The Financial Information Directory for Serious Investors

Table of Contents sponsored by MWBoone.com

Associations

Banks/Investment Companies

Brokers
   Discount
   Full-Service

 Directories/Megasites/Search Engines
   Directories
   Megasites
   Search Engines

Exchanges

Financial Research
   Bonds
   Company Research
   Charting/Technical Analysis
   Real-Time Data
   Currency Information
   Depositary Receipts
   Futures, Options, Derivatives
   Hi-Tech Companies
   Macroeconomic Research
   Mutual Funds
   Software/Tools
Global Information
Government/Regulatory Agencies
News/Publications
   Discussion Forums
   News
   Publications
   Webcasting

 

Associations

Association for Investment Management and Research  http://www.aimr.org AIMR is the leading professional organization providing global leadership for investment professionals worldwide. With over 30,000 members in more than 80 affiliated societies and chapters in over 79 countries around the world, AIMR sets the highest standards in education, ethics, and advocacy for investment professionals, their employers and their clients.

Association of Mutual Fund Investors http://www.amfi.com
The Association of Mutual Fund Investors (AMFI) is a research organization dedicated to helping its members beat the stock market through its mutual fund investment systems.

The Bond Market Association http://www.psa.com
Legislative/regulatory issues; market practices; conferences, research, reports, statistics, search facility.

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Banks / Investment Companies

J.P.Morgan http://www.jpmorgan.com
Extensive site with a variety of information about J.P.Morgan’s products and services.

Morgan Stanley Capital International http://www.ms.com
Extensive information for global investors.

Wells Fargo Bank http://www.wellsfargo.com
This is a comprehensive online banking site that includes automatic bill payment and special services such as ordering foreign currencies and traveler's checks online. This site offers a good sense of what is possible in online banking.

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Brokers

Discount

Accutrade www.accutrade.com
Owned by an amalgamation of Aufhauser, eBroker and Ceres, which also operates Ameritrade. Both offer the same trading screens with three levels of complexity basic, intermediate and advanced, but Accutrade charges more. No more options than the simple screens provided by competitors.

American Express www.americanexpress.com/direct
Account balances are updated daily, though not real-time; offers quite a bit of research, but the trading area is not geared for the frequent trader.

Ameritrade http://www.ameritrade.com
Online brokerage.

Charles Schwab http://www.schwab.com
Extensive resource for investors, from the discount broker.

Currency Management Corporation http://www.forex-cmc.co.uk
A U.K.-based online trading firm, specializing in derivatives trading.

Datek http://www.datek.com
Online brokerage.

Discover Brokerage Direct http://www.discoverbrokerage.com
This site offers real-time quotes, instant account updates and portfolio management, along with online-trading.

DLJ Direct http://www.dljdirect.com
DLJdirect is the online brokerage of Donaldson, Lufkin & Jenrette.

E-Trade http://www.etrade.com

Fidelity personal.fidelity.com
Simplified and streamlined, site is designed to appeal to mutual-fund investors and contains an excellent mutual-fund screening tool.

National Discount Brokers www.ndb.com
. Recently redesigned, the site offers users the choice of using a high-resolution or low-resolution screen for trading. Offers a wide range of mutual funds to check out and provides some technical analysis capability in its research area.

Net Investor www.netinvestor.com
This offering won the prize for most improved site, going from a bare-bones format to one that lets subscribers customize certain pages. Will appeal to now-and-then traders who appreciate some personal hand-holding from a live broker from time to time.

Quick & Reilly www.quickwaynet.com
Provides quick access to the site's features with drop-down list boxes. Positions and balance reports aren't updated until the end of the day, however. One notable plus is that trading is also available either via touch-tone phone or live broker.

Charles Schwab www.schwab.com
Provides a current real-time quote on the order entry screen, but the account balance screen shows positions as of the end of the prior day. Schwab's research and the ability to quickly move through 1,400 mutual funds are plusses.

Suretrade www.suretrade.com
A low-cost subsidiary of Quick & Reilly. Drop-down boxes allow client to move quickly from trading to research to account services with account balances updated overnight. For the investor who is completely self-directed.

