What’s New in Online Tools Good evening and welcome to our webinar – what’s new in online tools. Suzi Artzberger Information Technology Director, BetterInvesting May 24, 2016

Today’s Session: An Overview of New Features…. CoreSSG SSGPlus What's New in Tools Today’s Session: An Overview of New Features…. CoreSSG SSGPlus Stock Comparison Guide Portfolio Reports Stock Screening Additional Help Resources Tonight’s session will cover new features and updates in our entire suite of online stock analysis tools; CoreSSg, SSGPlus, the Stock Comparison Guide, Portfolio Reports and our Stock ideas page. If have questions please don’t hesitate to submit them in the chat or questions pane. They will either be addressed live, answered by one of our capable back room staff or will be answered after the webinar if time does not allow us to answer during the live webinar.

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. As we go through the webinar you may see stocks displayed – please don’t consider these as stock tips. You may see other websites displayed as examples. These may or may not be endorsed by BetterInvesting and should be considered examples only. Always do your own research. This session is recorded for future use and if you have registered for the live event

Key Features Supported OS’s Win, Mac, iOS, Android Supported Devices What's New in Tools Key Features Supported OS’s Win, Mac, iOS, Android Supported Devices Computer, mobile devices Application delivery Cloud (online) Workflow Step-by-Step 2 Page SSG Graphs 11 data items 13 data items Peer Comparison Yes Quality Trend Indicator No Spark lines + text Integrated Stock Data Ticker Heat Map Portfolios Yes – 1 report Yes – 4 reports Quarterly Data (PERT-A) Yes – data & graph Pre-Defined Screens 2 5 Total Screening Criteria 9 Stock Comparison Guide Yes – with graphs Pricing $90/year (includes BI membership, data & benefits) $110/year (includes BI membership, data & benefits)

Same SSG Methodology SAME RESULTS Remember…

Exciting Updates are Continuously Released

CoreSSG Update

Graphical display of data Tabular display of data Menu Navigation Next, Back buttons SSG Basics Graphical display of data Tabs Legend Tabular display of data

Quick Access to Company Information Mouse over company title bar to view pop-up Feature in both Core and Plus

Quick Navigation Added to Core Enter a new ticker Click Or select from all saved SSGs

Use the Search Box for Quick Access

Easier Research in Core and Plus Direct Links to Annual & Quarterly Filings

Easier Research in Core and Plus Direct Link to Morningstar Key Ratios

Data – Add Another Year of Data Click the last row to add another year Feature in both Core and Plus

Add Quarterly Data Too! Click the last row to add another quarter Feature in both Core and Plus

Data Status Indicator

Data Status Indicator Preliminary annual data is marked on SSGPlus display and on the Annual Data popup.

Check Member Sentiment to Find Out what Others in Our Community Think Read and consider.

Feature in both Core and Plus Check Member Sentiment to Find Out what Others in Our Community Think Feature in both Core and Plus

Refresh Study Data Options Update Prices Only

Options to Share Your SSG Feature in both Core and Plus

Online Tools User Toolkit User Everyone

Save a list of frequent email recipients Manage Your Address Book Save a list of frequent email recipients

Manage Your Address Book Add contacts to your address book

Click to add contacts from a list of your BI club members Manage Your Address Book Click to add contacts from a list of your BI club members

Or save any of the attachments Recipient receives an email and clicks the link to copy the study to their account

Import ITK files from Toolkit 6 Feature in both Core and Plus

Click Button to Switch Between CoreSSG and SSGPlus CoreSSG  SSGPlus Click Button to Switch Between CoreSSG and SSGPlus Plus Subscribers Only

Ta-Da! SSGPlus

Navigation Menu Manage Tabs Graphical display of data Legend What's New in Tools Navigation Menu But wait, we will give you a very basic overview on the parts of the SSGPlus Manage Tabs Graphical display of data Legend Tabular display of data

Switch to Core Quick Navigation What's New in Tools Switch to Core Quick Navigation But wait, we will give you a very basic overview on the parts of the SSGPlus

Movable Graph Lines What's New in Tools But wait, we will give you a very basic overview on the parts of the SSGPlus Movable Graph Lines

Movable Graph Lines - SSGPlus

Movable Graph Lines - SSGPlus

Movable Graph Lines - SSGPlus

Compare Peers What's New in Tools But wait, we will give you a very basic overview on the parts of the SSGPlus Compare Peers

Compare Peers Click header tabs to switch View Peer Data for 9 Different Fundamental Data Items

Forecast EPS Panel Growth Trend Panels

Graphs for Historical Data Historical Growth Trends – Measuring Growth Over Different Intervals

Growth Trends Sales 7.8% 9.4% 8.6% 10.0% September 2012 Sales Growth Trend table reports the sales growth rates over decreasing intervals. 2006-15 (9 years) measures the growth over all 10 data points 2014-15 (1 year) measures the growth in the most recent fiscal year 9.4% 8.6% September 2012

Click to show/hide graph Historical P/E Graph Click to show/hide graph

Historical P/E Graph

% Payout Chart

Stock Comparison Guide Update Easy Access via Tab

SCG – Add SSG to Comparison Pick from saved studies

SCG – Add data only SSG Data only

Stock Comparison Guide Update Two Views SCGCore SCGPlus Criteria 25 Data Items 42 Data Items Industry Averages Yes Ability to Save Streamlined view Over 10 new criteria items

New Comparison Criteria SCGCore and SCGPlus SCGPlus Only Hist. Sales Growth % – 5 YR Earnings Stability (R2) – 10 YR Hist. EPS Growth % – 5 YR Earnings Stability (R2) – 5 YR Sector Relative Value Industry P/E : Projected Growth Rate (PEG) Study Price Date Compound Annual Growth – Avg. P/E (PAR) Study Last Reported Quarter ADR flag

SCG – Industry Averages New – Industry Averages!

SCG – Improved Header Floating header Industry Click through to SSG Company size Red Text indicate SSG price date > 7 days old Blue highlighting matches industry averages to company

SCG – Automatic Highlighting Enable/disable automatic highlighting Clear or restore highlighting

Portfolio Management: Update All Data in a Portfolio Update all data -or- Update prices only Refresh Data Icon

Portfolio Reports Reports Icon

Summary Report (CoreSSG and SSGPlus) Diversification Reports (SSGPlus) Portfolio Reports Summary Report (CoreSSG and SSGPlus) PERT Report (SSGPlus) Diversification Reports (SSGPlus)

Summary Report Total Value and Weighted Averages

Portfolio Diversification Reports By Sector and Industry

Sector Diversification Report separates companies into Sectors Also shows Industries for each company

Portfolio Diversification Reports By Company Size

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

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

Use Forward Button to Step through the Results Screening - Preview Use Forward Button to Step through the Results Preview Stock

Box size is relative to the number of studies created. 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.

Online Tools Tutorial Recordings FAQs and Feedback Forum Help and Information Online Tools Tutorial Recordings Quick Start Guides Reference Materials FAQs and Feedback Forum New Member Benefit!

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

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

Questions or Comments? BetterInvesting Member Services 877-275-6242 Email: Service@BetterInvesting.org