Steele Expert Subscriptions

Order a Single Issue (one-time purchase) or Kiplinger Special Offer

STEP 1 - Select your Subscription

Start your Steele subscription and download the full software & database

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 Subscriptions Original data by Morningstar, Inc.
	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: 1036 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	$112	$218
• 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	$91	$168
• Mutual Funds - Personal About 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.	$40	$60
• 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.	$77	$112

* 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 July 31, 2026. 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: ($11 per monthly issue or $13 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 $11 (for monthly subscriptions) or $13 (for quarterly subscriptions) per issue. Check the box on the left to add this to your subscription.