1. 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

2. 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.

3. 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

4. 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)

5. Same SSG Methodology
SAME RESULTS
Remember…

6. Exciting Updates are Continuously Released

7. CoreSSG Update

8. 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

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

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

11. Use the Search Box for Quick Access

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

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

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

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

16. Data Status Indicator

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

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

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

20. Refresh Study Data Options
Update Prices Only

21. Options to Share Your SSG
Feature in both Core and Plus

22. Online Tools User
Toolkit User
Everyone

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

24. Manage Your Address Book
Add contacts to your address book

25. 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

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

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

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

32. Ta-Da!
SSGPlus

33. 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

34. 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

35. 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

36. Movable Graph Lines - SSGPlus

37. Movable Graph Lines - SSGPlus

38. Movable Graph Lines - SSGPlus

39. 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

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

41. Forecast EPS Panel
Growth Trend Panels

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

43. 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.
(9 years) measures the growth over all 10 data points
(1 year) measures the growth in the most recent fiscal year
9.4%
8.6%
September 2012

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

45. Historical P/E Graph

46. % Payout Chart

47. Stock Comparison Guide Update
Easy Access via Tab

48. SCG – Add SSG to Comparison
Pick from saved studies

49. SCG – Add data only SSG
Data only

50. 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

51. 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

52. SCG – Industry Averages
New – Industry Averages!

53. 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

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

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

56. Portfolio Reports
Reports Icon

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

58. Summary Report
Total Value and Weighted Averages

59. Portfolio Diversification Reports
By Sector and Industry

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

62. Portfolio Diversification Reports
By Company Size

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

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

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

67. 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.

68. 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.

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

70. 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!

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

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

73. Questions or Comments? BetterInvesting Member Services 877-275-6242