Individual Investor S Guide To Investment

Special Feature
THE INDIVIDUAL
INVESTORS GUIDE
to Investment Web Sites
4TH ANNUAL EDITION
By Jean Henrich
2000
oday, individuals in search of investment data and information

need venture no further than their
computer screens, where they can tap
into the vast resources of the World
Wide Web. From stock and market
statistics to financial and retirement
planning calculators, from charting
services to on-line brokerage accountsthere is probably something
helpful to you somewhere on the Web.
Finding it, though, is another matter. While many sites provide indepth financial statistics, research,
and other information, other sites are
purely promotional, with little or no
useful information; even worse, still
other sites offer pure junk. In addition, some sites have free access to
useful information, while other sites
charge a fee. Sorting through various
sites to weed out the junk and to de-
www.aaii.com
termine their value can result in an

enormous investment of your time.
This guide is designed to lower your
investment costs and help you find
the most useful investment-related
Web sites more easily. The AAII editors have spent hours researching and
rating various sites. The guide presents the top-rated sites for the most
common investment needs as well as
a directory that lists 556 sites of interest to individual investorsclose to
100 more sites than last year. Included
in the directory are details about the
information and services each site
offers to help you decide whether or
not to pay a visit.
To facilitate use of the guide, AAIIs
Web site at www.aaii.com presents
the complete list with hyperlinks directly to each site, as well as lists of
the top-rated sites by subject. See page
18 for details.
Our Top-Rated Sites

To make the Investment Web Guide
more useful to investors, our Top Investment Web Sites listing allows you
to find top-rated sites for the kind of
investment information or service that
you need.
We started the process by visiting
(continued on page 18)
Jean Henrich is associate editor of the AAII Journal. Research for this article was contributed by AAII editors John Bajkowski,
Catherine Koeder, Kenneth Michal, Maria Crawford Scott, and Wayne Thorp.
AAIIS TOP INVESTMENT WEB SITES

Analyst Estimates
Provides consensus earnings estimate data from
analysts.
Free
CNBC.com

Morningstar Net

MSN MoneyCentral Investor

Quicken.com

MarketGuide

Whispernumber.com

Zacks Investment Research

Fee-Based
Wall Street City

Thomson Investors Network

Bonds
Educational information; information on individual
issues; news and statistics on bond markets and
interest rates; or quotes on fixed-income securities.
Free
BondResources.com

Bondpage.com

Bonds Online

Duff & Phelps Credit Rating Co.

Investing in Bonds.com

Treasury Direct

Comprehensive
Offers multiple services, including stock and mutual
fund data and screening, portfolio management,
and financial planning functions, as well as news
and analysis.
Free
CNBC.com

Morningstar Net


Quicken.com

SmartMoney Interactive

Wall Street City

CBS MarketWatch

Yahoo! Finance

Fee-Based
Morningstar Net

Wall Street City

Quote.com

S&P Personal Wealth


Direct Stock Purchase
Information on firms that allow investors to
purchase initial shares of stock directly from the
company.
Free
Net Stock Direct
16
Economic Data
Reports government statistics on the economy,
such as GDP and interest rates.
Free
Dismal Scientist

FedStats

Financial News & Analysis
Market news bureaus, financial newspapers and
magazines, and other current event outlets.
Free
Bloomberg Financial

CNN Financial Network


Quicken.com


CBS MarketWatch

TheStreet.com

Yahoo! Finance

Fee-Based
Wall Street Journal
Interactive Ed./Barrons

Briefing.com

Business Week

S&P Personal Wealth

Government
Government-sponsored sites providing information
on the economy, taxes, securities regulation, and
public programs.
Free
U.S. Sec. & Ex. Comm. (SEC)

FedStats

Internal Revenue Service

Social Security Online

Treasury Direct

International (ADRs, etc.)
Information and data on securities and markets
outside the U.S.
Free
ADR.com

CIA World Factbook

Depositary Receipt Services

Emerging Markets Companies

Globe Information Services

Institute of Finance & Bank,
U. Gttingen

Morgan Stanley Capital Intl(MSCI)
Worldlyinvestor.com

Fee-Based
Nikkei Net Interactive
BY
CATEGOR
Investment Web Links

Collection of hyperlinks to sites on the Internet
related to finance and investing.
Free
Investorama

Wall Street Research Net

Company Sleuth

CyberInvest.com

InvestorGuide

IPOs
Financial and market data on upcoming or
recent initial public offerings.
Free
IPO Maven

Equity Analytics

FinancialWeb

Hoovers Online

IPO.com

Life Insurance
Educational information or quote comparisons
for insurance products.
Free
insure.com

Katt & Company

Quotesmith.com

Message Boards
Forums where users can post opinions on
related topics.
Free
Motley Fool

Quicken.com

Company Sleuth

Investorville

Raging Bull

Yahoo! Finance

Fee-Based
Silicon Investor

Mutual Funds Data
Financial statistics and performance data on
mutual funds.
Free
CNBC.com

Morningstar Net


Quicken.com


Wall Street City

CBS MarketWatch

Fee-Based
Morningstar Net

Quote.Com

S&P Personal Wealth


GUIDE
TO INVESTMENT
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RY
For Web addresses see the Investment Web Directory starting on page 20
On-Line Brokers (rated on
financial information provided)
Brokers that offer trading of securities through
the Internet.
Free
National Discount Brokers

A.B. Watley

eStrong

TD Waterhouse Securities

Fee-Based
Charles Schwab & Co.

