VestEgg Investment Tools

The Investment Manager allows you do track your investments and perform analysis in much the same way as you might do with a spreadsheet program.
The convenience of the Investment Manager is that it will update the current prices for hundreds of publicly traded funds and stocks and get the past year of historical data automatically. You don't have to enter prices manually, there are no spreadsheet ranges to change, and sorting is easy. Just import your symbol list, select the Update button, then sort and analyze.

The Investment Manager tool is designed to facilitate an active investment strategy where you purchase current top performing funds from whatever group of funds you prefer or have access to through your investment management company. In this strategy, top performing funds are determined primarily by looking at the 30/60/90/ytd performance. After selecting a fund you might invest partially. You might purchase more of the fund as it improves beyond a certain gain threshold. You might sell the fund if it drops below a certain loss threshold. The tool can also be used to compare and track stocks.

Overview

The Investment Manager has two primary functions. The Investment panel allows you track your existing investments. The Analysis panel allows you to compare the performance of a large number of funds.

When you login you will be prompted to trust the signed applet. The applet will only read or write to your hard drive when you select the Import or Save button to load or save your data or your preferences. You will then be prompted to login. If you login as Guest you will have full access to the program except you will only be able to import and analyze 100 lines from any data files that you save or create. So you will be able to store and track 100 investments and analyze 100 funds at a time. Registered users can load 1000 lines and additional financial indicators are generated. See Register below for more information.

Get Started

The Investment Manager tools are for information gathering purposes only. Use the Investment Manager tools at your own risk. Consult with your licensed investment advisor before making investment decisions.
If the Java applet does not load then see Setup below.

Select this link to Login and agree to use the tool at your own risk.

VestEgg is committed to refining and improving its tools. If you experience any problems or have any questions or suggestions please email VestEgg support. Please allow 24 hours for a response.

Setup

The Investment Manager program is a Java Applet.
You must have Java version 1.5 or higher installed.
If the Java Applet doesn't load then review the following:

Firefox: Update to Firefox 1.5 or higher
Internet Explorer: Update to Internet Explorer 6.0 or higher.
Windows OS: To check your Java version open a command window by running the command 'cmd' from the Start/Run menu selection. In the command window run the command 'java -version'. If you do not have the correct Java version select the link above, download, and install it.
Mac OS X: OS X comes with Java 1.4 so in general you will need to download 1.5 from the link above. After installing it go to Applications/Utilities/Java/J2SE 5.0 and run the Java Preferences program. Set the Java Applet Runtime Settings to use J2SE 5.0.
Make sure Java is enabled:

For Firefox on Windows select the Tools menu, select Options, then select the Content tab. For Max OS X select the Firefox menu, select Preferences, then select the Content tab. In the Content tab check that Java is enabled.
For Internet Explorer select the Tools menu, then select Internet Options, then select the Advanced tab. Scroll down and check that the Java check box, 'Use JRE 1.5.0_## for applet' is checked.

Register

As a registered user you will receive the following:

You will be able to import and analyze up to 1000 funds at a time.
Buy cycle data - The percentage increase or decrease since the specified buy cycle start date. Many investment advisors have their own cycle indicators. This date would indicate a market change where buying of certain fund sectors is recommended. The buy cycle date is used in the CDH and MDH calculations.
CDH data - (Current Drop from High) - the percentage drop from the highest price since the buy cycle start date. This value will be zero or negative. A zero value indicates that the fund is at its highest since the buy cycle start date. A negative value indicates that it is down from it highest value since the buy cycle start date.
MDH data - (Maximum Drop from High) - the largest percentage drop on any day from the highest price up to that day since the buy cycle start date. This is an indicator of stability such that you might not need to sell if the MDH never dropped more that your sell point percentage.
Email notices - A separate program that can be scheduled to run automatically on your computer that will send an email message containing the status of your investments that you have saved with the Investment Manager tools. The email contains increase and decrease percentage triggers and the current value of the investments.

Cost of registering

Registration is $29.95 for three months or $99.95 for one year.

To become a registered user send an email to VestEgg support. Payment can be sent to the PayPal account, stoltzfus57@hotmail.com. Please allow 24 hours for a response. If you wish to pay by check or money order then request the forwarding address in your registration email.