Wall Street Access www.wsaccess.com
Lacks real-time portfolio updates, but its order-entry page is easy to access. Real-time quotes on the confirmation page, and the order shows up on the Review report within five minutes.

WallStreet Electronica www.wallstreete.com
Straddles the line between traditional brokerages and online trading specialists. Provides some impressive technology but this site could use a remodeling with easier transitions in mind.

Waterhouse Securities www.waterhouse.com
Site is easy to navigate with real-time portfolio calculations. Orders do not go straight to the floor and there is a slight lag in the execution. Major advantage: combination of inexpensive, efficient online trading with the ready availability of human beings.

Watley, A. B. www.abwatley.com
Provides real-time quotes on the confirmation screen, but account balances are not updated until the next day. No proprietary research on the site, but does include a comprehensive list of links to other Websites. Not bad, though it doesn't ring any bells, either.

Web Street Securities www.webstreetsecurities.com
Displays customer's portfolio on a single, constantly updating screen. Account information is updated in real time, using real-time quotes, which will please the peripatetic trader.

Wit Capital www.witcapital.com
An easily maneuverable site with no frills; portfolio updates are not in real time and order confirmation is not automatic. With an emphasis on long-term investment, the site is unique in its venture-capital area and block trading of equities among customers. Not for day traders.

Full-Service

A.G.Edwards http://www.agedwards.com
A.G. Edwards is a full-service brokerage firm with a century-long commitment to investor success.

MWBoone& Associates http://www.mwboone.com
Independent advisor affiliated with the largest independent full-service brokerage firm, Linsco Private Ledger. Minimum account size $100,000.

Merrill Lynch http://www.ml.com
Full-service broker.

Prudential Securities http://www.prusec.com
Full-service broker.

Complete listing in no partcular order

Linsco Private Ledger Largest Indpendent Broker / Dealer DLJ Direct
E*Trade Ameritrade
Waterhouse American Express
Discover Charles Schwab
Accutrade National Discount Brokers
CompuTEL Securities SureTrade
Quick & Reilly Lombard
Investex Securities Group Jack White & Company
Dean Witter The Net Investor
Merrill Lynch A.G. Edwards
A. F. Best Securities Fidelity Investments
B.C. Ziegler and Company Savoy Discount Brokerage
Bull and Bear Securities Alaron Trading Corp.
CS First Boston Bernard L. Madoff Investment Securities
Far Sight Ceres Securities Online
JP Morgan Datek
Prudential Securities Ferris, Baker Watts
Web Street Securities Morgan Stanley
Wyse Securities Brown & Co.
Aufhauser & Co. Electronic Broking Services
First American Discount Corp eBroker
Scottsdale Securities Block Trading
Alex Brown & Son John Hancock
Broker.com Vanguard Group
Citicorp Services Atlantic Financial of Massachusetts
Empire Financial Group Gibraltar Securities Co.
Finacor Ernst & Company
Oppenheimer & Co. Goldman Sachs
Salomon Brothers Paine Webber
Trading Direct Smith Barney
Edward Jones Investments ABC Trading Group
Trend Trader StockCenter.com
Prudential Securities Sovereign Securities
Briggs Weber Securities, Inc. PC Financial Network
JRP Securities, Inc Washington Asset Management
Cutter & Co. Brokerage, Inc. Liberty Financial Online
Dreyfus On-Line

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Company profiles and research