E*Trade Securities

Morgan Stanley Dean Witter Online
Mydiscountbroker.com


Options/Futures
Education information and statistics on options
and futures.
Free
Chicago Board Options Exchange
Futures Industry Institute

Options Industry Council

SchaeffersResearch.com

Fee-Based
PowerOptions

Personal Finance/Financial
Planning
Educational information and calculators for
making decisions concerning budgeting,
mortgages, estate planning, and taxes.
Free
Bankrate.com (Bank Rate Monitor)
Financenter.com

Quicken.com


Quicken.com


Fee-Based
S&P Personal Wealth

Portfolio Tracking
On-line tools for following the market
performance of a personalized group of
securities.
Free
Morningstar Net


Quicken.com


FinPortfolio.com

Fee-Based
Morningstar Net
GUIDE
TO INVESTMENT
W EB SITES
Quote.com
Wall Street City
FinPortfolio.com
GainsKeeper

REITs
(Real Estate Investment Trusts)
Information and statistics on real estate
investment trusts.
Free & Fee-Based
RealtyStocks & Funds

REITNet

Retirement Planning
Educational information; planning tools and
calculators for making decisions regarding saving
for retirement and living off retirement savings.
Free
Financeware.com

Financial Engines

Quicken.com


Vanguard

Stock Charting/Technical Analysis
Free
BigCharts


EQUIS Intl

ClearStation

Stockpoint

Prophet

Fee-Based
WindowOnWallStreet.com

Dorsey, Wright & Associates

MarketEdge
Wall Street City

S&P Personal Wealth

Stock Screening
On-line tools allowing users to search a
database for stocks or funds that meet
specified criteria.
Free
CNBC.com


Quicken.com

Wall Street City

Stockpoint


Fee-Based
Morningstar Net

Wall Street City

S&P Personal Wealth

Taxes
Explanation of tax rules and ways to reduce
taxes; tax forms; or on-line tax preparation.
Free
Kiplinger TaxCut Online


Fee-Based
H&R Block

TurboTax Online

Webcasts
Broadcasters of live and archived on-line
conference calls.
Free
BestCalls.com

StreetEvents.com

Yahoo! Broadcast
Stock Data
Financial statistics and ratios on exchange-listed
stocks.
Free
Motley Fool


Quicken.com

Silicon Investor


Wall Street City

Work.com

CBS MarketWatch

MarketGuide

Yahoo! Finance

Fee-Based
Morningstar Net

Quote.com
17
(continued from page 15)

hundreds of investment sites, and excluded those that simply describe
products or services and do not provide much useful information or actions beyond taking customer orders.
Each site was then rated relative to
other sites with the same primary focus. Free sites available to any Internet
user and fee-based sites were rated
separately; sites with both free and
fee-based services were given both a
free and a fee rating.
The ratings range from a low of one

to a high of five. To receive a four or
five rating, a site had to provide investment information or services in
its area of primary focus that, in our
view, is both very useful and sub-
Link to Sites at AAII.com

We provide several ways for AAII members to access the information and
sites in this Guide at our Web site at www.aaii.com.
You can quickly bring up the Top Investment Web Sites from this guide
in our Resources section, found on the right-hand side of most pages of
our site. This list includes descriptions of each top site and a graphic
from a page of each site, along with a link to the site. Click here to
see the best Web links grouped by subject.
You can find the Investment Web Directory in the AAII Journal
archives on our Web site, where a click of your mouse on any site
name will take you directly to the site. Access the AAII Journal with the
link under publications in the navigation bar or through the Search. The
Investment Web Guide can also be found in the Special Reports area.
Reminder: Use your AAII member
number for both User Name and
Password when entering membersonly areas of our site. Your
member number is printed on the
mailing label of this issue of the
AAII Journal; use all 10 digits
without any spaces.
You can download a spreadsheet version of the Investment

