his company’s stock market screening, backtesting and trade simulation tools for investors.

The Weiss Blue-Chip Screen Finds Value in Any Market
June 2016 by Jaclyn N. McClellan
In this issue, we delve deep into Geraldine Weiss’s approach to finding high-quality dividend-paying companies by outlining specific screening criteria, using AAII’s Stock Investor Pro to illustrate the screen-building process.

Build and Manage Your Retirement Plan With MyPlanIQ
May 2016 by John Zhong
John Zhong of MyPlanIQ describes how his website uses model portfolios to help investors build and maintain diversified portfolios for their retirement plan based on their risk tolerance and allocation desires.

Stock Rover: A Faithful Research Companion
May 2016 by Alex Reisman
Alex Reisman of Stock Rover gives an overview of the online stock research platform.

Understanding the Fiduciary Standard
May 2016 by Jaclyn N. McClellan
A new fiduciary standard rule helps to ensure that financial advisers put their clients' interest before their own.

A New Series Coming to CI
April 2016 by Jaclyn N. McClellan
We kick off a new Technically Speaking series on classic technical indicators.

Stash Invest (for iOS, Android)
April 2016 by Jaclyn N. McClellan
App provides an easy way to get started investing in ETFs.

Why You Should Consider Using a Robo-Adviser
April 2016 by Wesley R. Gray
The rise of online advisory services represents a revolution for the small investor.

10 Questions With Gail MarksJarvis
March 2016 by Jaclyn N. McClellan
Chicago Tribune financial columnist and best-selling author Gail MarksJarvis answers 10 questions about her life with investing.

A Review of the Major Tax Preparation Services
March 2016 by Jaclyn N. McClellan
With input from CI subscribers, we take a look at how TurboTax, TaxAct and H&R Block services stack up for helping you prepare your taxes this year.

How to Track Mutual Funds in Google Sheets
March 2016 by Jaclyn N. McClellan
This demo of Google Sheets uses the Google Finance function to automatically pull data into a simple fund watchlist.

Softening the Certainty of Taxes
March 2016 by Jaclyn N. McClellan
Paying taxes may be unavoidable, but the right tool can make the process of figuring what you owe a little less painful.

A Snapshot of Fourth-Quarter 2015 Earnings Trends Using Estimize
February 2016 by Christine Short
Christine Short, corporate earnings expert at Estimize, reports on projected growth as the current reporting season unfolds.

Why Earnings Season Draws Attention
February 2016 by Jaclyn N. McClellan
Investors wait for earnings releases to count the beats and misses, but equally as important is when the report occasions a change in perception.

3 Reasons to Embrace the New Investment Technology Platforms
January 2016 by Sharon Mallory
For investors, and investment advisory firms, robo-technology can offer specific advantages.

Built-in Podcast App on iOS Devices
January 2016 by Jaclyn N. McClellan
Apple’s iOS app that allows users to download and listen to a wide variety of podcasts for free.

Manage Your Investment Portfolio With Fund Manager
January 2016 by Mark Beiley
Beiley Software’s owner describes how to track the performance of your investments and your portfolios with his Fund Manager program.

Mutual Fund Madness in January
January 2016 by Jaclyn N. McClellan
With the completion of 2015, it’s time to review the performance of your funds.

Highlights From CI's Year 2015
December 2015 by Jaclyn N. McClellan
Make sure you haven't missed the best content in CI this year.

Portfolio Risk Analysis With InvestSpy
December 2015 by Marius Bausys
The founder of online portfolio risk tool InvestSpy gives an overview of his free service.

Winegard FlatWave Micro HDTV Antenna (Non-Amped)
December 2015 by Jaclyn N. McClellan
HDTV indoor antenna that captures over-the-air broadcast signals up to 30 miles.

Huygens Capital’s Active Approach to Robo-Advising
November 2015 by Jaclyn N. McClellan
An online advisory service that switches client portfolios between offensive and defensive positions based on a proprietary predication indicator.

Key PC Components 2015
November 2015 by Wayne A. Thorp
PC components can impact your overall computing performance. Here’s what you need to know to help you choose the best ingredients for your PC system.

PC Buyer’s Guide 2015
November 2015 by Wayne A. Thorp
Find out which computer system is best for performing investing-related tasks such as analysis, research and tracking in our annual update.

Screening for Stocks Using David Dreman’s Contrarian Strategy
November 2015 by Jaclyn N. McClellan
Converting the contrarian approach made famous by David Dreman into a useable screen to find prospective stocks.

What Is a Robo-Adviser?
November 2015 by Jaclyn N. McClellan
Learn about CI’s newest column on online advisory services.

10 Questions With Chuck Jaffe
October 2015 by Jaclyn N. McClellan
Radio talk-show host and senior columnist for MarketWatch Chuck Jaffe answers 10 questions about his life with investing.

Baton Investing for Android and IOS
October 2015 by Hareesh N Jayanthi
Stock screening based on the criteria of 10 investing gurus.

DRIP Investing Resources
October 2015 by Jaclyn N. McClellan
Check out these useful websites for info on stocks with dividend reinvestment plans and direct investment plans.

Volatility Stats Might Not Mean What You Think
October 2015 by Jaclyn N. McClellan
Yes, the market has been volatile. But it’s important to understand the measures used to track volatility when listening to market reports.

10 Questions With Hareesh Jayanthi
September 2015 by Jaclyn N. McClellan
CI contributor and AAII assistant financial analyst Hareesh answers 10 questions about his life with investing.

An Introduction to CI’s New Editor
September 2015 by Jaclyn N. McClellan
Meet the new editor of Computerized Investing and hear some new ideas for fulfilling CI’s mission.

Copper River Sierra Journeyman Laptop Bag
September 2015 by Edward Groberski
A fashionable high-quality leather laptop bag.

Online Discount Brokers: Scottrade
September 2015 by Jaclyn N. McClellan
A review of Scottrade, an online discount broker.

Screener Pro for Android and iOS
September 2015 by Hareesh N Jayanthi
An app that brings some desktop screening technology to your mobile phone.

Abyssinia!
August 2015 by Wayne A. Thorp
CI’s fearless editor hands off the baton.

Alternatives to Excel
August 2015 by Jaclyn N. McClellan
An in-depth comparison of the major desktop and online spreadsheet options.

iBillionaire for Android and iOS
August 2015 by Hareesh N Jayanthi
An app that reports on the trading activity of the wealthiest investors for others to use as investment ideas.

Jabra STEP Wireless Earbuds
August 2015 by Wayne A. Thorp
Bluetooth in-ear headphones.

Backtesting the Revised MAGNET Stock Screens
July 2015 by Jaclyn N. McClellan
An examination of the hypothetical results of Jordan Kimmel’s revised MAGNET stock screens.

Mortgage Refinancing Resources
July 2015 by Wayne A. Thorp
Check out these useful websites before embarking on a mortgage-refinancing quest.

Portfolio Manager by Smart Code (for iPad)
July 2015 by Hareesh N Jayanthi
A basic portfolio tracker with added visualization tools.

Windows 10 Launch
July 2015 by Wayne A. Thorp
What to expect from Microsoft’s newest operating system upgrade.

ZAGG Pocket Foldable Wireless Keyboard
July 2015 by Hareesh N Jayanthi
A trifold mobile keyboard and stand that fits in a purse or suit pocket and works with Apple and Android devices.

Hacking the National Pastime
June 2015 by Wayne A. Thorp
Latest data breach comes from inside the sacred world of baseball.

Udemy Guide to Investing
June 2015 by Hareesh N Jayanthi
An app that helps beginner investors increase their investing knowledge in a non-intimidating atmosphere.

WaterField Designs Rough Rider 15-Inch Messenger Bag
June 2015 by Wayne A. Thorp
A high-quality leather carrying case built to last.

Researching Dividends
May 2015 by Jaclyn N. McClellan
Discover important websites to use when conducting dividend research and analysis.

Call Levels (for iOS, Android)
May 2015 by Jaclyn N. McClellan
App allows you to set specified price levels for a variety of assets and receive push notifications on your mobile device when your price is hit.

Dial-Up Users Are Ignored, But Still Exist
May 2015 by Wayne A. Thorp
Verizon may overlook AOL’s dial-up customers in its bid to buy the company, even though these subscribers make up almost a quarter of overall sales.

ibattz Mojo Refuel Invictus & OtterBox Resurgence Power Case
May 2015 by Wayne A. Thorp
Two battery cases for iPhone 6, one offering better protection and the other with greater battery capacity.

Manage Your Portfolios With Investment Account Manager 2
May 2015 by Hareesh N Jayanthi
An in-depth look at software that helps you assess the holdings in your portfolios and gauge their performance.

Researching Dividends
May 2015 by Jaclyn N. McClellan
Discover important websites to use when conducting dividend research and analysis.

PhoneSuit Flex XT Pocket Charger for iPhone and iPod
April 2015 by Wayne A. Thorp
Highly portable charging solution for iOS devices comes with integrated Lightning connector.

CamScanner (for iOS, Android, Windows Phone 8)
April 2015 by Hareesh N Jayanthi
Intelligent document management solution covering a range of devices.

CI Mortgage Refinance Calculator
April 2015 by Jaclyn N. McClellan
A worksheet that helps you see how refinancing your mortgage could affect your cash flow.

Time Will Tell Whether Apple Watch Dominates
April 2015 by Wayne A. Thorp
It remains to be seen who will end up leader in the smartwatch arena and whether the device becomes as ubiquitous as the smartphone.

A Comparison of Tax Preparation Services
March 2015 by Hareesh N Jayanthi
A review of three popular websites for tax preparation show many similarities but also some clear differences.

Amazon Echo
March 2015 by John Bajkowski
Internet-connected speaker features voice-activated commands to ask questions, listen to music, create shopping lists in the cloud and more.

CI Changes: A Look Back and a Look Forward
March 2015 by Wayne A. Thorp
We mark the first anniversary of CI going digital with a review of new features that have been implemented and some that are in the works.

Investing.com (for iOS, Android)
March 2015 by Jaclyn N. McClellan
Stay on top of current market information regarding news, stocks, ETFs, forex and more.

Braven BRV-X Rugged Waterproof Bluetooth Speaker
February 2015 by Wayne A. Thorp
Bluetooth speaker with an IPX7 waterproof rating and shockproof rubber exterior.

DBPower Action Camera SJ4000
February 2015 by Hareesh N Jayanthi
Active camera with GoPro-like capabilities but with a price tag that is significantly less.

Online Privacy: Oxymoronic?
February 2015 by Wayne A. Thorp
In the wake of continued news of major cybercrimes, as well as reports of government “snooping,” the concept of online privacy is losing its meaning.

Satechi F3 Smart Monitor Stand
February 2015 by Wayne A. Thorp
Adjustable monitor stand doubles as a USB 3.0 hub.

Spending Tracker (for iOS, Android, Windows)
February 2015 by Jaclyn N. McClellan
Track your expenses to easily analyze your cash flow over time.

CES 2015: What Happens in Vegas Doesn’t ALWAYS Stay in Vegas
January 2015 by Wayne A. Thorp
Thoughts on this year’s International Consumer Electronics Show.

Moni Financial Account Tracker for iOS
January 2015 by Hareesh N Jayanthi
A simple checkbook app for tracking your finances on iOS devices.

Retirement Withdrawal Calculator
January 2015 by Jaclyn N. McClellan
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.

TomTom Multisport GPS Watch
January 2015 by Hareesh N Jayanthi
Fitness tracker monitors runs, bike rides and swims with detailed data.

Philips Brilliance LCD Monitor (241B4LPYCB)
December 2014 by Wayne A. Thorp
Wide-screen, 24-inch LED display with PowerSensor to save energy, built-in speakers and USB hub.

Quicken 2015 (Premier) for Windows
December 2014 by Hareesh N Jayanthi
After a few years with minimal changes to its popular personal finance software, Intuit has made some valuable upgrades this time around.

RAPOO E9180P
December 2014 by Hareesh N Jayanthi
Bluetooth keyboards seem to be a dime a dozen these days, but some definitely seem more promising than others. The Rapoo E9180P wireless touch keyboard seemed to be a more promising version. It’s very minimalist and sleek style is attractive without being pretentious.

Stocks: Realtime Quotes Charts for Android
December 2014 by Jaclyn N. McClellan
Real-time quotes, charts and news on stocks and indexes from respected financial websites.

The Year in Review
December 2014 by Wayne A. Thorp
A look back at events both at Computerized Investing and the markets during 2014.

Key PC Components 2014
November 2014 by Wayne A. Thorp
Knowing what each component of your computer system does, and its impact on overall performance, aids in choosing the best system for your budget.

Acorns: Investing With Spare Change (iOS and Android)
November 2014 by Hareesh N Jayanthi
Automatically route the rounded-up change from your credit and debit purchases into a portfolio of ETFs.

Best of the Web
November 2014 by Wayne A. Thorp
The Best of the Web is being transformed into a new six-segment series in Computerized Investing.

Black Friday Pales in Comparison to China’s “Singles’ Day”
November 2014 by Wayne A. Thorp
As consumers in China celebrate their biggest shopping day and the U.S. prepares for the holiday shopping season, we offer our annual PC Buyer’s Guide.

Das Keyboard 4 Professional Mechanical Keyboard
November 2014 by Wayne A. Thorp
Updated mechanical keyboard with dedicated media hardware and high-speed USB port.

Key PC Components 2014
November 2014 by Wayne A. Thorp
Knowing what each component of your computer system does, and its impact on overall performance, aids in choosing the best system for your budget.

PC Buyer’s Guide 2014
November 2014 by Wayne A. Thorp
Which computer system is best for performing investing-related tasks such as analysis, research and tracking? Our annual update can help you decide what you need.

PC Buyer’s Guide 2014
November 2014 by Wayne A. Thorp
Which computer system is best for performing investing-related tasks such as analysis, research and tracking? Our annual update can help you decide what you need.

Apple iPhone 6
October 2014 by Wayne A. Thorp
Redesigned iPhone with larger display and new operating system.

MeGooDo LED Mini Projector
October 2014 by Hareesh N Jayanthi
Mini projector for use as a business presentation tool and as a television source which is portable and will allow you to project virtually anywhere.

Motif Investing App for iOS
October 2014 by Wayne A. Thorp
Idea-based investing from your mobile device.

Putting Market Volatility in Context
October 2014 by Wayne A. Thorp
When panicked voices get shriller, it is important to view market movement with a longer-term lens.

Using Google Sheets to Create a Portfolio Tracker
October 2014 by Jaclyn N. McClellan
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.

Satechi Flexible LED Desk Lamp
September 2014 by Wayne A. Thorp
LED desk lamp with adjustable brightness, adjustable neck and USB charge port.

Is Your Diversified Portfolio Truly Diversified?
September 2014 by Hareesh N Jayanthi
When investing in a portfolio of funds, it’s difficult to measure your true diversification level. Using a Web tool can simplify the task.

Stock Master for iPhone
September 2014 by Jaclyn N. McClellan
An iPhone app designed to bring users a streamlined mobile stock market experience.

The Rise of the Wearables
September 2014 by Wayne A. Thorp
The eyes of the tech world were focused on Cupertino on September 9, as Apple unveiled its latest collection of gadgetry.

Winegard FlatWave Indoor HDTV Antenna (non-amped)
September 2014 by Wayne A. Thorp
Dual-band HDTV indoor antenna captures over-the-air broadcast signals up to 35 miles.

Withings Pulse O2 Activity Tracker
September 2014 by Wayne A. Thorp
Activity tracker monitors your steps, distance and calories burned as well as heart rate, blood oxygen level and sleep cycle.

BlueAnt Pump HD Sportsbuds
August 2014 by Wayne A. Thorp
Water-resistant Bluetooth sports headphones.

Calculating a Firm’s Cash Burn Rate
August 2014 by Wayne A. Thorp
The rate of cash consumption for a young technology firm can reveal whether it is self-sustaining or if there is a need for additional future financing.

Level Money for Android and iOS
August 2014 by Jaclyn N. McClellan
An iPhone and Android app for determining how much money you can spend today, this week and this month.

Online Data Breaches: Bigger, Faster & Costlier
August 2014 by Wayne A. Thorp
In the aftermath of arguably the largest online data breach ever, new data shows consumers underestimate the likelihood and impact of having their personal information compromised.

CI’s Financial Ratio Analysis Spreadsheet
July 2014 by Jaclyn N. McClellan
Excel spreadsheet automatically derives financial ratios for company analysis after a simple import of financial statement data from Morningstar.com.

Sennheiser Presence Bluetooth Headset
July 2014 by Wayne A. Thorp
Hands-free headset with Bluetooth 4.0 technology offering longer battery life and range.

SigFig for Android and IOS
July 2014 by Hareesh N Jayanthi
Android and IOS app allows you to manage your personal investments directly.

Social Media and “Pump and Dump” in the 21st Century
July 2014 by Wayne A. Thorp
While it is hard to argue with how much technology has made investing easier, there are always two sides to every coin.

AOC E2460Sd LED Backlit Monitor
June 2014 by Wayne A. Thorp
Energy-efficient, 24-inch wide-screen display for home or office.

Best of Web Intro
June 2014 by Wayne A. Thorp


Best of Web Intro
June 2014 by Wayne A. Thorp


Creating a Contrarian Screen: The 52-Week Low Formula
June 2014 by Joe Lan
A discussion of Luke Wiley’s approach to stock-picking and how to build a screen using his five filters.

Lenovo Miix 2 8-inch Tablet
June 2014 by Wayne A. Thorp
Windows 8 touch-screen tablet with 8-inch display.

New Beginnings
June 2014 by Wayne A. Thorp
Computerized Investing loses a staff member, gains a new one and takes over AAII’s Best of the Web Guide.

SavedPlus for Android and iOS
June 2014 by AAII Staff
Android and iOS app forces you to save by automatically transferring a percentage of your spending to a designated savings account.

Mobile Power Banks: mophie powerstation XL & New Trent PowerPak Ultra
May 2014 by Wayne A. Thorp
Comparison of two high-capacity mobile power banks.

Capturing the Fast-Moving Semiconductor Industry
May 2014 by Joe Lan
Discussing the trends in semiconductor stocks and the key factors to consider when analyzing firms in the industry.

Contour Design RollerMouse Red
May 2014 by Wayne A. Thorp
Unique Ergonomic “mouse” offers excellent precision and control.

FRED Economic Data App for Android and Apple iOS
May 2014 by AAII Staff
Federal Reserve database covers banking, business, fiscal, consumer price indexes, monetary and financial data.

Windows XP: Breaking Up Is Hard to Do
May 2014 by Wayne A. Thorp
It’s time to put your Windows XP system out to pasture and slam the door on would-be cyber-attacks to the now unsupported operating system.

Lenovo Flex 14 Laptop
April 2014 by Wayne A. Thorp
Dual-mode, “convertible” Windows 8 notebook with touch screen.

Microsoft Excel, PowerPoint and Word for iPad
April 2014 by Wayne A. Thorp
Microsoft productivity apps optimized for the iPad.

Protecting Yourself From Heartbleed
April 2014 by Wayne A. Thorp
In the aftermath of the Heartbleed bug, there are several steps you can, and should, take to protect yourself online.

Researching Closed-End Funds
April 2014 by CI Staff
Resources for obtaining data and educating yourself on closed-end funds.

A New Series: What You Can Expect
March 2014 by Joe Lan
Our new Tracking the Tech Sector series is aimed at researching and analyzing the industries and companies of the technology sector. Here’s what it will be offering.

Electronic-Only Service Launches in March
March 2014 by Wayne A. Thorp
Computerized Investing is being re-launched as a monthly electronic service with a new design, new content and new features.

Shares 2 for iOS
March 2014 by CI Staff
Shares 2 is a simple-to-use iOS app that tracks the daily and overall performance of your stocks and funds.

Snow Lizard SLXtreme 5 for iPhone 5/5S
March 2014 by Wayne A. Thorp
Waterproof, solar-powered battery case for iPhone 5/5S.

Tax Preparation Services
March 2014 by Joe Lan
Three services that should be more than enough to assist in completing tax forms and filing taxes. Plus, they offer various levels of service for investors in different situations.

Welcome to the New CI
March 2014 by Wayne A. Thorp
We embark on a new path for this publication, and for AAII as a whole, with an entirely electronic service that embodies all that CI has stood for over the last 30-plus years.

IPO Boutique
January 2014 by CI Staff
IPO Boutique is a website dedicated to coverage of initial public offerings (IPOs).

Moffsoft Free Calculator
January 2014 by CI Staff
Moffsoft Free Calculator is a free calculator program that is more robust than the standard calculator that comes with most computers’ standard operating systems.

Satechi Wireless Multifunction Mini Router
January 2014 by Wayne A. Thorp
Mini router features five different modes for wireless networking.

AT&T 3G MicroCell
January 2014 by Wayne A. Thorp
Boost your cell reception in your home.

FinanceBase
January 2014 by CI Staff
FinanceBase is a transaction-based budget management program that is useful for individuals as well as small businesses.

Pocket for iOS and Android
January 2014 by Wayne A. Thorp
The Pocket app lets you save articles, videos and more from the Web for later enjoyment.

Candlesticker.com
January 2014 by CI Staff
Candlesticker.com is a website that teaches users about different candlestick charting methods and patterns.

Personal Finance Forecast
January 2014 by CI Staff
Personal Finance Forecast is a tool that can be used to estimate annual cash and future net worth.

ZAGGkeys Folio With Backlit Keyboard for iPad Air
January 2014 by Wayne A. Thorp
Bluetooth keyboard case for iPad Air with backlit keyboard.

Big Changes Ahead for CI
January 2014 by Wayne A. Thorp
Since its inception in 1982, Computerized Investing has been at the forefront in the trends of computing and investment-related software, websites and apps. Reflecting on the changes taking place in the marketplace today, the time has come again for more changes; albeit, this time with a bit of melancholy.

Calculating Mohanram’s G-Score Using SI Pro and Microsoft Excel
January 2014 by John Bajkowski
Quantifying a strategy focused on separating the winners from the losers in high price-to-book-value stocks.

EDGAR
January 2014 by CI Staff
What you can find at the SEC’s EDGAR site for company financial statement filings.

Investor Conference Audio Collection
January 2014 by CI Staff
How you can access the education and strategies discussed at AAII’s recent Investor Conference in Orlando.

New Computer Investing Products
January 2014 by CI Staff
Highlighting an online stock screener, a budgeting website, a trading site and a stock rating service. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

Risk-Adjusted Return
January 2014 by CI Staff
Simple calculations for measuring the volatility of a stock or fund can help you assess the risk of an investment.

What Members Are Asking Online
January 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.

Duolingo for iOS
December 2013 by CI Staff
Duolingo is a free iOS app for learning Spanish, French, German, Italian, Portuguese and English.

Logitech Ultrathin Keyboard Cover for iPad Air
December 2013 by Wayne A. Thorp
Bluetooth keyboard that also protects the screen of your iPad Air.

Visual Money Manager
December 2013 by CI Staff
Visual Money Manager is a comprehensive portfolio management tool created to help investors track their assets.

Home Budget Soft
December 2013 by CI Staff
Home Budget Soft is a personal finance program that lets users manually track their income and expenses.

HP ProOne 600 All-in-One PC
December 2013 by Wayne A. Thorp
All-in-one Windows PC for enterprise and consumer use.

