Introducing NAIC Classic NAIC recommended to teach you, step-by-step, the NAIC way
Dec 15, 2015
Introducing
NAIC Classic
NAIC recommended to teach you, step-by-step, the NAIC way
NAIC Classic - Outline
What is NAIC Classic?
How does NAIC Classic help?
User Levels
Home Page - ‘Home Base’
Stock Check List, Stock Selection Guide & Report, Stock Comparison Guide
What is NAIC Classic?
Software designed especially for the beginning investor
Includes: Stock Check List, Stock Selection Guide & Report, Stock Comparison Guide
Offers generous Help support
Gives the new investor step-by-step guidance through each NAIC report
User Levels
Beginner Level
provides step-by-step instruction
helps Beginner focus on important points
Experienced Level
moves through stock study in any sequence
offers more options for judgment
How does NAIC Classic Help?
Tutors you to complete each study report consistently
Focuses attention on key parts of analysis
Helps you to understand investing terms and methods
Provides thorough Help in several ways
Help Features
Tutorial
Stock Wiz
Prompt window
Right mouse button leads to What’s This? and More Help
Glossary and Manual
F1 Help key
Help Feature - Stock Wiz
Information needing attention is circled in red
Point & right-click mouse to call Stock Wiz
Stock Wiz provides helpful commentary
Help Feature - Prompt Window
Tells you what to do, each step of the way
Provides logical process for your study
Need more information? Click the Help link
Help Features
Right-click a cell to call What’s This? explanation
Click More Help for details
Every data window has a Help button
Help Features
Tutorial Overview of the
purpose and functions of NAIC Classic
Glossary Available at any
time from menu line Help
Main Page - Introduction
The old-time stock ticker symbolizes the past.
The electronic ticker tape symbolizes the future.
Stock Wiz breaks down barriers to investment learning.
Main Page is ‘Home Base’
Choose your study report:
Stock Check List or Stock Selection Guide
Choose your data source:
The database or datafiles or key-in data
Start
The Beginner’s place to start
Evaluates company growth and value
Use the SCL until comfortable with stock analysis
Eventually you may move to the more detailed Stock Selection Guide
Stock Check List
Stock Check List
Stock Selection Guide - Graph
Beginner is prompted through the steps
measure past growth of sales and earnings per share
evaluate quality of growth by straightness of lines
project future growth for sales and earnings
SSG - Graph
Stock Selection Guide - Analysis (Parts 2 - 5)
Beginner is prompted through the steps
evaluate management quality
review past value of company using price-earnings (P/E) ratios
evaluate future risk and reward scenario
measure potential return on investment
SSG - Analysis
SSG Report
Follows Stock Selection Guide
Set of 8 questions - helps you decide whether company will meet your goals
Text of Report gives interpretation guidelines
Summarizes the study and brings industry and economy into the ‘picture’
SSG Report
Stock Comparison Guide
Helps you to compare up to 5 companies
Follows completion of Stock Selection Guides for each stock
Compares under the headings:
growth, management, price, other
Stock Comparison Guide
Experienced User Level
You may switch to this after you have mastered the basic process for studying a company
Prompts are replaced by icons
Help features are still available (including Stock Wiz)
Includes more features and functions
Experienced User Level
Prompt window icons shown for navigation
Move through the stock study in any order
More choices for judgment and options
Other Features
Set Preferences in the Options windows
SSG, data entry, display, etc.
Internet Features
Direct access to company, research, club and favorite web sites
Update prices from Internet for company or entire database
Click on SSG, SDF or CSV files to load immediately into Classic
Internet Features
Direct link to STB Investor Software web site
help as needed by phone, fax, or e-mail
more tips and techniques for getting the most from Classic
slideshow presentations
register your software
NAIC Classic - Summary
Software designed especially for the beginning investor: step-by-step instruction
generous Help support
Progress in a logical, focused way
Thoroughly complete NAIC reports
NAIC Classic
NAIC recommended to teach you, step-by-step, the NAIC way
Created by STB Investor Software Inc.