Steele Mutual Fund Expert with Morningstar data is available for Mutual Funds/ETFs and Variable Annuities/Variable Life.
Steele Mutual Fund Expert is intuitive and powerful software designed to help you select, analyze, compare, and track mutual funds by giving you full control over the data. Financial professionals can also organize and present comparisons and their analysis with customized graphs, tables and other reports. Steele Expert software tools are designed to help investors incorporate their own judgment with objective data and arrive at the best investment decisions for them.
Original data is provided by Morningstar, Inc. on 30,000 Mutual Funds/ETFs and 150,000 Variable Annuities/Variable Life, including 471 benchmarks for comparison, with up to 1036 and 383 pieces of information on each fund and variable annuity respectively. The mutual fund databases also include virtually all money market funds and ETFs.
The Expert allows you to choose and evaluate the factors you believe are most important in measuring and analyzing funds, and then helps you isolate the funds that meet those criteria.
You can customize all display screens, graphs, and tabular or single-fund reports in any way you want. And you can also add your own graphics, such as company logo, and print dazzling pages.
Any portion of the data can be custom-reported in an unlimited number of ways, either displayed on the screen, printed, graphed, or exported for further manipulation or analysis to other applications, such as Excel.
Your satisfaction is important to us. Try Steele Expert for Mutual Funds or Variable Annuities for 30 days without any risk to you. If you find it does not meet your needs for some reason, return it for a full refund (less any shipping). Further, you may cancel your subscription at any time.
PC running Windows 11/10, 8G RAM, 2G available hard disk space, Internet connection.
Apple Mac with Windows installed with the built-in utility Boot Camp, or after installing Windows using VMware or Parallels software for running Windows and Mac applications at the same time. See article on The Best Ways To Run Windows On Mac.