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Description of Online Investing Hacks

For the geek who's an investor, and the investor who's a geek, we present Online Investing Hacks, 100 industrial-strength, bleeding edge tips, tools and techniques for analyzing and managing online portfolios. Individual investors have become more computer-literate and technology-dependent than ever before. Whether you're looking for suitable investments, studying alternatives, or managing your portfolios, you need data. The Internet can be a goldmine of financial data and research, but today's online investors also use spreadsheets, databases, and financial applications to select, study and manage investments. If your proficiency has grown to the point where you crave industrial-strength tips and tools to turbo-charge your efforts, this is the book for you.
Online Investing Hacks covers: * Screening Investments * Collecting Data * Fundamental Analysis * Technical Analysis * Executing Trades * Investing in Mutual Funds * Portfolio Management * Updating Stock Data * Financial Planning Other books for managing online investing are either out of date, are for beginners and don't go beyond the most basic advice, or are so dull and boring they squeeze that last bit of fun out of the topic. Online Investing Hacks is for the customer who wants to know the latest techniques, to go beyond the basics, who gets jazzed by cool online tools and services, and who actually wants to have a bit of fun while trying to strike it rich (or at least not lose their shirt).

Title Information

ISBN:

9780596006778

Pages:

506 pages

Format:

Paperback

Product Code:

20211

Publisher:

O'Reilly Media, Inc, USA

Published:

09/07/2004

Edition:

1st Edition

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About Bonnie Biafore

After spending 10 years as a project manager and tech writer for Electronic Data Systems, McDonnell Douglas, and others, Bonnie Biafore became a full-time financial-software writer in 1997. She's a columnist for both Quicken.com and Better Investing magazine and the author of The Complete Idiot's Guide to Online Personal Finance.

Contents of Online Investing Hacks

Credits
Preface

1. Screening Investments
1. Screen Savings Rates
2. Screen Fixed-Income Investments
3. Screen Loan and Mortgage Rates
4. Fast and Free Stock Screening Tools
5. Build Industrial Strength-Stock Screens
6. Weed Out Results

2. Hacking Excel for Financial Analysis
7. Download Data Using Excel Web Queries
8. Make Good and Bad Values Stand Out
9. Make Nested Functions Work in Excel
10. Prevent Growth Calculations from Blowing Up
11. Flexible Techniques for Referencing Data
12. Add Conditional Commentary
13. Create Financial Charts in Excel

3. Collecting Financial Data
Introduction
Fathoming Financial Statements
14. Download Mutual Fund Data
15. Choose Your Favorite Flavor of Data
16. Obtain Price Quotes
17. Download Historical Price Files
18. Download Financial Statements
19. The Best Data for Free
20. The Best Data for a Fee
21. Download News
22. Locate the Competition
23. Obtain Averages for an Industry and the Competition
24. Create Alerts

4. Analyzing Company Fundamentals
Introduction
Investing in Growth
Insisting on Quality
Buying Good Value
25. Calculate Percentage Change for Growth and Return
26. Calculate Compound Annual Rates of Growth
27. Calculate Price and Dividend Ratios
28. Calculate Additional Valuation Ratios
29. Calculate Financial Strength Ratios
30. Calculate Management Effectiveness Ratios
31. Calculate Turnover Ratios
32. Calculate Profitability Ratios
33. Compare Year-to-Year Results
34. Compare Several Competitors to Identify the Strongest Candidate
35. Measure Earnings Predictability in Excel
36. Use Rational Values to Buy and Sell Wisely
37. Are You Walking on the Wild Side?
38. Use Ready-Made Fundamental Analysis Applications
39. Spot Hanky Panky with Cash Flow Analysis
40. Use Online Analysis Tools
41. Find the Best Free Excel Tools for Fundamental Analysis
42. Find the Best Excel Tools for Fundamental Analysis for a Fee
43. Analyze Real Estate Investment Trusts
44. Bank on Banks
45. Steps to Building a Financial Analysis Template

5. Technical Analysis
Introduction
A Short History of Technical Analysis
Computers and Technical Analysis
Technical Charts
The Importance of Money Management
46. Use Line and Bar Charts
47. Light the Way with Candlestick Charts
48. Point and Figure Charts
49. Look for Patterns in Technical Charts
50. What's Volume Got to Do with It?
51. How to Use Indicators and Oscillators
52. Support and Resistance
53. The Best Tools for Technical Analysis

6. Executing Trades
54. Pick the Right Type of Trade
55. Execute After-Hours Trades
56. Sell Fractional Shares
57. Build Your Own Mutual Funds
58. Buy Bonds Online

7. Investing in Mutual Funds
Introduction
Mutual Funds Are Here to Stay
It's Your Money
Index Funds, Anyone?
59. Why Don't My Funds Perform as Well as Others?
60. Calculate the Damage of Mutual Fund Expenses
61. Analyze the Hidden Costs of Fund Turnover
62. The Taxman Cometh for Your Fund Returns
63. Evaluate Short-Term and Long-Term Returns
64. Manage Interest Rate Risk with Bond Fund Duration
65. Evaluate Mutual Funds
66. The Best Mutual Fund Screens for Free
67. The Best Mutual Fund Screens for a Fee
68. Beware of the Closet Index Fund
69. Spot Mutual Funds That Don't Play Fair
70. Know When to Fold 'Em
71. Comparison-Shop for Mutual Funds
72. Compare Mutual Funds Online

8. Managing Your Portfolio
Introduction
What Is Portfolio Management?
Tracking Results
73. Build an Online Portfolio
74. Asset Allocation: Less Risk on the Road to Returns
75. Keep Allocation in Line
76. The Best Portfolio Management Tools for Free
77. The Best Portfolio Management Tools for a Fee
78. Portfolio Management with Excel
79. Take the Sting Out of Portfolio Management
80. Use Bonds in a Portfolio
81. Calculate Investment Return Over Different Time Periods
82. Compare Your Return to a Benchmark
83. Forecast Future Returns
84. Compare Returns for Alternative Investments
85. Assess Portfolio Quality
86. Flag Fundamental Sell Signals

9. Financial Planning
87. Choose the Right Type of Account
88. Choose an Online Broker
89. Pick the Best Broker for Your Trading Style
90. Save Up for Something Good
91. Up, Up, and Away: The Cost of College
92. Let Me Count the Ways to Save for College
93. A College Savings Plan in Every State
94. Balance Risk and Return for College Costs
95. When It's Time to Break the College Savings Piggy Bank
96. Save for Retirement While Still Enjoying Yourself
97. Juggle Multiple Objectives
98. Get Out of Debt Before Debt Takes It Out of You
99. Find a Financial Planner
100. Build a Ladder of Fixed-Income Investments

Index