Steele Mutual Fund Software with Morningstar data
Steele Expert mutual fund software
is an intuitive,
easy-to-use program for analysis/research, selection, portfolio creation/tracking, and
presentation. It is based on original data by
on 30,000 mutual funds/ETFs, 150,000
variable annuities/variable life, market indexes & investment objective averages, with short-term & long-term
performance, risk statistics, fees, and portfolio information on each. It
includes customizable charts,
reports, comparisons, rankings, ratings, filtering, portfolio modeling &
Whether you are a financial professional or an individual investor, if you
are not using Steele Expert for Mutual Funds & Variable Annuities
you are probably not managing your investments as profitably as you could.
Steele Expert, by helping you identify the
best mutual funds for you, can increase the return and reduce the risk of your
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 your
The software has many exclusive features and
gives the user full creative control over the
data and its presentation.
Steele Mutual Fund Software
is used by financial professionals at companies such as Merrill Lynch,
UBS, Smith Barney, Prudential Securities, American
Express Financial Advisors, Met Life Securities, the Equitable, the
Fidelity Group, Raymond James, LPL Financial, Kiplinger's Personal Finance Magazine, Business Week, and
the University of Southern California Business School.
Steele Expert software gives you full control and helps you get results with the following benefits and features:
Comprehensive mutual fund data
Authoritative and accurate base data provided by Morningstar,
Inc., the leading
source of investment data, with the performance since 1962 of over 30,000 funds/ETFs,
including virtually all Money-Market funds, and 150,000 Variable Annuities.
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
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
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 Experts desktop publishing and slide show capabilities.
Add your own Notes
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
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.
software & databases from our web
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.
Analyze the performance of any mutual fund or portfolio of funds against
any other fund, category of funds, or against 395 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.
instantly show you whether a fund's performance is in proportion to its risk.
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
Build custom filters to display only funds matching criteria you choose, such as fund
type, management fees, risk, and performance. Automatically track funds that beat market
indexes you choose, like the S&P 500 Index.
Web links to mutual fund web sites
Link to the web site of almost any fund with a single click. There (in many cases) you can get additional and very detailed information from the funds themselves, application forms to open regular and IRA accounts, and other services. Steele Mutual Fund Expert includes a comprehensive database of the
web sites of most funds.
Investment Objectives, Style-based Categories and their Averages for
all mutual funds
The Categories incorporate the management style of each fund. This enables users
to zero in and analyze exactly the group of funds they are interested
in based on an additional layer of management direction information.
Outline-based user interface with
Folders & Pages
Makes viewing and organizing groups of mutual fund graphs, reports, portfolios, clients,
slide-show presentations, and research project easier and more intuitive than ever. Create
your own folders for each project and organize your work conveniently with drag-and-drop.
ABCDE & Star Ratings
Funds are awarded ratings on a 3-year basis for return, risk, and overall
risk-adjusted performance within their investment objective category for easy, yet
effective quality comparison.
5-year Category Ranking graph
Displayed for each fund in the database view, it makes it easy to compare 5-year
consistency visually, allowing you to identify the best performing funds within each
investment objective category.