The Verge
December 2013 by CI Staff
The Verge is a website designed to offer in-depth coverage of a wide array of topics that include technology, science, art, culture and more.

Roolen BREATH Ultrasonic Humidifier
December 2013 by Wayne A. Thorp
Ultrasonic humidifier automatically adjusts to the humidity level to save water and energy.

Scutify for iOS and Android
December 2013 by CI Staff
Scutify is a social media aggregator app that collates the “scuttlebutt” on stocks, forex and commodities.

YourMoneyGuard
December 2013 by CI Staff
YourMoneyGuard is a calendar-based software program that allows users to manage and organize their personal finances.

Choose to Save
November 2013 by CI Staff
Choose to Save is a website that helps individuals make decisions regarding retirement.

Digital Treasures ChargeIt! Universal Power Bank
November 2013 by Wayne A. Thorp
Mobile power source with three widely used connectors built in.

RapidSP Day Trading Simulator
November 2013 by CI Staff
RapidSP is a forex, futures, stocks and commodities day/swing trading simulator that uses real tick data and allows simulated tick-by-tick trading.

Apple iPad Air
November 2013 by Wayne A. Thorp
Redesigned iPad is the smallest, lightest and most powerful ever.

Friscal
November 2013 by CI Staff
Friscal is a forex risk calculator as well as a useful tool kit to assist forex currency trading.

OpenTable for iPad
November 2013 by CI Staff
Restaurant reservation app for the iPad.

McVerry Report
November 2013 by CI Staff
McVerry Report is a blog aggregator of more than 250 independent stock market timing blogs, containing “an overview of stock, ETF, commodity & market timing blogs, websites and other resources with a focus on technical analysis.”

ROCCAT Ryos MK Glow Illuminated Mechanical Gaming Keyboard
November 2013 by Wayne A. Thorp
Customizable mechanical gaming keyboard.

Stock Market Eye
November 2013 by CI Staff
Stock Market Eye is a comprehensive portfolio tracking program that investors can use to stay on top of their investments.

Satechi Smart Travel Router
November 2013 by Wayne A. Thorp
Travel router/adapter fits four of the most common international plug configurations and features four different modes for wireless networking.

Stock TickerPicker for iOS
November 2013 by CI Staff
Stock TickerPicker is a stock charting and investing analysis app for iOS.

The4xJournal
November 2013 by CI Staff
The4xJournal is a program that helps users keep track of their forex currency trades. Many forex traders find that documentation is the best way to find flaws in their strategy.

PC Buyer's Guide 2013
November 2013 by Wayne A. Thorp
This annual guide updates you on the latest happenings in the computing industry and helps you make an informed purchasing decision.

The Top Financial Apps
November 2013 by Wayne A. Thorp
A description of some of the current best financial apps for iOS and Android devices.

Phiaton Chord MS 530 Bluetooth 4.0 Noise-Canceling Headphones
October 2013 by Wayne A. Thorp
Wirelsss on-ear headphones with Bluetooth 4.0 and active noise-canceling technology.

Savings Bond Advisor
October 2013 by CI Staff
Savings Bond Advisor is a website that provides information on savings bonds to investors, primarily via numerous articles around the site.

TakeStock 2
October 2013 by CI Staff
TakeStock 2 is a software program that allows users to monitor and evaluate their actions in the market.

Cambridge Audio Minx Go Portable Audio System
October 2013 by Wayne A. Thorp
Portable high-fidelity Bluetooth speaker with built-in battery.

Fortora Fresh Finance
October 2013 by CI Staff
Fortora Fresh Finance is a budgeting program for individuals who want to monitor their spending and expenses.

WhatsApp Messenger
October 2013 by CI Staff
WhatsApp Messenger is a cross-platform mobile messenger that allows you to exchange messages without SMS fees.

Accounts and Budget
October 2013 by CI Staff
Accounts and Budget is a program that allows users to create a budget and track their expenses and income.

Left Field Designs KeyClip
October 2013 by Wayne A. Thorp
Store your keys, cards, cash and USB drive in metal housing the size of a credit card.

Liberated Stock Trader
October 2013 by CI Staff
Liberated Stock Trader is a website focused on educating investors on how to trade. The authors based their site on the following principles: honesty, openness and empowerment.

Morningstar for iPad
October 2013 by CI Staff
New iPad app mimics Morningstar's highly voted website with free and fee-based news, data and research on stocks, mutual funds and exchange-traded funds (ETFs).

New Trent PowerPak Xtreme NT120R 12,000 mAh battery backup
October 2013 by Wayne A. Thorp
Rugged 12,000 mAh battery pack for smartphones and tablets.

Stockalyze Lite
October 2013 by CI Staff
Stockalyze Lite is a free-to-download program that performs technical analysis on stocks.

The Top Portfolio Management Software
October 2013 by Joe Lan
How to use the best software programs for portfolio management to monitor investments and produce reports.

AAII Discussion Boards
October 2013 by CI Staff
Find out how to join in on the conversations taking place on our website and personalize your experience.

Earnings per Share
October 2013 by CI Staff
Different earnings adjustments can radically affect reported earnings. How to tell which earnings figure is being reported.

Excel 2013/Office 365 Home Premium
October 2013 by Wayne A. Thorp
A look at the fundamental changes that have taken place with Office 2013 and some new features offered in Excel 2013.

New Computer Investing Products
October 2013 by CI Staff
Highlighting a forecasting site, a new online trading platform, a browser add-on that reports analysts’ performance and a portfolio optimization program. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

Screening for Quality Growth, Value & Momentum
October 2013 by Wayne A. Thorp
Translating the Novy-Marx approach for finding quality value stocks into a screen using Stock Investor Pro and Excel.

What Members Are Asking Online
October 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.

Witness to Computer Evolution
October 2013 by Wayne A. Thorp
Twenty years ago this month, the editor headed to Chicago with a Brother word processor to begin college. At that time, few could have imagined the computing power we would be carrying in our pockets or purses today.

Americanbulls.com
September 2013 by CI Staff
Americanbulls.com is a website designed to help traders analyze stocks.

booq Viper courier 15
September 2013 by Fareeha Ali
Slim case/bag for 15” MacBook Pro and iPad.

Trade-Radar Stock Inspector
September 2013 by CI Staff
Trade-Radar Stock Inspector is a program designed to help investors analyze data on stocks, mutual funds, exchange-traded funds (ETFs), indexes and other important elements in an investor’s portfolio.

Federal Reserve Economic Data (FRED) App for iOS and Android
September 2013 by CI Staff
The FRED app gives you access to a wealth of economic data from the St. Louis Fed.

MoneyMe
September 2013 by CI Staff
MoneyMe is a budgeting program for PCs. Users can also integrate the program with their Android phones.

Outdoor Technology Turtle Shell Bluetooth Speaker
September 2013 by Wayne A. Thorp
Rugged, dust-proof and water-resistant Bluetooth speaker.

Monthly Income and Expense Tracker
September 2013 by CI Staff
Monthly Income and Expense Tracker does exactly what its name promises; it tracks income and expenses with an interface is a little different than other budgeting programs.

Phiaton Bridge MS 500 Over-Ear Headphones
September 2013 by Wayne A. Thorp
In this age of wireless this and wireless that, the traditionalist in me appreciates running across an “old school” gadget such as wired headphones.

Your Trading Coach
September 2013 by CI Staff
Yourtradingcoach is a trading web site run by Lance Beggs, an Australian author and trader who has written several books on trading.

Budget for Windows 5.0.3
September 2013 by CI Staff
Budget for Windows is a budgeting system that uses virtual envelopes to help the user develop and maintain a budget.

HP EliteDisplay E271i 27-inch LED Monitor
September 2013 by Wayne A. Thorp
27-inch LED monitor with wide viewing angles and customizable height, swivel and pivot settings.

Morning for iOS
September 2013 by Wayne A. Thorp
App integrates the time, your calendar, news, commute time and weather into a single dashboard.

MoneyChimp
August 2013 by CI Staff
MoneyChimp.com is a website that was created to educate investors by providing basic information on investing and investing terms.

Satechi USB Portable Humidifier
August 2013 by Wayne A. Thorp
USB-powered humidifier connects to most water bottles.

Stock Sector Monitor 2.34
August 2013 by CI Staff
Stock Sector Monitor 2.34 is a personal desktop financial program that allows users to monitor over 200 stock industry sector groups and over 7,000 public companies listed on the NASDAQ, NYSE, and AMEX.

Airsleep for iOS
August 2013 by Wayne A. Thorp
Airsleep for iOS turns your iPhone, iPad or iPod Touch into an in-flight sleep system.

Digital Treasures PocketPro Padfolio Case
August 2013 by Wayne A. Thorp
Padded folio case for 13-inch Ultrabooks and MacBooks.

Money Manager Ex
August 2013 by CI Staff
Money Manager Ex is a budgeting software package that enables users to keep track of their income and expenses and generate reports on their budget and spending habits.

Chart Fu
August 2013 by CI Staff
Chart Fu is an application that allows investors to capture images of charts and add their own annotations.

Federal Reserve
August 2013 by CI Staff
FederalReserve.gov is a website brought to you by none other than, of course, the Federal Reserve.

Griffin PowerDock 5
August 2013 by Wayne A. Thorp
Store and charge up to five mobile devices at once from a single power source.

BillGuard for iPhone
August 2013 by CI Staff
iPhone app for identifying “grey charges” on your credit cards.

iBattz Mojo Refuel Removable Battery Case for iPhone 5
August 2013 by Wayne A. Thorp
iPhone 5 battery case with removable battery.

The Simpleplanning Budget Planner
August 2013 by CI Staff
The Simpleplanning Budget Planner is a comprehensive Excel spreadsheet that helps individuals keep track of their budgets.

AOC Q2963PM UltraWide LED Monitor
August 2013 by Wayne A. Thorp
29-inch UltraWide LED monitor with screen-splitter for viewing from multiple devices.

Credit Karma
August 2013 by CI Staff
CreditKarma.com is a website that gives viewers access to their credit score for free.

StockMonkey
August 2013 by CI Staff
StockMonkey is a free download that allows users to easily calculate complex statistical information.

The Top Comprehensive Websites of 2013
August 2013 by Joe Lan
Our yearly review of the top comprehensive financial websites features a new entry.

Cambridge Audio Minx Air 200 wireless speaker system
July 2013 by Wayne A. Thorp
High-end speaker with wireless music streaming via Bluetooth and AirPlay.

Social Security Mobile Site
July 2013 by CI Staff
Social Security on your smartphone.

Stock Chart Wizard 2.52
July 2013 by CI Staff
Stock Chart Wizard is a recently updated program that helps investors create, tweak, analyze and export several different types of charts.

BudgetView
July 2013 by CI Staff
BudgetView is a personal finance program that displays your entire budget on one screen for added simplicity.

EarningsImpact.com
July 2013 by CI Staff
Earningsimpact.com provides transcripts of events that could impact stocks and their stakeholders.

Plantronics Legend
July 2013 by Wayne A. Thorp
Updated Bluetooth hands-free headset with improved voice recognition, battery life.

Microsoft Office Mobile for Office 365 Subscribers (for iPhone)
July 2013 by CI Staff
Microsoft Office Mobile allows you to view and edit Microsoft Office documents from your iPhone.

Money on Thread 1.6.4
July 2013 by CI Staff
Money on Thread is a personal finance program that displays transactions in a timeline thread. The transactions thread is in the center of the page, which allows you to view your financial history at a glance.

Netatmo Urban Weather Station
July 2013 by Wayne A. Thorp
Personal weather station for tracking indoor & outdoor environmental elements from your smartphone.

Analyzing Mutual Funds: Creating Fund Screens
July 2013 by Joe Lan
What you need to know to build effective screens for locating mutual funds that fit your criteria.

Current Market Stats
July 2013 by CI Staff
Accessing the hidden gems of our Markets area, where a wealth of current and historical data is constantly updated.

Dividend Payout Ratio
July 2013 by CI Staff
Knowing how much in earnings is paid out as dividends can tell you a lot about a firm’s stability and prospects.

New Computer Investing Products
July 2013 by CI Staff
Highlighting three trading platforms for active traders and a cloud-based stock market data service. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

Tech Valuations Belie Market Heights
July 2013 by Wayne A. Thorp
The S&P 500 index hitting a new all-time high has some fretting that the market is becoming overvalued. When looking at technology stocks, however, the story is very different: Tech stocks are trading at their lowest valuations since 2006.

The Top Mutual Fund Screening Services
July 2013 by Joe Lan
An in-depth look at the best programs and websites for filtering a universe of mutual funds down to a manageable list.

The Ulcer Index of the AAII Stock Screens
July 2013 by Wayne A. Thorp
Calculating the downside risk of the stock screening methodologies tracked at AAII.com.

What Members Are Asking Online
July 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.

BenefitsPro.com
June 2013 by CI Staff
BenefitsPro.com is an online retirement toolkit.

Google Chromebook Pixel
June 2013 by Wayne A. Thorp
Touchscreen laptop running the Chrome operating system.

Grisbi
June 2013 by CI Staff
Grisbi is a personal accounting software program that runs on Linux and Windows. Grisbi can manage several accounts, users and even currencies.

ChartIQ Forex Trading Simulator for iPad
June 2013 by CI Staff
Home your current trading skills without risking real money.

PowerSkin PoP’n Charger
June 2013 by Wayne A. Thorp
External battery pack for iPhone 5.

Zilch Standard
June 2013 by CI Staff
Zilch Standard assists users in debt reduction. This basic program lays out expenses and takes into account a variety of financial details, including interest rates, loans and outstanding balances.

GnuCash
June 2013 by CI Staff
GnuCash is a personal financial accounting software program that can keep track of your bank accounts, expenses and investment portfolios.

IndexUniverse.com
June 2013 by CI Staff
IndexUniverse.com covers product and market developments related to index funds, ETFs, index derivatives (futures/options/swaps) and the sophisticated investment strategies that use these financial tools.

TravelPro Crew 9 Business Brief
June 2013 by Wayne A. Thorp
Checkpoint-friendly laptop briefcase.

Eton Clipray Self-Powered LED Flashlight with USB Cellphone Charger
June 2013 by Wayne A. Thorp
Crank-powered, clip-on flashlight and smartphone charger.

Evernote
June 2013 by CI Staff
Evernote is a free note-taking program that assists you in remembering important details on a daily basis.

Feedly for iOS
June 2013 by CI Staff
News aggregator app for iPhone and iPad.

Portable Bluetooth Speaker Comparison: Braven BRV-1, Jabra Solemate and SuperTooth Disco Twin
June 2013 by Wayne A. Thorp
Head-to-head comparison of three portable Bluetooth speaker systems.

RetirementView 2013
June 2013 by AAII Staff
RetirementView 2013 is a comprehensive retirement planning software for individuals, couples and advisers that offers simple charts and retirement savings projections.

Wisebread.com
June 2013 by CI Staff
Wisebread.com showcases a community of bloggers who write about how to adopt a money-saving lifestyle. This personal finance website provides viewers with tips on smart shopping, financial advice, career and money-making ideas, and other general “know-how” topics.

Free Retirement Planner
May 2013 by CI Staff
The Free Retirement Planner spreadsheet assists users in making retirement decisions, such as deciding when to retire, making Social Security plans, choosing between lump sum versus annuity and much more.

PowerSkin for iPhone 5
May 2013 by Wayne A. Thorp
One-piece silicon rubber battery case for iPhone 5

Stock Market Simulator for Android
May 2013 by CI Staff
The Stock Market Simulator for Android allows you to simulate trading stocks listed on U.S. stock exchanges.

NUU MiniKey for iPhone 5
May 2013 by Wayne A. Thorp
Slide-out Bluetooth keyboard case for the iPhone 5.

StockMapper.com
May 2013 by CI Staff
StockMapper.com presents and classifies large collections of stocks or other financial instruments through a heat map view of the market.

You Need A Budget 4
May 2013 by CI Staff
You Need A Budget is a popular budgeting program that seeks to help people avoid living from paycheck to paycheck, get out of debt and save more money.

Satechi Smart LED Desk Lamp with USB Charger
May 2013 by Wayne A. Thorp
LED desk lamp with touch-control dimmable lighting, one-hour timer and USB charging port.

Budget Calendar 1.9.318
May 2013 by CI Staff
The Budget Calendar is a unique budgeting program that is displayed in a calendar format as opposed to a simple ledger.

SwiftKey Keyboard for Android
May 2013 by CI Staff
On-screen Android keyboard app supports “swype" typing and predictive auto-fill.

CommonCents 4.0
May 2013 by CI Staff
CommonCents is a software program that allows users to manage expenses, set goals and get their finances under control.

Jabra REVO Wireless Headphones
May 2013 by Wayne A. Thorp
Wireless, on-ear headphones with enhanced Dolby Digital Plus sound.

TradingView.com
May 2013 by CI Staff
TradingView.com is a website geared toward individuals who use charting as a component of security analysis and portfolio management.

Cloud-Based File Synchronization Services
May 2013 by Wayne A. Thorp
An in-depth look at the major cloud services that synchronize your files for access on any of your computers or devices.

Daytrader Companion 1.7.1
April 2013 by CI Staff
Daytrader Companion is a Windows program that displays results of exit points and gain-loss scenarios.

mophie juice pack for Samsung Galaxy S III
April 2013 by Wayne A. Thorp
Battery case for Samsung Galaxy S III smartphone.

StockTouch for iPhone and iPad
April 2013 by CI Staff
Heat maps of the top stocks in nine popular asset classes.

DailyFinance.com
April 2013 by CI Staff
DailyFinance.com uses financial experts' advice and business news analysis to help people make better decisions with money.

HP Spectre XT Pro
April 2013 by Wayne A. Thorp
Next-generation Windows Ultrabook with Beats Audio.

Loan Amortization Schedule for Excel
April 2013 by CI Staff
The Loan Amortization Schedule worksheet for Excel is a tool used for loan calculations.

iVolatility Lite for Android and iOS
April 2013 by CI Staff
IVolatility Lite is a mobile options data analysis application.

Lenovo ThinkPad X1 Carbon
April 2013 by CI Staff
Next-generation Windows Ultrabook.

NetStock 1.81
April 2013 by CI Staff
NetStock is a free program that tracks stock data from sources like Yahoo! Finance or PC Quote.

JStock 1.0.7
April 2013 by CI Staff
JStock is a free stock market program that allows users to monitor their investments, as well as provide well-organized stock market information.

Keyboard Case Showdown: ClamCase Pro and ZAGGkeys PROfolio+
April 2013 by Wayne A. Thorp
A head-to-head comparison of two keyboard cases for the iPad 2, 3 and 4.

RTTNews.com
April 2013 by CI Staff
RTTNews.com provides the latest news on the economy, markets, politics and more. On the home page, a news column displays the headlines for all the latest economic and market news.

A CAN SLIM Screen With No Float but Plenty of Lift
April 2013 by Wayne A. Thorp
Tweaking the CAN SLIM screen criteria to allow more stocks to pass, while preserving its potential for success.

AAII Investor Guides
April 2013 by CI Staff
A look at three of our most-used online guides.

Bond Duration & Convexity
April 2013 by Wayne A. Thorp
Part three of our series on bond calculations takes maturity into account when measuring price sensitivity.

New Computer Investing Products
April 2013 by CI Staff
This issue highlights two trading software programs, a financial planning website and a cloud-based charting program. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

Online Discount Brokers
April 2013 by Joe Lan
A look at the strengths and weaknesses of the five online discount brokers most used by AAII members.

Tax Resources Online
April 2013 by CI Staff
Where to go for helpful tools and tips when filling out your taxes.

The Sortino Ratio
April 2013 by CI Staff
An alternative measurement of stock risk that focuses only on the downside.

Tips for Thwarting Hackers
April 2013 by Wayne A. Thorp
How to devise strong passwords.

What Members Are Asking Online
April 2013 by CI Staff
Questions on portfolio management programs, AAII’s Model Shadow Stock Portfolio and the Treynor ratio.

Hailo: The Taxi App for iOS and Android
March 2013 by Wayne A. Thorp
The Hailo taxi app allows you to hail and pay for a cab using your smartphone or tablet.

Incredible Charts
March 2013 by CI Staff
Incredible Charts Pro is a program designed for stock market traders who find chart analysis or stock screening useful.

iWalk Amour Earphone with Mic and Multi-Function Remote Control
March 2013 by Wayne A. Thorp
Earphone headset with remote microphone and multi-function remote for smart devices.

iBattz BattStation Tough Dual Pro 7200/8400/12000 mAh
March 2013 by CI Staff
Rugged, water-resistant power bank for USB devices

Investimonials.com
March 2013 by CI Staff
Investimonials.com highlights financial products for investors through user reviews and forums.

XLQ Update 4.8
March 2013 by CI Staff
XLQ is an updated download we have reviewed in the past that delivers free live, intraday and historical worldwide stock market data from the Internet directly to your computer.

Best Stocks Now App for iOS and Android
March 2013 by CI Staff
The Best Stocks Now app has proprietary ratings and data on over 2,700 ETFs, stocks and closed-end funds.

StocksAloud
March 2013 by CI Staff
StocksAloud is a program that tracks stocks and indexes and can read updates aloud.

ZAGGkeys PROplus Keyboard for iPad 2, 3 and 4
March 2013 by Wayne A. Thorp
Detachable, backlit Bluetooth keyboard for the iPad.

AceMoney Lite
March 2013 by CI Staff
AceMoney Lite is a free download that allows users to organize and track spending, get bill payment alerts and even track investment performance.

Eton FRX3 Safety Radio
March 2013 by Wayne A. Thorp
Multi-powered, multi-function, device-charging, weather alert radio and flashlight.

Mint.com
March 2013 by CI Staff
Mint.com is a personal finance website that organizes and categorizes your spending habits.

3G Watchdog Pro for Android
March 2013 by CI Staff
3G Watchdog Pro for Android monitors and predicts your mobile (4G/3G/Edge/GPRS) Internet usage.

Samsung Galaxy Note II
March 2013 by Joe Lan
The Samsung Galaxy Note II continues to push the boundaries of “phablets,” or phones with very large screen sizes.

Weekly Budget
March 2013 by CI Staff
Weekly Budget is a set of customizable personal finance Excel spreadsheets that help you attain your financial goals.

FINVIZ.com
February 2013 by CI Staff
FINVIZ.com, or Financial Visualizations, provides key market information and analysis.

Personal Stock Monitor Gold 9.3.6
February 2013 by CI Staff
Personal Stock Monitor Gold 9.3.6 is a financial download that allows investors to monitor their stocks and trade from home.

Swissvoice ePure Mobile Bluetooth Station (BH01u)
February 2013 by Wayne A. Thorp
A Bluetooth handset and speakers for making calls and listening to audio.

Plantronics BackBeat GO
February 2013 by Wayne A. Thorp
Featherweight Bluetooth stereo headset for taking calls and listening to audio.

TradeTrakker 2.93
February 2013 by CI Staff
TradeTrakker is a user-friendly program for managing your portfolio.

Voxer for iOS and Android
February 2013 by CI Staff
Voxer lets you send instant audio, text and photo messages to individuals or groups via your smartphone.

ETFDailyNews.com
February 2013 by AAII Staff
ETFDailyNews.com is a website that provides users one source for daily headlines and information on exchange-traded funds (ETFs).

