Steele Mutual Fund Expert Reports & Graphs

Below are selected single-page reports, graphs and tabular report templates included with Steele Expert.

The best way to view the latest reports, graphs and new features included in the system is with the free full version of Steele Expert for Mutual Funds.  (It takes about 2 minutes to set up.)

Click here to download the Free Full Version

All these reports and graphs can be completely customized by the user.
Users can change the placement of tables, graphs, colors, add their own text, company logo, etc., or even create reports from scratch to meet their exact needs.  You can place on these reports and graphs any combination of funds and benchmarks, your portfolios, filters, etc.  All reports and graphs can be saved as PDF files and easily e-mailed to others.
Fund Detail Report Templates
 (selected)
  
 


► Fund Detail Pro Plus

 

► Fund Allocation Analysis

 


► Fund Detail Pro

 

► Fund Graph Profile

 


► Fund Detail (FINRA)

 

► Fund Comparison

 


► Up and Down Market Returns

 

► Ranks & Averages Pro Plus
 
 
Graph Templates
 (selected)
   


► Last 12 Months

 

► Last 4 Quarters

 


► Long-Term Performance

 

► Relative Performance

 


► Short-Term Growth

 

► Long-Term Growth

 


► Up Market Returns

 

► Down Market Returns

 


► Full Market Cycle Returns

 

► Benchmarks - Long-Term Performance

 


► S&P Reinvestment vs Without

 

► Gold an Inflation Hedge?

 


► Risk-Return Plot

 

► Portfolio Composition

 


► Top 10 Sectors

 

► Top 10 Securities

 
Tabular Report Templates
 (selected)
 


► 5-Star AAA-rated No-load Funds

 

► Performance Overview Year-to-Date

 


► Top Sectors Year-to-Date

 

► Outperformed S&P500 (3-Year)

 


► Long-Term Report

 

► Portfolio Information

 


► Risk Performance

 

► Purchasing

 

If you have any questions, comments or suggestions please send them to:
Support@SteeleSystems.com
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