Online Investing Hacks: 100 Industrial-Strength Tips & Tools

For the geek who's an investor, and the investor who's a geek, we present Online Investing Hacks, 100 industrial-strength, bleeding edge tips, tools and techniques for analyzing and managing online portfolios.Individual investors have become more computer-literate and technology-dependent than ever before. Whether you're looking for suitable investments, studying alternatives, or managing your portfolios, you need data. The Internet can be a goldmine of financial data and research, but today's online investors also use spreadsheets, databases, and financial applications to select, study and manage investments. If your proficiency has grown to the point where you crave industrial-strength tips and tools to turbo-charge your efforts, this is the book for you.Online Investing Hacks covers:

  • Screening Investments
  • Collecting Data
  • Fundamental Analysis
  • Technical Analysis
  • Executing Trades
  • Investing in Mutual Funds
  • Portfolio Management
  • Updating Stock Data
  • Financial Planning
Other books for managing online investing are either out of date, are for beginners and don't go beyond the most basic advice, or are so dull and boring they squeeze that last bit of fun out of the topic. Online Investing Hacks is for the customer who wants to know the latest techniques, to go beyond the basics, who gets jazzed by cool online tools and services, and who actually wants to have a bit of fun while trying to strike it rich (or at least not lose their shirt).
1100338620
Online Investing Hacks: 100 Industrial-Strength Tips & Tools

For the geek who's an investor, and the investor who's a geek, we present Online Investing Hacks, 100 industrial-strength, bleeding edge tips, tools and techniques for analyzing and managing online portfolios.Individual investors have become more computer-literate and technology-dependent than ever before. Whether you're looking for suitable investments, studying alternatives, or managing your portfolios, you need data. The Internet can be a goldmine of financial data and research, but today's online investors also use spreadsheets, databases, and financial applications to select, study and manage investments. If your proficiency has grown to the point where you crave industrial-strength tips and tools to turbo-charge your efforts, this is the book for you.Online Investing Hacks covers:

  • Screening Investments
  • Collecting Data
  • Fundamental Analysis
  • Technical Analysis
  • Executing Trades
  • Investing in Mutual Funds
  • Portfolio Management
  • Updating Stock Data
  • Financial Planning
Other books for managing online investing are either out of date, are for beginners and don't go beyond the most basic advice, or are so dull and boring they squeeze that last bit of fun out of the topic. Online Investing Hacks is for the customer who wants to know the latest techniques, to go beyond the basics, who gets jazzed by cool online tools and services, and who actually wants to have a bit of fun while trying to strike it rich (or at least not lose their shirt).
11.49 In Stock
Online Investing Hacks: 100 Industrial-Strength Tips & Tools

Online Investing Hacks: 100 Industrial-Strength Tips & Tools

by Bonnie Biafore
Online Investing Hacks: 100 Industrial-Strength Tips & Tools

Online Investing Hacks: 100 Industrial-Strength Tips & Tools

by Bonnie Biafore

eBook

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Overview

For the geek who's an investor, and the investor who's a geek, we present Online Investing Hacks, 100 industrial-strength, bleeding edge tips, tools and techniques for analyzing and managing online portfolios.Individual investors have become more computer-literate and technology-dependent than ever before. Whether you're looking for suitable investments, studying alternatives, or managing your portfolios, you need data. The Internet can be a goldmine of financial data and research, but today's online investors also use spreadsheets, databases, and financial applications to select, study and manage investments. If your proficiency has grown to the point where you crave industrial-strength tips and tools to turbo-charge your efforts, this is the book for you.Online Investing Hacks covers:

  • Screening Investments
  • Collecting Data
  • Fundamental Analysis
  • Technical Analysis
  • Executing Trades
  • Investing in Mutual Funds
  • Portfolio Management
  • Updating Stock Data
  • Financial Planning
Other books for managing online investing are either out of date, are for beginners and don't go beyond the most basic advice, or are so dull and boring they squeeze that last bit of fun out of the topic. Online Investing Hacks is for the customer who wants to know the latest techniques, to go beyond the basics, who gets jazzed by cool online tools and services, and who actually wants to have a bit of fun while trying to strike it rich (or at least not lose their shirt).

Product Details

ISBN-13: 9781449390976
Publisher: O'Reilly Media, Incorporated
Publication date: 06/17/2004
Series: Hacks
Sold by: Barnes & Noble
Format: eBook
Pages: 506
File size: 6 MB

About the Author

Bonnie Biafore has always been a zealous planner, whether setting up software demos, cooking gourmet meals, or scheduling a vacation to test the waters of spontaneity. Ironically, fate, not planning, turned this obsession into a career as a project manager. When she isn't managing projects for clients, Bonnie writes about project management, small business accounting, personal finance, investing, and technology. She's also branching out into other "dry" topics with articles for the Wine Enthusiast. As an engineer, she's fascinated by how things work and how to make things work better. She has a knack for mincing dry subjects like accounting and project management into easy to understand morsels and then spices them to perfection with her warped sense of humor. Bonnie is the award-wining author of more than a dozen books including Quicken 2009: The Missing Manual, QuickBooks 2009: The Missing Manual, Project 2007: The Missing Manual, the Better Investing Stock Selection Handbook (which won an APEX Award of Distinction), Online Investing Hacks, and On Time! On Track! On Target!. She also writes regularly about financial topics for Better Investing bankrate.com and interest.com. When unshackled from her computer, she hikes in the mountains, cycles, rehabilitates horses, cooks gourmet food, and, most importantly, tries saying no to additional work assignments.

