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Welcome to our New User Guide! Questions about using the tool How do I use PortfolioGrader Pro? Can I save a portfolio and access it again when I log in? What if I want to delete or rename a saved portfolio? How do I edit a saved portfolio? Can I sort the data in a portfolio by any of the variables? What does the blue "Stock Report" button under each graded stock do? Questions about the Navellier formula and database How does the PortfolioGrader Pro tool "grade" stocks? What are the variables in the Navellier formula? How often is the data in the PortfolioGrader Pro tool updated? Why is my stock not rated in PortfolioGrader?
The PortfolioGrader Pro tool is ready to go to work for you from the moment you log in. At the main page, simply type in the stock symbols you'd like to see graded and then click on the Submit button. If you don't know the symbol of a company, use the Stock Symbol Lookup under the User Tools.
Another way to view graded stocks in PortfolioGrader Pro is by choosing one of the Hotlist Searches listed on the page. Simply click Most Widely-Held to see a graded list of some of today's most widely held stocks on Wall Street or select Top 20 Stocks to Sell, Top 3 of Sector/Industry or Top 3 of Key Fundamentals.
Once you enter your stock symbols and click on the Submit button, you'll see a full analysis of your graded stocks. See the example below.
Each stock is analyzed using Louis Navellier's exclusive quantitative and fundamental formula. Every quarter Navellier's team of analysts runs extensive tests to decode the variables that are working best on Wall Street. They examine which fundamental forces have been at play during the past three-year and one-year horizons. Once the "what's working" variables are identified, they are weighted more heavily in Navellier's "grading" process.
Simply scroll over any variable heading and the definition will appear on screen as illustrated below.
Each stock will be given a Total Stock Grade of A, B, C, D or F. The Total Stock Grade will always be highlighted in green. A = Strong Buy When more than one stock is graded, PortfolioGrader Pro also provides an overall grade for those stocks as a blended portfolio. You can enter all of the stocks you currently own (or would like to own) and see if your existing portfolio makes the grade.
Anyone with a unique Username and Password can save a portfolio for easy viewing every visit. Once you have a list of stocks on screen that you'd like to save to a portfolio, simply click on the Save as a New Portfolio link at the bottom right of the page. You'll be asked to name your portfolio on the next screen. Please note: A saved portfolio can hold up to 100 stocks. If your portfolio exceeds 100 stocks, only the first 100 listed will be saved. If you'd like to save a portfolio and do NOT currently have a unique Username and Password, please click here now to set up your unique login. Once saved, you can access your saved portfolio by clicking on Manage Saved Portfolios on the PortfolioGrader Pro main page.
Simply access your saved portfolio by clicking on Manage Saved Portfolios on the main page. Select the action you'd like to perform and follow the steps on screen. If you have saved more than one portfolio, you can sort your list of portfolios by clicking on the column title name or last modified.
Access your saved portfolio by clicking on Manage Saved Portfolios on the main page. Then click on the View/Edit button for your portfolio. Once in your portfolio, you can add new stocks by entering them in the box indicated at the bottom of the page. If you want to delete stocks already in your portfolio simply check the box next to the stock name and click Delete Selected.
The PortfolioGrader Pro database is updated on a weekly basis to reflect the most current market conditions. We strive to have the database updated by the opening market bell every Tuesday morning. You'll find the calendar date of the last update at the upper right corner of each PortfolioGrader Pro page.
Simply click on the arrow below any of the listed variables to sort the data in descending order by letter grade. Click on it again to sort the data in ascending order. The arrow will turn red to indicate the portfolio has been sorted by that variable.
Click on the STOCK REPORT button found under each stock name to view a full-page Stock Report which can be printed out for easy reference. At the top of this report you'll find the stock symbol and company name, followed by the associated Sector and Industry description. Next you'll find Risk Category. This is based on each stock's monthly price swing (known in mathematical terms as its standard deviation). The more a stock swings month-to-month the more aggressive the stock. Listed below is Recommendation. This conveys the buy/sell/hold advice as indicated by the Total Stock Grade: A is a Strong Buy, B is a Buy, C is a hold, D is a Sell and F is a Strong Sell. The report also shows the trend of the stock's Total Stock Grade. From left to right on the report, you'll first see the Total Grade Monthly Trend, then the Total Grade Weekly Trend. Also included on the stock report is real-time stock pricing and data. While the stock chart you see automatically graphs 1-year returns, you can click on any of the tabs below the chart to view a different charted time-frame. Next you'll see the most recent stock-related news links. Click on any news link to see the full story. And last, but certainly not least, you'll find a detailed company profile provided by Yahoo Finance. You can print out this page by clicking on the Print Report icon on the upper left corner of the report. So you can keep a copy on hand for future reference.
PortfolioGrader Pro currently grades nearly 5,000 stocks on the U.S. exchanges. These stocks must be common stocks or ADRs traded on the NYSE,
NASDAQ, or AMEX exchanges, and must have been listed for at least 1 year. These companies must have traded more than 2500 shares over
the past 20 days of trading and the most current price must be equal to or greater than $1.
When Navellier first recommends a stock in his Blue Chip Growth service, the stock is always an A. But in an effort to hold the stock for tax-efficient gains, the stock will sometimes fall to a B or even C position. Navellier strives for an average holding period of over 12 months to keep investors in the 15% tax bracket for long-term gains in his Blue Chip Growth service. If you’re trading in an IRA or other tax-deferred account or if you simply don’t mind getting taxed at a higher percentage, then you can use PortfolioGrader Pro for advice on when to sell.
Send an email to service@portfoliograder.com with your question. Or call 1-866-363-5768 to speak with a member of our Customer Service team. We'd love to help! |
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