Steele Mutual Fund Expert

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Note: The following information has not been updated by the vendor since 11/05/02.

Address:	P.O. Box 241844
	Los Angeles, CA 90024-9644
Phone # for sales:	310 281 5533 Questions
Additional Phone #:	800 315 9002 Orders/Demo
Fax:	775 320 5842
Website:	www.MutualFundExpert.com
Click link to request additional product information.
E-mail address:	Support@SteeleSystems.com

CATEGORY: SOFTWARE

General Information TOP

Product name: Steele Mutual Fund Expert

Initial Price: $45 - $599

Brief product description:

Mutual fund selection software for comparison, analysis, portfolio tracking, and client presentations. Over 30 fully user-customizable reports & graphs are included. Data by STANDARD & POOR'S on over 14,100 mutual funds, 150 benchmarks & indexes and 9,121 variable annuities, with 673 pieces of information on each, such as short-term & long-term performance, risk measures, fees, and portfolio information on each. Fast data downloads from the Steele web site. Unlimited fund data export to other software. Add user's own notes to funds. Hot-links directly to each fund's web site, etc.

System Requirements TOP

Operating system(s):

Windows98
Windows95
WindowsNT
Windows 2000

Minimum RAM required: 32 mb

Minimum hard drive space: 50 mb

Minimum modem speed: 14400

Mouse required?: Yes

CD-ROM used?: Yes

CD-ROM required?: Yes

Demo disk available?: Yes

Market Information TOP

Markets followed:

Mutual funds
Indices

Data TOP

Data type(s) utilized:

Historical Data

Sources for data:

Provided by an outside data source

Downloader:

Downloader provided
Auto-selecting of data to be downloaded
Unattended downloading

Data manager:

Historical database included with purchase
Data exportable to other programs
Data printout
Refreshes and cleans data automatically

Data Formats TOP

Formats read directly: N/A

Additional formats read directly:

N/A

Formats read after conversion to program useable data: N/A

Additional formats read via conversion to program useable data:

N/A

Charts TOP

Chart type(s) utilized:

Bar Charts
Line charts

Charting features:

Drag and drop
Dump to graphic formats (e.g., PCX)
Pages or chart suites
Print charts
Scaling: automatic
Scaling: manual
Templates
Unattended chart printing
User-defined chart groups
Windows: multiple
Windows: resizable
Write text on charts

Built-in indicators:

Alpha
Beta
Standard deviation
Volatility (Chaikin)
User-defined indicators

Screening and Alerts TOP

Ranking based on:

Fundamental data

Screening based on:

Fundamental data

Alerts based on: N/A

Alerts displayed on charts?: No

Alerts displayed in table?: No

Screening by individual system per market?: No

Save tables?: Yes

Automated printing of tables?: Yes

Trading Systems TOP

Trading system features:

Testing of portfolio risk & return

Options Analysis TOP

Options analysis features:

Graph volatilities
Portfolio reports

Support TOP

Support features:

Automated installation
Online help
Phone support

Manual page length (if applicable): N/A

Additional Information TOP

Additional comments (please indicate additional indicators, special features and services here):

Users can create their own customized presentation-quality reports and graphs with the built-in desktop publishing-quality single fund and tabular report designer. Over 30 fully user-customizable reports & graphs are included.

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