To request telephone assistance contact Support at (310) 281-5533.
To fax or mail your order click here.


To order a Single Issue (one-time purchase) or Kiplinger Special Offer click here
 

STEP 1 - Select your Subscription

Start your Steele subscription and download the full software & database right away

30-day Trial - Money-Back Guarantee
New clients can cancel within 30 days for any reason and get a full refund on their credit card (less s&h, if any)
After 30 days, you can still easily stop your subscription at any time

STEELE Expert
Original data by Morningstar, Inc.

Subscriptions

Monthly
Subscription

Quarterly Subscription
1 issue per month 1 issue per calendar-quarter *

Databases Comparison Table
(This data is also computed for user-constructed portfolios)

 Price per month Price per quarter

• Mutual Funds - Pro Plus
Everything in Professional, plus:
- 1007 data columns, calendar year and monthly data & graphs for over 50 years
- 1, 3, 5, 10, 15, 20-year risk-adjusted performance Primary Index Modern (MPT) and Post-Modern Portfolio Theory (PMPT) statistics (Sortino/Information/Capture ratios, Downside Deviation, Maximum Drawdown, etc.)
- Best-fit Index Modern Portfolio Theory statistics: alpha, beta, r-squared, Treynor
- SEC After-Tax returns for selecting tax-efficient funds
- Bull-Bear-Full Market Cycle market performance analysis since 1956
- Full Equity Style Analysis, and more

 $102 $199
• Mutual Funds - Professional
Everything in Personal, plus:
- 310 data columns, calendar year and monthly data & graphs for 10 years
- Portfolio statistics
- Full Equity & Fixed-income Sector Breakdown
- Top 10 Holdings (securities)
- 3-year risk-adjusted performance statistics - (MPT) (Sharpe & Treynor)
- Load-adjusted returns
- Filter by Distinct (oldest) share class
- FINRA report compliant		 $83 $150
• Mutual Funds - Personal
Over 30,000 funds, ETFs, money-market funds, benchmarks & category averages, 236 data columns, calendar year and monthly data & graphs for 10 years. Primary Index Modern Portfolio Theory statistics: alpha, beta, r-squared, standard deviation, volatility, etc.		 $36 $53
• Variable Annuities
Over 150,000 funds & benchmarks, 383 data columns, calendar year and monthly data & graphs for 10 years. Same as Professional for mutual funds plus all VA-specific data.

Supplement retirement with tax-deferred annuities that permit unlimited contributions.		 $68 $100

* The Calendar Quarter issues of each year are: March 31, June 30, September 30, December 31

Select your Subscription


 

Your credit card will be charged before each issue is delivered. You can stop your subscription any time by e-mailing Support@SteeleSystems.com or calling (310) 281-5533.
Select your First issue

The latest issue is March 31, 2024. Quarterly subscriptions can start with a non-calendar quarter issue, but all subsequent issues will be calendar quarter month ends (March 31, June 30, September 30, December 31).
Optional CD mailed

  Optional CDs mailed:
($9 per monthly issue or
$11 per quarterly issue)

 Updates are made available by the 4th - 5th business day of each month and can be rapidly downloaded from our website.
In addition you can have a backup CD mailed to you as well for $9 (for monthly subscriptions) or $11 (for quarterly subscriptions) per issue. Check the box on the left to add this to your subscription.