I can’t believe it’s almost 2016!
The year has gone by fast, for me at least. While I’m excited to turn a new page, it’s always great to recap what the year has brought. So, if you missed any CI content, worry no more! The end of this column provides links to each article from 2015 by issue. I included links to the December CI edition, but I want to take a moment to talk about what it includes.
Marius Bausys, founder of InvestSpy, talks about how individual investors can perform portfolio risk analysis with his website.
You may be wondering, wait… the founder of the company is also writing an article about what it does? Won’t that article be biased in favor of the tool?
I don’t believe so. I have made it abundantly clear to any guest authors writing overview articles of their own service or tool that they cannot include any marketing jargon or promotional material. They are asked to solely write a description of what the tool or service offers, and how it will help the individual investor. If an article by a guest author does not conform to the standards I have created, it won’t be included in CI. I think that having founders or employees write overview articles about the financial tools or services they offer forces them to analyze their “value proposition” for individual investors and highlight specific features that they feel benefit the individual investor most.
Inviting in guest authors allows us to offer more CI content, cover more tools and services and, we hope, entice CI subscribers to try out these services and write articles for CI about their experience as well (we welcome suggestions as to what software, website, tools or services to cover!).
Having only CI staff members write content for each edition limits us to what we can learn and adequately review in a specific amount of time. People who work with these tools every day will likely have a better understanding of their features and benefits. This is also why we are looking for CI subscribers to tell us what they think about the tools they use.
CI is an unbiased educational service for the individual investor, and that will not change.
Aside from the InvestSpy overview in the December CI edition, you will also find an updated version of Best of the Web covering the top websites for earnings estimates, ratings and recommendations, stock screening and stock valuation.
I review the WineGard FlatWave Micro HDTV antenna, which I would definitely recommend for those looking to break their cable TV habit.
Wayne Thorp tackles this edition’s Technically Speaking column, which covers the cup-and-handle pattern.
I don’t want to spoil any surprises, but starting in early 2016, CI will have a new contributing editor, Raymond Rondeau. Rondeau is president emeritus of the AAII Boston Chapter. He has professional experience with technical analysis that will undoubtedly make him an excellent addition to the CI team. Details in later Editor’s Outlooks will follow.
When you receive this email, I will be touring Paris, experiencing my first trip out of the country. So, au revoir! Happy holidays and a happy New Year.
As promised, here are links to everything covered in Computerized Investing during 2015:
Editor’s Outlook: CES 2015: What Happens in Vegas Doesn’t ALWAYS Stay in Vegas
Thoughts on this year’s International Consumer Electronics Show.
Feature: Point & Figure Charting
An overview of a unique charting technique that ignores the element of time to better highlight trends as well as support and resistance levels.
Gadget Corner: TomTom Multisport GPS Watch
Fitness tracker monitors runs, bike rides and swims with detailed data.
Featured Apps: Moni Financial Account Tracker for iOS
A simple checkbook app for tracking your finances on iOS devices.
Spreadsheet Corner: Retirement Withdrawal Calculator
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.
Editor’s Outlook: Online Privacy: Oxymoronic?
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.
Best of the Web: The Top 11 Sites for Personal Finance, Retirement Planning and Tax Resources
An update to CI’s take on the best financial websites.
Gadget Corner: DBPower Action Camera SJ4000
Active camera with GoPro-like capabilities but with a price tag that is significantly less.
Featured Apps: Spending Tracker (for iOS, Android, Windows)
Track your expenses to easily analyze your cash flow over time.
CI Changes: A Look Back and a Look Forward
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.
Feature: A Comparison of Tax Preparation Services
A review of three popular websites for tax preparation show many similarities but also some clear differences.
Gadget Corner: Amazon Echo
Internet-connected speaker features voice-activated commands to ask questions, listen to music, create shopping lists in the cloud and more.
Featured Apps: Investing.com (for iOS, Android)
Stay on top of current market information regarding news, stocks, ETFs, forex and more.
Technically Speaking: Bullish Percent Index
How to read the signals of a multipurpose indicator based on point & figure charts to identify possible overbought and oversold conditions, as well as possible market tops and bottoms.
Editor’s Outlook: Time Will Tell Whether Apple Watch Dominates
It remains to be seen who will end up leader in the smartwatch arena and whether the device becomes as ubiquitous as the smartphone.
Best of the Web: The Top 9 Sites for Mutual Fund & ETF Data, Ratings & Recommendations, and Screeners
An update to CI’s take on the best financial websites.
Gadget Corner: PhoneSuit Flex XT Pocket Charger for iPhone and iPod
Highly portable charging solution for iOS devices comes with integrated Lightning connector.
Featured Apps: CamScanner (for iOS, Android, Windows Phone 8)
Intelligent document management solution covering a range of devices.
Spreadsheet Corner: CI Mortgage Refinance Calculator
A worksheet that helps you see how refinancing your mortgage could affect your cash flow.
Editor’s Outlook: Dial-Up Users Are Ignored, But Still Exist
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.
