1 / 29

Introducing

Introducing . NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way. NAIC Classic - Outline. What is NAIC Classic? How does NAIC Classic help? User Levels Home Page - ‘Home Base’ Stock Check List, Stock Selection Guide & Report, Stock Comparison Guide.

deirdre-breslin
Download Presentation

Introducing

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Introducing NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way

  2. NAIC Classic - Outline • What is NAIC Classic? • How does NAIC Classic help? • User Levels • Home Page - ‘Home Base’ • Stock Check List, Stock Selection Guide & Report, Stock Comparison Guide

  3. What is NAIC Classic? • Software designed especially for the beginning investor • Includes: Stock Check List, Stock Selection Guide & Report, Stock Comparison Guide • Offers generous Help support • Gives the new investor step-by-step guidance through each NAIC report

  4. User Levels • Beginner Level • provides step-by-step instruction • helps Beginner focus on important points • Experienced Level • moves through stock study in any sequence • offers more options for judgment

  5. How does NAIC Classic Help? • Tutors you to complete each study report consistently • Focuses attention on key parts of analysis • Helps you to understand investing terms and methods • Provides thorough Help in several ways

  6. Help Features • Tutorial • Stock Wiz • Prompt window • Right mouse button • leads to What’s This? and More Help • Glossary and Manual • F1 Help key

  7. Help Feature - Stock Wiz • Information needing attention is circled in red • Point & right-click mouse to call Stock Wiz • Stock Wiz provides helpful commentary

  8. Help Feature - Prompt Window • Tells you what to do, each step of the way • Provides logical process for your study • Need more information? Click the Help link

  9. Right-click a cell to call What’s This? explanation Click More Help for details Every data window has a Help button Help Features

  10. Tutorial Overview of the purpose and functions of NAIC Classic Glossary Available at any time from menu line Help Help Features

  11. Main Page - Introduction • The old-time stock ticker symbolizes the past. • The electronic ticker tape symbolizes the future. • Stock Wiz breaks down barriers to investment learning.

  12. Main Page is ‘Home Base’ • Choose your study report: • Stock Check List or Stock Selection Guide • Choose your data source: • The database or datafiles or key-in data • Start

  13. Stock Check List • The Beginner’s place to start • Evaluates company growth and value • Use the SCL until comfortable with stock analysis • Eventually you may move to the more detailed Stock Selection Guide

  14. Stock Check List

  15. Stock Selection Guide - Graph • Beginner is prompted through the steps • measure past growth of sales and earnings per share • evaluate quality of growth by straightness of lines • project future growth for sales and earnings

  16. SSG - Graph

  17. Stock Selection Guide - Analysis (Parts 2 - 5) • Beginner is prompted through the steps • evaluate management quality • review past value of company using price-earnings (P/E) ratios • evaluate future risk and reward scenario • measure potential return on investment

  18. SSG - Analysis

  19. SSG Report • Follows Stock Selection Guide • Set of 8 questions - helps you decide whether company will meet your goals • Text of Report gives interpretation guidelines • Summarizes the study and brings industry and economy into the ‘picture’

  20. SSG Report

  21. Stock Comparison Guide • Helps you to compare up to 5 companies • Follows completion of Stock Selection Guides for each stock • Compares under the headings: • growth, management, price, other

  22. Stock Comparison Guide

  23. Experienced User Level • You may switch to this after you have mastered the basic process for studying a company • Prompts are replaced by icons • Help features are still available (including Stock Wiz) • Includes more features and functions

  24. Experienced User Level • Prompt window icons shown for navigation • Move through the stock study in any order • More choices for judgment and options

  25. Other Features • Set Preferences in the Options windows • SSG, data entry, display, etc.

  26. Direct access to company, research, club and favorite web sites Update prices from Internet for company or entire database Click on SSG, SDF or CSV files to load immediately into Classic Internet Features

  27. Direct link to STB Investor Software web site help as needed by phone, fax, or e-mail more tips and techniques for getting the most from Classic slideshow presentations register your software Internet Features

  28. NAIC Classic - Summary • Software designed especially for the beginning investor: • step-by-step instruction • generous Help support • Progress in a logical, focused way • Thoroughly complete NAIC reports

  29. Created by STB Investor Software Inc. NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way

More Related