Introducing

NAIC Classic

NAIC recommended to teach you, step-by-step, the NAIC way

NAIC Classic - Outline

What is NAIC Classic?

How does NAIC Classic help?

User Levels

Home Page - ‘Home Base’

Stock Check List, Stock Selection Guide & Report, Stock Comparison Guide

What is NAIC Classic?

Software designed especially for the beginning investor

Includes: Stock Check List, Stock Selection Guide & Report, Stock Comparison Guide

Offers generous Help support

Gives the new investor step-by-step guidance through each NAIC report

User Levels

Beginner Level

provides step-by-step instruction

helps Beginner focus on important points

Experienced Level

moves through stock study in any sequence

offers more options for judgment

How does NAIC Classic Help?

Tutors you to complete each study report consistently

Focuses attention on key parts of analysis

Helps you to understand investing terms and methods

Provides thorough Help in several ways

Help Features

Tutorial

Stock Wiz

Prompt window

Right mouse button leads to What’s This? and More Help

Glossary and Manual

F1 Help key

Help Feature - Stock Wiz

Information needing attention is circled in red

Point & right-click mouse to call Stock Wiz

Stock Wiz provides helpful commentary

Help Feature - Prompt Window

Tells you what to do, each step of the way

Provides logical process for your study

Need more information? Click the Help link

Help Features

Right-click a cell to call What’s This? explanation

Click More Help for details

Every data window has a Help button

Help Features

Tutorial Overview of the

purpose and functions of NAIC Classic

Glossary Available at any

time from menu line Help

Main Page - Introduction

The old-time stock ticker symbolizes the past.

The electronic ticker tape symbolizes the future.

Stock Wiz breaks down barriers to investment learning.

Main Page is ‘Home Base’

Choose your study report:

Stock Check List or Stock Selection Guide

Choose your data source:

The database or datafiles or key-in data

Start

The Beginner’s place to start

Evaluates company growth and value

Use the SCL until comfortable with stock analysis

Eventually you may move to the more detailed Stock Selection Guide

Stock Check List

Stock Check List

Stock Selection Guide - Graph

Beginner is prompted through the steps

measure past growth of sales and earnings per share

evaluate quality of growth by straightness of lines

project future growth for sales and earnings

SSG - Graph

Stock Selection Guide - Analysis (Parts 2 - 5)

Beginner is prompted through the steps

evaluate management quality

review past value of company using price-earnings (P/E) ratios

evaluate future risk and reward scenario

measure potential return on investment

SSG - Analysis

SSG Report

Follows Stock Selection Guide

Set of 8 questions - helps you decide whether company will meet your goals

Text of Report gives interpretation guidelines

Summarizes the study and brings industry and economy into the ‘picture’

SSG Report

Stock Comparison Guide

Helps you to compare up to 5 companies

Follows completion of Stock Selection Guides for each stock

Compares under the headings:

growth, management, price, other

Stock Comparison Guide

Experienced User Level

You may switch to this after you have mastered the basic process for studying a company

Prompts are replaced by icons

Help features are still available (including Stock Wiz)

Includes more features and functions

Experienced User Level

Prompt window icons shown for navigation

Move through the stock study in any order

More choices for judgment and options

Other Features

Set Preferences in the Options windows

SSG, data entry, display, etc.

Internet Features

Direct access to company, research, club and favorite web sites

Update prices from Internet for company or entire database

Click on SSG, SDF or CSV files to load immediately into Classic

Internet Features

Direct link to STB Investor Software web site

help as needed by phone, fax, or e-mail

more tips and techniques for getting the most from Classic

slideshow presentations

register your software

NAIC Classic - Summary

Software designed especially for the beginning investor: step-by-step instruction

generous Help support

Progress in a logical, focused way

Thoroughly complete NAIC reports

NAIC Classic

NAIC recommended to teach you, step-by-step, the NAIC way

Created by STB Investor Software Inc.