STM Axis & Blazer Laptop Sleeves
February 2013 by AAII Staff
Stylish yet functional laptop sleeves in a variety of sizes.

Workflow Designer
February 2013 by AAII Staff
Workflow Designer is a professional tool for creating and mapping workflow procedure charts.

Debt Free App for Android
February 2013 by CI Staff
Debt Free App for Android is an app for determining the best debt solution.

iBattz Mojo Hi5 Power Bank Case for iPhone 5
February 2013 by Wayne A. Thorp
A snap-on battery case for iPhone 5.

SimpleD Budget
February 2013 by CI Staff
SimpleD Budget is a personal finance application that helps users track expenses and budget their income accordingly.

Tax Preparation Services
February 2013 by Joe Lan
In-depth reviews of three tax preparation services that provide the best combination of ease-of-use, price and accuracy.

Microsoft Compatibility Pack
January 2013 by CI Staff
This Microsoft Compatibility Pack allows you to continue using older versions of Microsoft Office programs, but still be able to open, edit and save files that were created in new Word, Excel and PowerPoint formats.

Philips Wake-up Light Operated by iPhone App (HF3550)
January 2013 by Wayne A. Thorp
Sunrise simulation wake-up light with gentle alarm options and iPhone/iPod control.

SmartMoney.com
January 2013 by CI Staff
SmartMoney.com is a personal finance resource which offers a wealth of helpful tools as well as financial news and advice.

Evernote
January 2013 by CI Staff
Evernote makes it easy to remember important details and capture information on a daily basis. A user can unclog his memory by using Evernote to create to-do lists, make notes, clip entire Web pages, manage passwords and record audio.

Motorola Talkabout MS350R Two-Way Radios
January 2013 by Wayne A. Thorp
Rugged, waterproof two-way radio with 35-mile range.

Zillow Mortgage Marketplace App for iOS
January 2013 by CI Staff
Zillow Mortgage Marketplace App for iOS features real-time mortgage rates and mortgage calculators to help users determine how much house they can afford.

Pragmatic Capitalism
January 2013 by CI Staff
Pragmatic Capitalism provides relevant news and a forum for authors and readers to comment on markets, public policy and economics.

Skooba Laptop Weekender V.3
January 2013 by Joe Lan
A medium-sized hybrid laptop and carry-on bag.

VueMinder Lite
January 2013 by CI Staff
VueMinder Lite is a thorough Windows calendar application that can set desktop reminders, overlay multiple calendars and subscribe to Web calendars.

Phiaton PS 210 BTNC Wireless Bluetooth 3.0 & Noise Cancelling Earphones with Microphone
January 2013 by Wayne A. Thorp
Wireless “half in-ear” noise cancelling headphones for audio and hands-free calling.

SlimCleaner 4.0
January 2013 by CI Staff
SlimCleaner 4.0 is a free download that cleans, optimizes, repairs and updates your PC based on the latest threats and issues.

Twitter for iOS
January 2013 by Wayne A. Thorp
The official iOS app from the popular social media service for sending tweets and monitoring your tweeps.

Bond Prices, Returns and Volatility
January 2013 by Wayne A. Thorp
Part 2 of our series on bond calculations focuses on Excel functions for measuring value and comparing bonds.

AAII Model Portfolios
January 2013 by CI Staff
A look at what you might be missing in AAII’s Model Portfolios area online and how to keep up-to-date on changes.

Corporate Announcements
January 2013 by AAII Staff
Which sites will keep you informed about company actions and earnings forecasts.

Creating the Revised Graham Enterprising Investor Screen
January 2013 by Joe Lan
Creating a more realistic version of the popular Graham Enterprising Investor screen using Stock Investor Pro.

Looking Back, Looking Ahead
January 2013 by Wayne A. Thorp
A review of the trends of 2012 and what might be in 2013.

Measuring Risk-Adjusted Performance With the Treynor Ratio
January 2013 by CI Staff
Comparing risk-adjusted performance between securities with the beta-based Treynor ratio.

New Computer Investing Products
January 2013 by CI Staff
This issue highlights a budgeting program, an online valuation service, password management software and a website that gathers several resources on exchange-traded funds (ETFs). Plus, Quicktakes on new and enhanced sites and services you might want to check out.

What Members Are Asking Online
January 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.

Qlocktwo Classic & Qlocktwo Touch
December 2012 by Wayne A. Thorp
An analog wall and desk clock that puts time in words.

Real Time Economics
December 2012 by CI Staff
Real Time Economics is a website that contains exclusive news, analysis and commentary on the economy, Federal Reserve policy and general economic topics.

Vertex 42 Debt Reduction Calculator
December 2012 by CI Staff
The Debt Reduction Calculator is a Microsoft Excel spreadsheet that helps you plan how to reduce credit card debt, auto loans, student loans and other debts.

Desktop Ticker
December 2012 by CI Staff
Desktop Ticker is a simple and efficient tool for investors, allowing you to have a scrolling news feed and stock updates that you can place anywhere on your computer screen.

Exchange Rates for Android
December 2012 by CI Staff
Exchange Rates for Android is a free app designed to help tourists determine U.S. prices in their country's currency.

Swingbyte
December 2012 by Joe Lan
A tool to help improve your golf swing.

CoolTick Stock Ticker 8.62
December 2012 by CI Staff
The CoolTick Stock Ticker is a simple, scrolling stock market ticker for Windows-based PCs. This user-friendly download displays the current prices of your chosen stocks right on your desktop.

Freakonomics
December 2012 by CI Staff
Freakonomics.com is a financial and economics blog that reveals "the hidden side of everything," using statistical and behavioral economic models.

LG TONE+ Bluetooth Headset (HBS730)
December 2012 by Wayne A. Thorp
A wireless stereo headset with enhanced audio and noise reduction.

RedLaser for iOS, Android & Windows Phone
December 2012 by CI Staff
RedLaser allows users to scan bar codes and then comparison-shop at online retailers and local brick-and-mortar stores to find the lowest price available.

Samsung Galaxy Note
December 2012 by Joe Lan
The Samsung Galaxy Note is designed to be a hybrid between a phone and a tablet, aptly nicknamed by many in the industry as a “phablet.”

Vertex42 Money Manager
December 2012 by CI Staff
The Vertex42 Money Manager is an Excel spreadsheet that helps to manage personal financial planning. This free template provides pre-configured formulas to record, budget and plan your finances all in one organized format.

FreeLunch.com
November 2012 by CI Staff
FreeLunch.com is a comprehensive website featuring continually updated U.S. financial and economic data.

Genius Traveler 9010LS Wireless Laser Mouse
November 2012 by Wayne A. Thorp
The Genius Traveler 9010LS Wireless Laser Mouse works on virtually any surface and uses AA or AAA batteries.

Glary Utilities
November 2012 by CI Staff
Glarysoft’s Glary Utilities is a free all-in-one Windows PC cleaner that offers more than 20 tools to maximize a computer’s performance and speed.

Clever Point and Figure Charts for iOS
November 2012 by CI Staff
Create unique point & figure charts on your iPhone, iPad and iPod touch.

Golla SLR Camera Bag M Don
November 2012 by Wayne A. Thorp
A padded shoulder bag for your digital camera, tablet and accessories.

Wolfram Mathematica 8
November 2012 by CI Staff
Wolfram's Mathematica 8 can handle everything from the most complex algorithms to programming and development, as well as interactive presentations.

AViiQ Portable Charging Station with Cable Rack System Nylon Series
November 2012 by Wayne A. Thorp
Organize your cables and charge multiple devices simultaneously.

CCleaner 3.24
November 2012 by CI Staff
CCleaner is a free and effective program for ridding your PC of unused and unwanted files that slow it down.

StockFlix
November 2012 by CI Staff
StockFlix is an online service that selects stocks based on advanced pattern recognition algorithms.

PC Buyer's Guide 2012
November 2012 by Wayne A. Thorp
Our goal with this guide is to focus your attention on the key factors that are most relevant when buying a new computer to aid in the computerized investment and analysis process.

The Top Financial Apps
November 2012 by Wayne A. Thorp
These are some of the best financial apps for iOS and Android devices currently.

Apache OpenOffice 3
October 2012 by CI Staff
Apache OpenOffice is one program with everything from a word processor to database management.

avast! Free Mobile Security for Android
October 2012 by CI Staff
avast! is a complete anti-virus and anti-theft protection for your Android device.

Samsung DV300F
October 2012 by Wayne A. Thorp
A digital point-and-shoot camera with a front-facing LCD and Wi-Fi integration.

AVG AntiVirus 2013
October 2012 by CI Staff
AVG AntiVirus 2013 is one of the largest players in the security software market, and delivers some of the best anti-virus products out there.

Samsung Galaxy S III
October 2012 by Joe Lan
Samsung's third phone from its Galaxy series gives the iPhone a run for its money.

Stockpickr
October 2012 by CI Staff
Stockpickr, founded by Mad Money Host Jim Cramer, combines social networking with stock investment ideas to create a professional, yet incredibly open and useful service.

Mint.com Personal Finance for iOS
October 2012 by CI Staff
Mint.com Personal Finance for iOS keeps track of your financial status on your iPhone, iPad or iPod touch.

olloclip for iPhone 4/4S
October 2012 by Wayne A. Thorp
A three-in-one lens system for your iPhone 4/4S.

Stock Valuation and Analysis Spreadsheet
October 2012 by CI Staff
SmartStockResearch.com developed a free and easy-to-use stock valuation and analysis spreadsheet, which takes a company’s financial statements and restates them in an easy-to-understand format.

Fences 1.01
October 2012 by CI Staff
Fences is an easy-to-use and inexpensive program that helps individuals organize their desktop using a variety of customizable options.

SEIDO Desktop Charging Cradle
October 2012 by Charles Rotblut
The SEIDIO Desktop Charging Cradle for USB smartphones does exactly what it is designed to do.

Wealthfront
October 2012 by CI Staff
Wealthfront is an online, SEC-registered, investment adviser that provides its customers with a personalized and diversified investment portfolio that is monitored regularly and rebalanced periodically.

Apple: Innovator and/or Corporate Bully?
October 2012 by Wayne A. Thorp
For many years, Apple was the anti-establishment company. Now, the company has come full circle. Emboldened by their latest legal victory, how far is Apple willing to go to secure its position in the marketplace?

Determining Bond Price Volatility
October 2012 by Wayne A. Thorp
A template for calculating bond values and examining the effects of changing interest rates on a bond portfolio.

Dividend Resources
October 2012 by CI Staff
Websites devoted to providing information on dividend-paying stocks and tools for selecting among them.

Gauging Market Direction With Market Breadth Data
October 2012 by Wayne A. Thorp
These indicators show how many stocks are participating in the market’s movement.

Gauging Market Direction: Market Breadth Data
October 2012 by Wayne A. Thorp
Market breadth indicators can give you a feel for how widely the full range of stocks is participating in a market movement.

New Computer Investing Products
October 2012 by CI Staff
This issue highlights an online budgeting tool, an ETF site, a charting program and a clearinghouse for financial rate data. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

Stock Data
October 2012 by CI Staff
The wealth of resources you’ll find by typing a stock symbol into the ticker window on our website.

The Top Online Portfolio Trackers
October 2012 by Joe Lan
An in-depth look at the best websites for tracking your portfolio’s gains and losses and measuring its performance.

What Is the Sharpe Ratio?
October 2012 by Jenna Brashear
How to calculate one of the most popular financial ratios and use it to compare the risk/return trade-off of investments.

What Members Are Asking Online
October 2012 by CI Staff
Questions on word usage, following the Model Shadow Stock Portfolio and generating income in retirement.

MCRetire 1.2
September 2012 by CI Staff
MCRetire is a Monte Carlo simulation program by Efficient Solutions Inc. that helps users determine if they have adequate assets to meet their retirement needs.

SpareOne Emergency Phone
September 2012 by Wayne A. Thorp
AA battery-powered emergency mobile phone.

Yahoo! Finance for Android
September 2012 by CI Staff
Track your portfolio, view headline news and watch videos on your Android device.

Intrade
September 2012 by CI Staff
Intrade is a fascinating website for those who like to speculate. Specifically, Intrade is a prediction market that allows individuals to bet on the outcome of hundreds of real-world events.

KeePass Password Safe 2.20
September 2012 by CI Staff
KeePass Password Safe is a Windows program that stores and encrypts a user’s passwords so that he does not have to face the hassle of remembering multiple passwords or the risk of using the same password on multiple accounts.

TravelPro Crew 9 20-inch Expandable Business Plus Rollaboard
September 2012 by Wayne A. Thorp
Rolling carry-on with a special laptop compartment.

Phiaton PS 20 BT Bluetooth Stereo Earphones With Mic
September 2012 by Wayne A. Thorp
Wireless “half in-ear” headphones for music and hands-free calling.

StockShareV2
September 2012 by CI Staff
StockShareV2 is an excellent end-of-day (EOD) stock charting application that runs on the Windows operating system.

Wifi Analyzer for Android
September 2012 by CI Staff
Turn your Android device into a Wi-Fi analyzer.

BreakpointTrades.com
September 2012 by CI Staff
BreakpointTrades.com is a distinct service for both novice and experienced technical analysts.

Crux360 for iPad 2 and iPad 3
September 2012 by Wayne A. Thorp
Hard shell keyboard case for iPad 2 and iPad 3.

Revo Uninstaller Pro
September 2012 by CI Staff
Revo Uninstaller is an easy-to-use and thorough application for uninstalling programs and removing any leftover files.

BankTree Personal Finance
September 2012 by CI Staff
BankTree is a rather comprehensive personal finance management program that helps individuals monitor their financial situations and budget for the future.

PowerSkin for iPhone 4/4s
September 2012 by Wayne A. Thorp
One-piece silicone rubber case with a built-in battery.

Stock Tweets for iOS
September 2012 by CI Staff
Follow the latest information about your stock portfolio and the market.

booq Cobra brief L
August 2012 by Wayne A. Thorp
Mid-sized briefcase-style laptop bag.

GuruFocus.com
August 2012 by CI Staff
GuruFocus.com is a website devoted to value investing and the idea that individual investors would benefit from selecting stocks that have been researched and chosen by the best investors in the world, such as Warren Buffett and Peter Lynch.

Moo0 Magnifier
August 2012 by CI Staff
Moo0 Magnifier is a free and easy to use program that magnifies the content on a users screen to make it easier to read.

BodyMedia FIT CORE Armband + Activity Manager
August 2012 by Wayne A. Thorp
Monitor your daily metabolic and lifestyle data to reach your activity and weight goals.

GoDocs for Google Docs and Google Drive for iOS
August 2012 by CI Staff
Read, edit, download and share Google Docs from your iOS device.

SmartFolio
August 2012 by CI Staff
SmartFolio is a sophisticated asset allocation program that individual investors and professionals alike will find helpful when diversifying, optimizing and managing a portfolio.

FCharts Pro
August 2012 by CI Staff
FCharts Pro is a stock charting, screening and trade testing program that runs on the Windows operating system.

The Truth About Mortgage
August 2012 by CI Staff
The Truth About Mortgage is an online blog run by Colin Robertson, a former account executive with a wholesale mortgage lender, that provides the public with valuable mortgage advice.

V-MODA Crossfade M-80 Shadow On-Ear Headphones
August 2012 by Wayne A. Thorp
Stylish on-ear headphones built to military specifications

Cellink I—Mobile Charger and Card Reader for iPhone/iPad
August 2012 by Wayne A. Thorp
All-in-one backup battery, USB charger, data transfer & sync cable, and card reader.

Doxo for iOS and Android
August 2012 by CI Staff
Household financial and personal data manager.

ProTA 3.23
August 2012 by CI Staff
ProTA is a stock, mutual fund and derivative charting, analyzing and tracking program developed exclusively for Macintosh.

The Top Comprehensive Websites 2012
August 2012 by Joe Lan
An in-depth review of the websites that combine the features and functions used most frequently by individual investors, including up-to-the-minute news, portfolio management, simple stock screening capabilities and the availability of fundamental and technical data.

Ashkon Stock Watch 5.2.2
July 2012 by CI Staff
Ashkon Stock Watch is a convenient charting program that provides users with access to EOD (end of day) quotes from a database of over 20,000 securities listed on the NYSE, NASDAQ and Amex.

Otterbox Defender iPhone 4/4S Case
July 2012 by Wayne A. Thorp
High-impact polycarbonate protection for your smartphone.

Portfolio123
July 2012 by CI Staff
Portfolio123 is a web-based stock investment service that provides everything from model portfolios to stock screening and strategy backtesting.

Asus Zenbook UX31E
July 2012 by Wayne A. Thorp
Windows 7 Ultrabook

Evernote for Android
July 2012 by CI Staff
Stay organized, save your ideas and improve productivity with Evernote, a free Android app.

Internet Quotes Assistant
July 2012 by CI Staff
Internet Quotes Assistant (IQA) is a basic, yet useful program that helps users keep track of their investment portfolios.

Dividend.com
July 2012 by CI Staff
Dividend.com is a reasonably comprehensive dividend-oriented website that does everything from educating investors to providing stock recommendations and a dividend stock screener.

EzBacktest 1.5.3
July 2012 by CI Staff
EzBacktest is a free backtesting program that shows investors the importance of diversification and helps them optimize their portfolio's asset allocation for a desired risk and return.

Satechi 10000 mAh Portable Energy Station
July 2012 by Wayne A. Thorp
Dual-USB battery charger pack for iPad, iPhone, or any other USB-powered smartphone or tablet.

Flipboard
July 2012 by CI Staff
This “social magazine” aggregates news and social media streams on your Android phone or iOS device.

HP Folio 13-1020us
July 2012 by Wayne A. Thorp
Windows 7 Ultrabook

iFinance 3.3.9
July 2012 by CI Staff
iFinance is a Mac program that helps users create and maintain a budget, record transactions and monitor their stock positions.

Common Size Financial Statements
July 2012 by Wayne A. Thorp
A template from AAII that uses balance sheet, income statement and cash flow statement data to make financial comparisons.

Economic Data
July 2012 by CI Staff
Where to go online to track the trends in domestic and global economies.

Keep Current With Website Updates
July 2012 by CI Staff
Services on AAII’s website that inform you when new content has been posted to AAII.com.

New Computer Investing Products
July 2012 by CI Staff
This issue highlights an online budget service, an ETF website, a stock charting program, and a portfolio management program. Plus, Quicktakes on sites and services you might want to check out.

Password Strength Across Age Groups
July 2012 by Wayne A. Thorp
Why it may be time to update your user passwords.

Portfolio Optimization Program Finds Efficient Frontier
July 2012 by Joe Lan
Testing AAII member David Herron’s optimization program from our Download Library to create efficient portfolios.

The Top Web-Based Fundamental Stock Screening Services
July 2012 by Wayne A. Thorp
An in-depth look at the best of the online services that help filter through a database of stocks.

Valuation Metrics
July 2012 by CI Staff
How the PEG ratio, the price-to-book ratio, the price-to-sales ratio and cash flow ratios help judge the value of a stock.

What Members Are Asking Online
July 2012 by CI Staff
Questions on where to find historical financial statements and options instruction, plus how to access our DuPont analysis spreadsheet.

Braven 600 Bluetooth Speaker
June 2012 by Wayne A. Thorp
Portable, wireless speaker with speakerphone functionality and device charging capabilities.

InvestorGuide.com
June 2012 by CI Staff
InvestorGuide.com is a free, yet incredibly useful, one-stop shop for most of the individual investor’s basic financial needs.

Stock Predictor
June 2012 by CI Staff
Stock Predictor is a stock charting and investment strategy backtesting program geared for technical analysts.

Dell XPS 13 Ultrabook
June 2012 by Wayne A. Thorp
Windows 7 Ultrabook

eIBD for iPad
June 2012 by CI Staff
Electronic version of Investor's Business Daily delivered to your iPad.

TraderStar 1.1
June 2012 by CI Staff
TraderStar is a comprehensive technical analysis program designed for any investor.

Chartastic
June 2012 by CI Staff
Chartastic is a free online charting service that offers ample, easy-to-use features.

QuoteTracker 3.9.8 Update
June 2012 by CI Staff
QuoteTracker is a comprehensive portfolio and individual investment tracking, charting, research, and analysis program that runs on Windows. The program does not provide data, but instead allows users to access a variety of data sources, like their brokers.

SuperTooth Crystal Bluetooth Speakerphone
June 2012 by Wayne A. Thorp
Sleek, compact hands-free kit for making calls and listening to GPS directions while in the car.

ASTRO File Manager for Android
June 2012 by CI Staff
Organize files on your Android device.

Lenovo IdeaPad U300s
June 2012 by Wayne A. Thorp
Windows 7 Ultrabook.

Portfolio Mobile
June 2012 by CI Staff
Portfolio Mobile is a nifty Mac program that helps users monitor their portfolios, keep an eye on the markets, stay up-to-date on the news, and research potential investments through technical charting and watchlists.

MarketInOut
June 2012 by CI Staff
MarketInOut is a customizable online stock screener for both traders and investors at any level of experience.

Plantronics Voyager PRO HD
June 2012 by Wayne A. Thorp
Bluetooth headset that knows when you are wearing it.

Trade-Ideas Pro 3.2.10
June 2012 by CI Staff
Trade-Ideas Pro is a powerful real-time stock scanner that can be accessed via browser or downloaded onto a Windows PC.

Equity Evaluator 6.5.0
May 2012 by CI Staff
Equity Evaluator is an affordable, Windows-based stock analysis program developed by Net Equities LLC.

iRobot Roomba 780 Vacuum Cleaning Robot
May 2012 by Wayne A. Thorp
Programmable vacuuming robot.

Weather Channel iOS App
May 2012 by Wayne A. Thorp
The Weather Channel iOS app delivers local weather forecasts, alerts and maps to your iPhone or iPod touch.

myINFOSAFE
May 2012 by CI Staff
myINFOSAFE is a secure digital vault that will store and help organize all of a user’s personal information and that of their family.

Personal Capital
May 2012 by CI Staff
Personal Capital provides individuals with money management and analytical services.

Satechi ST-69BTS Audio Cube Bluetooth Speaker
May 2012 by Wayne A. Thorp
Exceptional audio quality in a compact, wireless package.

Griffin Stylus + Pen + Laser Pointer
May 2012 by Wayne A. Thorp
Write, tap and point with this all-in-one tool.

Poynt for Android
May 2012 by CI Staff
Poynt for Android is a local search app to find businesses, people, offers and events near you.

Stock Rover
May 2012 by CI Staff
Stock Rover is an online equity research platform designed for individual investors, by individual investors (who are also software engineers).

ChartSchool
May 2012 by CI Staff
Avid Computerized Investing readers know that StockCharts.com is a CI favorite for charting and technical analysis education. What makes it one of the best charting websites is that it provides a remarkable amount of valuable information for free.

mophie juice pack plus—iPhone 4 & 4S Battery Case
May 2012 by Wayne A. Thorp
Ergonomically designed hard-shell case that extends the battery life of your iPhone.

Stock Tickers
May 2012 by CI Staff
Stock tickers are perhaps the most identifiable icons in the trading world. From investing television shows to Wall Street trade rooms, stock ticker feeds are commonplace.

Tracking the Analysts
May 2012 by Wayne A. Thorp, John Bajkowski
Tracking earnings expectations, and their changes, is an important and a potentially rewarding strategy for stock investors.

