Fnancial Books: Bogle, Cramer,  Ferri, Orman, Swebroe, etc.  Amazon Home  Amazon Gift Cards
 Financial Magazines, Money, Kiplinger, Wall Street Journal, etc.
HOME MORNINGSTAR
SCREENER
VALUE LINE
SCREENER
LIPPER
SCREENER
FUND ALARM
SCREENER
PORTFOLIO
THEORY
PORTFOLIO
EXAMPLES
PORTFOLIO
BACK TEST
WATCH
PAGE
TAX LOSS
HARVESTING
 WASH
SALE
RISK vs
RETURN
 GLOSSARY
REFERENCES
   & LINKS


 http://fundscreener.org is Continually Updated to Help Investors Screen and Analyze, Mutual Funds and Portfolios using Free Web Sites
MORNINGSTAR
SCREENER
 
Use Morningstar's Fund Star Rating or  Morningstar Fund Screener to Analyze Funds using Morningstar's 5-Star Rating, Examples
VALUE LINE
SCREENER

Use Scottrade's  Value Line Fund Rankings or  Value Line Advanced Fund Screener to Analyze Funds using Value Line Rankings, Examples:
LIPPER
SCREENER

Use Reuter's  Lipper Fund Leader Ratings or  Lipper Fund Screener to Analyze Funds using Lipper Ranking, Examples:
FUND ALARM
SCREENER

Use Fund Alarm to Compare Funds  with  Baseline (Index),  Examples:
PORTFOLIO
THEORY

Modern Portfolio Theory, H. MarkowitzEfficient Frontier and Monte Carlo Portfolio Risk vs Return Graphs
PORTFOLIO
EXAMPLES

Ex: John Bogle, Retirement, Mutual Funds for Dummies, Morningstar, Money, Smart Money, Kiplinger, Vanguard, Fidelity, Troweprice
 PORTFOLIO
BACK TEST

Back Test Portfolios using Freebie Bigcharts to Capture Historical Data and Morningstar to Backtest, Examples:
WATCH
PAGE

Build an E-mail Based Watch Page (Alerts) using Morningstar Fund Alerts and Yahoo Finance Stock Alerts
  TAX LOSS
HARVESTING

Tax Loss Harvesting (TLH) IRS Links, Examples.
WASH
SALE

IRS Wash Sale Rules, Avoid Wash Sale by waiting 31-days to repurchase same equity or immediately purchase non-substantially identical equities.  
RISK vs
RETURN



Risk (Standard Deviation) vs. Return Graph, Plot up to five Mutual Funds on same Graph, 3 or 5 or 10-years.
GLOSSARY
Definitions and Links to Morningstar GlossaryForbes Glossary,  Risk Glossary and AAII Glossary
REFERENCES
   & LINKS

Web Page Links and Reference Books used to Build  this Web Page http://fundscreener.org

TERMS OF USE
The mission of fundscreener.org or taxlossharvesting.com and it's mirror sites is to provide investors with instructions and examples on how to use linked sites to screen and analyze, equities and portfolios. These linked sites have Terms of Use (Conditions) and Disclaimers, and should be carefully reviewed. All web pages from fundscreener.org and it's mirror sites are for informational purposes only and do not constitute investment advice. The owners of fundscreener.org or taxlossharvesting.com and it's mirror sites will not be liable for any loss or damage resulting from information obtained from these web sites.
       Tax Loss Harvesting         Mutual Fund Screener