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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:
- 940 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

$135
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
$110
Mutual Funds - Personal
Over 30,000 funds, ETFs, money-market funds, indexes & 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.
$45
Mutual Funds - Personal - Kiplinger Special Offer
September 30, 2018 database.  30,000 funds & indexes, 236 data columns, calendar year and monthly data & graphs for 10 years
$32
Variable Annuities
Over 150,000 funds & indexes, 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.
$80

 

Select your Database


 
 

Select your issue

The latest issue is November 30, 2018.
(
The Kiplinger Special Offer database is as of September 30, 2018 only).

Optional CD mailed

Optional CD mailed:
$7
 ($6 for Kiplinger Offer)

The program & database can be rapidly downloaded from our website.
In addition you can have a backup CD mailed to you as well for $7 s&h
($6 for the Kiplinger Offer).  Check the box on the left to add this to your order.