StockSelector.com 411Stocks
  Free stock quotes, earnings estimates, technical summaries, valuations, portfolios, screens, and the ability to make your own analysis of any stock.   Free stock quotes, earnings estimates, financial statements, and technical indicators for any US stock.
Microsoft Investor Nelsons.com
  Free stock quotes and portfolios, plus premium screens, earnings estimates and more.   Industry analysis and Investment Manager tracking.
SmartMoney Interactive Wall Street Research Net
  Market commentary, charts, and broker ratings.   SEC documents, home pages, news, charts, statistical analysis and more.
Research Mag TheStreet.com
  Detailed stock reports available for purchase online.   Daily market commentary available for a monthly fee.
StockScape Market Guide
  Stock quotes and news for US and Canadian stocks.   Quotes, news, ratios, and stock screens.
Zacks Investment Research Inside WallStreet
  The number one source for consensus estimates on the Internet.   Market commentary and stock analysis.
Hoovers OnLine Edgar Online
  Company profiles on over 8,000 US stocks.   Easy source for SEC filings.
Yahoo Morningstar
  Quotes, earnings estimates, discussion, and more.   Detailed Mutual Fund analysis and key financial statements for US companies.
IPO Central Wall Street City
  Hoover's guide to upcoming IPOs.   Quotes, fundamentals, and technicals, for a monthly fee.
First Call Corporation SchwabNOW
  The premier source for real-time, commingled research, earnings estimates and corporate information, serving the worldwide financial community.   Detailed reports and analysis for Schwab customers.
Standard & Poor's Ratings Services CheckFree
  Rating companies, credit, insurance, and other financial institutions.   Portfolio management, investment advisors, and market research.
Stockpoint StockMaster
  Stock quotes, news, portfolios, and market reports.   Stock quotes and charts.
Stocksite.com Quicken.com
  Quotes, news, charts, and profiles.   Quotes, news, earnings, and portfolio tracking.
Stock Research Group  
  Quotes, market reports, and discussion of Canadian stocks.    
   

Hoover's StreetNet
Yahoo! Finance Motley Fool
StockSelector.com Zacks
ABCNEWS Disclosure
Excite MarketGuide
MorningStar Silicon Investor
Thomson Wall Street City
Wall Street Journal StockPoint
StockSite INVESTools
MS Investor  

Directories/Megasites/Search Engines

Directories

Dow Jones Business Directory http://bd.dowjones.com/index.asp
Dow Jones Business Directory provides resources about business information on the Web. The Directory is published by Dow Jones & Company, Inc., the world's leading publisher of business news and information in every form of media.

Global Investor Directory http://www.global-investor.com
This directory contains various types of information, including:
A Global Investor Directory, a resource for financial sites and services;
A Market Performance service that compares the performance of the world's major markets; Finance netWatch, that looks at the latest developments in finance on the Net; Information about ADRs, with a complete listing of international ADRs issued in the US. The service can create a customized portfolio monitor.

Hoover's Online http://www.hoovers.com
Online site for the Hoover's Company directory. Includes free and subscriber-only information about 12,000 companies, 2,700 in-depth reports; custom searches; stock screening; information about IPOs, cyberstocks, industry snapshots and employment information.

Invest-o-rama http://investorama.com
Huge resource for information. Includes a directory of investing resources with over 7,000 entries in 75 categories, each with a brief description; a complete directory of public companies with web sites, with over 4,500 links; a portfolio tracker; stock research that features 75 direct links to information about a specific stock; and technical charts with customizable parameters.

Yahoo http://www.yahoo.com
One of the most popular Internet directories.

Yahoo Finance and Investment Index http://www.yahoo.com/Business/Finance_and_Investment/
The finance and investment index of the Yahoo Internet directory.

Megasites

Our Top 10

1. Wall Street Journal
  Everything from the print version plus a whole lot more.
2. BigCharts
  The world's most comprehensive and easy-to-use online charting web site.
3. Yahoo
  News, quotes, earnings, and discussion boards.
4. The Motley Fool
  Educates, amuses, and enriches the individual investor.
5. Wall Street City
  News, technical charts, portfolios and fundamentals.
6. The Street.com
  An online financial publication dedicated to providing investors with timely, insightful and irreverent reporting.
7. Morningstar
  A live source of information on thousands of stocks and mutual funds.
8. Silicon Investor
  The largest discussion community on the Web!
9. StockSelector.com
  The best free source on the Internet for stock research, data, and portfolios.
10. IPO Central
  The Ultimate Source of IPO Information.

Armchair Millionaire http://www.armchairmillionaire.com
An extensive information and educational site for personal investors.

