Analysis Review™ software
has many wonderful features. This software is a companion
to our highly acclaimed Stock Investment Guide™.
One of the most important points to using this software
is that it requires completed stock analysis files. You
must own Stock
Investment Guide™ or
screen snapshots to the left will demonstrate how easy
it is to use PAR™ to
analyze your portfolio.
Analysis Review begins with the open dialog,
where you will select a folder containing your analysis
SSG files. Once you click OK in the file dialog,
all of the .ssg files will appear in the left most
Two: Next, select the stock files in the leftmost
column that you want to include in the portfolio analysis.
You can choose multiple files using the shift key, or the
command key (control key on Windows). Then you simply click
the "Add to List ->" button. The selected
files are then displayed in the rightmost column.
Three: Once you have your list of stocks completed
in the rightmost column, click "Done" to
open the Portfolio spreadsheet view.
Four: The portfolio will be displayed in a spreadsheet
window, with each company displayed in a single row. Rows
can be reordered by simply clicking on a row and dragging
it to a new location (as shown in the figure to the left).
VIEW menu will allow you to toggle a key for the columns
(that labels the columns "B", "C", "D",
etc.). If the key is visible when you print, a small
key will be printed at the bottom of the PAR report.
may be resized by grabbing the divider between the column
headers and dragging.
Step Five: If you prefer, you may sort your portfolio on a number
of different factors, by simply clicking on the column header. A second
click reverses the sort order.
Six: Print your Portfolio Analysis Review
report. The report should be printed in landscape mode.
Windows users will need to set their print margins
to a small value, like 0.5 inches.
This site not affiliated with the National Association of Investors
Corporation (“NAIC”) in any way,
nor does NAIC sponsor or endorse this website or any of the products or services
The author founded a successful investment club and has been a member of NAIC
Investment Guide, SIG, Portfolio Analysis Review, Comparison
CAR, and PAR are trademarks of Churr Software.