1.- Getting Started.pdf

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5-Step Investing Formula
Online Course Manual
1
Getting Started
Section 1 of 11
www.investools.com
© 2005 INVESTools Inc. All rights reserved.
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THE 5-STEP INVESTING FORMULA
Getting Started
Section Contents
SECTION 1 Getting Started
Logging into the INVESTools Investor Toolbox .......................................4
Support Links ........................................................................................5
Workshop Review ....................................................................6
Account Information .................................................................6
Subscription Renewal ..............................................................7
Technical Support ....................................................................7
Contact an Instructor ...............................................................8
© 2005 INVESTools Inc. All rights reserved.
page 2 of 11
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THE 5-STEP INVESTING FORMULA
Getting Started
Course Overview
INTRODUCTION
SECTION 6 Step 4: Technical Analysis
Technical Indicators
Moving Averages
MACD
Stochastics
Volume
Support & Resistance
Buy Signals
Money Management
Sell Stop Orders
How Many Shares to Buy
Sell Signals
Insider Trading
SECTION 1 Getting Started
Logging into the INVESTools Investor Toolbox
Support Links
Workshop Review
Account Information
Subscription Renewal
Technical Support
Contact an Instructor
SECTION 2 Introduction to Investing
Tolerance for Risk
Setting Goals
Asset Allocation
Tax Exposure
Brokerage Firms
Introduction to the 5-Step Investing Formula
SECTION 7 Step 5: Portfolio Management
Creating a Portfolio
Managing Your Portfolio
Paper Trading Account
THE 5-STEP INVESTING FORMULA
SECTION 3 Step 1: Searching for Stocks
Using a Prebuilt Search
Navigating the List of Stocks
BONUS SECTION
SECTION 8 Bonus Topics
TurboSearch
Index Tracking Stocks / Exchange-Traded Funds
Dow Jones Industrial Average—
The Diamonds (DIA)
S&P 500—The Spider (SPY)
NASDAQ—The Qs (QQQQ)
SECTION 4 Step 2: Industry Group Analysis
Top-Down Analysis
Big Chart
AutoAnalyzing All Stocks in a Group
Best & Worst Industries List
SECTION 9 Introduction to Options
Advantages/Risks of Options
Leverage
Call Options
Put Options
Covered Calls
SECTION 5 Step 3: Fundamental Analysis
Phase 1
Phase 2
Price Pattern
Volatility
Zacks Report
Market Guide
News
AutoAnalyzer™
SECTION 10 Appendix
Phase 2 Stock Scoring Form
Phase 2 Quick List for Zacks Report and
Market Guide
Investment Tracking Record
SECTION 11 Glossary
© 2005 INVESTools Inc. All rights reserved.
page 3 of 11
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THE 5-STEP INVESTING FORMULA
Getting Started
Getting Started
Logging into the INVESTools
Investor Toolbox
Before you can use the member features of
the Investor Toolbox Web site, you must first:
Step 1: Log on to the Internet through
your Internet Service Provider.
Step 2: Go to the Investor Toolbox home
page located at:
www.investortoolbox.com
Bookmark this page and put it in
your list of bookmarks or Favorite
Places file (depending on your
browser) so you can access it
quickly and easily.
Step 3: Click on the “login” button located
on the toolbar in the upper left
corner.
Step 4: This brings up a log-in box. Enter
your Investor Toolbox User ID and
Password.
Remember: use only lowercase
letters for your User ID and
Password.
Note: Once you’ve logged in, the “login”
changes to “logout.” To log out of the Web
site, click on the “logout” button.
© 2005 INVESTools Inc. All rights reserved.
page 4 of 11
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THE 5-STEP INVESTING FORMULA
Getting Started
If you’re not sure whether or not you’re
logged into the Web site, look at the upper
left corner of the page. If it reads “logout,”
you are logged in.
After you log in, you are automatically
taken to the Investor Toolbox home page
To return to the home page from anywhere
within the Web site, click on the INVESTools
Investor Education logo located in the upper
left-hand corner of the page.
Support Links
Log on by following steps 1-4 on the
previous page. Click on the “Support” tab
located on the main toolbar.
This brings up the Support pages, where
you can select from the following links:
• Workshop Review
• Account Information
• Renewal Information
• Technical Problems
• Web Site Questions
• Contact Us
© 2005 INVESTools Inc. All rights reserved.
page 5 of 11
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