Interactive Nest Egg http://nestegg.iddis.com
This is an umbrella site for financial services, including: Smith Barney Wall Street Watch; daily market information; information from the New York Institute of Finance Center, and general articles on equities/funds.

Investor Home http://www.investorhome.com
Lots of useful information and links. Contains a very useful collection of finding tools, such as search screens from Yahoo and other search engines, stock analysis tools, etc.

Investors Edge http://www.irnet.com
Operates Stock Point, a general information service for investors, with a wide range of investment information.

InvestTools http://investools.com/
Huge site for personal investors, with information including: links to extensive research reports from Zack's, Standard & Poors and others; news from Reuters Worldwide Corporate News Wire; extensive charting; quotes; investment newsletters; portfolio tracking and account management.

Microsoft Investor http://investor.msn.com/common/welcome2.asp?
Huge site with variety of information for the individual investor.

OSU Virtual Finance Library http://www.cob.ohio-state.edu/dept/fin/overview.htm
A huge site, with links to every conceivable subject in the areas of finance and investment.

Pathfinder http://www.pathfinder.com/welcome/
Pathfinder is Time's umbrella site for: Fortune, Hoover's Business Profiles and Money. The site offers general information on personal finance and investment.

PAWWS Financial Network http://pawws.com
PAWWS Financial Network is a comprehensive Internet investment resource. It features integrated portfolio accounting, securities and market research tools, real-time quotations, and on-line trading.

Smartmoney Interactive http://www.smartmoney.com
Smartmoney Interactive, developed from Smartmoney Magazine, is a large, general purpose site for the individual investor.

Stockmaster http://www.stockmaster.com
Extensive investment information, including personal portfolios, news, SEC filings, detailed quotes, earnings histories and more.

Thomson Investors Network http://www.thomsoninvest.net
A large site with a variety of information for individual investors.

Wall Street Research Net http://www.wsrn.com
This site contains a wealth of information about particular subjects, as well as references to hundreds of other sites. It is a "gateway" site.

Search Engines

Copernic http://www.copernic.com
A software product that searches ten other search engines, at a a time. Copernic saves searches for future reference.

DailyStocks http://www.dailystocks.com
Daily Stocks is a search engine that uses extensive links to other sites. Includes quotes, charts, news, SEC Filings, Research Reports, Earnings Estimates, Magazine Articles, fundamentals, 10K and 10Q filings and other similar information.

Excite http://www.excite.com
One of several excellent search engines. Excite also includes a Business and Investing channel that includes links to a huge variety of investment-related information.

FinanceWise http://www.financewise.com
FinanceWise is a search engine that focuses specifically on financial-only content. FinanceWise indexes sites with content of interest to the financial world. Every topic, from risk management to syndicated finance and equities is indexed in depth, with the contents of each site evaluated by FinanceWise's editorial staff before sites are allowed into FinanceWise's search index.

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Exchanges

American Stock Exchange http://www.amex.com
Site for the American Stock Exchange, with extensive information, including information about the most active companies traded, listed companies, options and derivatives, SPDRs & WEBS, etc.

List of World Exchanges http://db.axone.ch/FinanceWatch/ExchangesByCountry.cfm
A "mega-list" of world exchanges.

NASDAQ http://www.nasdaq.com
The primary site for over-the-counter stocks.

The Chicago Board of Trade http://www.cbt.com
Site for the Chicago Board of Trade, with detailed information about futures, options, commodities, etc.

American Stock Exchange. Chicago Board Options Echange.
Chicago Stock Exchange. NASDAQ.
New York Stock Exchange. Philadelphia Stock Exchange.
Australian Stock Exchange. Italian Stock Exchange.
London International Financial Futures and Options Exchange. Montreal Exchange.
Paris Stock Exchange. Madrid Stock Exchange.
Stock Exchange of Singapore. Stock Exchange of Thailand.
Stockholm Stock Exchange. Vancouver Stock Exchange.

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Financial Research

Bonds

Bloomberg – International Yield Curves http://www.bloomberg.com/markets/
Information about bond performance, both U.S. and global, including international yields. Also includes equity indexes and currency information.

