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5-Step Investing Formula Online Course Manual

Getting Started

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2005 INVESTools Inc. All rights reserved.

THE 5-STEP INVESTING FORMULA

www.investools.com

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.

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THE 5-STEP INVESTING FORMULA

www.investools.com

Getting Started

Course Overview

INTRODUCTION 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 THE 5-STEP INVESTING FORMULA SECTION 3 Step 1: Searching for Stocks Using a Prebuilt Search Navigating the List of Stocks SECTION 4 Step 2: Industry Group Analysis Top-Down Analysis Big Chart AutoAnalyzing All Stocks in a Group Best & Worst Industries List SECTION 5 Step 3: Fundamental Analysis Phase 1 Phase 2 Price Pattern Volatility Zacks Report Market Guide News AutoAnalyzer

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 7 Step 5: Portfolio Management Creating a Portfolio Managing Your Portfolio Paper Trading Account BONUS SECTION SECTION 8 Bonus Topics TurboSearch Index Tracking Stocks / Exchange-Traded Funds Dow Jones Industrial Average The Diamonds (DIA) S&P 500The Spider (SPY) NASDAQThe Qs (QQQQ) SECTION 9 Introduction to Options Advantages/Risks of Options Leverage Call Options Put Options Covered Calls 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.

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THE 5-STEP INVESTING FORMULA

www.investools.com

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 youve 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.

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THE 5-STEP INVESTING FORMULA

www.investools.com

Getting Started

If youre not sure whether or not youre 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.

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THE 5-STEP INVESTING FORMULA Workshop Review In this area you can get a quick review of what is taught in the workshop. Select which section of the manual you would like to review and click on that link to review any of the topics in that particular area.

www.investools.com

Getting Started

Account Information Here you can review and update your personal information, such as name, address, telephone number, and e-mail address. You can also check your Investor Toolbox membership expiration date. Click on the Update button when you have finished making any changes. This automatically updates the information in the database.

2005 INVESTools Inc. All rights reserved.

page 6 of 11

THE 5-STEP INVESTING FORMULA

www.investools.com

Getting Started

Renewal Information Go here for information on renewing the Investor Toolbox services or to renew your services online using our secure server.

Technical Problems This area is where you can go for help with computer-related problems. It contains several links to the most common problems. When you click on a specific question, it takes you to the instructions. Here you are walked through the easy-to-follow steps to fix the problem you are experiencing.

2005 INVESTools Inc. All rights reserved.

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THE 5-STEP INVESTING FORMULA

www.investools.com

Getting Started

Web Site Questions Here you can read answers to frequently asked questions regarding both the Investor Toolbox and the investing program. Simply click on the link related to a question youre interested in to view the answer.

Contact Us This area is where you can receive additional support as well as more specific help from workshop instructors and our Investor Toolbox technical representatives. Simply click on the appropriate link in the text. To e-mail a workshop instructor, click on the final link under E-mail a workshop instructor.

2005 INVESTools Inc. All rights reserved.

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THE 5-STEP INVESTING FORMULA

www.investools.com

Getting Started

On the Contact Us workshop instructors e-mail page, select the workshop instructor you wish to e-mail from the drop-down menu, and then enter your name in the From field and your e-mail address in the E-mail Address field. Note: Be sure you type your e-mail address in correctly, as this e-mail address will be where the reply is sent. If you type in the wrong address, the response will be sent to an address that is not yours or that is an invalid address. Enter a few words describing your inquiry in the Subject field. Then type your message in the larger space provided. When you are finished, click on the Send button. Your e-mail will be sent directly to the person you have chosen. Note: Technical support and administrative personnel are not equipped or trained to answer questions related to the workshop as quickly or expertly as workshop instructors. For questions concerning instruction received at the workshop, e-mail your workshop instructor, as he/she is the most qualified to answer questions related to subject matter covered at the workshop.

Your Computer Settings


To enjoy optimal performance of the Investor Toolbox Web site features, your computer should have the following updates and settings: Make sure you have the latest version of your browser. Internet Explorer or Netscape are the recommended browsers for viewing the Web site. Make sure you have set the correct date, time, and time zone on your computer clock.

2005 INVESTools Inc. All rights reserved.

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THE 5-STEP INVESTING FORMULA

www.investools.com

Getting Started

Use the medium browser security settings. Extra security features, such as a firewall or an antivirus program, can restrict your ability to use the Web site. Adding the Investor Toolbox Web site to your trusted site list may help. Note: If you have a firewall, you may experience problems with return e-mail from INVESTools Investor Education. If you send an e-mail to our support team or a workshop director or instructor and you do not get a reply, the most likely reason is due to a firewall. If this is the case, please call our Technical Support team with your questions.

Make sure you have the latest updates for your computer operating system.

2005 INVESTools Inc. All rights reserved.

page 10 of 11

THE 5-STEP INVESTING FORMULA

www.investools.com

Getting Started

2005 INVESTools Inc. All rights reserved. Neither INVESTools or its subsidiaries nor any of their respective ofcers, employees, representatives, agents or independent contractors are, in such capacities, licensed nancial advisers, registered investment advisers or registered broker-dealers. Neither do they provide investment or nancial advice or make investment recommendations, nor are they in the business of transacting trades. Nothing contained in this manual constitutes a solicitation, recommendation, promotion, endorsement or offer (buy or sell) by INVESTools, or others described above, of any particular security, transaction or investment. Warranty disclaimer: The content included in this manual and the Investor Toolbox Web site is provided as is, without any warranties. Neither INVESTools no any of its subsidiaries or afliates make any guarantees or warranties as to the accuracy or completeness of, or results to be obtained from using, any of its products or services (including any content therein). INVESTools and its subsidiaries and afliates hereby disclaim any and all warranties, express or implied, including warranties of merchantability or tness for a particular purpose or use. Neither INVESTools nor any of its subsidiaries or afliates shall be liable to you or anyone else for any inaccuracy, delay, interruption in service, error or omission, regardless of cause, or for any damages resulting therefrom. In no event will INVESTools nor any of its subsidiaries or afliates be liable for any indirect, special or consequential damages, including but not limited to lost time, lost money, lost prots or lost good will, whether in contract, tort, strict liability or otherwise, and whether or not such damages are foreseen or unforeseen with respect to any use of our products or services. In the event that liability is nevertheless imposed on INVESTools or any of its subsidiaries or afliates, such parties cumulative liability for damages under any legal theory shall not exceed the amount of fees you paid for the particular product or service. This warranty addresses specic legal rights; you may also have other rights, which vary from state to state. Some states do not allow the exclusion or limitation of incidental or consequential damages, so the above limitation or exclusion may not apply to you. The principals and employees of, as well as those who provide contracted services for, INVESTools have not promised, represented or warranted that you will earn a prot when or if you purchase securities. It is recommended that anyone trading securities should do so with caution and consult with a broker before doing so. Past performances of any principals and employees of, as well as those who provide contracted services for, INVESTools or any of its subsidiaries or afliates may not be indicative of futur performance. Securities used as examples presented in this manual or the Investor Toolbox Web site are used for illustrative purposes only and do not constitute a recommendation to buy or sell individual securities. They should be considered speculative with a high degree of volatility and risk. Trading securities can involve high risks and the loss of any funds invested; trading options can result in the loss of more than the original amount invested. No part of this manual may be reproduced in any form, by any means, photocopying, electronic or otherwise, without written permission from the publisher.

2005 INVESTools Inc. All rights reserved.

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