with Morningstar data
Powerful, intuitive PC application for the selection, comparison, analysis, research, presentation, portfolio creation & tracking, and hypothetical illustrations of mutual funds and other securities.
"The Best Investment Software"
for Selecting Mutual Funds- Kiplinger's Personal Finance Magazine
The system includes databases with data by Morningstar, Inc. on all 30,000 U.S. mutual funds & ETFs, 150,000 variable annuities-variable life, benchmarks & investment category/objective averages, with short-term & long-term return performance, risk statistics, ratings, ranking, fees, and portfolio information on each.
Out of the entire mutual fund universe, analyze the performance of any fund or portfolio of funds against any other fund, portfolio, Category of funds, or against hundreds of other different indexes and investment objective averages.
For detailed screening use the full-featured Filtering environment. Easy to use, yet very powerful.
Save filters, combine them, and attach them to spreadsheet views and reports.
The "Winners Wizard" filters and finds the best performing funds in each investment Category or Objective with just a few clicks.
Compare and back-test the hypothetical performance of mutual funds or portfolios based on your assumptions with data going back decades.
Compare returns, risk measures and hundreds of other statistics and data points until you select the best funds for each role in your portfolios.
Create portfolios for existing positions, recommended positions, model portfolios and even create your own benchmarks by combining the included benchmarks.
Portfolios can be compared on graphs and reports to all other portfolios, funds and benchmarks in the system.
By zeroing in on the most appropriate funds based on your criteria and judgement for the role they must play in each portfolio, you stand to improve the return, reduce the risk and optimize the tax strategy of each portfolio.
Even the most modest improvement in the expected return of your portfolios is most likely to pay in multiples for the cost of the Steele Expert system over the time it is used.
Combine tables, graphs, your text, comparisons on the same page to create powerful, effective presentations, incorporating client information and your firm name and logo by using Steele Expert's full report editor and slide show capabilities.
Make your point every time by choosing different layout, colors, patterns, fonts for each custom report and graph.
Customize any report to match the way you do research and your specific workflow.
Includes FINRA-reviewed report pages.
FINRA reviewed
From the financial press, and from advisers who use it every day. Read all of the reviews.
We've been using Steele for at least 15 years. There's no way we could live without it.
Of the half dozen screening programs on the market, Mutual Fund Expert is the hands-down winner.
Versatile and easy to use software. It's a great product! We use it every day.