J.P.Morgan http://www.jpmorgan.com/research/
Daily updated information to government bond indices, Emerging Markets Bond Index Plus, currency indices, and other information about bonds.

Company Research

DailyStocks http://www.dailystocks.com
Daily Stocks is a search engine that uses extensive links to other sites. Includes quotes, charts, news, SEC Filings, Research Reports, Earnings Estimates, Magazine Articles, fundamentals, 10K and 10Q filings and other similar information.

First Call Corporation http://www.firstcall.com
First Call Corporation, a division of Thomson Financial Services, is a source of real-time, commingled research, earnings estimates and corporate information serving the worldwide financial community. The information distributed by First Call originates from the world's leading brokerage firms, investment research firms and global corporations. Services include, among others: FIRST CALL Notes, for real-time, electronic delivery of commingled morning meeting comments, intra-day research broadcasts and special equity notes from more than 250 top brokerage and investment research firms worldwide; FIRST CALL Research Direct&REG offers clients real-time, electronic access to more than 500,000 commingled full-text research reports -- including all text, charts, graphs, color and formatting -- from more than 190 leading brokerage firms worldwide.

FreeEdgar http://www1.freeedgar.com
Offers free SEC company filings, in a more accessible form than is available directly from the SEC.

Hoover's Stock Screener http://www.stockscreener.com/
Hoover's stock screening database.

Investor Square http://205.185.55.42/InvSq/new/default.asp
Extensive company information, including stock quotes; mutual fund searching of 9,500 funds on 100 different variables with a detailed profile sheet on each fund; portfolio tracking systems with fundamental data along with returns, high/low, end-of-day prices; detailed information on over 3,500 variable annuity subaccounts with 100 different performance indicators and extensive administrative information; Intraday and historical charts; market summaries; news and other information.

Morningstar.Net http://www.morningstar.net
This is the popular Morningstar's web site, with extensive stock and mutual fund research and screening information.

Motley Fool http://www.fool.com
A popular site for investment education, portfolio management, news and advice about personal investment.

Public Register's Annual Report Service http://www.prars.com
The Public Register's Annual Report Service (PRARS), is America's largest annual report service. Company financials, including annual reports, prospectuses or 10k's on over 3,200 public companies are available without charge to the investing public.

Quicken Financial WebSite http://www.quicken.com/investments
A one-stop shop of financial information. Includes, among other information, investment, savings, loan, retirement and insurance information.

Standard & Poor's Index http://www.stockinfo.standardpoor.com
Standard & Poor's Equity Investor Services provides investors with extensive information about companies, industries and equity markets, including the well-known S&P stocks reports.

Stockmaster http://www.stockmaster.com
Extensive investment information, including personal portfolios, news, SEC filings, detailed quotes, earnings histories and more.

Telestock http://www.teleserv.co.uk/stock
TeleStock provides finance information as well as "day old" on-line quotes of major U.S. and European shares, options and commodities.

Zacks Investment Research http://www.zacks.com
Extensive site featuring Zacks’ popular investment analysts’ reports.

Charting/Technical Analysis

Big Charts http://www.bigcharts.com
BigCharts offer online access to charts, reports, indicators and quotes on over 34,000 U.S. stocks, mutual funds and major market indexes. BigCharts is constructed with several proprietary bolt-on financial applications and is powered by Concerto’s proprietary Financial Media Server (FMS).

Decision Point Market Timing & Charts http://www.decisionpoint.com
Decision Point is an information and educational source for technical analysis and stock market timing. Includes extensive free technical analysis materials , including: daily charts; quick technical analyses of stocks, mutual funds and industry groups; historical charts; commentary; analysis; daily coverage of Fidelity Select Mutual Funds, including BUY and SELL Signals and Strength Analysis; Daily relative strength ranking and weekly charts of 102 Industry Groups and 12 Market Sectors.

