Proposal For Robot Investor

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Proposal For Robot Investor
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Strategy

• Tap into financial data
• Historic record
• Current prices, news, etc
• Forecasts
• Analyze individual stock
• NAIC modified
• Management
• Balance sheet

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Major Market Indexes

• http//bigcharts.marketwatch.com/markets/indexes.a
  sp

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Data Sources
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EDGAR
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Investorshub.com
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Yahoo.com

• Go to http//finance.yahoo.com/ and select a
  stock (use ticker symbol and click get quotes)
•  http//biz.yahoo.com/r/ 

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Yahoo Stock

• To get a stocks price trading history
• On left Click Historic Prices
• Select date ranges and daily
• Click Get Prices
• Now at the bottom of page click Download to
  Spread sheet
• Now add it to you workbooks price spread sheet

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Google Financial Information

• http//finance.google.com/

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Wall Street Journal Online

• http//online.wsj.com/mdc/page/marketsdata.html

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Invest Advisors

• The Motely Fool -- http//www.fool.com/

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Investor Hub

• http//investorshub.advfn.com/default.aspx
• 5 Yr Financial data if it exists

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Marketwatch.com

• Allows 4 year annual reports can be downloaded
  http//www.marketwatch.com/tools/quotes/financials
  .asp?symbdissid0report2freq1

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Zacks

• http//www.zacks.com/research/report.php?typebrec
  tSNSTA

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NASDAQ

• A site which provides a rich set of data,
  analysis, and tools
• http//www.nasdaq.com/

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Balance Sheet Sources

• Market Watch
• http//www.marketwatch.com/tools/quotes/financials
  .asp?symbT
• Yahoo

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Cash Flow
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Earning Estimates

• Yahoo Financial
• http//investing.businessweek.com/research/stocks/
  earnings/earnings.asp?symbolSNSTA.O
• http//moneycentral.msn.com/investor/invsub/analys
  t/earnest.asp?Symbolsnsta
• http//quicktake.morningstar.com/stocknet/Diagnost
  ics.aspx?CountryUSASymbolSNSTAstocktabinterpr
  et

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Investment Wiki

• http//www.valuewiki.com/w/DIS
• http//www.peopleandpicks.com/index.php?pageticke
  rticker43283

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Excel Spread Sheet Tools

• http//unityic.com/Research/

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NAIC Stock Selection Guide (SSG)
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NAIC Portfolio Evaluation Review Technique (PERT)
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NAIC Management Effectiveness
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PEG (Price/Earnings)/(Earnings Growth Rate)

• What the PEG Ratio Tells UsUsing the examples
  above, the PEG ratio tells us that ABC Industries
  stock price is higher than its earnings growth.
  This means that if the company doesn't grow at a
  faster rate, the stock price will decrease. XYZ
  Micro's PEG ratio of 0.75 tells us that the
  company's stock is undervalued, which means it's
  trading in line with the growth rate and the
  stock price will increase.Stock theory suggests
  that the stock market should assign a PEG ratio
  of 1 to every stock. This would represent
  theoretical equilibrium between the market value
  of a stock and anticipated earnings growth. For
  example, a stock with an earnings multiple of 20
  and 20 anticipated earnings growth would have a
  PEG ratio of 1. (To learn more, see Introduction
  To Fundamental Analysis.) PEG ratio results
  greater than 1 suggest one of the following
• The market's expectation of growth is higher than
  consensus estimates.
• The stock is currently overvalued due to
  heightened demand for shares.
• PEG ratio results of less than 1 suggest one
  of the following
• Markets are underestimating growth and the stock
  is undervalued.
• Analysts' consensus estimates are currently set
  too low.
• A great feature of the PEG ratio is that by
  bringing future growth ex

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Motely Fool
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EBITDA - Earnings Before Interest, Taxes,
Depreciation, Amortization
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EBITDA/Revenue
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Cash Flow
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Payout Ratio
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Return on Equity (ROE)

• http//www.investopedia.com/articles/fundamental/0
  3/100103.asp
• ROE CalculationA company's ROE ratio is
  calculated by dividing the company's net income
  by its shareholder equity, or book value. The
  formula is simple Net Income/Average Common
  EquityTotal assets less total liabilitiesYou
  can find net income on the income statement, but
  you can also take the sum of the last four
  quarters worth of earnings. Shareholders equity,
  meanwhile, is located on the balance sheet and is
  simply the difference between total assets and
  total liabilities. Shareholder equity represents
  the tangible assets that have been produced by
  the business. Both net income and shareholder
  equity should cover the same period of time.

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Yield

• Yield Dividend/Price per share

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Market Browser

• Displays up to 12 stocks and indices on screen
  charts with updates.
• http//www.marketbrowser.com/mbzz001a.asp

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Competitive Analysis

• http//www.smartmoney.com/eqsnaps/index.cfm?story
  competitionsymbolAEP