Eye in the Sky
April 2012 by CI Staff
Eye in the Sky is a trade planning platform that provides a multitude of features, from screening and analysis to ratings and insider trading.

GasBuddy—Find Cheap Gas
April 2012 by CI Staff
GasBuddy helps you maximize your value at the pump.

Head-to-Head: Toshiba USB Mobile Monitor Versus AOC Portable USB Monitor
April 2012 by Wayne A. Thorp
A direct comparison of two portable USB monitors.

RssReader
April 2012 by CI Staff
RssReader is a program that allows users to view, in one dedicated location, all of the RSS feeds they are subscribed to—without cluttering other programs such as Microsoft Outlook.

Seeking Alpha
April 2012 by CI Staff
Seeking Alpha is a website that offers actionable stock market opinion and analysis as well as discussion forums.

Yurbuds Ironman Inspire Pro—Dry Mic Earphones
April 2012 by Wayne A. Thorp
Sweat-proof, water-resistant earphones with three-button control and mic.

Chaikin Power Tools
April 2012 by CI Staff
Chaikin Stock Research LLC offers a desktop and mobile application, Chaikin Power Tools, which provides users with an easy way to access and understand investment information.

Incase Travel Kit Plus
April 2012 by Wayne A. Thorp
Perfect carrying case for your tablet, power cords and Bluetooth keyboard.

Personal Finance for Android
April 2012 by CI Staff
All-in-one personal finance app for Android.

Bracketron Mushroom GreenZero Wall Travel Charger
April 2012 by Wayne A. Thorp
Portable USB charger with automatic shutoff and zero idle power.

Business Wire
April 2012 by CI Staff
Business Wire has the most comprehensive news and disclosure network in the world, making it the global market leader in commercial press release distribution.

StockMarketEye 2.9.4
April 2012 by CI Staff
StockMarketEye is a program that allows users to track and monitor all of their investments in one convenient place.

Computer Investing Products
April 2012 by CI Staff
A personal finance program, a stock investing site, an IRS Schedule D creator, and a charting tool. Plus, Quicktakes on sites and services you might want to check out.

Masonson's Stock Market Dashboard, Version 2
April 2012 by Wayne A. Thorp
A revision of Leslie Masonson’s dashboard approach to gauging market direction.

Online Discount Brokers
April 2012 by Joe Lan
A look at the pros and cons of the five online discount brokers most used by AAII members.

Return on Capital Employed
April 2012 by CI Staff
Calculating a profitability ratio that takes a company’s debt liabilities into account.

Stock Screens Guide and Tables
April 2012 by CI Staff
Extra resources at AAII.com’s Stock Screens area include a guide to the stock screens and several tables that give insight into the screens’ performance and characteristics.

Tax Resources Online
April 2012 by CI Staff
Where to go for helpful tools and tips when filling out your taxes.

Using Percent Rank in Excel
April 2012 by CI Staff
How to use Excel to rank and score stocks on Carlson’s Advanced Big, Safe Dividend (BSD) screen.

What Members Are Asking Online
April 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.

When “Unlimited” Really Isn’t
April 2012 by Wayne A. Thorp
Thoughts on AT&T's redefining of unlimited data plans by throttling the speeds of its top data users on mobile devices and tablets.

Best-Charts
March 2012 by CI Staff
Best-Charts from Stock-Anal is a free program that offers a multitude of stock data and analysis features, such as technical analysis, intraday chart analysis, and optimal buy and sell signals.

booq Mamba catch S
March 2012 by Wayne A. Thorp
Laptop shoulder bag with oodles of pockets fits 13-inch laptops.

Earnings Calendar for iPad
March 2012 by CI Staff
App for iPad and iPhone that keeps track of company earnings announcement dates.

Auto Refresh
March 2012 by CI Staff
Auto Refreshers are useful programs for individuals who find themselves repeatedly clicking the refresh button for non-real-time websites to get the latest quotes, news, feeds, and other content.

The Motley Fool
March 2012 by CI Staff
The Motley Fool is a multimedia financial service website that provides a wealth of invaluable information for investors of every kind.

Toshiba Portege Z830-S8301
March 2012 by Wayne A. Thorp
Slim, stylish and speedy Ultrabook.

Adarian Money 5.3
March 2012 by CI Staff
Adarian Money is a personal finance software that supports a number of reports and charts showing your complete financial status.

Candlestix: Stock Charting for Android
March 2012 by CI Staff
Basic candlestick charting and technical analysis for Android devices.

Zoom Q3HD Handy Video Recorder
March 2012 by Wayne A. Thorp
Pocket-sized recorder delivers stereo sound and high-definition video.

Financial Advisor
March 2012 by CI Staff
Financial Advisor is a program that offers a collection of useful financial tools and calculators. The tools that are available allow users to calculate and analyze their mortgage payments and plan for retirement.

StockTwits
March 2012 by CI Staff
StockTwits is a real-time social network that allows users to share news and rumors about companies, express opinions on investments and investment strategies, and share with or seek advice from other users.

Verbatim Easy Riser Bluetooth Wireless Notebook Laser Mouse
March 2012 by Wayne A. Thorp
Ultra-slim, adjustable Bluetooth mouse for Macs and PCs.

CNNMoney
March 2012 by CI Staff
Breaking news and market coverage.

Just Checking
March 2012 by CI Staff
Just Checking is an easy-to-use program that is designed to help you manage checking accounts. The interface resembles that of a checkbook so learning the program should be pain-free.

MEElectronics Air-Fi AF32 Stereo Bluetooth Wireless Headphone With Built-in Microphone
March 2012 by Wayne A. Thorp
Wireless headset-style headphones with built-in audio and call controls.

Fund Manager 11.8
February 2012 by CI Staff
Fund Manager helps investors monitor and analyze their stocks, mutual funds and other investments with graphs and reports. Fund Manager includes features such as price and transaction importing as well as single-button price updates from the Internet.

TradingView
February 2012 by CI Staff
TradingView is an online technical analysis and charting website that allows users to learn and share trading ideas.

Verbatim Ultra-Slim Bluetooth Keyboard
February 2012 by Wayne A. Thorp
The Verbatim Ultra-Slim Bluetooth Keyboard leads us to ask the question “is there such a thing as too portable?”

Kingston Wi-Drive
February 2012 by Wayne A. Thorp
Wireless flash storage device for iOS, Android & Kindle Fire

Loan Calc
February 2012 by CI Staff
Loan Calc is a simple tool designed to help you calculate loan repayment amounts. The program generates a full repayment list from a start date and allows you to select both period and how interest is compounded.

Pageonce—Money & Bills
February 2012 by CI Staff
Automatically track, control and pay your bills.

Bose Bluetooth Headset Series 2
February 2012 by Wayne A. Thorp
Bluetooth headset offers excellent A2DP sound quality but falls a bit short when making calls.

Stock Sector Monitor
February 2012 by CI Staff
View the best- and worst-performing stock sectors. Stock Sector Monitor is a stock quotes monitoring software that allows you to instantly track over 200 stock industry sector groups and over 7,000 public companies online.

YCharts
February 2012 by CI Staff
The most useful feature of YCharts is its ability to chart over 70 different metrics, including revenue growth, market capitalization and dividend yield, for over 5,000 companies.

HD 12c financial calculator
February 2012 by CI Staff
Android app emulates the venerable HP 12c financial calculator.

Logitech Quickcam Orbit AF
February 2012 by Wayne A. Thorp
HD webcam with motorized tracking.

Stock Fundamental Data Download
February 2012 by CI Staff
Stock Fundamental Data Download is a small, but useful program that allows users to download a variety of fundamental data points from the Web.

Comparison: Tax Preparation Services
February 2012 by Joe Lan
If you are one of the many who dread the arrival of April 15, fear not; this article can help you find a service to sort through all of the tax implications of your 2011 finances.

Jawbone Jambox
January 2012 by Wayne A. Thorp
The Jambox uses the “core analog acoustics” of the foxL, with a modified enclosure. Head-to-head, the two deliver a very similar listening experience. In the end, the biggest difference is in design and visual appeal.

Jemstep
January 2012 by CI Staff
Jemstep is a free online portfolio guidance and management system designed for individual investors. According to Jemstep, the website uses technology to provide objective, transparent ratings for more than 20,000 mutual funds and exchange-traded funds (ETFs). Jemstep takes into account your objectives, goals and risk tolerance and identifies recommended investment options. In addition, Jemstep is able to track your holdings.

Real Estate Calculator Suite
January 2012 by CI Staff
The 16 real estate and financial calculators in Real Estate Calculator Suite give you the ability to play with your own numbers as you consider a real estate purchase.

BlackGold iPad Edition
January 2012 by CI Staff
Track a variety of commodities on your iPad.

Monster Cable Products Outlets to Go Power Strip With 4 Outlets
January 2012 by Wayne A. Thorp
Portable power strip.

Snowmint Budget
January 2012 by CI Staff
Recently, Computerized Investing subscribers have been requesting that we cover more Mac-based programs. With that in mind, this week we review Snowmint Budget, a personal financial management software program designed to help you track your various accounts.

MarketRiders.com
January 2012 by CI Staff
MarketRiders.com is a unique online portfolio management program that offers certain features typically found at full-service wealth management firms.

Personal Stock Monitor Gold
January 2012 by CI Staff
Personal Stock Monitor (PSM) Gold supports three different stock market data services for delayed or real-time streaming data: Yahoo!, TD Ameritrade, and DTN IQFeed. For free, delayed U.S. equity and options data, Canadian equity data, and international stock exchange quotations, PSM Gold supports Yahoo! Finance.

Scosche IDR656md Premium Increased Dynamic Range Earphones With TapLINE III Control Technology
January 2012 by Wayne A. Thorp
Noise-isolating earphones with inline three-button remote and mic for iPod, iPhone and iPad

Investment Risk Analyzer
January 2012 by CI Staff
Investment Risk Analyzer runs directly in Microsoft Excel. As the name implies, the program allows you to evaluate your investments and see how your portfolio is allocated among stocks, bonds and treasury securities.

Netgear NeoTV Streaming Player (NTV200)
January 2012 by Wayne A. Thorp
Stream online content to your TV.

Stock Ticker Pro (Android)
January 2012 by CI Staff
Android app displays a scrolling ticker on your Android device for almost any stock ticker in the world.

Computer Investing Products
January 2012 by CI Staff
A portfolio manager, budgeting software, a stock analysis program, and a website for ETF research. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

Contrarian Indicators
January 2012 by CI Staff
Where to go online to find sentiment indicators that can be used to indicate the future direction of the market.

Deconstructing ROE: DuPont Analysis
January 2012 by Wayne A. Thorp
How to use two formulas created by DuPont to analyze a firm’s return on equity.

Technical Analysis Resources
January 2012 by CI Staff
A look at the wealth of education you can access at AAII.com’s Technical Analysis area, plus the charting options found in our security research area.

The Altman Z-Score
January 2012 by CI Staff
A simple formula for assessing the likelihood that a company will go bankrupt.

Track Your Finances on a Mac With iBank
January 2012 by Joe Lan
A look at a personal finance program designed for the Mac and capable of syncing with mobile devices.

What Members Are Asking Online
January 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.

Why I Love Apple, But Run Windows
January 2012 by Wayne A. Thorp
The reasons why CI's editor has always worked in Windows, as has an overwhelming percentage of AAII members. However, CI does cover as many Mac programs as possible.

Apple iPod touch (2011)
December 2011 by Wayne A. Thorp
Several weeks ago, I reviewed the new Apple iPod nano, which had been updated for 2011. Around that time, Apple released a “new” iPod touch, which, like the nano, saw changes to the user experience but not to the physical device. I was given a new iPod touch to review after having used a second-generation touch for a few years. My experience confirms that the iPod touch is the best portable media player I have ever used.

Credit.com
December 2011 by CI Staff
Credit.com provides consumers with educational resources and information on credit products and services. The site offers users a free credit report card and allows you to compare credit cards and loans according to your individual credit score.

Fund Manager 11.4
December 2011 by CI Staff
Fund Manager helps investors monitor and analyze their stocks, mutual funds and other investments via graphs and reports. Fund Manager includes features such as price and transaction importing, as well as single-button price updates from the Internet.

Flair Finance
December 2011 by CI Staff
Flair Finance is a personal financial management program with an intuitive user interface that can assist you in tracking your income and expenses.

mSecure Password Manager
December 2011 by CI Staff
Android app protects personal information such as account numbers, usernames and passwords.

ZAGGfolio for iPad 2 Keyboard Case
December 2011 by Wayne A. Thorp
All-in-one multi-function keyboard and case for Apple iPad 2.

Briefing.com’s Daily Analyst Recommendations at NASDAQ.com
December 2011 by CI Staff
NASDAQ.com provides a section that aggregates daily analyst recommendations from a variety of research firms, investment banks and other financial institutions.

Maxell AirStash
December 2011 by Wayne A. Thorp
Wireless file sharing and media streaming for mobile devices.

XLQ
December 2011 by CI Staff
XLQ delivers free live, intraday and historical worldwide stock market data. Data can be used in XLQ, xlqCompanion, MS Excel and other programs, or with programming languages through a COM interface from Yahoo! and MSN.

Bloomberg TV+
December 2011 by CI Staff
Live and on-demand financial news on your iPad.

Family Budget Planner
December 2011 by CI Staff
Family Budget Planner is an Excel spreadsheet aimed at helping you create a yearly family budget.

MEElectronics A151 Balanced Armature In-Ear Headphone
December 2011 by Charles Rotblut
The MEElectronics A151 Balanced Armature In-Ear Headphones emit clear sound with good isolation. The earbuds are well constructed and comfortable.

AluPen + AluCube
November 2011 by Wayne A. Thorp
Chunky, pencil-shaped stylus for iPad, iPhone or iPod touch and upright stylus stand.

Stock Quotes Pro
November 2011 by AAII Staff
AAII’s Download Library includes a small program named Stock Quotes Pro that is able to retrieve historical quotes and export the data in ASCII format. Historical price quotes can be downloaded for up to 1,000 symbols at a time.

TheStreet.com Investment Research
November 2011 by CI Staff
The Investment Research area of TheStreet.com is a comprehensive, free research resource with several useful features.

iPod nano—6th Generation; Version 1.2 Software
November 2011 by Wayne A. Thorp
Apple has redesigned the user interface, improved built-in fitness features and lowered the price on its mid-range media player.

Rylstim Budget
November 2011 by CI Staff
Rylstim Budget is a calendar-based personal finance program designed to enable users to intuitively track their income and spending habits. Budget planning is also an integral part of the program, and with Rylstim Budget, the process is fairly painless.

Stock Quote
November 2011 by CI Staff
Real-time stock quotes, charting and financial news for Android.

Buffett Valuation Spreadsheet
November 2011 by CI Staff
The Buffett Valuation Spreadsheet is a stock valuation spreadsheet designed to perform stock analysis on individual firms using the techniques of Warren Buffett as outlined in the book “Buffettology” (Rawson & Associates, 1997).

Dinkytown.net
November 2011 by CI Staff
Dinkytown.net provides over 350 Java-based financial calculators, including calculators for mortgage and loan payments, investments, savings, taxes and personal finance.

Seagate GoFlex Satellite Mobile Wireless Storage
November 2011 by Wayne A. Thorp
Update to my review of October 8, 2011, addressing the dropped connection issue. Mobile wireless storage that allows you to take your media library with you and wirelessly stream music, videos, photos and documents to your iPad, Android tablet or smartphone.

Top Financial Apps
November 2011 by Wayne A. Thorp
These are some of the best financial apps for iOS and Android devices.

powerOne Financial Calculator—Pro Edition
October 2011 by CI Staff
Algebraic and RPN calculator for iOS with customizable spreadsheet-like templates for mortgages, finance, investing and more.

Roku 2 XS Streaming Player
October 2011 by Wayne A. Thorp
Internet TV platform streaming nearly 300 channels of video and audio entertainment and games.

TickInvest Free Edition
October 2011 by CI Staff
TickInvest is a stock charting and technical analysis software that provides both real-time and end-of-day charts. Twenty-nine built-in indicators are available, as well as drawing tools to help you keep track of support and resistance lines. The program also comes with backtesting and screening capabilities.

Etymotic mc3 Headset + Earphones
October 2011 by Wayne A. Thorp
Noise-isolating headset + earphones with iPod, iPhone and iPad control functionality.

J3 Information Services Group
October 2011 by CI Staff
The J3 Information Services Group website is designed to track and report timely information regarding insider activity on over 10,000 companies.

Stock Screening Articles
October 2011 by CI Staff
AAII’s Download Library contains a collection of articles detailing how to build stock screens. These articles explain the basics of stock screens and how they can be used to help you with your investment endeavors.

EasyMoney for Android
October 2011 by CI Staff
Expense tracker and budget planner for Android.

Kensington KeyFolio Pro Performance Keyboard Case for iPad 2
October 2011 by Wayne A. Thorp
Bluetooth keyboard and case for iPad 2.

MultiCharts DT
October 2011 by CI Staff
MultiCharts DT is a technical analysis software program designed to assist users in entering and exiting markets at opportunistic times.

AAII’s Ratio Analysis Spreadsheet
October 2011 by CI Staff
AAII’s Computerized Investing Ratio Analysis Spreadsheet allows users to calculate a common-size balance sheet, common-size income statement, and useful asset management, profitability, liquidity, debt management and market ratios.

Seagate GoFlex Satellite Mobile Wireless Storage
October 2011 by Wayne A. Thorp
Mobile wireless storage that allows you to take your media library with you and wirelessly stream music, videos, photos and documents to your iPad, Android tablet or smartphone.

Trading Economics
October 2011 by CI Staff
Trading Economics provides historical data on economic indicators, exchange rates, stock market indexes, and government bond yields for over 200 different countries.

AAII’s Investor Classroom
October 2011 by CI Staff
Take a refresher course in investing basics, mutual fund investing, stock analysis or bond investing.

Building AAII Stock Screens
October 2011 by Wayne A. Thorp
How the spirit of a stock-picking approach is reflected in the screen that AAII constructs and tracks.

iBank Mobile for iOS
October 2011 by CI Staff
Keep track of your day-to-day spending and account balances on your iOS device.

Liquidity Ratio Analysis
October 2011 by CI Staff
Using debt ratios to analyze the stability of a company over time and against its competitors, its sector and its industry.

Livescribe Echo Smartpen
October 2011 by Wayne A. Thorp
Capture handwritten notes and audio with this digital document management system.

Mean Variance Optimization: Multi-Asset Portfolio
October 2011 by Wayne A. Thorp
Using the Solver function in Excel to test scenarios that minimize risk or maximize return in a multi-asset portfolio.

New Computer Investing Products
October 2011 by CI Staff
This issue highlights two stock investing services, a personal finance program and a portfolio manager. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

PC Buyer’s Guide 2011
October 2011 by Wayne A. Thorp
The relevant factors to consider when buying a new PC to help you in the computerized investment and tracking process, including such tasks as portfolio management and tracking, stock and mutual fund screening, and technical analysis and charting.

Screening With the Big, Safe Dividend Formula: The Advanced BSD Approach
October 2011 by Wayne A. Thorp
Recreating Charles Carlson’s advanced approach for seeking stocks with a safe and growing dividend and growth potential.

The Top Portfolio Management Software
October 2011 by Joe Lan
An in-depth look at the best software for tracking your portfolio’s gains and losses and measuring its performance.

What Members Are Asking Online
October 2011 by CI Staff
Questions on finding portfolio management tools, realizing gains and losses, and using the AAII stock screens.

ChartSmart
September 2011 by CI Staff
ChartSmart is a useful program that combines both technical and fundamental analysis.

InvestorWords.com
September 2011 by CI Staff
InvestorWords.com is one of the premier financial glossary websites on the Internet.

Samsung Galaxy Tab 10.1” Wi-Fi Tablet
September 2011 by Wayne A. Thorp
Android tablet that is giving the iPad 2 a run for its money.

CNBC Real-Time for Android
September 2011 by CI Staff
Real-time stock quotes from the NYSE and NASDAQ exchanges delivered to your Android tablet.

iCash
September 2011 by CI Staff
iCash is a personal finance manager that runs on both Windows and Macintosh systems. The program is very user-friendly and its website provides a detailed help guide. iCash keeps track of all your income, expenses and bank accounts, enabling you to monitor how money comes and goes.

Innoband HomePlug AV Wireless N Starter Kit
September 2011 by Wayne A. Thorp
Extend your home networking and wireless coverage through your existing power lines.

JVC Everio GZ-HM860 HD Camcorder
September 2011 by Wayne A. Thorp
Full HD camcorder that also takes 11-megapixel photos.

MyMoney.gov
September 2011 by CI Staff
MyMoney.gov is a U.S. government website dedicated to teaching the basics of financial education. The site has three separate sections—Life Events, My Resources and Tools. Each provides useful features and articles that assist with financial decision-making. The site organizes financial education resources from over 20 different federal websites in one place.

Personal Portfolio Manager 7
September 2011 by CI Staff
The program provides investment management capabilities for retirement planning, college planning and brokerage accounts and allows you to create what-if scenarios.

BearExtender PC Wi-Fi USB Receiver
September 2011 by Wayne A. Thorp
Wi-Fi USB receiver that extends the range of USB and built-in Wi-Fi products.

iChartist for iPad
September 2011 by CI Staff
Stock, futures and forex charting app for the iPad.

Stock Sector Monitor
September 2011 by CI Staff
Stock Sector Monitor is a desktop program designed to help you monitor stock investments. The program lists over 7,000 stocks separated into over 200 industries and sub-industries.

Kiplinger Tools
August 2011 by CI Staff
Kiplinger is a personal finance and business forecasting website featuring several useful tools that can help individual investors with their investment decisions.

Real Estate Calculator Suite
August 2011 by CI Staff
Real Estate Calculator Suite is a collection of real estate calculators designed to help users better estimate the financial details relating to buying or selling a home or property. The program was first loaded to the Download Library in August of 2008, and the current version has been updated.

soundmatters foxL v2.2 Bluetooth Speaker
August 2011 by Wayne A. Thorp
Portable speaker offering a wireless Bluetooth connection.

Eye-Fi Pro X2 Wireless Memory Card
August 2011 by Wayne A. Thorp
Memory card with Wi-Fi access for instant photo and video uploading.

LiteStock
August 2011 by CI Staff
The recent market volatility has many investors checking their investment portfolios often. Although most individual investors are not traders, it is still prudent to keep an eye on the fluctuations of your personal stock holdings. LiteStock is a simple program designed solely to help you keep track of stocks of interest by listing price, percent change and volume.

Pageonce Pro–Money & Bills for Android
August 2011 by CI Staff
Premium Android app for organizing and tracking your money and bills.

Investopedia.com
August 2011 by CI Staff
Investopedia.com is a financial website that has become increasingly expansive over the past several years. Originally, the website was designed as a resource for students and educational professionals, housing investment formulas and a complete dictionary of terms. The website now has the look of a comprehensive investment website, with news articles and fundamental stock data.

J&L Financial Planner
August 2011 by CI Staff
J&L Financial Planner was first added to the download library in July of 2006. The current version has been updated and works for all Windows operating systems, including Windows 7 Ultimate.

