Screening & Stock Ideas from the BetterInvesting Website Suzi Artzberger Information Technology Director, BetterInvesting September 14th, 2015

Disclaimer The information in this presentation is for educational purposes only and is not intended to be a recommendation to purchase or sell any of the stocks, mutual funds, or other securities that may be referenced. The securities of companies referenced or featured in the seminar materials are for illustrative purposes only and are not to be considered endorsed or recommended for purchase or sale by BetterInvestingTM National Association of Investors Corporation (“BI”). The views expressed are those of the instructors, commentators, guests and participants, as the case may be, and do not necessarily represent those of BetterInvestingTM. Investors should conduct their own review and analysis of any company of interest before making an investment decision. Securities discussed may be held by the instructors in their own personal portfolios or in those of their clients. BI presenters and volunteers are held to a strict code of conduct that precludes benefiting financially from educational presentations or public activities via any BetterInvesting programs, events and/or educational sessions in which they participate. Any violation is strictly prohibited and should be reported to the CEO of BetterInvesting or the Director of Chapter Relations. This presentation may contain images of websites and products or services not endorsed by BetterInvesting. The presenter is not endorsing or promoting the use of these websites, products or services. This session is being recorded for future use.

Screening & Stock Ideas Stock Screener in CoreSSG & SSGPlus Ticker Heat Map First Cut – email or website TickerTalk – ‘Five in Five’ BetterInvesting Weekly Screens BetterInvesting Magazine – press release, website or magazine – additional resources Most Active Stocks Reference quick start guide here

Screening & Stock Ideas - CoreSSG Pre-Defined Screens CoreSSG – 5 Criteria Results

Screening & Stock Ideas - SSGPlus 5 Screening & Stock Ideas - SSGPlus Pre-Defined Screens Ticker Heat Map SSGPlus - 9 Criteria Results Open, Preview New Study

6 Screening - Preview Preview Stock

Box size is relative to the number of studies created. 7 Ticker Heat Map Top 100 tickers based on the number of studies created in last 90 days. Tickers are grouped by sector. Heat Map available in SSGPlus. Box color indicates a ranking of general favorability sentiment with dark green being most favorable. Box size is relative to the number of studies created.

More Favorable Returns Less Favorable Returns Ticker Heat Map All stocks are ‘ranked’ by color in comparison to the other stocks More Favorable Returns Less Favorable Returns All colors will be present when stocks are ranked Red DOES NOT mean ‘sell’, Green DOES NOT mean ‘buy’ There will always be a dark green and dark red stock on the chart.

Ticker Heat Map Hover mouse over ticker for more information. Click box to open new study.

Let’s Go Live Now – let’s go live to the Online SSG and take a look at our company – TJX.

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Upcoming Webinars Portfolio Tools in CoreSSG and SSGPlus Wednesday, October 21st – 8:30PM ET CoreSSG Tutorial Wednesday, December 9th – 8:30PM ET SSGPlus Tutorial Tuesday, January 12th – 8:30PM ET Sign up at www.betterinvesting.org/webinars Watch your emails for future announcements! If you think we moved a little fast for you , you might be interested in reviewing our online ssg tutorial from March 25th that takes you step by step through completing an SSG using the Online Stock Selection Guide We also have two upcoming live webinars.

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