Steele Mutual Fund Expert Reports & Graphs

Below are selected single-page reports, graphs and tabular report templates included with Steele Expert.

The best way to view the latest reports, graphs and new features included in the system is with the free full version of Steele Expert for Mutual Funds.  (It takes about 2 minutes to set up.)

Click here to download the Free Full Version

All these reports and graphs can be completely customized by the user.
Users can change the placement of tables, graphs, colors, add their own text, company logo, etc., or even create reports from scratch to meet their exact needs.  You can place on these reports and graphs any combination of funds and benchmarks, your portfolios, filters, etc.  All reports and graphs can be saved as PDF files and easily e-mailed to others.

Fund Detail Report Templates
(selected)
 
 


Fund Detail Pro Plus

 


Fund Allocation Analysis

 


Fund Detail Pro

 


Fund Graph Profile

 


Fund Detail (FINRA)

 


Fund Comparison

 


Up and Down Market Returns

 


Ranks & Averages Pro Plus
 

 
Graph Templates
(selected)
  



Last 12 Months

 


Last 4 Quarters

 


Long-Term Performance

 


Relative Performance

 


Short-Term Growth

 


Long-Term Growth

 


Up Market Returns

 


Down Market Returns

 


Full Market Cycle Returns

 


Benchmarks - Long-Term Performance

 


S&P Reinvestment vs Without

 


Gold an Inflation Hedge?

 


Risk-Return Plot

 


Portfolio Composition

 


Top 10 Sectors

 


Top 10 Securities

 
Tabular Report Templates
(selected)
 




5-Star AAA-rated No-load Funds

 


Performance Overview Year-to-Date

 


Top Sectors Year-to-Date

 


Outperformed S&P500 (3-Year)

 


Long-Term Report

 


Portfolio Information

 


Risk Performance

 


Purchasing

 


If you have any questions, comments or suggestions please send them to:
Support@SteeleSystems.com
Copyright 2018 Steele Systems, Inc. All rights reserved.