Version 2 of our Combined Program, named Portfolio Creation & Maintenance (PC&M).  PC&M combines Investor's Edge, Portfolio Evaluator, Global Asset Allocation (GLOBAA), ETFs & CEFs Portfolios, and U.S. Treasury Strip Model (ZeroC) all on one GUI Screen.  PC&M was released May 1, 2006 and represents our flagship program.  A new version of PC&M was released in late September 2009 that will run on Microsoft XP, Vista, and Windows 7.

A comprehensive and integrated 20 module financial information and analysis computer program developed and maintained by PIMS, Inc.  Seven historical databases are provided and maintained daily by PIMS, Inc.  The databases include historical fundamental and technical data for 3000 securities  including common stocks, exchange traded funds and closed-end funds.  IE modules include market indicators, market indices, U.S. Treasury and corporate bonds, open-end mutual funds, Black-Scholes option analysis module, asset allocation module, 21 portfolio investment styles, and a currency futures options trading model.  Investor's Edge includes both the Portfolio EVALUATOR and the ETFs & CEFs Portfolio program modules.

Portfolio EVALUATOR

Portfolio Evaluator is a 15 parameter stock rating program that also provides portfolio creation and maintenance capabilities.  A SEARCH routine accesses the fundamental and technical 3000 stock databases to find top rated companies in four market capitalization categories; All Stocks, Large-Cap Stocks, Mid-Cap Stocks, and Small-Cap Stocks.

Global Asset Allocation (GLOBAA)

GLOBAA is one of the first actively managed worldwide portfolio creation and maintenance computer programs using a security database that includes Exchange Traded Funds, American Depository Receipts, liquid Open-End Mutual Funds, and Closed-End Funds. Our latest version, Model 3, gives the User the option to choose which fund type(s) are used to create portfolios and includes the provision to include commissions and fees in units of basis points.

GLOBAA accesses two databases for 31 developed countries having computerized stock markets.  The first database is comprised of macro-economic and stock market index data.  The second database is the quarterly performance of all country specific securities.  These two databases date back to quarter four 1993.  GLOBAA chooses attractive securities for each of the seven world regions according to proprietary algorithms.  Model verification and its "figure of merit" was determined by running historical performance calculations.

Category 1 - USA Market
Category 2 - USA Sector Funds
Category 3 - USA Income Funds
Category 4 - USA Misc. Funds
Category 5 - USA Conv / pfd Funds
Category 6 - International Funds
Category 7 - International Index Funds
Category 8 - Global Stock Funds
Category 9 - Global Income Funds
Category 10 - Global Sector Funds
Category 11 - Emerging Markets Funds

This module was first released January 16, 2006 and modified during 2007 to include ADR securities.  With the current popularity of ETFs and ADRs, the module provides the ability to quickly create portfolios consisting of ETFs & ADRs.  Approximately 410 ETFs & ADRs are divided into eleven categories covering the computerized stock markets worldwide.  Portfolio printouts and saving security symbols to the Portfolio Creation module of Investor's Edge are provided to enhance portfolio management studies.

This module was  added to PC&M during the summer of 2006. It was developed from specifications provided by API Trust.  ZeroC is a single bond model that calculates trades depending upon the yield of the long bond.  Annualized performance results for the period 1997 thru Qtr 3, 2009 exceeds 10%.