Online calculators http://www.global-investor.com/dir/g-calcs.htm
Calculators for the following types of information:
Commissions calculators | Options | Convertible Bonds | Warrants | Fixed Income Yield Calculators | Statistics | Present/Future Value | Deposit Calculators | Loan Payments | U.S. Savings Bond Calculators | General Personal Finance | Retirement

Stock Market Timing http://www.firstcap.com
Stock Market Timing is a short term, top down technical approach to trading the Stock Market. It is intended for investors and traders who are not satisfied with the buy and hold forever approach to investing. It is a methodology which seeks to reduce market risk by recognizing the underlying market trend and then by trading with the trend of the market, long or short. The sites includes analysis of the direction of both the Stock and Bond Markets; market evaluations, a list of stocks with favorite technicals.

Stock Smart http://www.stocksmart.com
Extensive investment information, including software for technical analysis.

Technical Analysis of Stocks & Commodities The Wall Street Detective Online
StockSelector.com Analytical Market Timing
Decision Point Stock Market Timing
ULTRA Financial Systems VectororVest
Equis BigCharts
Wall Street City AlphaChart
ASK Research Espin Stock Charts
IQ Net Q5 Market Strength
Market Technicians Association Trend Watch
First Advisors The Market Radar
chartpatterns.com ClearStation

Stock screens
StockSelector.com WSRN
Hoover's Motley Fool
Market Guide Stock Smart
Market Player AlphaChart
National Association of Investors Value Line
Wall Street City. Zacks Research Wizard.
IQ Net Stock Scan. Standard & Poor's.
Thomson Investors Network.  

Real-Time Data

DBC Online http://www.dbc.com/
A provider of real-time market data to individual investors, provided by Data Broadcasting Corporation.

Quote.Com http://www.quote.com
Quote.com provides financial market data to Internet users. This includes delayed and real-time current quotes on stocks, options, commodity futures, mutual funds, and indices, for U.S. and Canadian markets. Quote.com also provides real-time business news, earnings forecasts & reports, market analysis & commentary, fundamental (balance sheet) data, annual reports, intra-day & historical charts, weather information, and company profiles.

Currency Information

Bloomberg - Markets http://www.bloomberg.com/markets
Detailed information about currency rates, including a table of US Dollar rates with selected key cross rates.

CNN Financial Network http://cnnfn.com/markets/currencies.html
Includes table of US Dollar rates updated around the clock and other currency information.

Depositary Receipts

American Depositary Receipts http://www.global-investor.com/adr/index.htm
This site includes an extensive database of ADRs from all over the world.

Futures, Options, Derivatives

Chicago Mercantile Exchange http://www.cme.com
The Chicago Mercantile Exchange site offers information about futures and options contracts traded on the CME's trading floors, including currencies, interest rates, stock indexes and agricultural commodities. The site includes news, electronic trading and educational resources, including online simluated trading.

Finance.wat.ch http://finance.wat.ch
Finance.wat.ch offers information about futures/options contracts; financial education/training resources; a glossary explaining derivative instruments; and various reports and papers on derivatives and risk management.

INO Global Markets http://www.ino.com
Global information about futures and options.

MarketPlex http://www.cbot.com/mplex.htm
MarketPlex is located at the Chicago Board of Trade and is an umbrella site for a collection of futures-related services, technical charts, research reports, select articles from journals, access to subscription MRI service, daily charts/data, and access to MJK closing prices for commodity exchanges worldwide.

Hi-Tech Companies

Cyberstocks.com http://www.cyberstocks.com
An information source for internet-related stocks. cyberstocks.com features free in-depth profiles of more than 100 public Internet companies, plus news, industry information, stock quotes, charts and daily market information on the cyberstocks.

Hi-Tech Investor http://www.want2know.com/invest/invest.htm
Extensive resources for high-tech companies; also includes a collection of links to other sources.

Silicon Investor http://www.techstocks.com/
Extensive information about high-tech stocks.

TechInvestor http://www.techinvestor.com
This site focuses on high technology companies and offers a wealth of information.
 
Macroeconomic Research

Yardeni's Economics Network http://www.yardeni.com/
Dr. Ed Yardeni is Chief Economist of Deutsche Morgan Grenfell in New York. Dr. Yardeni's site offers a wide variety of information, including country reports, industry reports and so on. Information categories include: Macroeconomic information;Economic Analysis and Forecasting; Economic Reports; Economic Research Studies; Charting Information.

