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Equity Compensation Portfolio Analysis Software
Report Templates
To enable StockOpter® Insight users to get the most of this flexible tool, here are a variety of custom Personal Equity Compensation Profile (PECP) report templates that can be run with this program.
Name Description Sample Report Download Template
Personal Equity Compensation Profile The Mar-2007 update including a condensed format and improved graphics PDF DOC
PECP Report w/o VaR

The current PECP without the Value at Risk (VaR) section or ratios

 PDF DOC
All Tag Template

Creates a report listing all the available report variables (tables, charts and data)

 PDF DOC
Equity Compensation Policy Statement The Mar-2007 update including an updated format PDF DOC
Prospecting Letter The Mar-2007 update including an update format PDF DOC
To use these Templates:
  1. Download and save the Template file to C:\Program Files\Net Worth Strategies\StockOpter Insight\Report Templates.
  2. Run StockOpter® Insight and go to the Reports Tab
  3. Click the Add New link and select the new Template
  4. Select the Template and Run Report(s)
To edit a Template:
  1. Select the Template from the list on the Report Tab
  2. Click the Edit link (brings up the Template in Word)
  3. Make changes, Save and Close (if you Save As you will have to Add New)
These templates are provided "as is" and may require additional customization. Support is provided via email.


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