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

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

3. BI Demographic Changes Age 2013 Survey
Members 3 + Years
< 18        0%
  0%
  0.13%
  1.42%
  8.16%
  25%
  56.35%
> 80        8.94%
Members < 3 Years
< 18        0%
  0%
  7.25%
  5.80%
  28.99%
  17.39%
  37.68%
> 80        2.90%

4. 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%

5. 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%

6. 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

7. 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

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

9. 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

10. 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

11. 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?

12. FAQ Site for Common Questions12
FAQ Site for Common Questions
Link in Help and Info Tab

13. Same SSG Methodology
SAME RESULTS
Remember…

14. 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

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

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

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

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

19. A Picture is Worth a Thousand Words

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

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

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

23. Hover cursor over data points to reveal value

24. More Cool Tools

25. 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.

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

27. BetterInvesting Member Sentiment

28. BetterInvesting Member Sentiment28
BetterInvesting Member Sentiment
Saved studies from last 90 days
Click to select all studies
Selected studies are averaged (SSGPlus only)

29. 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

30. Link in Help and Info Tab
User Feature Requests
Link in Help and Info Tab

31. 108 Open Requests

32. Discussion Opportunities
Friday – Social Hour in Expo Hall
Friday –
Saturday – Expo Hall
BI Table

33. Questions or Comments?