Mutual Funds

Fidelity Investments http://www.fid-inv.com
Primary site for Fidelity Investments. Offers account access, stock analysis tools, educational materials, etc.

Mutual Funds Interactive http://www.brill.com
Extensive information about mutual funds. Market analyses; mutual fund recommendations, features; educational articles, search facility and other resources.

Mutual Funds Interactive http://www.fundsinteractive.com/toolshed.html
Partnering with Value Line and Data Broadcast Corporation to offer useful tools for mutual fund finding.

Mutual Funds http://www.mfmag.com/start.htm
Extensive information about Mutual Funds. Most information is available only to subscribers, however.

NETworth http://networth.galt.com
Mutual fund information from Morningstar: search facility for funds, fund rankings, prospectus database, articles and market outlooks; directory of company web sites.

Quicken Financial Web Site Mutual Funds http://www.quicken.com/investments/mutualfunds
Offers extensive mutual fund finding tools. Data is supplied by Morningstar.

Vanguard Securities http://www.vanguard.com
Extensive site from the mutual fund company, with a wealth of information for individual mutual fund investors. Includes variety of educational materials.

Morningstar.Net Mutual Funds Interactive
  Stocks and Mutual Funds Investing Made Simple. THE guide to mutual funds, Roth IRA's, 401k's, retirement, and more.
Fast EDGAR Mutual Funds Reporting Schwab's OneSource
  Print mutual fund activity reports based on your time parameters.   Compare fund performance, create customized  mutual fund reports and invest online in a broad selection of no-load mutual funds at Schwab's Mutual Fund OneSource Online.
Quicken.com Mutual Funds Fund Spot
  Fund Finder, profiles, fund directory, and more.   Gives mutual fund investors a complete directory of web-related resources.
Index Mutual Funds Find-A-Fund
  This site has a list of funds and links to information on index funds.   "The Most Complete Source of Mutual Fund Information."
AIM Family of Funds Kemper Funds
  The mission of A I M Management Group Inc. is to develop and market investment products and services which provide value to investors. AIM manages top performing equity and fixed income funds and offers domestic, international, and global funds that are sold through investment representatives.   Kemper Funds manages more than 50 mutual funds,  nearly 3 million shareholder accounts, and approximately $50 billion in assets.
American Century Source Mutual, Inc.
  Information about American Century's family of funds and online tools such as a portfolio tracker and a Roth Comparison Calculator.   Selling Canadian Mutual Funds for NO Load.
FundAlarm WWW Internet Fund
  An independent source of advice about timing of a mutual fund holding.   The world's first Internet Mutual Fund!
Mutual Fund Investor's Center Mutual Funds Central
  The Mutual Fund INVESTOR'S CENTER features daily pricing and performance information on more than 9,000 mutual funds as well as daily news and detailed educational information on mutual fund investing. Portfolio tracking and fund criteria sorts are also featured. The site is the largest gateway to no-load fund companies on the Internet.   A convenient, categorized directory of some of the best mutual funds web sites on the internet.
A Mutual Fund Opportunity Page Mutual Funds Online
  This site takes the complexity out of Fund investing. An internet based newsletter dedicated to providing a low cost, low risk, easy to implement strategy investing in mutual funds. Clear, concise recommendations for time challenged individuals.   Official Web site for Mutual Funds Online magazine.

Software/Tools

Brightline http://www.ragm.com/brightline
Market simulation.

MS Agent http://www.microsoft.com/workshop/prog/agent
An example of the evolving area of voice recognition software.

Olsen & Associates http://www.olsen.ch
Olsen is a world leader in advanced forecasting technology for the financial markets with operations in Zurich and London. The Olsen Information System is a family of decision support tools for the foreign exchange markets. Our ever popular Currency Converter offers exchange rates for 164 currencies. Our Web services now have a new home: OANDA, our new Internet subsidiary.

Transurf http://www.transurf.com
Automatic translation software.

