Online Stock Tools Update What’s New, What’s Next Suzi Artzberger Director of Information Technology, BIVA Board Director Seminar: Volunteer Training

Demographics, Current Status Agenda: Demographics, Current Status What to Say… What’s New? What’s Next, Feature Request

BI Demographic Changes Age 2013 Survey Members 3 + Years < 18        0% 18 - 24   0% 25 - 35   0.13% 36 - 45   1.42% 45 - 55   8.16% 56 - 65   25% 65 - 80   56.35% > 80        8.94% Members < 3 Years < 18        0% 18 - 24   0% 25 - 35   7.25% 36 - 45   5.80% 45 - 55   28.99% 56 - 65   17.39% 65 - 80   37.68% > 80        2.90%

Demographic Changes Investing Experience 2013 Survey Members 3 + years Beginner 3.61% Moderately Experienced 47.48% Experienced 45.68% Expert 3.23% Members < 3 Years Beginner 35.71% Moderately Experienced 41.43% Experienced 21.43% Expert 1.43%

BI Demographic Changes Membership 2013 Survey Gender 3 + Years Female 52% Male 48% Type of Membership Club Member 59.87% Individual 40.13% Gender < 3 years Female 40% Male 60% Type of Membership Club Member 39.44% Individual 60.56%

As the BI membership evolves… The Online SSG Tools are helping recruit members New tools work on multiple devices 65% of new members using tools are retained after first year Goal is to increase that retention to 75% New members who use the tools are more likely to renew We recognize that the SSG tools are helping to recruit members Just look around you, we see people today using their phones, note pads and laptops. The online tools works on all of these devices and can go where members are going. We see members using these devices for research at club meetings. We know that 65% of members are retained after the 1st year Our goal is to increase that retention to 75%. That is by helping mentor new members who use the tools. If they become confident in using the tools, they are likely to retain their membership

BetterInvesting Plus Membership What's New in Tools BetterInvesting Plus Membership Stock Comparison Guide Company Research Self-Paced Classes Integrated Stock Data Becomes this… Why a new tool? More users with different devices and operating systems Development is moving online Ability to move from CoreSSG (basic SSG functionality) to SSGPlus (more features and functionality) More capability to share studies with club members and others outside the community

Online Tools Growth Core 29.3% All subscribers 38% Plus 3% Toolkit purchasers 24%

Computer, mobile devices Computer only Application delivery What's New in Tools Key Features Supported OS’s Win, Mac, iOS, Android Windows Supported Devices Computer, mobile devices Computer only Application delivery Cloud (online) Local install Workflow Step-by-Step 2 Page SSG Graphs 11 data items 13 data items 16 data items Peer Comparison Yes No Outlier Selection By year By individual cell Quality Trend Indicator Spark lines + text Text only Integrated Stock Data Portfolios Yes – 7 reports Quarterly Data (PERT-A) Yes – data & graph Pre-Defined Screens 2 4 None Total Screening Criteria 6 11 Stock Comparison Guide Yes – with graphs Pricing $86/year (includes BI membership & benefits) $99/year (includes BI membership & benefits) $179 one time plus cost of data service

What to Say to Clubs/Members… Any of the tools will work Consider using the same or similar tool as other club members Consider CoreSSG if the member is not familiar with the SSG methodology Consider online if the member wants to use on a Mac, tablet or phone

Relevant FAQ’s Which product should I buy? CoreSSG, SSGPlus or Toolkit? Will Toolkit 6 be discontinued? Will ICLUBcentral be developing an upgrade to Toolkit 6?

FAQ Site for Common Questions 12 FAQ Site for Common Questions http://FAQ.betterinvesting.org Link in Help and Info Tab

Same SSG Methodology SAME RESULTS Remember…

SSGPlus Usage Two weeks after launch: Purchasers - 60% have used Chapter Directors = 13% have used SSGPlus contest (Feb 2014): Purchasers - 71% have used Chapter Directors = 70% have used

SSGPlus Usage after Contest February through April: Purchasers - 65% have used Chapter Directors = 40% have used

Save Your Study Or use File Menu… Click button to save

Data update also available in My Studies Update Company Data Data update also available in My Studies

Quick Navigation to Studies Click company bar to open Quick Navigation Click Recent Study to open. Or enter Ticker for a new study.

A Picture is Worth a Thousand Words

Quarterly Growth Trend Graph Plot selected data from the Quarterly Data Table Legend: Click to select items to graph

Quarterly Growth Trend Graph Graph lines are color coded to match the legend

Data table is shaded and text color matches graph item. Quick reference to identify what data is displayed.

Hover cursor over data points to reveal value

More Cool Tools

Box size is relative to the number of studies created. 25 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 general favorability sentiment with dark green being most favorable. Box size is relative to the number of studies created.

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

BetterInvesting Member Sentiment

BetterInvesting Member Sentiment 28 BetterInvesting Member Sentiment Saved studies from last 90 days Click to select all studies Selected studies are averaged (SSGPlus only)

What’s Next? Feature Launch Target Portfolio Summary Report June 2014 PERT Report Other portfolio reports Fall 2014 Faster data access Late Fall 2014 Import/sharing options

Link in Help and Info Tab User Feature Requests http://FEEDBACK.betterinvesting.org Link in Help and Info Tab

108 Open Requests

Discussion Opportunities Friday – Social Hour in Expo Hall Friday – BINC@Nite! Saturday – Expo Hall BI Table

Questions or Comments? suzia@betterinvesting.org