Frequently Asked Questions

For more direction on program operation topics, please click on "User’s Guide" in the Help menu of the Steele Expert program or see the Steele Expert Quick Start and the User's Guide in pdf format. (Adobe Reader needed)

Top Questions

• Setup
  • I get the message "Database file does not match this password"
  • I did not get my password e-mail: How to ensure you receive our Password E-mails
  • I installed the latest database, but I still see the old data
  • Something seems wrong with the program or data: Download & install again
  • Something interferes with downloading and/or installation: Temporarily turn off an overzealous anti-virus program
  • I do not see the data, just a gray screen? How do I see the database?
  • Ultra High-resolution Screens (high-DPI / 4K) - Windows 10 High-DPI display handling: Choose how Windows 10 displays the application
• Finding a specific fund in Database view
• Compare 2 or more securities or Portfolios
• Create a concise tabular report with only the columns I want?
• Filter for specific fund share classes
• Create and e-mail PDF files of Steele Expert reports or graphs
• How to transfer Steele Expert user-created data to another computer
• How can I quickly see the data definitions of the various columns in Steele Expert?
• Create a "Portfolio" database record to track and compare a portfolio

Downloading Updates

• I did not get my password e-mail: How to ensure you receive our Password E-mails
• When I click on the download link, I do not see the "Run" option
• During downloading, I get a message that the connection was reset or some files are corrupted. What should I do?
• What is the process for downloading monthly or quarterly updates and how long does it take?

Installation

• I installed the latest database, but I still see the old data
• "Error installing iKernel.exe" message during installation. What should I do?
• I get an "Invalid password" message
• I do not see the data, just a gray screen? How do I see the database?
• During installation, I chose to have Steele Mutual Fund Expert start automatically when Windows starts, but I changed my mind later. How do I disable that option?

Data Questions

• Where can I see the data definitions of the various columns in Steele Expert?
• Why do some funds not have NASDAQ symbols?
• What is the significance of the color of the bars in the Style Sector Rankings column?
• How is the Standard Deviation calculated?
• Why Calendar Year returns do not add up to the Total Return for the period?

Working with the program. How do I ...

• Finding & ranking funds
  • Find a specific fund in the Database view?
  • Filter for specific fund share classes?
  • Rank columns to find the best funds?
• Reports
  • Compare 2 or more securities or Portfolios
  • Create a concise tabular report with only the columns I want?
  • Create and e-mail PDF files of Steele Expert reports or graphs?
  • Customize full-page reports?
  • Make a copy of a page/report before modifying it?
  • Export data to an Excel spreadsheet or other software?
• Portfolios
  • Create a "Portfolio" database record to track and compare a portfolio of securities?
  • Display only the securities contained in a Portfolio in Database view?
  • Create my own composite benchmarks?
  • Delete a portfolio I have created?
  • Delete a filter I have created?
  • Combine securities from multiple portfolios?
• Tagging records
  • Tag (select) multiple records?
  • Create a Securities Group of tagged records? (Handy for funds that you view on a regular basis)
  • Add more records to an existing Securities Group of tagged records?
  • Combine two or more Securities Groups of tagged records?
  • Benefit from User-defined columns?

Backup / Transfer of user-created data

• How to transfer Steele Expert user-created data to another computer

Billing

• When is my credit card charged each month or quarter for my subscription?