Automate Your Investment Life

[Pages:54]Automate Your Investment Life

by Tim du Toit



Dear Fellow Investor

Thank you for your purchase of this eBook. My only aim with the book is to save you time and make your investment life easier. In it you will find detailed instructions to, with the least effort:

Find investment ideas Analyse them Sort and organise your research so you can easily and quickly find the

information you need Get updated news on all the companies you choose to follow without you

having to search for it Automatically update the share prices of your portfolio It's basically a how-to book of the tools I use every day to manage own investments as well as the recommendations of various investment newsletters I write.

Help is an email away Even though I have worked really hard to make the instructions as easy as possible for you to follow I may have left something out. An immediate answer to your question may be available on the frequently asked questions (FAQ) page which you can look at by clicking on the following link: FAQ - Automate your investment life

If there is anything you don't understand or if I have left anything out please let me know at tdutoit@ and I will help you immediately.

Want your money back? ? Just one email You should save time and be completely happy with your purchase. If you are not let me know and I will immediately refund what you paid for the book. Simply email me at the following address: tdutoit@

I won't earn anything Let me say up front that I have no association with any of the web sites or products mentioned in the book. I will also not earn anything should you choose to subscribe or buy something from them.

To your investment success

Index

Chapter #1 - How you can optimally use the best free screener in the internet

5

How to find it

6

Hardest part is over Predefined screens - value investment

7

Easy and quick to customise

Save your own screen

8

Set up your own customised screen

43 criteria you can use to screen with

9

See how all companies are distributed

11

What do the criteria mean? How to set up a simple screen

12

View the screen output

13

Chapter #2 - Automatically import five years of financial data into a spread sheet

15

Register your free account at Reuters

15

How to log into your Reuters account

16

Accessing five years of financial data on the Reuters website 17

Index

Chapter #3 - How to install the SMF Microsoft Excel add-in

19

Join Yahoo Groups

19

Download the Add-In

20

How to install the Add-In

21

Chapter #4 - How to Import financial data directly from Reuters into Microsoft Excel

22

Importing information to the spread sheet

24

Chapter #5 - Trick to get the spread sheet to work

31

Chapter #6 - How to save organise and retrieve your research

35

Create an Evernote Account

35

Two ways to use Evernote Installing Evernote software

36

Also install the browser add-on

Evernote software on your computer

37

Create notebook

Index

Saving your first article

39

Adding additional search terms Searching the articles you have saved

40

Tagging your articles

41

Evernote can do a lot more for you

43

Chapter #7 - Managing your portfolio - how to automatically import share prices into a spread sheet

44

How to add a company in the spread sheet

45

Two ways to update the spread sheet

47

How to add a company to your portfolio

48

Chapter #8 - How to automatically get updated information on all the companies in your portfolio daily

49

Set up a Google account

49

Define your search

50

What it can be used for

51

Chapter #1 - How you can optimally use the best free screener in the internet

Step 1

The screener is free

To get access to the stock screener the first thing you have to do is open a free account.

To do this click on the following link which will take you to the registration page.

Financial Times registration page

..0 In the column with the heading Free click Select as

Step 2

On the next page complete the required registration information and click on the button that says Continue.

Be sure to make a note of the e-mail address and password you entered

because you will need it to log into the website. Once you have registered

and confirmed your subscriptions through

the e-mail the Financial Times sent you the next step is to log into the

website.

To do that go to

Step 3

Then click on Sign in at the top right of the website as shown below:

Enter the e-mail address and password you selected when you registered.

Back to Index

5

How to find it

Step 4

The easiest way to find

the stock screener is to

type

the

word

screener into the top

right search box as

shown below.

Step 5

In the search results click on the hyperlink that says Equity Screener

Then click on Global Equity Screener

Step 6

Back to Index

Finally you will see the Equity screener page which looks like this:

6

Hardest part is over

Once you have gotten to this point you have completed all the hard work.

Now all you have to do is to define your search, get the results and start analysing the companies you want to buy.

Predefined screens - value

Before I show you how you can do your own customised screening first

investment

a few shortcuts.

The Financial Times has set up a few pre-defined screen which can save

you a lot of time. .

Step 7

To access the predefined screens click the tab that says FT predefined screens as shown below:

If you look at the predefined screens I am sure you will agree that the person at the Financial Times that defined the screens must be a value investor as all four predefined screens are all value screens with the following names: A Warren Buffett screen A Ben Graham value investing screen A "growth at a reasonable price" screen A Martin Zweig screen

With a single click on the two hyperlinks to the right of the screen you can either view the companies the screener has come up with or view the screen definitions as shown below:

Step 8

This is handy as you can quickly see how many names the screen came up with as well as the exact screening criteria.

Back to Index

7

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