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Our Mission
To develop, maintain, and market User-friendly computer programs with supplied databases that solve problems and increase User productivity in dramatic terms. To create, maintain and market various investment style portfolios derived from our proprietary computer programs and databases.
Company History
The Company was incorporated in June 1983, for the purpose of creating
financial software information and analysis computer programs to assist
financial planners, investment advisors, mutual fund managers, stock brokers and
others to manage investment portfolios.
Computer Programs
Portfolio Creation & Maintenance (PC&M) is our flagship
program. PC&M contains 15 3D icons that produce portfolio creation and
maintenance information ready for use in the construction and periodic
maintenance of investment portfolios. PC&M program modules include
Investor's Edge (IE), Global Asset Allocation (GLOBAA), Zero Coupon Bond Model (ZeroC),
and an ETF+ADR program based on a 50 category division of the developed
countries of the world.
Investor’s Edge (IE) was released in 1990 and has been maintained and
updated each market day during the last 15 years without missing a single market
day. It is an integrated and comprehensive investment information and
analysis program containing 19 individual program modules. Major modules
include Technical Analysis, Fundamental Analysis, Portfolio Creation, Portfolio
Tracking, Search Analysis, Automatic Asset Allocation Portfolios, Winning
Portfolios and Top 50 RANK Portfolios, Currency Futures Option Trading Model,
U.S. Government/Income Analysis, Portfolio EVALUATOR, and more.
Portfolio EVALUATOR (PE) was released in September 2004 and is updated
and maintained each market day. Portfolio EVALUATOR is a 15 parameter
analysis of each stock at the end of every market day for our database of ~3000
stocks. Program features include a Search Module which locates the Top 50 or
User defined number of stocks for All Stocks, Large-Cap Stocks, Mid-Cap Stocks
or Small-Cap Stocks.
Global Asset Allocation (GLOBAA) was released in late 1997 and has been
updated and maintained ever since. GLOBAA is a worldwide portfolio program
that invests capital in each of seven world regions comprised by 31 developed
countries having computerized stock markets. Macro-economic data for each
of the 31 countries and quarterly performance results for the ~410 individual
securities are updated at the end of each calendar year quarter. Security
types are open-end mutual funds, closed-end mutual funds, exchange traded
funds (ETFs), and ADRs that are designed to mimic or better the stock market indices of
the 31 countries. User has three options to limit security selection to
three
combinations of security types.
Historical Portfolio Database Library
Top 6 Composite Value RANK Library
Starting in March 1991 we initiated a historical database library for the
Top 6 Composite Value RANK printout within IE which is utilized to create and
maintain the Composite Value RANK Portfolio Management (CVRPM) system which is
controlled by a proprietary step-by-step portfolio management procedure.
Other Historical Libraries
Historical libraries for our 10 Winning Portfolios printouts and 8 Top 50
Stock Analysis printouts from Investor’s Edge date back to August 1998.
Starting June 30, 1999 we are maintaining an Earnings Surprises historical
library of data. Each market day we record Earnings Surprises and at the
end of each calendar year quarter we demand a printout of the last 13 weeks of
Earnings Surprises and file same.
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