Magellan eXplorist 610 GPS Receiver
August 2011 by Wayne A. Thorp
Back in April I reviewed the Magellan Roadmate 9055 GPS navigation system. With its large display and short battery life, the Roadmate 9055 isn’t designed for excursions outside of the car. For those looking for true portable GPS capabilities designed for outdoor enthusiasts, Magellan has its eXplorist family of dedicated outdoor GPS receivers. The company recently gave me one of their 610 models to review. The 610 is at the higher end of the eXplorist product line, sporting a three-inch color touch screen, 3.2-megapixel camera, three-axis electronic compass and barometric altimeter. Furthermore, the 610 comes preloaded with topographical maps and supports geo-caching.

DownloaderXL and Analyzer XL
August 2011 by CI Staff
Recently, we have heard from several members who mentioned a need for historical stock quotes. Although quotes can be obtained on Yahoo! Finance, the website does not provide an easy way to sort the quotes if you were looking for, as an example, yearly highs and lows. DownloaderXL solves this problem by allowing users to download historical quotes directly into Microsoft Excel. To take it one step further, AnalyzerXL allows users to perform technical analysis on the figures, as well.

Lenovo ThinkPad X220 Convertible Tablet
August 2011 by Wayne A. Thorp
In this column I have reviewed a couple of convertible tablet PCs—basically, lightweight laptops with screens that swivel around to convert into a tablet. My past experience hasn’t been overly positive: The computers are usually woefully underpowered, and having used an iPad for a few years, the tablet usually does not live up to what I have come to expect. So it was with some trepidation that I decided to take a look at the Lenovo ThinkPad X220 tablet. Using the review model that was loaned to me for the last couple of months has restored my faith that you can have a workhorse PC and tablet in one package.

MarketDelta Heat Map for iPad
August 2011 by CI Staff
Chicago-based MarketDelta’s Heat Map app offers a quick and easy way to scan for symbols that are outperforming or underperforming their peers. The app’s heat maps let you visualize the stocks or ETFs of a given category in order of percentage returns, with different colors and shadings representing the quality and degree of performance. The app costs $4.99 and is available from the Apple App Store.

The Top Comprehensive Websites 2011
August 2011 by Joe Lan
An in-depth review of the investing websites that are the best one-stop shops, offering detailed fundamental data on stocks, mutual funds and ETFs as well as portfolio monitoring and screening capabilities.

Kodak Playsport Video Camera Model Zx3
July 2011 by Wayne A. Thorp
Last year I reviewed the Kodak Zi8, an impressive pocket-sized video camera that offers HD video recording. Recently, I had a chance to review another Kodak video camera—the Playsport Zx3. This camera, which was loaned to me for the review, is another HD video camera that fits in your pocket, and this one is waterproof down to 10 feet.

Retirement Savings Planner 2011
July 2011 by CI Staff
Retirement Savings Planner assists you in saving for retirement by taking into account income from Social Security, pensions, defined benefit plans, and other cash inflows, as well as your retirement savings and assets. The 2008 version of Retirement Savings Planner was uploaded to the download library in April of 2008, but the program has been updated several times since then.

Seeking Alpha Earnings Center
July 2011 by CI Staff
Seeking Alpha’s Earnings Center provides earnings call transcripts. Most investors are satisfied with the annual reports that are available on company websites, but some will prefer the added explanations that top executives make on earnings calls with analysts.

BlueAnt Sense Bluetooth Speakerphone
July 2011 by Wayne A. Thorp
Hands-free cell phone operation has been become an important issue over the last few years, as states and municipalities have enacted laws to cut down on the number of distracted drivers. As a result, a flood of devices have come to market allowing drivers to dial, answer and end cell phone calls without taking their eyes off the road.

FX Accucharts
July 2011 by CI Staff
FX Accucharts is a charting program designed to help traders with technical analysis of foreign currency. The program provides up-to-the-minute quotes on all the major currency pairs. FX Global, the parent company of FX Accucharts, also offers GTS Pro, a trading platform that is compatible with FX Accucharts, allowing users to make trades directly from the charts.

SmartMoney Retirement Planner for Android
July 2011 by CI Staff
No matter how old you are, retirement probably crosses your mind now and then. The SmartMoney Retirement Planner app for Android allows you to specify an array of assumptions—retirement age, current assets, tax and inflation rates, etc.—and then generates a variety of graphs to help you visualize whether you will have the assets to cover your retirement.

footnoted.com
July 2011 by CI Staff
Accounting scandals of the past have brought to light a number of companies with questionable accounting practices. Although the issue is not as prevalent as it was during the days of Enron, there are still companies that engage in aggressive accounting, pay out excessive compensation, and practice questionable self-dealing. footnoted.com, now a part of Morningstar, takes a closer look at companies’ financial statements and routine SEC filings to find this buried information so that investors can be well informed.

MyGains
July 2011 by CI Staff
MyGains is a program that automatically downloads trades from a number of online brokerages and calculates capital gains based on downloaded brokerage figures.

Otterbox Motorola XOOM Defender Series Case
July 2011 by Wayne A. Thorp
A few months ago I purchased a Motorola XOOM tablet to allow me to review Android-based apps. After spending several hundred dollars on such a delicate piece of technology, I started looking for a case to protect my investment. The first one I tried was the Otterbox Defender, which was given to me by the company. This two-piece case has one layer of hi-impact polycarbonate and another of silicone. The case gives you access to the XOOM’s various ports and plugs and still allows you to operate the camera without any obstruction. This protection, however, does come at a price—it ups the total weight of the case and tablet by a third. So it comes down to protection versus weight. For me, protection wins out.

Fujifilm FinePix XP30
July 2011 by Wayne A. Thorp
As point-and-shoot digital cameras have become more of a commodity product, manufacturers are trying to come up with ways to differentiate from the competition. Fujifilm claims to be the first to offer a water-, shock- and freezeproof digital camera with built-in GPS—the FinePix XP30. This 14.2-megapixel camera also sports a 2.7-inch LCD screen, 5x optical zoom and 720-pixel high-definition video recording. For the last couple of weeks I have been testing a review model loaned to me by the company. While the promise of such a rugged camera is intriguing, for me the proof is in the picture quality. Suffice to say, I wasn’t blown away.

Wall Street Scanner
July 2011 by CI Staff
Any investor should view with healthy skepticism any service claiming to predict future stock direction. That is exactly what the Wall Street Scanner app purports to do. Using algorithms that scan nearly 16 million financial websites each day, the app gives you the probability of where the stock price is headed the next trading day.

You Need a Budget (YNAB)
July 2011 by CI Staff
You Need a Budget (YNAB) is a well-reviewed financial budgeting software and one of the best that we've covered in Computerized Investing. The layout is extremely clean and user-friendly, and the tutorials ensure that users will not feel lost, even when first starting the program. In addition, the software works on Windows, Mac and Linux computer systems. The YNAB website allows you to download Adobe AIR for free, which you will need in order to run the program.

adr.com
July 2011 by CI Staff
It should come as no surprise that international investing is beneficial to the portfolios of individual investors. Modern portfolio theory tells us that there is an efficient frontier, which plots the highest return investors should be able to achieve at each level of risk. Theoretically, international investments expand the efficient frontier further than domestic-only holdings do. This means investors are effectively able to generate higher returns at each level of risk or bear less risk for a given return.

Dream Calculator
July 2011 by CI Staff
Dream Calculator is a financial spreadsheet created by Perfico Inc., a nonprofit company specializing in low-cost personal financial planning tools. Dream Calculator was first added to the Download Library in August of 2005. The program is particularly useful for investors who want financial planning help but who want to avoid larger, more sophisticated programs that may take some time to learn.

Lexmark Platinum Pro905
July 2011 by Wayne A. Thorp
Print, copy, scan and fax with this all-in-one printer.

Company Financials
July 2011 by CI Staff
The best websites for financial statement data, and where to get access to full company reports online.

Computer Investing Products
July 2011 by CI Staff
Two technical trading services, one online and one disk-based, a portfolio optimization website, and an online personal financial management service. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

Mean Variance Optimization
July 2011 by Wayne A. Thorp
Setting up an Excel spreadsheet to optimize the risk-return makeup of a simple two-stock portfolio.

New Weekly Email
July 2011 by Wayne A. Thorp
Recently, we launched a new weekly CI email to give our readers more timely and frequent reviews of useful websites, software and tech gadgets.

Profit Margin Analysis
July 2011 by CI Staff
What the three major profit margin statistics are and how to use them to analyze the profitability of a company.

Screening With the Big, Safe Dividend Formula
July 2011 by Wayne A. Thorp
Charles Carlson’s stock-picking approach seeks stocks with above-average growth potential and a safe and growing dividend.

Standard & Poor’s Offerings
July 2011 by CI Staff
S&P Stock Reports are available to AAII members for several hundred companies. In addition, each week we offer S&P’s expert analysis and opinion on one stock and its industry.

The Cash Conversion Cycle
July 2011 by Wayne A. Thorp
Three ratios shed light on how effectively a company converts resources into cash.

What Members Are Asking Online
July 2011 by CI Staff
Questions on sharing AAII content and on passing company lists for the AAII Model Shadow Stock Portfolio and stock screens.

Logitech Wireless Trackball M570
June 2011 by Wayne A. Thorp
Most people don’t spend a lot of time pondering their computer mouse. This is evident as the “cheapness” of the standard mice that come with new PCs seems to be reaching ever-greater heights. I suppose that as long as the mouse works, that is enough for most users. I admit, however, that I am not a typical PC user (AAII’s IT department can attest to that). Furthermore, I am part of the minority of people who prefer a trackball to a traditional mouse. This has been the case since I got my first laptop 17 years ago when I was a sophomore in college. Over these last 17 years, all but one of the trackballs I have used have been from Logitech. For the last several months I have been using Logitech’s latest trackball offering, the Wireless Trackball M570. While it is difficult to improve on such a mature design, I have been pleased with what I have seen.

Stocks
June 2011 by CI Staff
Portfolio tracker for Android devices that syncs with Google Finance.

XeCheck
June 2011 by CI Staff
XeCheck is a powerful personal financial management software that is able to download bank transactions from over 6,000 U.S. and international banks, credit unions and credit cards. It will take some time to familiarize yourself with the wealth of features offered by this program, but getting started is very simple.

i.Sound Keyboard Portfolio for iPad
June 2011 by Wayne A. Thorp
The i.Sound Keyboard Portfolio is the only portfolio on the market specifically designed to carry both the Apple Wireless Keyboard and the iPad. That functionality alone makes this portfolio extremely useful and desirable. That is a good thing, since its stability as a viewing stand leaves a lot to be desired.

Select Sector SPDRs
June 2011 by CI Staff
The Standard & Poor’s depositary receipts (SPDRs) offered at Select Sector SPDRs are a useful investment for individuals looking to round out their portfolio. These SPDR exchange-traded funds (ETFs) divide the S&P 500 into nine sectors (consumer discretionary, consumer staples, energy, financial, health care, industrial, materials, technology and utilities) allowing investors to quickly and easily gain exposure to certain sectors that their portfolio may be lacking.

Value Averaging Spreadsheet
June 2011 by CI Staff
The Value Averaging Spreadsheet is another useful spreadsheet developed by AAII. Long-term investors are warned not to try to “time the market,” but investors will inevitably worry about entering the market at the top or exiting at the bottom. This spreadsheet was built to help individual investors reduce their timing risk.

Apple Wireless Keyboard
June 2011 by Wayne A. Thorp
I have been using an iPad for a couple of years now and have become rather adept at typing with the on-screen keyboard. While this is functional for Web browsing or typing emails, nothing can replace a real keyboard for typing articles or product reviews (at least for me). So I recently broke down and purchased an Apple Wireless Keyboard.

Financial Calculators
June 2011 by CI Staff
When it comes to making sound financial decisions, it helps to know your projected cash outflows, your future net worth and the answers to common financial questions such as how much will be needed for retirement and how inflation impacts retirement spending needs. Fortunately, a website is available that helps you make numerous personal financial calculations.

Stock Watcher
June 2011 by CI Staff
Stock Watcher is a free Android application for tracking stocks and markets from around the world.

Breffo Spiderpodium Grip and Docking Station
June 2011 by Wayne A. Thorp
Every once in a while you come across a piece of gadgetry that is amazingly “low tech,” yet incredibly practical and useful. Such is the case with the Spiderpodium from Breffo. This unique gadget grip and docking station for smartphones, GPS devices and other handheld devices offers a number of solutions in the office or when travelling. The Spiderpodium I have been testing was given to me by the company.

Economagic
June 2011 by CI Staff
Economagic.com provides access to a wealth of economic data, the majority of which is for the U.S. The real value of the website is found in its database, which stores historical economic data going back to 1949.

Investors Calculator
June 2011 by CI Staff
The Investors Calculator by Odlum Software was first added to AAII’s Download Library in April of 2002. The calculator is still very useful, but there are many more advanced portfolio management systems available now.

Ace Budget
May 2011 by CI Staff
Ace Budget is a financial app to help you track your daily expenses and income.

Home Bookkeeping
May 2011 by CI Staff
Home Bookkeeping is a personal financial management program designed to help you keep track of your routine income and expenses. The software allows for multiple users in the same file and analysis, which is particularly useful for people who keep their finances separate but would like an overview of their spending as a whole.

Logitech Harmony One Advanced Universal Remote
May 2011 by Wayne A. Thorp
Finally, there seems to be a remote that is truly universal—the Logitech Harmony One Advanced Universal Remote, which was given to me by the company. This remote is about as advanced as you can get, allowing you to control up to 15 different components. However, with all its bells and whistles, it is still incredibly easy to set up and operate.

Computerized Investing Retirement Spending Spreadsheet
May 2011 by CI Staff
The Computerized Investing Retirement Spending spreadsheet is a simple and easy-to-use spreadsheet that allows you to enter several basic assumptions.

Plantronics Voyager PRO+ Bluetooth headset
May 2011 by Wayne A. Thorp
The Voyager PRO+ headset offers excellent noise-canceling capabilities and also allows you to stream audio from Advanced Audio Distribution–enabled (A2DP) devices. Best of all, the Voyager PRO+’s comfort fit allows you to wear it for hours without any trouble.

United States Department of Commerce: Economics and Statistics Administration
May 2011 by CI Staff
The Economics and Statistics Administration, a part of the United States Department of Commerce, is responsible for several key roles, including providing timely economic analysis, disseminating national economic indicators and overseeing the U.S. Census Bureau and the Bureau of Economic Analysis.

Business Valuation Model for Excel
May 2011 by CI Staff
The Business Valuation Model, created by the Bizpep Group, is designed to provide an efficient and effective means of assessing the value of a business.

Google Finance for Android
May 2011 by CI Staff


MEElectronics SP51P Sound Preference In-Ear Headphones With Microphone
May 2011 by Wayne A. Thorp
The MEElectronics SP51P headphones come with interchangeable tuning ports, which allow users to adjust the sound to fit their tastes. In addition, the SP51P model sports an in-line microphone and remote for hands-free talking for iPhones and many other mobile phones.

Amateur Invest
May 2011 by CI Staff
Amateur Invest is a personal financial management software that allows users to keep track of each of their bank accounts separately and update deposits and withdrawals to track their cash flow.

Financial Board Central
May 2011 by CI Staff
Financial Board Central is a superb website designed to aggregate stock news and information in one area to save investors time and effort.

i.Sound Power View Pro
May 2011 by Wayne A. Thorp
Charging and viewing dock for Apple iPad, iPod and iPhone.

Magellan Roadmate 9055
April 2011 by Wayne A. Thorp
GPS Navigator with seven-inch wide video graphics array (WVGA) display.

MarketWatch Market Data App
April 2011 by CI Staff
Use your iPad to see what’s moving the market.

Simple Home Money Management
April 2011 by CI Staff
Simple Home Money Management is a financial management software that helps you track your income, expenses and investments and meet your personal financial goals.

Asset Allocation
April 2011 by CI Staff
Review the performance of suggested asset allocation models, and see how members are allocating their portfolios currently.

ClearStation
April 2011 by CI Staff
ClearStation, a website from E*Trade, targets investors who are looking to use more technical analysis in their investment approach.

CommonCents
April 2011 by CI Staff
CommonCents is a personal financial management tool designed to help you budget your expenses using the traditional “enveloping” method.

Favorite Online Spreadsheet Service
April 2011 by Wayne A. Thorp
Zoho lets you access a spreadsheet from any computer and share it with others.

Mercury Extreme Pro SSD
April 2011 by Wayne A. Thorp
Ultra high–performance solid-state drive (SSD).

New Computer Investing Products
April 2011 by CI Staff
This issue highlights MoneyDance, a personal finance program; QuantShare, an advanced charting and technical analysis software; Personal Stock Streamer, a portfolio manager with streaming quotes; and Risk XRay, a risk management program. Plus, Quicktakes reports on new and enhanced sites and services you might want to check out.

Online Discount Brokers
April 2011 by Joe Lan
An in-depth look at the services offered at the five online discount brokers most used by AAII members.

Reader Benefits
April 2011 by Wayne A. Thorp
A reminder of the many extra benefits CI subscribers may be overlooking.

The Cash Conversion Cycle
April 2011 by CI Staff
Measuring a company’s ability to efficiently convert resource inputs into cash flows and why this is important for investors.

Value Averaging Spreadsheet
April 2011 by AAII Staff
A spreadsheet from AAII for setting up a value averaging program, which helps you smooth out share price ups and downs.

What Members Are Asking Online
April 2011 by CI Staff
Questions on stock screening, the accumulation/distribution line, and AAII’s Simple Valuation Spreadsheet.

Yahoo! Finance’s MarketDash for iPad
April 2011 by CI Staff
Market data, news and charts from Yahoo! Finance on your iPad.

Buxfer
March 2011 by CI Staff
There are a bevy of high-quality personal finance websites available on the Internet, and Buxfer is one of the best.

ChartNexus
March 2011 by CI Staff
ChartNexus is a powerful stock charting software that offers a high level of sophistication.

DailyFinance by AOL for iPod, iPod touch, iPhone and iPad
March 2011 by CI Staff
Real-time quotes, portfolio tracking, news and charting on your iPhone, iPod or iPad

Events in Middle East Roil Markets, Investor Sentiment
March 2011 by CI Staff
Geopolitical developments have been weighing on the markets over the last few weeks.

Livio Radio Featuring Pandora
March 2011 by Wayne A. Thorp
Access your personal Pandora radio account and over 20,000 Internet radio stations without the need for a computer.

Tax Preparation Services
March 2011 by Joe Lan
Online services provide an easy way to prepare and file your tax returns, plus they have systems in place to double-check your work.

Account Xpress 3.8
February 2011 by CI Staff


BillShrink.com
February 2011 by CI Staff
BillShrink.com is unlike the websites usually featured in our Sitelight area. As the name suggests, the site attempts to provide you with the best rates on credit cards, savings accounts and CDs, as well as help you lower your bills for gas, wireless and television.

Financial Times iPad App
February 2011 by CI Staff
Access FT.com news, markets data and portfolios from your iPad.

January Effect Fuels Investor Optimism
February 2011 by CI Staff
Investors were able to celebrate a happy new year in the market too, as 2010’s late-year rally carried over to January.

Staying in Front of the Market With the “Stock Market Dashboard”
February 2011 by Wayne A. Thorp
Leslie Masonson believes that monitoring changes in market direction allows you to see exactly where it is going. His Stock Market Dashboard uses a combination of freely available indicators that signal when to buy, sell or stay on the sidelines.

A Simple Valuation Spreadsheet
January 2011 by AAII Staff
AAII’s valuation spreadsheet offers an easy-to-follow, systematic format for valuing a stock.

CNBC Real-Time for iPad
January 2011 by CI Staff
Free iPad app offering real-time stock quotes from the NYSE and NASDAQ exchanges before, during and after market hours.

Jensen JiPS-250i Rocker Docking Station for iPad, iPod and iPhone
January 2011 by Wayne A. Thorp
Ever since the iPad was introduced in 2010, a flood of accessories have come to market to help users get the most from this piece of technology. However, one niche that seems to have gone under-served is speaker systems.

MarketBrowser
January 2011 by CI Staff
MarketBrowser is a stock charting program that enables users to perform their own technical analysis. The free version provides windows for twelve separate charts and offers numerous technical indicators. However, the prices are displayed at a twenty-minute delay.

New Computer Investing Products
January 2011 by CI Staff
This issue highlights a Bollinger site technical analysis tool, a stock monitoring service that sends alerts by e-mail or text, a downloadable personal finance program and a portfolio management program. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

Online Spreadsheet Programs
January 2011 by Wayne A. Thorp
A look at online spreadsheets as an alternative to costly software and as a venue for multi-user collaboration.

Price-Earnings Relative
January 2011 by CI Staff
Learn how to calculate a price-earnings ratio relative to the market and use it in valuing a stock.

Santa Claus Rally Buoys Investor Sentiment
January 2011 by CI Staff
The market continued its late-year run, driving market indexes such as the S&P 500 near two-year highs.

Sharing AAII Content
January 2011 by CI Staff
With the redesign of AAII.com, members can now share AAII articles and other content through a variety of social media outlets.

StockSpotter
January 2011 by CI Staff
StockSpotter.com is a website that provides daily buy and sell recommendations for stocks. It is meant to be followed with minimal effort on your part.

Timbuk2 Commute 2.0 Messenger Bag
January 2011 by Wayne A. Thorp
A roomy, TSA-approved messenger/laptop bag.

'Tis the Season
January 2011 by Wayne A. Thorp
Musings on the year that was and the year ahead.

What Members Are Asking Online
January 2011 by CI Staff
Questions on investing in exchange-traded funds (ETFs) and using AAII’s Piotroski stock screen.

DailyFX
December 2010 by CI Staff
Foreign currency trading has always been one of the more esoteric disciplines of investing (or trading) and, as a result, useful information can be hard to come by. DailyFX, a part of FXCM, provides current news and analysis of major currencies around the world.

Interactive Data Mobile for iPhone
December 2010 by CI Staff
Streaming financial data to your Apple iPhone.

Investors Remain Optimistic in Face of Market Pullback
December 2010 by CI Staff
All good things much come to an end. Last month I mentioned the fact that the broad market indexes were in the midst of a 10-week run of gains. Like clockwork, the markets took a breather, logging two straight weeks of declines. Predictably, investor sentiment dipped along with the markets.

Jabra EXTREME Bluetooth Headset
December 2010 by Wayne A. Thorp
The Jabra EXTREME Bluetooth headset uses Jabra’s Noise Blackout Extreme noise cancellation technology to help you be heard in the noisiest of environments.

Logitech HD Pro Webcam C910
December 2010 by Wayne A. Thorp
The Logitech HD Pro Webcam C910 offers high-quality audio and video in an easy-to-use package.

PC Buyer’s Guide
December 2010 by Wayne A. Thorp
Get suggestions on the best computers to use for investing.

The Top Comprehensive Websites
December 2010 by Joe Lan
An in-depth look at the three best websites where a range of information and tools for the individual investor are offered in one location.

YLoader 3.4
December 2010 by CI Staff
YLoader, a program offered by Tradery, allows users to download historical prices from several data providers. The program itself is very intuitive and does not take long to learn.

Bose SoundLink
November 2010 by Wayne A. Thorp
I found the SoundLink to offer high-quality sound from a compact package. However, with the exception of true Bose loyalists, I think most would be turned off by the high price tag.