Feature: Manage Your Portfolio With Investment Account Manager 2
An in-depth look at software that helps you assess the holdings in your portfolios and gauge their performance.
Gadget Corner: ibattz Mojo Refuel Invictus & OtterBox Resurgence Power Case
Two battery cases for iPhone 6, one offering better protection and the other with greater battery capacity.
On the Internet: Researching Dividends
Discover important websites to use when conducting dividend research and analysis.
Featured Apps: Call Levels (for iOS, Android)
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.
Editor’s Outlook: Hacking the National Pastime
Latest data breach comes from inside the sacred world of baseball.
Best of the Web: The Top 9 Sites for Charting & Technical Analysis, Conference Calls & Corporate Events, and Fundamental Stock Data
An update to CI’s take on the best financial websites.
Gadget Corner: WaterField Designs Rough Rider 15-inch Messenger Bag
A high-quality leather carrying case built to last.
Featured Apps: Udemy Guide to Investing
An app that helps beginner investors increase their investing knowledge in a non-intimidating atmosphere.
Technically Speaking: Equivolume Charts
Integrating volume with price plots makes it easier to verify the trading volume for price tops and bottoms, for support and resistance breakouts and more.
Editor’s Outlook: Windows 10 Launch
What to expect from Microsoft’s newest operating system upgrade.
Feature: Backtesting the Revised MAGNET Stock Screens
An examination of the hypothetical results of Jordan Kimmel’s revised MAGNET stock screens.
Gadget Corner: ZAGG Pocket Foldable Wireless Keyboard
A trifold mobile keyboard and stand that fits in a purse or suit pocket and works with Apple and Android devices.
Featured Apps: Portfolio Manager by Smart Code (for iPad)
A basic portfolio tracker with added visualization tools.
On the Internet: Mortgage Refinance Resources
Check out these useful websites before embarking on a mortgage-refinancing quest.
Editor’s Outlook: Abyssinia!
CI’s fearless editor hands off the baton.
Best of the Web: The Top 9 Sites for Company, Industry & Sector and Economic News and Analysis
An update to CI’s take on the best financial websites.
Gadget Corner: Jabra STEP Wireless Earbuds
Bluetooth in-ear headphones.
Spreadsheet Corner: Alternatives to Excel
An in-depth comparison of the major desktop and online spreadsheet options.
Featured Apps: iBillionaire for Android and iOS
An app that reports on the trading activity of the wealthiest investors for others to use as investment ideas.
Editor’s Outlook: An Introduction to CI’s New Editor
Meet the new editor of Computerized Investing and hear some new ideas for fulfilling CI’s mission.
Feature: Online Discount Brokers: Scottrade
A review of Scottrade, an online discount broker
Gadget Corner: Copper River Sierra Journeyman Laptop Bag
A fashionable high-quality leather laptop bag.
Featured Apps: Screener Pro for Android and iOS
An app that brings some desktop screening technology to your mobile phone.
Interviews: 10 Questions With Hareesh Jayanthi
CI contributor and AAII assistant financial analyst Hareesh answers 10 questions about his life with investing.
Technically Speaking: Volume-by-Price
A unique chart overlay that indicates the amount of volume for a particular range of closing prices.
Editor’s Outlook: Volatility Stats Might Not Mean What You Think
Yes, the market has been volatile. But it’s important to understand the measures used to track volatility when listening to market reports.
Best of the Web: The Top 4 Sites for Portfolio Tracking, Analysis & Optimization
An update to CI’s take on the best financial websites.
Featured Apps: Baton Investing for Android and iOS
Stock screening based on the criteria of 10 investing gurus.
On the Internet: DRIP Investing Resources
Check out these useful websites for info on stocks with dividend reinvestment plans and direct investment plans.
Interviews: 10 Questions with Chuck Jaffe
Radio talk-show host and senior columnist for MarketWatch Chuck Jaffe answers 10 questions about his life with investing.
Editor’s Outlook: What Is a Robo-Adviser?
Learn about CI’s newest column on online advisory services.
Feature: Screening for Stocks Using David Dreman’s Contrarian Strategy
Converting the contrarian approach made famous by David Dreman into a usable screen to find prospective stocks.
Robo-Advisers: Huygen’s Capital’s Active Approach to Robo-Advising
An online advisory service that switches client portfolios between offensive and defensive positions based on a proprietary predication indicator.
PC Buyer’s Guide 2015
Find out which computer system is best for performing investing-related tasks such as analysis, research and tracking in our annual update.
Key PC Components 2015
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.
Best of the Web: The Top 16 Sites for Consensus Analyst Estimates, Ratings and Recommendations, Stock Screening & Stock Valuation
An update to CI’s take on the best financial websites.
Gadget Corner: Winegard FlatWave Micro HDTV Antenna (Non-Amped)
HDTV indoor antenna that captures over-the-air broadcast signals up to 30 miles away.
On the Internet: Portfolio Risk Analysis With InvestSpy
The founder of online portfolio risk tool InvestSpy gives an overview of his free service.
Technically Speaking: The Cup-With-Handle Pattern
How to identify a chart pattern that may point to the continuation of a price advance.
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