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

2. 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:

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.

4. 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

5. 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

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

7. 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)

8. 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.

9. My Studies
Start a New Study
Portfolios

10. My Studies

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

12. Link in Help and Info Tab
User Feature Requests
Link in Help and Info Tab
What's New in Tools

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

14. Upcoming Webinars CoreSSG Tutorial SSGPlus Tutorial
Wednesday, December 9th – 8:30PM ET
SSGPlus Tutorial
Tuesday, January 12th – 8:30PM ET
Sign up at
Watch your s 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.

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