Bullish Sentiment Remains Strong
November 2010 by CI Staff


Computerized Investing’s Annual PC Buyer’s Guide
November 2010 by Wayne A. Thorp
If you are looking to purchase or upgrade a personal computer to aid you in the computerized investment analysis and tracking process, our recommendations here should allow you to run the top investment software titles available to individual investors.

Incase Convertible Book Jacket
November 2010 by Wayne A. Thorp
One of the first things most new iPad owners should do is find a case for their new investment. Luckily (or unfortunately, depending on how you look at things) you have a number of options from which to choose. I have been using Incase’s Convertible Book Jacket for the last couple of months. Of all the cases I have used thus far for my iPad, this is by far my favorite.

Kalengo.com
November 2010 by CI Staff
Kalengo.com not only provides users with portfolio tracking tools, but offers simple portfolio optimization capabilities as well.

Pageonce Personal Finance for iPhone, iPad, and iPod touch
November 2010 by CI Staff
Consolidate your financial accounts.

Stock Chart Wizard
November 2010 by CI Staff
Stock Chart Wizard, this month’s featured download, allows you to easily create, analyze, tweak and export a range of stock charts. It boasts a clean design and straightforward functions.

Automating the Henning Technical-Momentum Trading System
October 2010 by Wayne A. Thorp
Using a spreadsheet template to automatically collect the data needed for Henning’s technical approach.

Computer Investing Products
October 2010 by CI Staff
Two unique technical analysis services, a site for tracking cost basis in stocks, and an interactive website for stock valuation. Plus, Quicktakes on sites and services you might want to check out.

Das Keyboard Model S Professional
October 2010 by Wayne A. Thorp
Around the office, my quest for the perfect keyboard is well-documented. I go through keyboards faster than I go through shoes...

Favorite Features of the New Site
October 2010 by CI Staff
Continuing the discussion of AAII.com’s redesign with a look at a few helpful new functions you may have missed.

Money Manager Ex
October 2010 by CI Staff
This month’s featured download, Money Manager Ex, monitors household income and expenses and provides a comprehensive picture of your financial health.

MyBankTracker
October 2010 by CI Staff
MyBankTracker provides free, transparent information to help consumers make informed banking decisions.

Online Crime
October 2010 by Wayne A. Thorp
New survey results show that computer users are still very complacent about protecting their systems from online crime in spite of the number of virus and malware attacks.

Stock Repurchase Activity
October 2010 by CI Staff
Where to find news on companies that announce stock buyback plans and the level of overall buyback activity.

StockWatch—iPad Edition
October 2010 by CI Staff
Portfolio tracking and stock market quotes.

The Top Online Portfolio Managers
October 2010 by Wayne A. Thorp
A look at the Editor’s Choices of best websites for tracking your portfolio.

Toshiba Portege
October 2010 by Wayne A. Thorp
In this column over the last several months, I have had the opportunity to review a couple of different tablet PCs...

Using the Enterprise Value Ratio
October 2010 by CI Staff
How to use enterprise value to evaluate a company.

What Members Are Asking Online
October 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.

Agent 18 StandHear Travel Stand
September 2010 by Wayne A. Thorp
Portable device that allows hands-free viewing and audio sharing from an iPhone, iPod, Blackberry Storm or Palm Pre.

BBP Expand-It Messenger Laptop Bag
September 2010 by Wayne A. Thorp
Stylish and functional expandable messenger bag with removable laptop sleeve.

DRIP Wizard
September 2010 by CI Staff
Website of dividend reinvestment plan (DRIP), stock, and mutual fund investment management program also offers free DRIP screener.

Grant Henning’s Fundamental-Value Stock Trading System
September 2010 by Wayne A. Thorp
After Henning developed a technical-momentum approach to stock-picking, he discovered that there are times when value stocks with strong earnings do better. A look at Henning's ranking system using a fundamental-value approach.

Sentiment rollercoaster ride continues
September 2010 by CI Staff
August brought many investors back to reality following July’s market rebound, as the markets continued their summer carnival ride. The Wilshire 5000 dipped nearly 5% as renewed worries of a double-dip recession weighed heavily on the markets.

StockMarketEye
September 2010 by CI Staff
Windows- and Mac-based portfolio tracking and charting application that allows users to monitor day-to-day movements of stocks, mutual funds, exchange-traded funds (ETFs), cash and currency pairs.

Thomson Reuters Marketboard App
September 2010 by CI Staff
For the August CI E-Newsletter we highlighted Bloomberg’s iPad app for accessing financial news, quotes, and charts. This month, we look at an offering from another financial media powerhouse—Thomson Reuters.

Archos 9 PCtablet
August 2010 by Wayne A. Thorp
Ultra portable “hybrid” Windows 7 tablet PC with a touch screen, WiFi and Bluetooth.

Bloomberg for iPad
August 2010 by CI Staff
For investors, there are a number of apps to choose from for placing trades, monitoring portfolios, charting securities, or accessing financial news. One of the apps we have been using is Bloomberg for the iPad, a free app offering financial news, quotes, and charts.

FundReveal
August 2010 by CI Staff


Sonos ZonePlayer S5 With ZoneBridge
August 2010 by Wayne A. Thorp
All-in-one, five-speaker music system that connects to a router to deliver music wirelessly throughout your home.

TradeTrakker
August 2010 by CI Staff
Windows-based portfolio management and tracking application used to monitor and analyze your stock and mutual fund portfolios.

Analyzing Debt Ratios
July 2010 by CI Staff
The basics of debt ratios and what they can tell you about a company.

CBOE's Volatility Index (VIX)
July 2010 by Wayne A. Thorp
An explanation of the so-called “fear gauge” and how it has fared in recent years.

Covestor
July 2010 by CI Staff
Covestor is a social networking site that gives users the ability to track their own accounts and to mirror trades of other users. Individuals using the free tracking service can add and track portfolio holdings and share them with others. The site pulls data directly from your brokerage firm.

Excel Plug-ins
July 2010 by Wayne A. Thorp


Help With 401(k)s and 403(b)s
July 2010 by CI Staff
Where to go online to find the information you need to handle your employee retirement plan.

Introducing Our Site Redesign
July 2010 by CI Staff
As AAII readies to launch a new version of our website, get a first look at the features and upgrades you can expect.

Kodak Zi8 Pocket Video Camera
July 2010 by Wayne A. Thorp
The camcorder offers an impressive array of features at a budget-friendly price.

Lenovo IdeaPad S10-3t Netbook Tablet
July 2010 by Wayne A. Thorp
Windows 7 mini laptop that converts into a tablet netbook with a touch-sensitive screen.

New Computer Investing Products
July 2010 by CI Staff
This issue highlights three personal finance services, iXpenseIt, ESPlanner Basic and Financial GPS, and a trading website that may interest long-term investors. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

Personal Stock Monitor Gold
July 2010 by CI Staff
Windows-based portfolio monitoring program offering stock and portfolio tracking, charting and technical analysis with real-time quotes for those with a TD Ameritrade account or DTN IQFeed subscription.

Powermat 2X Wireless Charging Mat
July 2010 by Wayne A. Thorp
Wireless charging station that supports a number of mobile electronic devices.

The Dot-Com Turns 25
July 2010 by Wayne A. Thorp
Thought on the evolution of the Web on the 25th anniversary of the registration of the first dot-com domain name.

The Top Web-Based Stock Screening Services
July 2010 by Wayne A. Thorp
What to look for in online services that help filter through a database of stocks to identify potential opportunities.

Using a Spreadsheet to Construct Moving Averages
July 2010 by AAII Staff
A spreadsheet from AAII for calculating three types of moving averages and generating buy and sell signals from them.

What Members Are Asking On-Line
July 2010 by CI Staff
Member-to-member queries on Excel plug-ins and Captools support, plus comments on our Online Discount Brokers Comparison.

Financial Fate Financial Planning Software
June 2010 by CI Staff
Windows-based financial planning program used to help you track and achieve future financial solvency and retirement goals.

Jabra CRUISER Bluetooth Speakerphone
June 2010 by Wayne A. Thorp
Previously, I reviewed the Jabra Stone Bluetooth Headset. Personally, I am not a fan of wireless headsets for talking on my cell phone, although I was impressed with the capabilities of the Stone...

Klipsch Image S4i In-Ear Headset With Mic and 3-Button Remote Headphones
June 2010 by Wayne A. Thorp
The first third-party headset offering full control of iPhone, iPod touch, and iPod music and video content.

MoneyStrands
June 2010 by CI Staff
MoneyStrands is a free online personal financial service that automatically gathers data from your various financial accounts (savings, checking, loans and credit cards) to provide an up-to-date and unified view of your finances.

Screening on Jim Slater's Zulu Principle
June 2010 by Wayne A. Thorp
In the 15-plus years I have been reading investing texts—especially related to stock screening—I have found the subject to be decidedly centered in the U.S. Therefore, when I ran across a book written on the other side of the pond in England, I jumped at the chance to see what it had to say.

Bullish sentiment flat for month as market volatility increases
May 2010 by CI Staff
Bullish sentiment flat for month as market volatility increases

Find answers to Social Security and Medicare questions at Social Security Online
May 2010 by CI Staff
Find answers to Social Security and Medicare questions at Social Security Online

Finding stock screening software for the Mac
May 2010 by CI Staff
Finding stock screening software for the Mac

Logitech Speaker Lapdesk N700
May 2010 by Wayne A. Thorp
Padded laptop desk with built-in stereo speakers and cooling fan.

Quicken Essentials for Mac
May 2010 by Cara Scatizzi
Intuit recently released this personal finance program created exclusively for the Mac OS. The program was built from scratch and integrates the functionality of the financial management Web site Mint.com (which Intuit acquired in the fall of 2009).

Quicken Essentials for Mac
May 2010 by Cara Scatizzi
Intuit recently released this personal finance program created exclusively for the Mac OS. The program was built from scratch and integrates the functionality of the financial management Web site Mint.com (which Intuit acquired in the fall of 2009).

Screening on Jim Slater's Zulu Principle
May 2010 by Wayne A. Thorp
A look at a stock-picking approach founded on the premise that individual investors can be successful by focusing their analysis on a narrow area.

SmartFolio portfolio optimization software
May 2010 by CI Staff
SmartFolio portfolio optimization software

Yahoo! & Google Historical Quotes Downloader
May 2010 by CI Staff
Windows-based program that downloads free historical stock, ETF and mutual fund quotes from Yahoo! Finance, Google and MSN Money.

Bearish sentiment rises to 5-month high
April 2010 by CI Staff
Bearish sentiment, on the rise through the month of May, fell 10 percentage points the first week of June

Comparison: Tax Preparation Services
April 2010 by Cara Scatizzi
TurboTax, H&R Block At Home and TaxAct are similar in their step-by-step guidance and ability to find appropriate deductions and credits. Where the programs differ is in the presentation of information, the help available and the price.

Jabra STONE Bluetooth Headset
April 2010 by Wayne A. Thorp
Bluetooth in-car speakerphone with built-in FM transmitter that also allows you to stream and control music from your phone to your car stereo.

Klipsch iGroove SXT iPod Speaker System
April 2010 by Wayne A. Thorp
With seemingly everyone these days owning an iPod personal music player, a booming cottage industry has sprung up providing a variety of accessories.

Making the Most of Your Subscription
April 2010 by Wayne A. Thorp
A valuable benefit of subscribing to Computerized Investing is the CI E-Newsletter. This monthly e-mail has recently been redesigned to offer you more, including an interactive Discussion of the Month.

New Computer Investing Products
April 2010 by CI Staff
This issue highlights two stock analysis tools, MarketGrader.com and FINVIZ.com, a retirement planner, and a Bloomberg application for mobile phones. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

New Stock Screens and Conference Audio
April 2010 by AAII Staff
Check out three new screens added to the AAII Stock Screens area built on Charles Kirkpatrick's models. Also, subscribe to our audio page to hear presentations given at our Investor Conference last November in Florida.

Online Discount Brokers
April 2010 by Cara Scatizzi
An in-depth look at the services offered at the five online discount brokers most used by AAII members.

Price-Earnings Ratios
April 2010 by Cara Scatizzi
Understanding the price-earnings ratio and the differences between its various forms.

Tax Resources
April 2010 by AAII Staff
Where to go for tax rules and forms, tax tips and calculators, and services where you can prepare and file taxes online.

The Stockpiling Approach to Stock Trading
April 2010 by Cara Scatizzi
A look at Phil Town’s book, “Payback Time,” and how to build a screen based on the approach.

Top Charting Web Sites
April 2010 by Wayne A. Thorp
Discover two of the best technical analysis and charting Web sites in this new column.

Using Excel Web Queries to Retrieve Data
April 2010 by Wayne A. Thorp
A step-by-step guide to using Excel to import data from the Web into a spreadsheet for manipulation and analysis.

What Members Are Asking On-Line
April 2010 by AAII Staff
Comments on our Roth IRA spreadsheet, and a clarification on tracking bonds in Investment Account Manager sent in by Quant IX's president.

AAII.com: New Stock Screens and Conference Audio
March 2010 by CI Staff
Check out three new screens added to the AAII Stock Screens area built on Charles Kirkpatrick's models. Also, subscribe to our audio page to hear presentations given at our Investor Conference last November in Florida.

Corsair Padlock 2 Flash Drive
March 2010 by Wayne A. Thorp
Corsair’s Padlock 2 flash drive offers secure data transport

Editor's Outlook: Making the Most of Your Subscription
March 2010 by Wayne A. Thorp
A valuable benefit of subscribing to Computerized Investing is the CI E-Newsletter. This monthly e-mail has recently been redesigned to offer you more, including an interactive Discussion of the Month.

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.

Benjamin Graham's Net Current Asset Value Approach
February 2010 by Wayne A. Thorp
One of Benjamin Graham's original selection methodologies dating back to the early 1930s has been largely overlooked. The methodology focuses on stocks trading at prices less than their net current asset values (NCAVs). This CI Online Exclusive explains the NCAV approach, highlighting how you can use computerized stock screening tools to identify stocks meeting Graham's criteria.

“Risk-Wise” Risk Management
January 2010 by Cara Scatizzi
A look at Michael Carpenter’s book on managing risk in your portfolio.

AAII Guides and Investor Surveys
January 2010 by AAII Staff
AAII.com features a couple of guides geared to the computerized investor, and others of general interest. The AAII Investor Surveys allow members to voice their opinions on a variety of topics.

Investor Tools Change With Economy
January 2010 by Wayne A. Thorp
Thoughts on the consolidation of investment software and Web services due to the troubled economy, and how it affects investors.

New Computer Investing Products
January 2010 by CI Staff
This issue highlights two stock analysis services, Checklist Investor and I-Matrix Pro, a fund account optimizer, and a unique service for reviewing daily market trade data. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

Profitability Ratios
January 2010 by AAII Staff
Understanding and using return on equity and return on assets in your analysis of a company’s profitability.

Roth IRA Conversion Spreadsheet
January 2010 by Wayne A. Thorp
A spreadsheet from AAII for calculating whether or not it is beneficial for you to convert your traditional IRA to a Roth IRA in 2010.

Social Media
January 2010 by AAII Staff
Where to go on-line to interact with other investors.

The Top Comprehensive Web Sites
January 2010 by Cara Scatizzi
The Internet has become an invaluable source for investment information, tips, education and security data. There are thousands of sites that offer financial data. This comparison focuses on the best Web sites for comprehensive financial data coverage and tools.

What Members Are Asking On-Line
January 2010 by AAII Staff
Questions on MSN Money retiring its Investment Toolbox, and comments on our recent review of portfolio management software.

AAII.com: AAII Guides and Investor Surveys
December 2009 by CI Staff
AAII.com features a couple of guides geared to the computerized investor, and others of general interest. The AAII Investor Surveys allow members to voice their opinions on a variety of topics.

Editor's Outlook: Investor Tools Change With Economy
December 2009 by Wayne A. Thorp
Thoughts on the consolidation of investment software and Web services due to the troubled economy, and how it affects investors.

Messages: What Members Are Asking On-Line
December 2009 by CI Staff
Questions on MSN Money retiring its Investment Toolbox, and comments on our recent review of portfolio management software.

Computerized Investing PC Buyer's Guide
November 2009 by Wayne A. Thorp
This is intended to aid those who are looking for a personal computer to perform common investment tasks.

Free Cash Flow
October 2009 by Cara Scatizzi
Understanding and using a company’s free cash flow figure in your analysis of a firm’s growth potential.

Making the Most of Twitter
October 2009 by Wayne A. Thorp
Whether or no Twitter is just another in a long line of Internet fads that rise and fall in the blink of an eye, there is a wealth of information you can glean from those 140-character messages.

New Computer Investing Products
October 2009 by CI Staff
This issue highlights Personal Finances Pro software and three technical tools: Market Dynamics, AbleTrend and MadScan. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

Portfolio Management Software Programs
October 2009 by Cara Scatizzi
An in-depth look at the top software program choices for managing, tracking, and measuring your investment portfolio.

Social Media Tools
October 2009 by AAII Staff
Find out how to use Twitter, Facebook and RSS feeds to keep current on new postings to the AAII and Computerized Investing Web sites. Plus, join in the talk at AAII's Discussion Boards.

VectorVest RealTime
October 2009 by Wayne A. Thorp
This popular market timing program for active traders now offers ranking, system testing, and portfolio management functionality that is updated throughout the trading day.

What Members Are Asking On-Line
October 2009 by AAII 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.

XLQ: Excel Spreadsheet Add-In
October 2009 by Wayne A. Thorp
A program from QMatix that allows you to retrieve free end-of-day price and volume data as well as subscription-based real-time data.

Beating the Market With Charles Kirkpatrick
September 2009 by Wayne A. Thorp
The market downturn over the last year or so has been a nightmare for many investors. On one end of the spectrum are the “buy and hold” investors who saw their portfolios battered by the broad-based decline in equities.

Using the Magic Formula for Investing
August 2009 by Cara Scatizzi, AAII Staff
Joel Greenblatt's simple investing approach is based on finding companies with high return on investment that are trading for less than they are worth.

Using the Magic Formula for Investing
August 2009 by Cara Scatizzi
Learning to successfully invest in the stock market is simple, according to Joel Greenblatt’s “The Little Book That Beats the Market” (Wiley, 2005). Greenblatt is the founder and a managing partner of Gotham Capital, a private investment partnership. He is an adjunct professor at the Columbia University Graduate School of Business, and holds a B.S. and an MBA from the Wharton School.

Valuing Stocks the Warren Buffett Way
July 2009 by Wayne A. Thorp
Measure the attractiveness of a stock using a spreadsheet built on Warren Buffett’s valuation models.

Earnings Releases & Analyst Estimates
July 2009 by CI Staff
Which Web sites can best help you track earnings announcements, earnings surprises, and changes in analyst consensus estimates.

Inventory Turnover
July 2009 by CI Staff
A review of how the inventory turnover ratio is calculated and how to use the figures in context when analyzing a company.

Messages: What Members Are Asking On-Line
July 2009 by AAII 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.

New Computer Investing Products
July 2009 by CI Staff
This issue highlights the strategy-building Bloodhound System Web site; stock alerts, charts and screening at the Zignals site; the eToro forex trading platform; and Quicken's Home Inventory Manger. Plus, Quicktakes on new and enhanced sites and services you might want to check out.

Portfolio Tools
July 2009 by CI Staff
AAII's Portfolio Tracker allows you to create and save up to 10 portfolios. The Portfolio Management area steers you to helpful articles and resources, including the unique Portfolio Observer asset allocation tool and our popular AAII Model Portfolios. Plus, the AAII Stock Screens area is regularly refreshed with new investing ideas.

Retooling CI for Expanded Coverage
July 2009 by Wayne A. Thorp
We altered our print schedule and expanded each print issue of CI with more pages and more regular columns, and we added exclusive on-line content, allowing us to provide our readers with more in-depth and useful information on a more frequent basis.

Rules of Attraction: The MAGNET Stock Selection Process
June 2009 by Wayne A. Thorp
Most investment strategies, especially fundamental stock screens, typically have some sort of style “bias”—leaning more toward a value- or growth-oriented approach. However, Jordan Kimmel blends value, growth and momentum investing styles into a singular approach, which he termed the MAGNET Stock Selection Process.

Rules of Attraction: The MAGNET Stock Selection Process
June 2009 by Wayne A. Thorp
Jordan Kimmel blends value, growth and momentum investing styles into a singular approach, which he termed the MAGNET Stock Selection Process.

Stock Screening With Walter Schloss
May 2009 by Cara Scatizzi
Many individual investors may not be familiar with the investment guru that Warren Buffett calls a “super investor.” Walter J. Schloss studied under Ben Graham in 1935 and started his own fund in 1955. Schloss’ son joined the fund in 1973 and subsequently renamed it Walter & Edwin Schloss Associates.

Editor's Outlook: The Pitfalls of On-Line Tax Preparation
March 2009 by Wayne A. Thorp
As my recent experience attests, you cannot blindly rely on the output of tax services.

New Computer Investing Products
March 2009 by CI Staff
A look at Financial GPS, a financial planning software program; and Alerts4All, a Web site for tracking stock prices in real time. Quicktakes include enhancements to Web sites such as Charles Schwab's StreetSmart, TradeStation, Briefing.com, and E*Trade.

RSS Feeds
March 2009 by CI Staff
RSS feeds keep you in the know about updates to the AAII Web site. Find out how to receive notification straight to your computer as soon as AAII Stock Screens or Model Portfolios are updated, or when new issues of AAII publications have been posted on-line.

Tax Resources On-Line
March 2009 by CI Staff
Which Web sites can best help you prepare and file your taxes, including general finance sites, tax preparation services, and the good old IRS itself.

The Pitfalls of On-Line Tax Preparation
March 2009 by Wayne A. Thorp
As my recent experience attests, you cannot blindly rely on the output of tax services.

What Members Are Asking On-Line
March 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.

Industry and Sector Data and Statistics
January 2009 by CI Staff
Where to go for statistics you can use to assess an individual company's performance relative to its peers.

Looking Beyond the Present
January 2009 by Wayne A. Thorp
While it will take years to see the true impact 2008 will have on the financial well-being of millions, I am confident that the system, while shaken, is not broken.

Money Plus Premium vs. Quicken Premier
January 2009 by Wayne A. Thorp
A side-by-side evaluation of the latest versions of the two most widely used personal finance programs on the market.

New Computer Investing Products
January 2009 by CI Staff
A look at Toolkit 6, a suite of stock analysis tools and reports; and QuoteTracker, a portfolio tracking software program. Quicktakes include updates and additions to Reuters.com, Zignals, and eSignal.

NEW! AAII Discussion Boards
January 2009 by CI Staff
Members can now interact with each other at our discussion board area. Customized features include the ability to subscribe to forums that notify you when new comments have been posted.

On-Line Discount Brokers 2009
January 2009 by Cara Scatizzi
A comprehensive listing of 43 on-line discount brokers can help you pinpoint the ones that offer the rates and services you need. Plus, year-end results of AAII's member survey of broker satisfaction.

What Members Are Asking On-Line
January 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.

AAII.com: Comment on CI Articles
November 2008 by CI Staff
Readers can now post comments to CI articles and respond to the posts of other members. Also, a new Investor Classroom has recently been added on the basics of mutual fund investing.

Annual PC Buyer's Guide
November 2008 by Wayne A. Thorp
A look at the current trends in computer hardware and what you need to know before purchasing a new system or upgrading your current one.

