Professional Tools

Interactive Tools for Financial Advisors, Traders and Asset Managers

Professional subscriptions entitle users to all ValuEngine reports that are available on general subscriptions. Professional advantages include:

  • Stock Reports. Industry Reports. Sector Reports. All updated daily.
  • Over 4,200 stocks and 600 ETFs covered.
  • Over 500 ADRs (foreign companies trading on US markets) included.
  • Advanced Screening tools.
  • Portfolio creation and tracking tools. Save, track and edit portfolios based on ValuEngine forecasts, ratings, valuations, and more.
  • Data downloads of ratings, forecast target prices, valuations, and more.

Advanced Screening Tools:

Screen for stocks that fit your investment style from the over 4,200 US equities covered by ValuEngine. Screen with as few or as many criteria as you wish. A partial list of screening criteria:

  • VE Buy/Hold/Sell rating.
  • VE Forecast target price.
  • VE Fair market Valuation.
  • Various Earnings based data points.
  • Momentum
  • Liquidity requirements such as price, trading volume, market cap.
  • Screen for specific sector and/or industry groups

Data

Portfolio Tools

ValuEngine portfolio functions provide you with tools to create, manage, and track the performance of one or more portfolios at any given time. You may track an unlimited number of portfolios with an unlimited number of positions in each portfolio.

This can be used to track performance over time, test strategy ideas, and view updated buy/hold/sell ratings or other data for a custom list of stocks at any time.

  • Create, save, update, upload and track multiple portfolios.
  • Use ValuEngine models to create a portfolio based on your risk level
  • Manually enter a custom list
  • Upload an existing portfolio from a properly formatted data file.

Downloads

Professional subscribers can download complete data files containing the current ValuEngine model outputs or the results of specific Advanced Screening efforts:

  • Strong Buy/Buy/Hold/Sell/Strong Sell ratings.
  • VE Fair Market Valuations.
  • VE Forecast Target Prices.
  • Dozens of other data points.
  • Updated daily.

 

Use this data in excel or other database format for your own research and investment strategy development.

Data downloads from the website includes current data, historical data is available to Professional subscribers on request.