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The goal of our user education suite is to make portfolio analysis and
management, and the financial concepts and theory that underlie it, more
accessible to you, the individual investor - I.e. to make this site as useful,
easy to use, and easy to understand as possible.
To achieve that goal, we have designed multi-level suite of educational
materials that provides for both the novice and seasoned investor alike.
Components include:
- Financial
Planning (FinPlan) Process - Overview of FinPortfolio's unique multiple-goal
/ multiple investment financial planning process.
- Investment
Process - Overview of the investment processes: planning,
implementing and managing.
- Case Study
- Getting Started -
Guides you through a four-step process designed to provide you with the
necessary background and information to effectively analyze and manage
your investment portfolio.
- Getting Serious -
Provides you with added depth of educational materials beyond what you
receive in the site's glossary, FAQs, demos, and modules themselves.
- Tutorials - Provides
comprehensive explanations of FinPortfolio's portfolio analysis and management
modules, how they are used, and the financial concepts that underline
them.
- FAQ - A comprehensive set of
frequently asked questions relating to FinPortfolio, its modules, and its
underlying financial concepts and theory.
- Glossary - Provides easy to
understand definitions of the financial concepts and theory presented and
used in FinPortfolio's portfolio analysis and management modules.
- Resources - A listing of
useful books and site links related to finance and modern portfolio
theory.
- Helpful Hints - A series of reminders and "FYIs"
to help guide you in your use of FinPortfolio's portfolio analysis and
management modules.
As always, we want to hear from you - Please let us know what you think of
FinPortfolio's User Education Suite, and how we can make it more useful to
you.
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