Computerized Investing’s Guide to Buying a PC
November 2008 by Wayne A. Thorp
A look at the current trends in computer hardware and what you need to know before purchasing a new system or upgrading your system.

Editor's Outlook: Apple: Then and Now
November 2008 by Wayne A. Thorp
Despite Apple's continued strong growth, it has yet to crack 10% market share in U.S. PCs. As a result, the historical dearth in investment analysis and tracking programs continues.

Messages: What Members Are Asking On-Line
November 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.

On the Internet: Is My Bank Safe?
November 2008 by CI Staff
Where to go to check on whether your bank or credit union is insured, and which Web sites to visit for ratings of financial institutions.

Top Picks in Computerized Investing Products
November 2008 by Wayne A. Thorp
This year's choices for the best software and Web sites for the typical investor in the areas of portfolio management, stock and fund screening, and technical analysis.

Update: New Computer Investing Products
November 2008 by CI Staff
VectorVest RealTime stock analysis and charting system, and OnTick's real-time trading tool called QuoteMachine. Plus, updates to DailyFX.com, ICLUBcentral Toolkit, and Fidelity.com.

AAII.com: New Portfolio Tracker and Journal Tools
September 2008 by CI Staff
Track up to 10 portfolios with 52 securities in each with our new on-line portfolio tracker powered by QuoteMedia. Also, check out enhancements to our AAII Journal area: you can now post comments and download the entire issue.

Comprehensive Web Sites
September 2008 by Cara Scatizzi
The Internet has become an invaluable source for investment information, tips, education and securitydata. However, there are thousands of sites that offer financial data.

Editor's Outlook: When Technology Strikes Back
September 2008 by Wayne A. Thorp
While I am not proud to admit it, I am cursed when it comes to technology, specifically computers. What happened when I decided to upgrade the router on my home wireless network.

Messages: What Members Are Asking On-Line
September 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.

On the Internet: Sites for Mobile Users
September 2008 by CI Staff
Where to get finance updates on your hand-held Web-enabled devices, such as PDAs and cell phones.

Stock Screening & System Backtesting With Zacks Research Wizard
September 2008 by Wayne A. Thorp
With software from Zacks you can screen for stocks and, more uniquely, perform backtesting using historical data to identify promising investing techniques.

Update: New Computer Investing Products
September 2008 by CI Staff
Advanced portfolio tracking with Money Pools, and analyzing stocks' cash flow with StockDiagnostics Pro. Quicktakes include new tools offered by on-line brokers Scottrade and TD Ameritrade, plus other sites of interest to individual investors.

AAII.com: New Quote Service and AAII E-Books
July 2008 by CI Staff
AAII members can now access detailed stock information on our Web site provided by QuoteMedia.com. Also, check out the electronic copies of our most popular books: “Investing Basics…and Beyond,” “Portfolio Building” and “Stock Investing Strategies.”

Editor's Outlook: The Bear Days of Summer
July 2008 by Wayne A. Thorp
Notes on portfolio trackers, BeeSoft's ProTA techincal analysis & charting program, and Windows XP.

Messages: What Members Are Asking On-Line
July 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.

On the Internet: International Investments
July 2008 by CI Staff
Where to go for information on investing abroad, whether directly on foreign exchanges or through American depositary receipts (ADRs).

On-Line Portfolio Managers
July 2008 by Cara Scatizzi
An in-depth look at the best portfolio trackers on the Web. These eight services provide a handy place to easily record transactions and track performance, allowing you to keep tabs on your portfolio on a day-to-day basis.

Trading Rule #1 Stocks
July 2008 by Wayne A. Thorp
How to implement a trading strategy based on the stocks that pass Phil Town’s Rule #1 approach. Three technical tools that can help you stay one step ahead of the institutional investors.

Update: New Computer Investing Products
July 2008 by CI Staff
A look at the CoolTick scrolling stock market ticker; and Volcone Analyzer Pro from Options University. Quicktakes include new services offered by eSignal and Barchart.com, plus other sites of interest to individual investors.

AAII.com: Top Funds Guide and Audio Clips
May 2008 by CI Staff
Check out the expanded version of the 2008 Top Mutual Funds Guide, with full data pages on 1,400 funds, in our AAII Guides area. Also, listen to audio clips from the AAII Investor Conference in a new area of our Web site.

Editor's Outlook: Apple Pulls a Microsoft
May 2008 by Wayne A. Thorp
Apple's surreptitious inclusion of the new Safari Web browser as a default "update" choice is a good reminder to be vigilant whenever responding to automatic prompts--it's all too easy to accidentally install unwanted programs.

Messages: What Members Are Asking On-Line
May 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.

On the Internet: Market Index Statistics
May 2008 by CI Staff
In-depth data on market indexes--such as historical price data, composition, and fundamental data--can only be found at the Web sites of the index sponsors.

Update: New Computer Investing Products
May 2008 by CI Staff
A look at the Retirement Savings Planner 2008 from Torrid Technologies; and FeedDemon, an RSS reader for organizing your RSS update feeds. Quicktakes include new services offered by MSN Money, Scottrade, and MB Trading, plus other sites of interest to individual investors.

Web-Based Stock Screening Services
May 2008 by Wayne A. Thorp
An investigation of Web sites that allow you to filter thousands of stocks based on various criteria to quickly identify a more manageable group possessing similar qualities that merit further analysis. The 10 best stock screening services are described, with details on the depth of their data and flexibility of their screening.

AAII.com: Portfolio Observer and ETF Info
March 2008 by CI Staff
Check out recommended asset allocation and diversification strategies for aggressive, moderate and conservative investors--complete with historical performance--in our Portfolio Observer area. Also, where to find our information on exchange-traded funds--from quote data and annual performance stats to explanatory articles and AAII's Model ETF Portfolio.

Editor's Outlook: Microsoft's Dirty Vista Secret
March 2008 by Wayne A. Thorp
Recently surfaced E-mails between Microsoft executives reveal knowledge that the soon-to-be-released Vista operation system would have trouble running on computers labeled as Vista-capable.

Messages: What Members Are Asking On-Line
March 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.

On the Internet: Tax Resources On-Line
March 2008 by CI Staff
Which Web sites can best help you prepare and file your taxes, including general finance sites, tax preparation services, and the good old IRS itself.

Update: New Computer Investing Products
March 2008 by CI Staff
A look at Quicken Medical Expense Manager, a cost calculator and medical bills/insurance tracker; and ICLUBcentral's Stock Prospector, a stock screening and selection program. Quicktakes include new services offered by Scottrade, Reuters, Quote.com and eSignal Web sites.

AAII.com: RSS Feeds and Broker Survey Results
January 2008 by CI Staff
Members can now receive notification when AAII Stock Screens or Model Portfolios are updated or when new issues of publications are posted on-line. Also, the 2007 results of AAII's member survey of on-line discount broker satisfaction.

Comparison: On-Line Discount Brokers 2008
January 2008 by Cara Scatizzi
A comprehensive listing of 44 on-line discount brokers can help you pinpoint the ones that offer the rates and services you need. Plus, a list of direct access brokers.

Editor's Outlook: A New Year, a New Look
January 2008 by Wayne A. Thorp
Computerized Investing begins 2008 with a redesigned layout and added color to enhance our readers' experience. Also, comments on the feature article in this issue on tax preparation software.

Messages: What Members Are Asking On-Line
January 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.

On the Internet: Commodities Trading
January 2008 by CI Staff
Where to find the best information and education if you are interested in trading commodities.

TaxCut Premium vs. TurboTax Premier
January 2008 by Cara Scatizzi
Head-to-head competition between the two heavyweights in the electronic tax-preparation arena.

Update: New Computer Investing Products
January 2008 by CI Staff
A look at ChartSmart, a combination technical analysis and stock screening tool; and OptionEdge, a stock option trading application for use with Excel. Quicktakes include a social networking site for competing with fantasy portfolios, and new additions to Kiplinger.com, TradersAudio, and Market Probability sites.

AAII.com: AAII Discount Broker Survey
November 2007 by CI Staff
Let other AAII members know your views on brokers by filling out our on-line broker questionnaire. Also, view past results compiled from member opinions.

CI Editors' Top Investment Product Picks 2007
November 2007 by CI Staff
This year's best software and Web sites for the typical investor in the areas of portfolio management, stock & fund screening, and technical analysis.

Computerized Investing's Guide to Buying a PC
November 2007 by Wayne A. Thorp
A look at the current trends in computer hardware and what you need to know before purchasing a new system or upgrading your system.

Editor's Outlook
November 2007 by Wayne A. Thorp
A recent bug discovered in Microsoft's Excel spreadsheet program highlights the potential risks of relying on the results of software or Web sites to make financial decision.

Messages: What Members Are Asking On-Line
November 2007 by CI Staff
Questions about investment tracking programs for Mac users and where to find a stock screener tailored to individual needs.

On the Internet: Mortgage and Refinancing Tips
November 2007 by CI Staff
Web sites that can help when you are faced with the complex home buying issues of lending, interest rates, payments, points and credit scores.

Update: New Computer Investing Products
November 2007 by CI Staff
A basic program for organizing your finances, and Morningstar's Principia Asset Allocation module. Plus, new Web offerings from Fox News, StockTools, and NASDAQ.

AAII.com: AAII Stock Screens
September 2007 by CI Staff
AAII.com's Stock Screens area provides a forum for you to investigate and follow the performance of a wide range of methods for identifying attractive stocks.

Comparison: Comprehensive Web Sites
September 2007 by Cara Scatizzi
A look at 10 sites that function as all-in-one shops for investors, providing portfolio management, stock and fund news and data, screening tools, message boards and financial planning tools.

Editor's Outlook
September 2007 by Wayne A. Thorp
Comments on the Vista operating system as Microsoft prepares to release the first service pack for the program.

Messages: What Members Are Asking On-Line
September 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.

On the Internet: Web Sites for Message Boards
September 2007 by CI Staff
Message boards are gaining sophistication by allowing peer reviews and filters. Where to find the best sites for sharing investing information.

Rule #1 Stock Screening
September 2007 by Wayne A. Thorp
Translating Phil Town’s Rule #1 approach into a stock screen for finding “wonderful” companies at attractive prices.

Update: New Computer Investing Products
September 2007 by CI Staff
A trading software that analyzes data to predict trends, and an on-line trading platform that provides access to multiple brokerage accounts. Plus, changes and new features at popular investing sites such as The Motley Fool, optionsXpress and Barron’s Online.

AAII.com: AAII Investor Guides
July 2007 by CI Staff
Updated annually, AAII's collection of guides provides a continuing stream of how-to investment advice, knowledge and guidance.

Comparison: Portfolio Management Software Programs
July 2007 by Cara Scatizzi
An in-depth look at eight disk-based portfolio managers best suited for individual investors.

Editor's Outlook
July 2007 by Wayne A. Thorp
Comments on the difference between connection speeds advertised by Internet service providers and the slower speeds that users commonly experience.

Messages: What Members Are Asking On-Line
July 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.

On the Internet: Web Sites for IPOs
July 2007 by CI Staff
Initial public offerings are on the rise again; these sites can keep you in the loop on important IPO dates and statistics.

Update: New Computer Investing Products
July 2007 by CI Staff
A portfolio optimization service and a program for analyzing stocks by sector. Plus, new features added to popular investing sites such as Kiplinger.com, Reuters, and BusinessWeek.

AAII.com: Recent Improvements
May 2007 by CI Staff
Two more reasons to constantly keep tabs on our Web site: Interactive quizzes that have recently been added to our Investor Classroom, and newly enhanced E-newsletters.

Editor's Outlook
May 2007 by Wayne A. Thorp
When "journalistic integrity" and advertising collide.

Messages: What Members Are Asking On-Line
May 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.

On the Internet: Real-Time Stock Data
May 2007 by CI Staff
Where to find up-to-the-minute stock quotes.

Stock Valuation Spreadsheet
May 2007 by Wayne A. Thorp
An update to a simple spreadsheet that you can use to gauge what a stock is actually worth.

Update: New Computer Investing Products
May 2007 by CI Staff
A service that provides analysis of company financials, and a site for tracking the picks of investment gurus. Plus, a new site geared to educating women and updates to Quote.com, InvestmentNews and Yahoo! Finance.

AAII.com: New Features
March 2007 by CI Staff
The most recent additions to our constantly evolving site include a portfolio management area that suggests allocations and giving members the ability to E-mail select AAII articles to a friend.

Editor's Outlook
March 2007 by Wayne A. Thorp
Individual investor access to real-time market data on-line may become more costly or unavailable. A look at the issues involved.

Messages: What Members Are Asking On-Line
March 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.

On the Internet: Tax Resources
March 2007 by CI Staff
Where to find what you need to prepare your taxes at the IRS Web site and a handful of commercial sites.

Update: New Computer Investing Products
March 2007 by CI Staff
A look at two services for tax preparation. Plus, new additions to Wall Street Journal Online and SmartMoney.com.

AAII.com: Members Rate Their Brokers
January 2007 by CI Staff
AAII's year-end tally of members' opinions about the discount brokers they’ve used.

Comparison: On-Line Discount Brokers 2007
January 2007 by AAII Staff
A comprehensive listing of on-line discount brokers that you can use to pinpoint the ones that offer the rates and services you need.

Editor's Outlook
January 2007 by Wayne A. Thorp
Thoughts on how to approach choosing a personal finance program and an on-line discount broker.

Messages: What Members Are Asking On-Line
January 2007 by CI Staff
A plea to Captools Company to continue supporting their Individual Investor version, and a question about the AAII Stock Screens.

Money 2007 Premium vs. Quicken 2007 Premier
January 2007 by Wayne A. Thorp
Head-to-head competition between the two heavyweights in the personal finance arena and what their updated versions offer.

On the Internet: Tracking Company Webcasts
January 2007 by CI Staff
Sites that organize conference calls, broadcasts and media resources in one location for easy investor access.

Update: New Computer Investing Products
January 2007 by CI Staff
Software for calculating your portfolio's rate of return and an automated trading system for stocks and futures. Plus, new features at Fidelity.com, E*Trade, and MarketWatch.

AAII.com: On-Line Broker Survey
November 2006 by CI Staff
Vent your views about your on-line broker and see other members' opinions in our ongoing survey of on-line discount brokers.

CI Editors' Top Investment Product Picks 2006
November 2006 by CI Staff
This year's best software and Web sites in the areas of portfolio management, stock & fund screening, and technical analysis.

Editor's Outlook
November 2006 by Wayne A. Thorp
Apple's road to recovery leads to advancements for both Apple and Microsoft as they prepare to release new versions of their respective operating systems.

Individual Investor's Guide to PCs
November 2006 by Wayne A. Thorp
What you need to know before purchasing or upgrading a computer system for investing tasks. A look at the coming trends in computer hardware.

Individual Investor's Guide to PCs
November 2006 by Wayne A. Thorp
What you need to know before purchasing or upgrading a computer system for investing tasks. A look at the coming trends in computer hardware.

Messages: What Members Are Asking On-Line
November 2006 by CI Staff
How to run the AAII Shadow Stock screen and whether on-line portfolio data is secure.

On the Internet: Retirement Planning
November 2006 by CI Staff
Where to find the information and calculators that can help you plan successfully for your retirement, no matter what your age.

Update: New Computer Investing Products
November 2006 by CI Staff
Software for monitoring, tracking and analyzing your portfolio's performance, and a program that calculates correlations for a group of stocks. Plus, new services from eSignal and CNNMoney.com.

Predicting the Market’s Future With O’Shaughnessy
September 2006 by Cara Scatizzi
James O’Shaughnessy looked at historical long-term trends to predict where the market is heading and designed four new stock approaches based on his research. Learn how to implement the O’Shaughnessy stock screens using AAII’s Stock Investor Pro.

AAII.com: AAII Model Portfolios
September 2006 by CI Staff
Become your own stock or fund advisor with the data and systems we provide in this AAII member benefit service.

Comprehensive Web Sites
September 2006 by Cara Scatizzi
Twelve of the best Web sites for getting a range of financial tools and information all in one place.

Comprehensive Web Sites
September 2006 by Cara Scatizzi
Twelve of the best Web sites for getting a range of financial tools and information all in one place.

Editor's Outlook
September 2006 by Wayne A. Thorp
Introducing James O'Shaughnessy's new stock-picking approaches based on the predicting market trends.

Messages: What Members Are Asking On-Line
September 2006 by CI Staff
A shareware suggestion for standard deviations, where to find historical price data, and how to analyze correlations between investments.

On the Internet: Corporate Events and Activities
September 2006 by AAII Staff
Sites that can keep you updated when a company issues an announcement or takes an action that can affect your stock.

Update: New Computer Investing Products
September 2006 by CI Staff
A portfolio management tool for traders, and an automated trading site. Plus, a stock screening site and a joint venture between WhisperNumber and HedgeStreet.

AAII.com: Investing Pathways
July 2006 by CI Staff
Discover Investing Pathways, AAII’s sister site for 401(k) investing education and advice.

CAN SLIM Analysis Using Online Tools
July 2006 by Wayne A. Thorp
AAII's stock screen based on William O'Neil's CAN SLIM approach has shown superior long-term performance. How to implement the CAN SLIM strategy yourself using readily available websites.

Comparison: On-Line Portfolio Managers
July 2006 by Cara Scatizzi
An in-depth look at the eight best Web sites for tracking your investments and analyzing their performance.

Editor's Outlook
July 2006 by Wayne A. Thorp
Comments on the battle between two different high-definition digital video technologies to become the consumer standard.

Messages: What Members Are Asking On-Line
July 2006 by CI Staff
Where to view historical standard deviation for a stock and sites that cover preferred and convertible preferred stocks.

On the Internet: Earnings Releases and Analyst Estimates
July 2006 by CI Staff
Where to find the most complete data on-line on reported earnings and consensus estimates.

Update: New Computer Investing Products
July 2006 by CI Staff
Free software download for tracking your medical history and expenses, and a program that offers automated trading systems for picking stocks, mutual funds and ETFs. Plus, Market Edge’s new on-line ETF Center and Web sites for traders in options, futures, and foreign-exchange currencies.

AAII.com: AAII Stock Screens
May 2006 by CI Staff
Follow along as AAII tracks over 50 different stock investing approaches. See monthly stock lists or find out how to implement one of the strategies on your own.

Editor's Outlook
May 2006 by Wayne A. Thorp
Apple Computer's announcements over the last year have the potential to level the playing field for Mac and Windows users. What their plans can mean to you.

Messages: What Members Are Asking On-Line
May 2006 by CI Staff
Where to find advanced asset allocation analysis, YTD performance, and a plug-in for receiving market data.

Update: New Computer Investing Products
May 2006 by CI Staff
A new portfolio manager from QuantIX and financial planning software based on the life-cycle model. Plus, Google’s new financial data service and site additions to Morningstar.com, OptionVue, and TradeKing.

Web-Based Stock Screening Services
May 2006 by Wayne A. Thorp
Check out the strong combination of features offered at today’s stock screening Web sites. A look at 14 on-line services that can help you troll for prospective stocks.

Web-Based Stock Screening Services
May 2006 by Wayne A. Thorp
Check out the strong combination of features offered at today’s stock screening Web sites. A look at 14 on-line services that can help you troll for prospective stocks.

AAII.com: AAII Guides
March 2006 by CI Staff
Getting the most from the updated tools and in-depth data found in the AAII Guides area of our Web site.

Editor's Outlook
March 2006 by Wayne A. Thorp
Which way the Super Bowl market indicator points in 2006.

Messages: What Members Are Asking On-Line
March 2006 by CI Staff
Feedback on our January/February article on Joel Greenblatt’s Magic Formula Approach.

On the Internet: Tax Resources
March 2006 by CI Staff
Quickly find the last-minute information you need at these Web sites that help with tax preparation.

Update: New Computer Investing Products
March 2006 by CI Staff
A free retirement calculator from Pivot Point Advisors that uses Monte Carlo simulations, and an update on NAIC’s Portfolio Record Keeper. Plus, trading blogs at RealMoney.com and real-time market data from QMatix and DTN.

AAII.com: On-Line Broker Survey 2005 Results
January 2006 by CI Staff
A look at what fellow members think of their on-line brokers.

Editor's Outlook
January 2006 by Wayne A. Thorp
Wayne A. Thorp, CFA, financial analyst at AAII, takes the helm at Computerized Investing with this issue.

Messages: What Members Are Asking On-Line
January 2006 by CI Staff
Why historical price charts for mutual funds differ considerably at different Web sites, and the best source for dividend information.

On the Internet: 401(k) and 403(b) Web Sites
January 2006 by CI Staff
Where to get the best information to help you make decisions regarding your defined-contribution retirement plan.

On-Line Discount Brokers 2006
January 2006 by AAII Staff
Use our comprehensive listing of the current crop of on-line discount brokers to find ones that offer the rates and services you need.

On-Line Discount Brokers 2006
January 2006 by AAII Staff
Use our comprehensive listing of the current crop of on-line discount brokers to find ones that offer the rates and services you need.

The Magic Formula Approach to Stockpicking
January 2006 by John Bajkowski
Joel Greenblatt’s simple two-step strategy for finding high-return stocks selling at low prices.

Update: New Computer Investing Products
January 2006 by CI Staff
A new audio news station for download, and a site that generates trading ideas. Plus, new tools from eSignal and SmartMoney Select.

AAII.com: On-Line Broker Survey
November 2005 by CI Staff
Tell us what you think of your on-line broker and see what other members say about the brokers they’ve used in our ongoing survey of discount brokers.

Editor's Outlook
November 2005 by John Bajkowski
The dangers of copy-protection software.

Editors' Top Picks in Investing Products
November 2005 by CI Staff
This year's favorites in the areas of portfolio management, stock & fund screening and analysis, and technical analysis & screening.

Messages: What Members Are Asking On-Line
November 2005 by CI Staff
Exporting from Web-based screening sites and notes on simplifying the Graham approach.

On the Internet: Web Sites for Contrarian Investors
November 2005 by CI Staff
Think you are the only one going against the crowd? Visit these sites to connect with other investors who take the out-of-favor route.

PC Buyer's Guide for the Individual Investor
November 2005 by Wayne A. Thorp
Factors to consider when purchasing a new computer system, including guidance on the current and future standards for computerized investors.

PC Buyer's Guide for the Individual Investor
November 2005 by Wayne A. Thorp
Factors to consider when purchasing a new computer system, including guidance on the current and future standards for computerized investors.

Update: New Computer Investing Products
November 2005 by CI Staff
Free technical analysis download and a portfolio management program for frequent traders. Plus, updated and new trading Web sites.

Graham’s Simplest Approach to Selecting Stocks
September 2005 by John Bajkowski
How would Benjamin Graham’s classic value investing approach to choosing stocks have fared since 1998? A look at the results of a hypothetical portfolio.

AAII.com: Investor Guides
September 2005 by CI Staff
Visit this invaluable area of our Web site where AAII's most popular guides are collected--including the CI Guidebook.

Comprehensive Web Sites
September 2005 by Cara Scatizzi
Twelve Web sites that provide a one-stop center for a range of financial information and tools.

Editor's Outlook
September 2005 by John Bajkowski
Comments on the timelessness of Benjamin Graham's approach to stock picking.

Messages: What Members Are Asking On-Line
September 2005 by CI Staff
Looking for a program that will perform backtesting on a portfolio of mutual funds.

