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STOCK INVESTOR PRO > November 2012

Two Newly Added Features: Copy and Paste, and Custom Default Notebook

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At the end of September, we rolled out some additional changes to Stock Investor Pro 4.0 that are designed to streamline your investment research process and add functionality to the program.

Copy Notebook to Clipboard

Subscribers have asked for the ability to copy and paste directly from the Stock Notebook. Although exporting data has always been available, it first requires you to choose the collection of data points you want to export. This new feature streamlines the process to instantaneously copy all of the data from the Stock Notebook to your computer’s clipboard for pasting into a spreadsheet file or other document.

The contents of a Stock Notebook can be the entire database of stocks, the results of a screen or the companies in a specific portfolio. The Stock Notebook also contains the data fields specified in the loaded view. The sample Stock Notebook is loaded with the results of the Neff, John screen using data as of October 19, 2012, with the Multiples view selected. In addition, the list of companies is ranked by price-earnings ratio, from lowest to highest.

After loading the companies, selecting a view and ranking your list accordingly, right-click anywhere on the Stock Notebook to bring up the Notebook menu. From this menu, click on Copy Notebook to Clipboard. If the Stock Notebook contains a lot of companies and data points, you may see a status bar and the process may take a few minutes (at most). When the process is complete, the data is stored on your computer’s clipboard to the pasted into documents such as spreadsheets.

To paste the data into Microsoft Excel, open a new Excel spreadsheet. Click on the cell where you want the data to begin, click on Paste and the copied data will be pasted into the worksheet. If you are copying a large amount of data, the process may take a few moments. Once the process is complete, the copied data with “plain English” data column headings will appear. The null values from Stock Investor Pro appear as NAs in your spreadsheet file.

Custom Default Stock Notebook

Another new feature implemented with the September 28, 2012, update is the ability to customize the default Stock Notebook. The Stock Notebook is a “template” that consists of a loaded portfolio, an applied screen, a loaded view and a ranking by a chosen data field. By default, when the program opens, the Stock Notebook is loaded with no portfolio, no screen and the standard view ranked in ascending order by company name. With this new time-saving feature, users can specify a portfolio, screen, view and ranking order that the program opens by default.

Begin by choosing a portfolio, a screen, a view and a rank order. The easiest way to choose a portfolio, screen and view is to simply select each from the pull-down menus at the top of the page. You can choose a ranking order by selecting Rank from the Tools menu or by simply right-clicking on a column heading. Referring back to the sample Stock Notebook, the Neff, John screen is loaded with the Multiples view, but no portfolio is chosen. The list is ranked in ascending order by price-earnings ratio. Once the format of the desired default Notebook is specified, click on the camera icon in the toolbar to set the current Stock Notebook template as the default. Alternatively, you can select Set Current Notebook to Default from the File menu. A pop-up window will provide confirmation of default Notebook change.

Going forward, when you open up the program, your default Stock Notebook will load as the new customized notebook. This time-saving feature is especially suitable for those who mainly use a specific screen, view and ranking combination.

If you wish to revert back to the “standard” Stock Notebook with no loaded portfolio, no applied screen, the standard view and a ranking by company name in ascending order, you can do this by selecting Set Default Notebook to Standard from the File menu.