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The Sophisticated Investor

Note: The following information has not been recently updated by the vendor.

CATEGORY: SOFTWARE

General Information | System Requirements | Market Information | Data |
Data Formats | Charts | Screening and Alerts | Trading Systems |
Options Analysis | Support | Additional Information

General Information TOP

Product name: The Sophisticated Investor
Initial Price: $195.00
Brief product description: 

A stock portfolio optimization program.

System Requirements TOP

Operating system(s): 
  • Windows98
  • Windows95
  • WindowsNT
Minimum RAM required: Less than 4 mb
Minimum hard drive space: Less than 1 mb
Minimum modem speed: N/A
Mouse required?: Yes
CD-ROM used?: No
CD-ROM required?: No
Demo disk available?: No

Market Information TOP

Markets followed: 
  • Stocks
  • Mutual funds

Data TOP

Data type(s) utilized: 
  • Historical Data
Sources for data: 
  • Provided by an outside data source
Downloader:  N/A
Data manager: 
  • Editor for data
  • Historical database available
  • Data exportable to other programs
  • Data printout

Data Formats TOP

Formats read directly: 
  • ASCII
Additional formats read directly: 

N/A
Formats read after conversion to program useable data: 
  • ASCII
Additional formats read via conversion to program useable data: 

N/A

Charts TOP

Chart type(s) utilized: 
  • Overlay charts
Charting features: 
  • Print charts
  • Scrolling
  • Windows: resizable
  • Write text on charts
Built-in indicators: 
  • Alpha
  • Beta
  • Correlation analysis
  • Standard deviation
  • 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?: Yes
Save tables?: Yes
Automated printing of tables?: No

Trading Systems TOP

Trading system features: 
  • Stock system testing
  • Optimization
  • Testing of portfolio risk & return

Options Analysis TOP

Options analysis features:  N/A

Support TOP

Support features: 
  • Automated installation
  • Manual
  • Phone support
Manual page length (if applicable): N/A

Additional Information TOP

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

N/A

General Information | System Requirements | Market Information | Data |
Data Formats | Charts | Screening and Alerts | Trading Systems |
Options Analysis | Support | Additional Information

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