Editor's review
This application analyzes financial performance of a set of companies and lets you decide winners and losers in the group. Calculating fair value estimates to help deciding the high performers. That way one can decide how to trim or add to one’s stock portfolio for optimum returns.
Pros: Value Investor is an application that lets you analyze the performance of a company from the published data in the company annual reports. It has facilities to import the financial data to avoid the tedium of manually entering such data, which could be voluminous. There are some 26 financial values that can be entered and one could derive something like 70 ratios to analyze performance completely. The ratios could be for a similar group or multiple ratios for one company.
That lets you clearly decide the star stocks and the laggards you may have in your portfolio. For the long-term, one could estimate a fair value of a company based on share price history and company performance over the years as well as performance of the stock indices over the same period. That should let you decide what to hang onto and what stocks need to be pruned out of the portfolio. Automatic explanations of performance data are provided to further ease the decision making and thorough understanding of the analysis.
The user interface design is somewhat unusual but suits the purpose very well. Functions are grouped together and are lad out on the first page. You are taken to the relevant set of function on selecting an action in a particular group. Sample data, charts and performance indices along with explanations makes this a very easy to use package.
Cons: Nothing problematic noticed.
Overall: a very handy tool for keeping a track of one’s stock portfolio. Easy to use and has lots of explanatory notes to help explain various performance ratios. Most laymen would be able to use this application effectively. Definitely this is a 5 star performing application.
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