Online Investing Hacks

Bonnie Biafore

  • 出版商: O'Reilly
  • 出版日期: 2004-06-27
  • 售價: $1,020
  • 貴賓價: 9.5$969
  • 語言: 英文
  • 頁數: 506
  • 裝訂: Paperback
  • ISBN: 0596006772
  • ISBN-13: 9780596006778
  • 已過版




For the geek who's an investor, and the investor who's a geek, we present Online Investing Hacks, 100 industrial-strength, bleeding edge tips, tools and techniques for analyzing and managing online portfolios.

Individual investors have become more computer-literate and technology-dependent than ever before. Whether you're looking for suitable investments, studying alternatives, or managing your portfolios, you need data. The Internet can be a goldmine of financial data and research, but today's online investors also use spreadsheets, databases, and financial applications to select, study and manage investments. If your proficiency has grown to the point where you crave industrial-strength tips and tools to turbo-charge your efforts, this is the book for you.

Online Investing Hacks covers:

  • Screening Investments
  • Collecting Data
  • Fundamental Analysis
  • Technical Analysis
  • Executing Trades
  • Investing in Mutual Funds
  • Portfolio Management
  • Updating Stock Data
  • Financial Planning

Other books for managing online investing are either out of date, are for beginners and don't go beyond the most basic advice, or are so dull and boring they squeeze that last bit of fun out of the topic. Online Investing Hacks is for the customer who wants to know the latest techniques, to go beyond the basics, who gets jazzed by cool online tools and services, and who actually wants to have a bit of fun while trying to strike it rich (or at least not lose their shirt).

Table of Contents:



Chapter 1. Screening Investments
      1. Screen Savings Rates
      2. Screen Fixed-Income Investments
      3. Screen Loan and Mortgage Rates
      4. Fast and Free Stock Screening Tools
      5. Build Industrial Strength-Stock Screens
      6. Weed Out Results

Chapter 2. Hacking Excel for Financial Analysis
      7. Download Data Using Excel Web Queries
      8. Make Good and Bad Values Stand Out
      9. Make Nested Functions Work in Excel
      10. Prevent Growth Calculations from Blowing Up
      11. Flexible Techniques for Referencing Data
      12. Add Conditional Commentary
      13. Create Financial Charts in Excel

Chapter 3. Collecting Financial Data
      Fathoming Financial Statements
      14. Download Mutual Fund Data
      15. Choose Your Favorite Flavor of Data
      16. Obtain Price Quotes
      17. Download Historical Price Files
      18. Download Financial Statements
      19. The Best Data for Free
      20. The Best Data for a Fee
      21. Download News
      22. Locate the Competition
      23. Obtain Averages for an Industry and the Competition
      24. Create Alerts

Chapter 4. Analyzing Company Fundamentals
      Investing in Growth
      Insisting on Quality
      Buying Good Value
      25. Calculate Percentage Change for Growth and Return
      26. Calculate Compound Annual Rates of Growth
      27. Calculate Price and Dividend Ratios
      28. Calculate Additional Valuation Ratios
      29. Calculate Financial Strength Ratios
      30. Calculate Management Effectiveness Ratios
      31. Calculate Turnover Ratios
      32. Calculate Profitability Ratios
      33. Compare Year-to-Year Results
      34. Compare Several Competitors to Identify the Strongest Candidate
      35. Measure Earnings Predictability in Excel
      36. Use Rational Values to Buy and Sell Wisely
      37. Are You Walking on the Wild Side?
      38. Use Ready-Made Fundamental Analysis Applications
      39. Spot Hanky Panky with Cash Flow Analysis
      40. Use Online Analysis Tools
      41. Find the Best Free Excel Tools for Fundamental Analysis
      42. Find the Best Excel Tools for Fundamental Analysis for a Fee
      43. Analyze Real Estate Investment Trusts
      44. Bank on Banks
      45. Steps to Building a Financial Analysis Template

Chapter 5. Technical Analysis
      A Short History of Technical Analysis
      Computers and Technical Analysis
      Technical Charts
      The Importance of Money Management
      46. Use Line and Bar Charts
      47. Light the Way with Candlestick Charts
      48. Point and Figure Charts
      49. Look for Patterns in Technical Charts
      50. What's Volume Got to Do with It?
      51. How to Use Indicators and Oscillators
      52. Support and Resistance
      53. The Best Tools for Technical Analysis

Chapter 6. Executing Trades
      54. Pick the Right Type of Trade
      55. Execute After-Hours Trades
      56. Sell Fractional Shares
      57. Build Your Own Mutual Funds
      58. Buy Bonds Online

Chapter 7. Investing in Mutual Funds
      Mutual Funds Are Here to Stay
      It's Your Money
      Index Funds, Anyone?
      59. Why Don't My Funds Perform as Well as Others?
      60. Calculate the Damage of Mutual Fund Expenses
      61. Analyze the Hidden Costs of Fund Turnover
      62. The Taxman Cometh for Your Fund Returns
      63. Evaluate Short-Term and Long-Term Returns
      64. Manage Interest Rate Risk with Bond Fund Duration
      65. Evaluate Mutual Funds
      66. The Best Mutual Fund Screens for Free
      67. The Best Mutual Fund Screens for a Fee
      68. Beware of the Closet Index Fund
      69. Spot Mutual Funds That Don't Play Fair
      70. Know When to Fold 'Em
      71. Comparison-Shop for Mutual Funds
      72. Compare Mutual Funds Online

Chapter 8. Managing Your Portfolio
      What Is Portfolio Management?
      Tracking Results
      73. Build an Online Portfolio
      74. Asset Allocation: Less Risk on the Road to Returns
      75. Keep Allocation in Line
      76. The Best Portfolio Management Tools for Free
      77. The Best Portfolio Management Tools for a Fee
      78. Portfolio Management with Excel
      79. Take the Sting Out of Portfolio Management
      80. Use Bonds in a Portfolio
      81. Calculate Investment Return Over Different Time Periods
      82. Compare Your Return to a Benchmark
      83. Forecast Future Returns
      84. Compare Returns for Alternative Investments
      85. Assess Portfolio Quality
      86. Flag Fundamental Sell Signals

Chapter 9. Financial Planning
      87. Choose the Right Type of Account
      88. Choose an Online Broker
      89. Pick the Best Broker for Your Trading Style
      90. Save Up for Something Good
      91. Up, Up, and Away: The Cost of College
      92. Let Me Count the Ways to Save for College
      93. A College Savings Plan in Every State
      94. Balance Risk and Return for College Costs
      95. When It's Time to Break the College Savings Piggy Bank
      96. Save for Retirement While Still Enjoying Yourself
      97. Juggle Multiple Objectives
      98. Get Out of Debt Before Debt Takes It Out of You
      99. Find a Financial Planner
      100. Build a Ladder of Fixed-Income Investments