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Steele Mutual Fund Expert - Selected Screens |
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The best way to view the latest features, reports and graphs 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 |
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Pinpoint & Compare funds
Analyze the performance of any mutual fund or portfolio of funds against any other
fund, category of funds, or against over 467 different benchmarks and investment
objective averages. |
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Over 30 Customizable Reports & Graphs View the included reports or create your own typeset quality, full page or tabular reports and graphs, to compare and view funds exactly the way you want. You can place several graphs of any type on a report, along with smart data tables, and your own text boxes, lines and company logos, with drag and drop convenience. |
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Outline-based user interface Makes viewing and organizing groups of mutual fund graphs, reports, portfolios, clients, slide-show presentations, and research projects easier and more intuitive than ever. Create your own folders for each project and organize your work conveniently with drag and drop convenience. |
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Find the Winners quickly The "Winners Wizard" filters and finds the best performing funds in each investment objective or investment category with a few clicks. You can combine categories and specify the performance measure used to screen funds. |
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Filtering: Advanced screening For more detailed screening use the full-featured Filtering environment.
It is easy to use, yet very powerful. |
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Customize client analysis reports and presentations Combine tables, graphs, your text, and even portfolios on the same page to create powerful, effective presentations, incorporating client information and your firm name and logo by using Steele Expert's desktop-publishing and slide show capabilities. Make your point every time by choosing different colors and patterns for each graph. |
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Portfolios: Easily create actual or model portfolios You can create an unlimited
number of portfolios for existing positions, recommended positions, model
portfolios and even create your own benchmarks by combining benchmarks. |
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Comprehensive graphs & reports |
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Bear Market Performance Graph
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Growth of Investment Graph - Hypothetical Illustration
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Report with 6 graphs placed on it |
One of the standard Fund
Detail report templates |
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Ranks & Averages report |
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If you have any questions, comments or suggestions, please send them to:
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