On the Internet: End-of-Day Data
September 2005 by CI Staff
Where to find the best on-line sources of historical end-of-day data.

Update: New Computer Investing Products
September 2005 by CI Staff
CyberTrader's new backtesting tool, and MetaStock's trading platform for the foreign exchange market. Plus, updates on E*Trade and ValuEngine sites.

AAII.com: The CI E-Newsletter
July 2005 by AAII Staff
Keep up to date on developments in computer-assisted investing between issues of Computerized Investing with our timely E-mail.

Editor's Outlook
July 2005 by John Bajkowski
The evolution of software documentation over the last 15 years and how it has affected the end user.

It’s Never Too Late: Trading on Stock Upgrades
July 2005 by Wayne A. Thorp
Should you buy a stock after it’s upgraded by an analyst? How to judge what direction a stock might take after a positive analyst change.

Messages: What Members Are Asking On-Line
July 2005 by CI Staff
Members share their experiences with data integration between financial institutions and Money and Quicken.

On the Internet: Web Sites for IPOs
July 2005 by CI Staff
Track activity in the world of initial public offerings with these sites.

Portfolio Management Software Programs
July 2005 by John Bajkowski
An in-depth look at 10 disk-based portfolio managers best suited for individual investors.

Portfolio Management Software Programs
July 2005 by John Bajkowski
An in-depth look at 10 disk-based portfolio managers best suited for individual investors.

Update: New Computer Investing Products
July 2005 by CI Staff
A Web-based program for determining stock valuation, and an Excel spreadsheet programmed with financial calculations. Plus, updates to Web sites including E*Trade and BusinessWeek Online.

AAII.com: Investing Basics for All
May 2005 by AAII Staff
The wealth of information and tools at the new Investing Basics area of our Web site can aid you - no matter what your experience level.

Editor's Outlook
May 2005 by John Bajkowski
Comments on "pharming" scams, where spoof sites are substituted for real sites when Web addresses are typed in a browser.

Feature: Changing the Holding Period of AAII Stock Screens
May 2005 by John Bajkowski
What would happen to performance if you ran AAII stock screens quarterly or semiannually instead of monthly? The results may surprise you.

Messages: What Members Are Asking On-Line
May 2005 by CI Staff
Searching for real estate funds, stock data vendors and ratings on advisory letters.

On the Internet: Economic Data
May 2005 by CI Staff
These government and private Web sites can keep you informed of changes in the economy that may affect your investments.

Update: New Computer Investing Products
May 2005 by CI Staff
Analysis software for active traders, and a program that delivers streaming real-time data to your computer. Plus, upgrades and add-ons to eSignal, Barron's Online, and Prophet.net.

AAII.com: Announcing a Site Redesign
March 2005 by AAII Staff
AAII is developing a more dynamic Web site that makes it easier to find and use our materials and tools. See what's in store.

Editor's Outlook
March 2005 by John Bajkowski
Comments on using technical analysis in an investment program.

Messages: What Members Are Asking On-Line
March 2005 by CI Staff
How to explain data transfer bugs when using Quicken or Microsoft Money to handle your personal finances.

On the Internet: Tax Resources
March 2005 by CI Staff
Our annual report on the current crop of Web sites to help with tax preparation puts the information you need at your fingertips.

Update: New Computer Investing Products
March 2005 by CI Staff
The current on-line and software options offered by the two most popular tax preparation services. Plus, an on-line Excel spreadsheet for analyzing fundamental stock data.

AAII.com: AAII Model Portfolios
January 2005 by AAII Staff
Follow the AAII philosophy embodied in two real portfolios: a small-cap stock portfolio and a mutual fund portfolio.

Comparison: On-Line Discount Brokers 2005
January 2005 by AAII Staff
Use our comprehensive listing of the 47 discount brokers that offer on-line trading to find ones that offer the fees and services you need.

Editor's Outlook
January 2005 by John Bajkowski
The competition between Microsoft and Intuit, and thoughts on choosing a discount broker.

Feature: Money 2005 Premium Vs. Quicken 2005 Premier
January 2005 by Wayne A. Thorp
Check out the newest features and functionality of the two most popular personal finance programs on the market.

Messages: What Members Are Asking On-Line
January 2005 by CI Staff
Replacing a handmade database for tracking the performance of stocks.

On the Internet: Real-Time Data
January 2005 by CI Staff
A sampling of sites that provide real-time and almost-real-time quotes for free or at a reasonable price.

On-Line Discount Brokers 2005
January 2005 by AAII Staff
Use our comprehensive listing of the 47 discount brokers that offer on-line trading to find ones that offer the fees and services you need.

Update: New Computer Investing Products
January 2005 by CI Staff
A stock sorter for the Mac that gathers data from multiple Web sites, and an options program for investors at various skill levels.

AAII.com: Comprehensive Guide to ETFs
November 2004 by AAII Staff
View and manipulate current data on just about every exchange-traded fund with AAII?s on-line guide to ETFs.

Computer Systems for the Individual Investor
November 2004 by Wayne A. Thorp
Looking to upgrade your home computer? Factors to consider, plus guidance on the current standards for computerized investors today and in the future.

Editor's Outlook
November 2004 by John Bajkowski
AAII's on-line survey of members on their opinions of discount brokers.

Feature: Computer Systems for the Individual Investor
November 2004 by Wayne A. Thorp
Looking to upgrade your home computer? Factors to consider, plus guidance on the current standards for computerized investors today and in the future.

Feature: Editors' Top Picks in Investing Products
November 2004 by CI Staff
This year's favorite products in the areas of portfolio management, stock & fund screening and analysis, and technical analysis & charting.

Messages: What Members Are Asking On-Line
November 2004 by CI Staff
How to tailor a stock screening system to your individual tastes.

On the Internet: Retirement Planning Web Sites
November 2004 by CI Staff
Where to get information on the basics of saving for retirement and tools for creating a personalized retirement plan.

Update: New Computer Investing Products
November 2004 by CI Staff
Systematically analyze your investment ideas with Checklist Investor, plus get trading tips from a pro at DayTradingCoach.com.

AAII.com: Top Web Sites
September 2004 by AAII Staff
Get the most out of this year?s picks for the best of the investment Web sites.

Comparison: Comprehensive Investment Web Sites
September 2004 by John Bajkowski
A look at 13 Web sites that provide a one-stop center for a range of financial information and tools on-line.

Comprehensive Web Sites
September 2004 by John Bajkowski
A look at 13 Web sites that provide a one-stop center for a range of financial information and tools on-line.

Editor's Outlook
September 2004 by John Bajkowski
Guarding against phishing schemes on-line and through E-mail.

Messages: What Members Are Asking On-Line
September 2004 by CI Staff
Overlooked portfolio tracking features on Yahoo!, and where to find fund portfolio analysis on-line.

On the Internet: Webcasting
September 2004 by CI Staff
Join the analysts and listen in on company conference calls over the Internet.

Update: New Computer Investing Products
September 2004 by CI Staff
Options reference guide and educational tool, and an on-line technical analysis and charting system.

AAII.com: InvestingPathways.com
July 2004 by AAII Staff
AAII's companion Web site answers questions for investors with 401(k) retirement plans.

Comparison: On-Line Portfolio Managers
July 2004 by John Bajkowski
Discover the nine investment Web sites that track your holdings and alert you to news on securities.

Editor's Outlook
July 2004 by John Bajkowski
Comments on Intuit limiting access to the Quicken personal finance site.

Implementing a Dividend Yield Screen
July 2004 by Wayne A. Thorp
How to find undervalued stocks with a strong dividend history using AAII’s Stock Investor Pro and four Web-based stock screening services.

Messages: What Members Are Asking On-Line
July 2004 by CI Staff
Where to find a portfolio manager that can import broker transactions

On the Internet: Portfolio Optimization Sites
July 2004 by CI Staff
Is your asset allocation right for you? These Web sites can help: They analyze your holdings and your goals and then suggest an optimal allocation.

On-Line Portfolio Managers
July 2004 by John Bajkowski
Discover the nine investment Web sites that track your holdings and alert you to news on securities.

Update: New Computer Investing Products
July 2004 by CI Staff
A Reuters and FOLIOfn partnership, and new stock price software for PDAs. Plus, a new ETF center at SmartMoney.com.

AAII.com: Tracking Successful Investors
May 2004 by AAII Staff
Visit the newly redesigned Stock Screens area of AAII.com to investigate and track the performance of a variety of famous stock strategists.

Comparison: Web-Based Stock Screening Services
May 2004 by John Bajkowski
A look at 15 Web sites that offer fundamental stock screening tools for finding stocks that fit the criteria you seek.

Editor's Outlook
May 2004 by John Bajkowski
The trend in Web-based fundamental screening services.

Messages: What Members Are Asking On-Line
May 2004 by CI Staff
Where to find current and accurate fund distribution data on-line.

On the Internet: Options Web Sites
May 2004 by CI Staff
These sites provide educational tools and materials for beginner and veteran investors alike.

Update: New Computer Investing Products
May 2004 by CI Staff
Ameritrade.com's tool for active traders and eSignal's downloadable real-time streaming quotes and charts service. Plus, Reuter's risk-rating tool and a dividend tracker for the new tax rules.

Discount Broker Survey On-Line
March 2004 by AAII Staff
Take advantage of the extra features to our updated Web sites for tax information, forms and e-filing.

Editor's Outlook
March 2004 by John Bajkowski
Comments on QuoTrek, the leading wireless handheld quotation and news service.

Messages: What Members Are Asking On-Line
March 2004 by CI Staff
A warning on discount broker fees and questions about AAII's Guide to Computerized Investing.

On the Internet: Tax Preparation Resources
March 2004 by CI Staff
Ease your approach to tax deadline with these Web sites for tax information, forms and e-filing.

Update: New Computer Investing Products
March 2004 by CI Staff
New retirement income manager from Brentmark Software, plus QuoTrek reemerges as a wireless service for streaming real-time quotes.

AAII's New Model Portfolios
January 2004 by AAII Staff
Follow a small-stock portfolio and a fund portfolio using a few simple rules.

Comparison: On-Line Discount Brokers
January 2004 by CI Staff
A comprehensive look at the similarities and differences between the 54 discount brokers that offer on-line trading and other services.

Editor's Outlook
January 2004 by John Bajkowski
Thoughts on fighting adware and spyware.

Messages: What Members Are Asking On-Line
January 2004 by CI Staff
How AAII Stock Screens are tracked and where to find a high-yield screen for DRPs.

The Foolish 8 Small-Cap Screen
January 2004 by Wayne A. Thorp
An inside look at the Motley Fool's small-cap screen.

Update: New Computer Investing Products
January 2004 by CI Staff
What's new in the 2004 versions of Quicken and Microsoft Money, plus a resource for environmentally conscious mutual funds.

Editor's Outlook
November 2003 by John Bajkowski
Comments on high-speed Internet connections.

Feature: Building a Computer for Investing
November 2003 by Wayne A. Thorp
Our annual look at the hardware you'll need for most typical computer investing tasks and how much you can expect to pay.

Feature: Editors' Top Picks
November 2003 by CI Staff
CI staff recommendations on products for portfolio management, mutual fund analysis/screening, stock screening, and technical analysis.

Messages: What Members Are Asking On-Line
November 2003 by CI Staff
A cautionary tale on purchasing investing software.

New Guide to ETFs
November 2003 by AAII Staff
AAII has just put together a comprehensive guide to exchange-traded funds. See how to maximize this new feature on-line.

On the Internet: Estate Planning
November 2003 by CI Staff
Whether you are a do-it-yourselfer or hiring professional help, these sites can help inform you about estate planning issues.

Update: New Computer Investing Products
November 2003 by CI Staff
An upgrade to Fidelity's Active Trader platform and a Web site for learning about investing at all levels.

Comparison: Comprehensive Web Sites
September 2003 by John Bajkowski
Compare 12 one-stop investment centers that offer a range of financial information and tools on-line.

Editor's Outlook
September 2003 by John Bajkowski
Comments on all-in-one investing Web sites and using a DRP through a broker.

Messages: What Members Are Asking On-Line
September 2003 by CI Staff
Investor's Business Daily ad leads investors to AAII.

On the Internet: Info on DRP Plans
September 2003 by CI Staff
Use these handy sites for explanations of how dividend reinvestment plans work and which companies offer them.

The IBD Stable 70 Screen
September 2003 by Wayne A. Thorp
Search for “recession-proof” companies using Investor’s Business Daily’s Stable 70 list as a guide.

Top Web Sites
September 2003 by AAII Staff
Find out how to get the most out of AAII?s just updated on-line guide to the best Internet sites for investors.

Update: New Computer Investing Products
September 2003 by CI Staff
An upgrade to NAIC's Portfolio Record Keeper, and a real-time streaming quote system. Plus a new Bollinger band tookit for MetaStock and ratings on stock analysts now at Yahoo! Finance.

Editor's Outlook
July 2003 by John Bajkowski
Comments on building a portfolio of mutual funds and choosing computer tools to help.

Investing Pathways
July 2003 by AAII Staff
Check out AAII's new companion Web site geared toward investors with 401(k) retirement plans.

Messages: What Members Are Asking On-Line
July 2003 by CI Staff
Looking for trailing stop alerts and advance/decline lines.

On the Internet: College Financing and 529 Savings Plans
July 2003 by CI Staff
Where to get the best information and help when the need for financing a higher education arises.

Update: New Computer Investing Products
July 2003 by CI Staff
A new version of the best-selling HP 12c financial calculator, and a Web site for information on futures and options. Plus, on-line info on preferreds and an on-line news service.

AAII Stock Screens
May 2003 by AAII Staff
Learn how to get the most out of this popular AAII feature: Stock screens that track the approaches of the professionals.

Comparison: Portfolio Management Software Programs
May 2003 by John Bajkowski
An in-depth look at seven disk-based portfolio managers that are best suited for individual investors.

Editor's Outlook
May 2003 by John Bajkowski
Thoughts on asset allocation and computer tools that help track and analyze your portfolio.

Feature: RiskGrades: Judging Investment Volatility
May 2003 by Wayne A. Thorp
How to use a new risk measure to get a handle on the asset and portfolio risk you are facing.

Messages: What Members Are Asking On-Line
May 2003 by CI Staff
Seeking a replacement for WealthBuilder.

On the Internet: Consumer Credit
May 2003 by CI Staff
Where to find information explaining what goes into a credit profile, and how to manage your credit score.

Portfolio Management Software Programs
May 2003 by John Bajkowski
An in-depth look at seven disk-based portfolio managers that are best suited for individual investors.

Update: New Computer Investing Products
May 2003 by CI Staff
A technical analysis package for end-of-day prices and a research site that focuses on Nasdaq and OTC stocks. Plus, Web sites for insider activity and bear markets.

Editor's Outlook
March 2003 by John Bajkowski
Thoughts on re-examining the CANSLIM approach.

Messages: What Members Are Asking On-Line
March 2003 by CI Staff
Where to find daily historical stock prices.

On the Internet: Tax Info Sites
March 2003 by CI Staff
Where to get your last-minute tax questions answered and find e-filing services.

The CAN SLIM Approach: Revising a Screen
March 2003 by John Bajkowski
A step-by-step guide to building a screen using William O’Neil’s recently updated approach. Three stock screeners are used to compare the practicalities of implementing screen criteria.

Update: New Computer Investing Products
March 2003 by CI Staff
An investment analysis program that determines the 'historical success rate' of your portfolio and a stock screening program for active traders. Plus, Web sites that include a pair of on-line alert systems.

Comparison: On-Line Discount Brokers
January 2003 by CI Staff
AAII's annual survey covers 62 discount brokers that offer trading and other services through the Internet.

Editor's Outlook
January 2003 by John Bajkowski
Comments on personal finance programs.

Feature: Quicken 2003 Premier vs. Money 2003 Deluxe
January 2003 by Wayne A. Thorp
A head-to-head comparison of the latest incarnations of these two popular personal finance programs.

Messages: What Members Are Asking On-Line
January 2003 by CI Staff
How to make use of Windows programs on a Mac and how to manage foreign currencies.

On the Internet: News
January 2003 by CI Staff
The best in Web sites for financial news.

Update: New Computer Investing Products
January 2003 by CI Staff
What's new in the upgrade of MetaStock technical analysis software. Plus, a financial planning Web site and a financial data calculator.

Feature: Building a Computer for Investing
November 2002 by John Bajkowski
Our annual look at the hardware you'll need for most typical computer investing tasks and how much you can expect to pay.

Feature: Editors' Top Picks
November 2002 by CI Staff
CI staff recommendations on products for portfolio management, mutual fund analysis/screening, stock screening, and technical analysis.

Messages: What Members Are Asking On-Line
November 2002 by CI Staff
Where to find index fund data and portfolio risk statistics.

Update: New Computer Investing Products
November 2002 by CI Staff
A 3-D market map for traders, and a comprehensive on-line financial planning toolkit. Plus, SmartMoney's new Fund Screener and Thomson's new research application.

What You're Missing
November 2002 by AAII Staff
A look at key areas and features on AAII.com that you may be overlooking.

Comparison: Historical Data Providers
September 2002 by Wayne A. Thorp
Nineteen vendors that provide past price, volume, and breadth statistics on stocks, indexes, mutual funds, options or futures.

Messages: What Members Are Asking On-Line
September 2002 by CI Staff
Tracking fund money flows to gauge investor sentiment.

On the Internet: Webcasting
September 2002 by CI Staff
Where to get schedules and access to upcoming on-line conference calls broadcast by firms.

Retirement Planning Web Sites
September 2002 by John Bajkowski
A look at how four Web sites with interactive calculators help you to check the progress of your retirement goals.

Update: New Computer Investing Products
September 2002 by CI Staff
New features in Quicken 2003 and an update to TC2000.

Fundamental Stock Screening on the Web
July 2002 by John Bajkowski
Fourteen Web sites for stock screening offer a wide range of data elements and screening options to choose from.

Update: New Computer Investing Products
July 2002 by CI Staff
A new version of eSignal for active traders of stock, and an update to AIQ OptionExpert, catering to options traders.

Comprehensive Investment Web Sites
May 2002 by John Bajkowski
Compare the differences between 13 all-in-one sites that offer a range of financial information and tools.

On-Line Discount Brokers 2002
January 2002 by CI Staff
Our annual survey covers 77 discount brokers that offer a variety of services on-line.

Valuing Stock Using On-Line Tools
January 2002 by Wayne A. Thorp
What you'll find at seven sites that provide models for placing a value on a stock.

Portfolio Management Software
November 2001 by Kenneth J. Michal
Descriptions and ratings on eight of the most popular software programs for tracking and measuring the performance of your portfolio.

Fundamental Stock Screening Systems
September 2001 by John Bajkowski
Comparing and rating four software-based and 15 Internet-based services that offer stock screening and company data for analysis.

Product Comparison: On-Line Portfolio Managers
July 2001 by Kenneth J. Michal
An in-depth look at the pros and cons of eight Web sites that provide portfolio tracking and monitoring.

Value Averaging Spreadsheet
July 2001 by John Bajkowski
A simple method to help you invest periodically.

Editors’ Top Picks
March 2001 by CI Staff
CI staff recommendations on products for portfolio management, stock analysis/screening, mutual fund analysis/screening, and technical analysis.

Historical Price Data Providers
March 2001 by Wayne A. Thorp
A survey of 17 vendors that offer historical price, volume, and distribution data on a variety of domestic and foreign instruments.

On-Line Discount Brokers
January 2001 by Kenneth J. Michal
Our annual survey covers 75 discount brokers that offer a variety of services on-line.

Screening on Dual Cash Flow
January 2001 by John Bajkowski
A twist on cash flow analysis focuses on the strength and quality of a firm’s cash flow.

Computer Hardware for Investors
November 2000 by John Bajkowski
What you need to know before buying a computer system for investment-related activities.

Financial Information Services
September 2000 by John Bajkowski
Fifteen sites that provide a multiple of services including portfolio management, stock and fund data and screening, and news.

Handheld PCs
September 2000 by Kenneth J. Michal
A look at the current market for personal digital assistants (PDAs) and their expanding adaptability as financial tools.

Web-Based Screening Services
July 2000 by John Bajkowski
Fourteen sites offer a range of stock screening services, from simple predefined screens to complex screens built using multiple variables.

Personal Finance on the Web
May 2000 by Kenneth J. Michal
How to get the most out of the current crop of Internet tools for handling your finances.

Listening to the Analysts
March 2000 by John Bajkowski
How to track and use consensus earnings estimates to screen for promising stocks.

Quicken 2000 vs. Money 2000
March 2000 by Kenneth J. Michal
An in-depth look at how these two popular personal finance programs stack up against each other.

On-Line Discount Brokers
January 2000 by Kenneth J. Michal
AAII's annual look at the discount brokers that provide on-line trading includes details on the trading options, quote data, portfolio services and research that each broker offers through the Internet.

AAII.com: NEW! AAII Discussion Boards
by CI Staff
Members can now interact with each other at our discussion board area. Customized features include the ability to subscribe to forums that notify you when new comments have been posted.

AAII.com: Portfolio Tools
by CI Staff
AAII's Portfolio Tracker allows you to create and save up to 10 portfolios. The Portfolio Management area steers you to helpful articles and resources, including the unique Portfolio Observer asset allocation tool and our popular AAII Model Portfolios. Plus, the AAII Stock Screens area is regularly refreshed with new investing ideas.

AAII.com: RSS Feeds
by CI Staff
RSS feeds keep you in the know about updates to the AAII Web site. Find out how to receive notification straight to your computer as soon as AAII Stock Screens or Model Portfolios are updated, or when new issues of AAII publications have been posted on-line.

AAII.com: Social Media Tools
by CI Staff
Find out how to use Twitter, Facebook and RSS feeds to keep current on new postings to the AAII and Computerized Investing Web sites. Plus, join in the talk at AAII's Discussion Boards.

Computerized Investing's Guide to Buying a PC
by Wayne A. Thorp
A look at the current trends in computer hardware and what you need to know before purchasing a new system or upgrading your system.

Editor's Outlook: Looking Beyond the Present
by Wayne A. Thorp
While it will take years to see the true impact 2008 will have on the financial well-being of millions, I am confident that the system, while shaken, is not broken.

Editor's Outlook: Making the Most of Twitter
by Wayne A. Thorp
Whether or no Twitter is just another in a long line of Internet fads that rise and fall in the blink of an eye, there is a wealth of information you can glean from those 140-character messages.

Editor's Outlook: Retooling CI for Expanded Coverage
by Wayne A. Thorp
We altered our print schedule and expanded each print issue of CI with more pages and more regular columns, and we added exclusive on-line content, allowing us to provide our readers with more in-depth and useful information on a more frequent basis.

Messages: What Members Are Asking On-Line
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
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
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.

On the Internet: Tax Resources On-Line
by CI Staff
Which Web sites can best help you prepare and file your taxes, including general finance sites, tax preparation services, and the good old IRS itself.

Stock Screening With Walter Schloss
by Cara Scatizzi
A disciple of Benjamin Graham and his value investing technique, Schloss looked for stocks that were hitting new lows and those trading at a price lower their their book value per share.

Web-Based Stock Screening Services
by John Bajkowski
A look at 15 Web sites that offer fundamental stock screening tools for finding stocks that fit the criteria you seek.