The latest databases are as of August 31, 2023
  • Databases are posted on our web site by the 4th-5th business day of each month.  The schedule is as follows:
    August 31, 2023   September 7-8, 2023
    September 30, 2023   October 5-6, 2023
    October 31, 2023   November 6-7, 2023
    November 30, 2023   December 6-7, 2023
    December 31, 2023   January 5-8, 2024
    January 31, 2024   February 6-7, 2024

  • Optional backup CDs are shipped around the middle of each month.

  • If you have not received your password e-mail after the above dates:

    Our system ALWAYS reliably sends the password e-mails to our clients as soon as the databases are posted to our web site.

    1) You may have changed your e-mail address and have not let us know. 
    Please send us an e-mail to requesting your password.

    2) Most likely your e-mail software or your e-mail service provider may be preventing our e-mail with your password from reaching you.  See
    How to ensure you receive our Password E-mails

  • Click on the links below to download the latest database you have purchased and the most recent updates to the Steele Expert program.
    (You must have purchased one of the Steele Expert databases listed below in order to be able to open them after you download them.)
  • Make sure you select the issue date and edition you have purchased. After installation, you will need your password to open your database.
  • After you click on the correct link below, choose "Run", or "Save" and then "Run", to start the download and installation process.

       If you encounter problems downloading, click here for assistance
  • If the date in the "Updated last on" column below is later than the date you last downloaded this file, download and install it again in order to have the most updated version of the data and software.

LATEST databases as of August 31, 2023

  Data as of

Database & Program

  Updated last on
  August 31, 2023 Mutual Funds - Pro-Plus   9/12/23
  August 31, 2023 Mutual Funds - Professional   9/12/23
  August 31, 2023 Mutual Funds - Personal   9/12/23
  August 31, 2023 Variable Annuities 9/12/23

     8-31-23 backup CDs manufacturing date: 9/16/23

PREVIOUS QUARTER databases as of June 30, 2023

  Data as of

Database & Program

  Updated last on
  June 30, 2023 Mutual Funds - Pro-Plus   7/22/23
  June 30, 2023 Mutual Funds - Professional   7/22/23
  June 30, 2023 Mutual Funds - Personal   7/22/23
  June 30, 2023 Variable Annuities   7/22/23

Kiplinger's Personal Finance Magazine
Special Offer:

Kiplinger's June 30, 2023 Personal Database & Program
    Updated last on 7/22/23

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