Portfolio Tools in CoreSSG and SSGPlus Suzi Artzberger Director of Information Technology, BetterInvesting Thanks Ann. October 22, 2015

Tonight’s Webinar: An Overview of …. Basic Portfolio Functions What's New in Tools Tonight’s Webinar: An Overview of …. Basic Portfolio Functions Updating Your Portfolio Portfolio Reports Summary, Diversification, PERT The recording will be available with 2-4 days on: http://www.youtube.com/BETTERINVESTING

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.

Portfolio Quick Start Guide What's New in Tools Portfolio Quick Start Guide Eight Easy Steps to Basic Portfolio Functionality Available as a handout on the event page Available on the Help & Information Tab

Portfolio Quick Start Guide What's New in Tools Portfolio Quick Start Guide How to Add a Portfolio How to Delete a Portfolio How to Add a Study to a Portfolio, Add Shares How to Select a Portfolio and Edit Shares How to Delete a Study from a Portfolio How to Update Data in a Portfolio How to Run a Portfolio Report Report Options

Quick Start Guides and Help Documents Help and Information Tutorials Quick Start Guides and Help Documents Portfolio Resources! Reference Materials

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 18 data items Peer Comparison Yes Quality Trend Indicator No Graph + 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 7 14 Stock Comparison Guide Yes – with graphs Pricing $90/year (includes BI membership, data & benefits) $110/year (includes BI membership, data & benefits)

SSGPlus, CoreSSG Access What's New in Tools SSGPlus, CoreSSG Access This is a screenshot from our member home page. The links to the online tools here are up in the green box in the upper right hand corner. The stock selection guide is the primary tool that we’ll be looking at tonight. If you want to access that tool then click on the Launch button that’s highlighted in red. The launch button for the Stock Comparison Guide and the Mutual Fund tools are right below that.

My Studies Start a New Study Portfolios

My Studies

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

Link in Help and Info Tab User Feature Requests http://FEEDBACK.betterinvesting.org Link in Help and Info Tab What's New in Tools

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

Upcoming Webinars CoreSSG Tutorial SSGPlus 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.

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