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STEP 1 - Select your Single Issue Database

You will be able to download the Steele Expert software and database right away

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New clients can return the Expert within 30 days for any reason and get a full refund on their credit card (less s&h, if any)


STEELE Expert
Original data by Morningstar, Inc.

 Latest Single Issue

Databases Comparison Table
(This data is also computed for user-constructed portfolios)

 Price

• Mutual Funds - Pro Plus
Everything in Professional, plus:
- 1012 data columns, calendar year and monthly data & graphs for over 50 years
- 1, 3, 5, 10, 15, 20-year risk-adjusted performance Primary Index Modern (MPT) and Post-Modern Portfolio Theory (PMPT) statistics (Sortino/Information/Capture ratios, Downside Deviation, Maximum Drawdown, etc.)
- Best-fit Index Modern Portfolio Theory statistics: alpha, beta, r-squared, Treynor
- SEC After-Tax returns for selecting tax-efficient funds
- Bull-Bear-Full Market Cycle market performance analysis since 1956
- Full Equity Style Analysis, and more

 $186
• Mutual Funds - Professional
Everything in Personal, plus:
- 310 data columns, calendar year and monthly data & graphs for 10 years
- Portfolio statistics
- Full Equity & Fixed-income Sector Breakdown
- Top 10 Holdings (securities)
- 3-year risk-adjusted performance statistics - (MPT) (Sharpe & Treynor)
- Load-adjusted returns
- Filter by Distinct (oldest) share class
- FINRA report compliant		 $155
• Mutual Funds - Personal
Over 30,000 funds, ETFs, money-market funds, benchmarks & category averages, 236 data columns, calendar year and monthly data & graphs for 10 years. Primary Index Modern Portfolio Theory statistics: alpha, beta, r-squared, standard deviation, volatility, etc.		 $63
• Mutual Funds - Personal - Kiplinger Special Offer
 June 30, 2024 database.  30,000 funds & benchmarks, 236 data columns, calendar year and monthly data & graphs for 10 years		 $45
• Variable Annuities
Over 150,000 funds & benchmarks, 383 data columns, calendar year and monthly data & graphs for 10 years. Same as Professional for mutual funds plus all VA-specific data.

Supplement retirement with tax-deferred annuities that permit unlimited contributions.		 $100

 

Select your Database


 
 
Select your issue

The latest issue is August 31, 2024.
(The Kiplinger Special Offer database is as of June 30, 2024 only).
Optional CD mailed

Optional CD mailed:
$11

 The program & database can be rapidly downloaded from our website.
In addition you can have a backup CD mailed to you as well for $11 s&h. Check the box on the left to add this to your order.