Replies to post #19 on the Pragmatic Investor

[aptus]

Hi Bob,

Yes, that was a Pragmatic Investor press release you read. I'm glad you liked it!

An upgrade is scheduled for release early next year. It will be a significant upgrade including:

1) The ability to enter your actual portfolio and have the software keep track of it (much like Automatic Investor does now).

2) Reports (lots of really useful reports). You'll also be able to export data to excel and text files.

3) A better Fundamental Analyzer using a Fuzzy Logic rules based expert system.

4) Support for Canadian Stocks (most of you in the U.S. won't use this feature, but for us Canadians it will be a boon).

5) Automatic rebalancing using Artificial Intelligence techniques.

6) The ability to schedule the Pragmatic Investor to run Fundamental Analysis at set times and notify you (via email if desired) when stocks score above (or below) a preselected limit (assuming you have an "always-on" Internet connection).

7) A Historical Analyzer so you can backtest your portfolios and compare them to the Buy and Hold strategy.

8) Different Fundamental Models that can be loaded/created as desired. So you could use a Ben Graham model in the Fundamental Analyzer or you might use a Peter Lynch model or create your own.

Plus a number of other less important, but still effective, improvements.

Regarding your question about emails, are you referring to the eGazette? One was sent out last month and the November issue will be sent soon. If you didn't receive the October issue, let me know and I'll send you one.