UltraHal http://www.zabaware.com/
Intelligent assistant software.

Visible Decisions http://www.vdi.com
3-D visualization of financial data.

Software with no listed web site (prices 1999)

AIQ TradingExpert for Windows 4.0, by AIQ Systems
Price $695. Offers a variety of investors' tools including market timing, technical analysis, fundamental analysis and a mutual fund analyzer to help pick winning investment ideas. The cost with all the add-on modules included can balloon to $2,000.

Captool Individual Investor for Windows, by Captool
Price: $249. A flexible program, it calculates internal rate of return and compares performance to overall market
8.

Day Trader 6.0, by Window on WallStreet
1/2 Price: $1,495 plus monthly data acquisition charges of $150. Offers a wide range of technical and fundamental indicators with ways to combine them and create individual indicators and trading systems. Charting functions include intraday views that can show last-tick, minute-by-minute and end-of-day charts .

Financial Navigator 6.7, by Financial Navigator International
Price: $299. Geared toward more complex financial situation than can be readily handled by Quicken or Money, it can track a wide range of investments and assets including executive stock options and oil and gas working interests.

IQ Chart, by IQC Corp.
Price: $24.95 per month, plus $12.50 per month for real-time quotes. A Java-based combination of technical analysis and portfolio tracking that might appeal to those searching for an alternative to the discontinued Investor Insight .

MetaStock Professional for DBC Signal, by Equis International
Price: $995 for introductory period, then $1,495. Comes with 120 built-in indicators and line studies, provides real-time analysis of U.S. and Canadian stocks and has the capability to plot multiple securities and indexes on a single chart .

Reeally! by Mantic Software
1/2 Price: $150. Heavy-duty portfolio tracking and analytical capabilities aimed at tracking, measuring and comparing investments, and translating performance of diverse holdings into a true rate of return
8.

SRC Chart$creen, by Securities Research
Price: $347 annually. Designed for the long-term investor, provides 12 years of fundamental data and technical analysis tools for 2,100 companies. Monthly data updates. Currently, no online links to news databases.

Turbo Tax, by Intuit
The new CD-ROM version ranks highest in ease of use and setup, depth of features including data and value for the money. Allows user to file return electronically.

TaxCut, by H&R Block and Kiplinger
The CD software is quick to catch mistakes and prompt user for corrections. Contains the full text of just about every IRS publication .

TaxChecker, by Tax Defenders
Program that provides a dry run of an IRS audit .

Value Line Mutual Fund Survey 2.0 for Windows, by Value Line
1/2 Price: $395 per year. Data on 8,300 mutual funds. Displays in spreadsheet form and contains fields not found in competitor's program, including performance statistics for bull and bear stretches and data on how funds weathered October 1987 crash .

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Global Information

Asian Equity Research Information Service (AERIS)  http://www.emgmkts.com/index.htm
This site offers extensive information about Asian markets. It includes market news, analysis, performance information about Asian stocks The AERIS database provides data on all stocks in the exchanges it covers. Coverage includes the Singapore, Hong Kong, Malaysian, Philippine, Indonesian, Thailand, Australian, Shanghai and Shenzhen markets.

Business Times Singapore www.business-times.asia1.com.sg
A free site providing daily news stories including financial features on companies and people throughout Asia.

Canada Stockwatch www.canada-stockwatch.com
Price: $4.95 to $49.95 per month. Information on Canadian public companies from news releases, documents provided by companies and stock quotes from Canadian exchanges.

Canadian Financial Network www.canadianfinance.com
Provides an index of Websites categorized into areas like discount brokerages, investment research, mutual funds and venture capital.

Canadian Stock Market Reporter www.canstock.com
Price: $7.95 to $29.95 per month. Provides delayed quotes, charts and news, insider reports, company information and 100 real-time snapshot quotes.

Carlson Online Services www.fin-info.com
Provides links to recent news stories, stock information, exchange and industry data for Canadian companies.

Dow Jones Telerate http://www.djtelerate.com.hk
Asian Market News.

Emerging Markets Companion