Investment Discovery and Management is Easy
With A+ Investor Tools...
On the Stock side of the equation...
Our A+ tools allow for you to quickly winnow down a universe of over 6,200 stocks to those that look promising via AAII preprogrammed stock screens, our library of acclaimed Guru approaches and tested Factor screens. If an idea comes your way, you can also vet it against our evaluator and see if it is truly up to your standards. Once you own a company and want to keep tabs on it, we have a huge amount of fundamental data that you can access to keep tabs on everything.
Plus, Stock Grades are provided for each company's Value, Price Momentum, Fundamental Growth, Earnings Estimate Revisions & Surprises and overall Quality.
On the Mutual Fund side of things...
Our tools cover a universe of over 25,200 funds and 2,300 exchange-traded funds (ETFs).
We allow you to track your holdings and see the A–F grades they receive in important areas like return, volatility, expenses, turnover, etc. Everything is laid out in an easy-to-use page so you can also examine year-by-year returns and see comparisons against benchmarks.
A+ Investor Stock Tools Include:
- Stock Evaluator
- Stock Grades
- Daily Top and Bottom Stock Lists by Rating
- Portfolio Insights Tool
- Daily Stock Ideas
- Daily Stock Guru Screens
- Daily Stock Factor Screens
- Stock Rating Upgrade & Downgrade Alerts
- Stock Screen Power Rankings
- Interactive Price Charts
- Industry and Sector Reports
- Insightful Ratio Analysis
- Reports on Analyst Ratings and Recommendations
- Consensus Earnings Forecasts and Price Targets
- Record of Insider Purchases and Sales
- Detailed Quarterly and Annual Income Statements, Balance Sheets and Cash Flow Statements
A+ Investor Fund Tools
Include:
- Mutual Fund & ETF Screeners
- Fund & ETF Evaluators
- Fund & ETF Comparison Tool
- Risk-Adjusted Performance Analysis
- Listings of Consistent Performers that can be scanned against your holdings
- Lists of Hot & Cold Mutual Funds & ETFs
- Dozens of Fund and ETF First Cut tables to help generate ideas
- Benchmarks to gain understanding of recent and long-term market action
Plus, You Get Watchlists and a Powerful Portfolio Tracker:
All of the above functionality and investment research is wrapped up and compatible with your investment holdings — via user-created watchlists of stocks and funds and our comprehensive portfolio tracker. And that is where the value of the A+ Investor tools really start to shine, because we help you make the ever-important portfolio asset allocation decision with our tool and then, going forward, all of your fund and stock decisions can be made with an end purpose in mind.
Subscribers will also receive:
- A+ Portfolio Insights — an email that updates you about your overall portfolio, your holdings and any market-worthy events.
- A+ Portfolio Investment Tracker — a useful place to keep tabs on all of your investments and, as you would expect, it allows you to easily apply every tool we offer against each of your holdings.
- A+ Portfolio Diversification Analyzer — a quick way to see if you are truly diversified and, if not, where you may need to make changes in your portfolio.
- Guru Grades and More — Guru, quant and factor overlays plus individual stock and fund ratings can be accessed for each holding in your portfolio or on your watchlist. These powerful tools allow you to see stock grades A—F and whether a company you favor passes one or more of our 50+ stock screening/investment approaches.
- Up-to-date investment news and analysis — at your fingertips for each of your holdings, plus customizable email alerts are available so you will always be in the know about the news that may be impacting your investments.
A+ Investor Tools were built by investors for investors...
With our no-risk 90-day evaluation period, the only thing stopping you from becoming a better, more confident and more informed investor is the time it takes to sign up for this new AAII service. I do hope you take a moment to do so — the benefits are numerous.
And to make sure that you gain the insights into how to use all that is there for you, new (charter) subscribers to the tool suite to receive the A+ Investor Weekly Email Commentary. It's chock full of user tips, investment ideas and direction compiled by me and AAII's team of financial analysts.
