StockOpter® 2.5’s new Price Indexer feature aids decision-making power. It allows
projection of portfolio values over 15 years using the stock price
performance of a list of major US corporations. This analysis enables
you to show your client how the values in their portfolio would
fare if the underlying stock behaved like the stock of the selected
company, i.e., Xerox or PepsiCo.
The
Price Indexer contains data on annual stock price performance through
the year 2007. In addition, you can add a year-to-date return for
the current year, which may give a more compelling demonstration
of diversification.
- Click
the Price Indices tab to view Price Indexer data.
- Select
the desired company then scroll to the far right until a company's
year-to-date return numbers end. Note: You’ll need to have the
year-to-date return of the stock on hand to do the next step.
- Type
the current year-to-date return in the cell corresponding to the
company. Note: Type the percentage as a decimal, i.e., 0.21, not.
21%.
That's
it! You have now a company's stock price performance updated with
2007's year-to-date return.
|