Table of Contents

Creditsix
Prefacexiii
Chapter 1.Screening Investments1
1.Screen Savings Rates2
2.Screen Fixed-Income Investments7
3.Screen Loan and Mortgage Rates11
4.Fast and Free Stock Screening Tools17
5.Build Industrial Strength-Stock Screens21
6.Weed Out Results29
Chapter 2.Hacking Excel for Financial Analysis32
7.Download Data Using Excel Web Queries33
8.Make Good and Bad Values Stand Out40
9.Make Nested Functions Work in Excel43
10.Prevent Growth Calculations from Blowing Up48
11.Flexible Techniques for Referencing Data52
12.Add Conditional Commentary59
13.Create Financial Charts in Excel61
Chapter 3.Collecting Financial Data68
Introduction: Fathoming Financial Statements68
14.Download Mutual Fund Data75
15.Choose Your Favorite Flavor of Data79
16.Obtain Price Quotes81
17.Download Historical Price Files84
18.Download Financial Statements86
19.The Best Data for Free89
20.The Best Data for a Fee91
21.Download News92
22.Locate the Competition96
23.Obtain Averages for an Industry and the Competition99
24.Create Alerts106
Chapter 4.Analyzing Company Fundamentals111
Introduction: Investing in Growth111
Introduction: Insisting on Quality115
Introduction: Buying Good Value115
25.Calculate Percentage Change for Growth and Return116
26.Calculate Compound Annual Rates of Growth117
27.Calculate Price and Dividend Ratios122
28.Calculate Additional Valuation Ratios130
29.Calculate Financial Strength Ratios138
30.Calculate Management Effectiveness Ratios144
31.Calculate Turnover Ratios151
32.Calculate Profitability Ratios157
33.Compare Year-to-Year Results164
34.Compare Several Competitors to Identify the Strongest Candidate170
35.Measure Earnings Predictability in Excel174
36.Use Rational Values to Buy and Sell Wisely180
37.Are You Walking on the Wild Side?187
38.Use Ready-Made Fundamental Analysis Applications198
39.Spot Hanky Panky with Cash Flow Analysis203
40.Use Online Analysis Tools208
41.Find the Best Free Excel Tools for Fundamental Analysis215
42.Find the Best Excel Tools for Fundamental Analysis for a Fee218
43.Analyze Real Estate Investment Trusts219
44.Bank on Banks224
45.Steps to Building a Financial Analysis Template230
Chapter 5.Technical Analysis235
Introduction: A Short History of Technical Analysis236
Introduction: Computers and Technical Analysis237
Introduction: Technical Charts237
Introduction: The Importance of Money Management238
46.Use Line and Bar Charts240
47.Light the Way with Candlestick Charts244
48.Point and Figure Charts246
49.Look for Patterns in Technical Charts250
50.What's Volume Got to Do with It?256
51.How to Use Indicators and Oscillators258
52.Support and Resistance265
53.The Best Tools for Technical Analysis267
Chapter 6.Executing Trades270
54.Pick the Right Type of Trade271
55.Execute After-Hours Trades276
56.Sell Fractional Shares279
57.Build Your Own Mutual Funds280
58.Buy Bonds Online282
Chapter 7.Investing in Mutual Funds284
Introduction: Mutual Funds Are Here to Stay285
Introduction: It's Your Money286
Introduction: Index Funds, Anyone?286
59.Why Don't My Funds Perform as Well as Others?287
60.Calculate the Damage of Mutual Fund Expenses292
61.Analyze the Hidden Costs of Fund Turnover298
62.The Taxman Cometh for Your Fund Returns302
63.Evaluate Short-Term and Long-Term Returns307
64.Manage Interest Rate Risk with Bond Fund Duration312
65.Evaluate Mutual Funds316
66.The Best Mutual Fund Screens for Free319
67.The Best Mutual Fund Screens for a Fee323
68.Beware of the Closet Index Fund326
69.Spot Mutual Funds That Don't Play Fair331
70.Know When to Fold 'Em335
71.Comparison-Shop for Mutual Funds340
72.Compare Mutual Funds Online344
Chapter 8.Managing Your Portfolio347
Introduction: What Is Portfolio Management?347
Introduction: Tracking Results349
73.Build an Online Portfolio351
74.Asset Allocation: Less Risk on the Road to Returns354
75.Keep Allocation in Line360
76.The Best Portfolio Management Tools for Free363
77.The Best Portfolio Management Tools for a Fee367
78.Portfolio Management with Excel370
79.Take the Sting Out of Portfolio Management373
80.Use Bonds in a Portfolio380
81.Calculate Investment Return Over Different Time Periods383
82.Compare Your Return to a Benchmark386
83.Forecast Future Returns391
84.Compare Returns for Alternative Investments394
85.Assess Portfolio Quality398
86.Flag Fundamental Sell Signals402
Chapter 9.Financial Planning405
87.Choose the Right Type of Account406
88.Choose an Online Broker410
89.Pick the Best Broker for Your Trading Style415
90.Save Up for Something Good419
91.Up, Up, and Away: The Cost of College424
92.Let Me Count the Ways to Save for College430
93.A College Savings Plan in Every State433
94.Balance Risk and Return for College Costs437
95.When It's Time to Break the College Savings Piggy Bank443
96.Save for Retirement While Still Enjoying Yourself446
97.Juggle Multiple Objectives451
98.Get Out of Debt Before Debt Takes It Out of You454
99.Find a Financial Planner457
100.Build a Ladder of Fixed-Income Investments463
Index467
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