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Official NAIC Software
for Stock Analysis

and

Portfolio Management

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Do it all! The NAIC Investor's Toolkit provides you what you need to analyze and evaluate common stocks for your club's or your own portfolio. Investor's Toolkit PRO adds the portfolio management tools you will want later to optimize the performance of your portfolio. Buy the Investor's Toolkit now at its low price and add the components of the PRO later when you need them. Do it easily! Developed with the novice in mind, yet with all of the tools the experienced NAIC investor requires, the Investor's Toolkit practically welcomes the user with open arms. Intuitive and easy to follow, it offers a variety of helpful devices to lead the new user through its processes. Pop-up cursor prompts, highlighted areas that indicate where you can, or must, enter data or add your judgment, assistants to lead you to the next step - all are available when you start, but can be suppressed as you gain experience and need them no longer. Information on NAIC investing is available on the screen as well as context-sensitive help that's only a click or keystroke away. All contribute not only to your education, but to your enjoyment as well. And if you still need help, you'll. find a concerned and compassionate Inve$tWare support technician at the other end of your telephone line should you call - or on your screen if you contact Inve$tWare on the Web. Do it right! The Investor's Toolkit and Toolkit PRO were commissioned by NAIC and developed by Inve$tWare to its specifications. As Official NAIC software, you can be certain that it uses NAIC's copyrighted forms, follows NAIC's methods to the letter, and is fully endorsed by NAIC. Join the more than 40,000 satisfied users of NAIC's best selling stock analysis software.

There's Lots New in Toolkit 4!

Basic Changes

• Rewritten for 32 bit machine.

• A new "look and feel."

• Navigation is much easier with intuitive toolbars.

• Auto updater permits automatic updating of the Toolkit.

• New file format (ITK) permits exporting of notes.

• Files may be exported already "zipped."

• Data locking permits archiving of company data.

• New charts help you "see" the data in more meaningful ways.

• Company Finder is now integrated into "Open" mechanism.

• Single mouse-click to update prices for company or library.

• Printing allows for multiple copies.

• Option is available to print in black only on your color printer.

Main Toolbar

• Toolbars make functions easier with clearly labeled icons.

• Access the Web with a single click.

• Backup and Restore with mouse-click.

New Stock Library

• New Stock Library accesses stocks, portfolios, and contents.

• Stock Library is readily accessible and dockable at all times.

• Select, open, export, delete and assign stocks to portfolios.

• Automatically update all of the prices in any or all portfolios.

• Drag and drop the stock into the desired portfolio.

Company Toolbar

• Company Toolbar accessed or hidden with a mouse-click.

Data Import

• Import from a wide variety of data source options.

• Associations are fully supported

• Zipped SSG files don't need to be unzipped.

• Import free files from Internet sources with a mouse-click.

• Finding an SSG file is now simple.

• Toolkit will search your hard drive to find an SSG file for you.

• Import SSG or other Toolkit-compatible files easily—usually with a single mouse-click.

Stock Check List

• The Stock Check List is integrated into the Toolkit.

Stock Selection Guide

• New Judgment Audit to tell you what items are missing.

• "Reset" button to undo all judgment items.

• Judgment Audit flags judgment choices that are questionable.

• Supplemental charts and graphs have been added.

• Growth Analysis adds a chart to analyze growth trends.

• Visual Analysis permits much easier placement of lines.

• Values are displayed when mouse hovers over plotted points.

Stock Comparison Guide

• The "Quick view" evokes a small replica of the SSG graph.

• Right-clicking the column label opens the SSG.

Portfolio Management Tools (PRO Version)

• The new Toolbar enables you to zoom, print, rank, or access the Internet site by clicking a button

• Ranking brings to the top the best or worst performers.

• Update all prices with a single mouse-click.

• Out of date prices are printed in red.

• Results of price updating are instantly visible.

PERT (PRO Version)

• PERT highlights disappointing performance.

• Navigation from page to page is easier and more intuitive.

• Access to the Web is a mouse-click away.

Trend Report (PRO Version)

• Navigation is easier with "Next" and "Previous" buttons and clearly marked page numbers.

• Disappointing performance is highlighted.

Summary Report (PRO Version)

• Ranking is easier with the Toolbar.

Challenger (PRO Version)

• The Challenger information is now displayed on one page.

• Challenger results can now be printed.

New Purchase Pricing Information

Investor's Toolkit 4 Prices
And you would like to upgrade to:	Cost
Investor's Toolkit 4 (Stock Selection Guide & Stock Comparison Guide Only)	$99
Investor's Toolkit 4 PRO (SSG, SCG, PMG, PERT, PERTA, PERTB)	$139
Portfolio Management Tools (Adds the PMG, PERT, PERTA, PERTB forms to the Toolkit 4 SSG only version)	$49

System Requirements

Minimum Required	Recommended
IBM Compatible PC: 486/DX Processor	Pentium Processor or later
Memory: 16 Mb RAM	32 Mb RAM or more
Hard Disk Space: 15 Mb Free	20 Mb RAM Free
CD-Rom	CD-Rom
Microsoft® Windows: Version 95	Version 98, NT, ME & 2000
Pointing Device: Mouse or other pointing device	Mouse or other pointing device
Monitor: VGA 16 colors	SVGA 256 colors or more
Screen Resolution: 800 x 600	800 x 600 or greater
Browser: Internet Explorer 4	Internet Explorer 4 or greater

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