Steele Expert mutual fund software is an intuitive, easy-to-use program for selection, tracking, analysis, and presentation.
Steele Expert, by helping you identify the best mutual funds for you, can increase the return and reduce the risk of your investments.
With Steele Expert you can choose and evaluate the factors that you believe are most important in measuring and analyzing mutual fund performance, and identify the mutual funds that are best for you.
Features and Benefits:
- 30 Customizable Reports & Graphs
View the included reports or create your own typeset quality, full-page or tabular reports and graphs, to compare and view funds exactly the way you want. You can place several graphs of any type on a report, along with smart data tables, and your own text boxes and lines, with drag-and-drop convenience.
- Create your own full-page reports and graphs
Customize your own reports with drag-and-drop editing and our many templates to facilitate your own research and presentations. You can even import outside graphics, such as logos, and other images. Your saved reports will automatically be updated with new data when you receive your next database.
- Customize client analysis reports and presentations
Combine tables, graphs, your text, and even portfolios on the same page to create powerful, effective presentations, incorporating client information and your firm name and logo by using the Expert’s desktop publishing and slide show capabilities.
- Add your own Notes to each fund: Enter your own notes and comments on each fund you are interested in to enhance your research or create your own rating system.
- Easily export or Cut & Paste data, graphs, and reports
Use data for further spreadsheet analysis, graphing, specialized presentations and reports by exporting data or simply using “Cut & Paste Special” for great-looking graphs, tables, and reports, from Steele Expert into popular programs such as Microsoft® Word, Excel, PowerPoint, and Access or into your custom-built software systems.
- Create Custom Benchmarks and “Portfolio Funds”
They can represent the weighted average of each of the indexes or funds in your portfolios. Then, graph and compare them against other funds, indexes, and each other.
- Download the software & databases from our Internet site fast
Access the data as soon as it becomes available by the 4-5th business day every month. At our web site you can also obtain software updates, customer service, technical support, find out about our latest product releases, ask questions, and make suggestions.
- Portfolio Analysis & Tracking
Set up any number of portfolios and the Mutual Fund Expert will compare their performance with other funds, indexes, or portfolios, and will monitor their exact value with every issue of your subscription.
- Compare funds
Analyze the performance of any mutual fund or portfolio of funds against any other fund, category of funds, or against 310 different indexes and investment objective category averages such as the Dow Jones Industrial Average and the S&P 500 Index. Calculate averages for any number of funds.
- Risk-return graphs instantly show you whether a fund's performance is in proportion to its risk.
- Filters Drop-down list
Filter the database instantly with a new, convenient drop-down list containing all filters (built-in as well as user-defined), tagged-fund pools, and portfolios.
- Find the Winners
The Winners Wizard finds the best performing funds in each investment objective category with a few clicks.
- Filter and rank funds according to your exact criteria
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