Web Directory. With this spreadsheet, you can easily sort and search for
sites of interest to you.
For more details on some of the top-listed sites, we include a link to
our Computerized Investing publication. This bimonthly
publication runs in-depth comparisons on investment software and
services and is available to AAII members for a separate subscription fee.
For a limited time, particular comparison articles that relate to the Top
Investment Web Sites will be open to all AAII members.
You can recommend sites weve missed or comment on sites youve used
at a special message board devoted to the Investment Web
Guide that is attached to the on-line version of this article. You can also
view other members comments on investment Web sites.
18
GUIDE
TO INVESTMENT
W EB SITES
stantial to individual investors. In

some primary focus areas, there were
no sites that met this criteria.
The top-rated sites are arranged by
investment focus. To be included in
this listing, a site had to have at least
a four or five rating in a primary focus area related to the investment category (in other words, a five-rated
tax site was not eligible for the toprated Economic Data listing).
For categories in which there were
many four- and five-rated sites, we
further narrowed the list to the top
five (although more than five may be
listed due to ties).
The investment categories are relatively straightforward. Comprehensive sites offer multiple services, including stock and mutual fund data
and screening, portfolio management,
and financial planning functions, as
well as news and analysis. The toprated comprehensive sites are listed
in the Comprehensive category, and
some appear among the top-rated
sites for other investment categories,
as well.
On-line brokers were rated based
on financial information provided, not
on their ability to execute trades.
Web addresses for the Top Investment Web Sites are included in the
Investment Web Directory. Descriptions of the Top Sites can be found at
www.aaii.com in the Special Reports
section.
The Directory
The Investment Web Directory
(starting on page 20) is a complete
alphabetical listing of all the Web sites
we found that provide at least some
investment information or interactions that would be useful to individual investors.
The directory includes stock exchanges, data providers, mutual fund
companies, brokerage firms, and government agencies, as well as sites devoted to options and futures, taxes,
financial planning, portfolio tracking,
foreign investing, and technical analysis. Broker sites are limited to discount brokers, and mutual fund sites
are limited to no-load and low-load
GUIDE
TO INVESTMENT
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fund families as well as exchangetraded fund sites. Investment sites that

charge a fee for some or all content
are included, but are identified as feebased by the ratings columns. Many
fee-based sites will provide a sample
of its data or a demonstration of its
service so that visitors to the site can
see what is offered.
The directory is organized alphabetically by the name of the Web site
(second column). To help you identify sites that suit your needs, we give
details on the services and information available at each site, along with
a short description of the main purpose of the site and what types of
securities are covered. Keep in mind,
however, that Web sites are prone to
frequent changes and the details we
provide may not match what you find
by the time you reach a site listed
here.
For further guidance, we also include ratings for each site. The ratings range from one as lowest to
five as highest; sites were judged
based on content and thoroughness;
sites that have fee-based content were
judged against other sites fee-based
sections, and free content was judged
relative to the free offerings of other
similar sites.
Reading the List

The first column in our directory
provides the Web address for the site,
also referred to as the URL. Addresses
must be entered exactly as shown to
reach a site, but sites do change frequently, and if a site moves, you may
have to perform an Internet search or
call the organization to obtain a new
URL.
The next column gives the name of
the site. Many of these are the official
sites of investment-related companies
and agencies with which you are probably already familiar, such as Standard & Poors, the New York Stock
Exchange, and the SEC (U.S. Securities & Exchange Commission). Other
sites belong to on-line providers and
are less well-known to the general
public. While familiarity with a site
provider can serve as one guide to the
dependability of the information provided, prudence and good judgment

on your part should always prevail.
The primary focus column gives you
an idea of the general investment area
to which the site is primarily devoted.
Some sites defy classification by offering multiple services; in these cases,
we assigned either the category comprehensive or one category that best
describes the major focus of the site.
The checkmarks across the page fill
in the details as to the range of content provided. For example, the Fidelity Investments site lists mutual
funds as the sites primary focus, but
the site also provides information on
a range of securities and offers online trading services, as well.
The ratings compare the site to other
sites with a similar focus and cost
policymutual fund company sites
are rated against other mutual fund
sites and stock data providers are
compared to other stock data providers. Ratings range from a low of one
to a high of five. Highly-rated sites
do not necessarily have numerous
checkmarks across the list; a site may
focus on only one particular area of
investing but provide substantial information and services in that area.
Sites may offer some content for free
and charge for other content; we include ratings for both where appropriate.
The securities covered column
shows you what investment vehicles
the site provides information on.
These can include stocks (stk), fixedincome (fixed), international (intl),
mutual funds (fund), closed-end
funds (closed), options and futures
(opt/fut), real estate (RE), annuities
(annty), and insurance products
(insur). Note that some sites do not
provide information on specific securities, but do have useful investmentrelated information (for instance, educational sites); these sites would not
have any markings in this column.
The Functions Performed section
details investing-related actions that
can be carried out at the site. Financial planning functions include such
(continued on page 40)
19
www.xls.com
www.1040.com
www.1848ia.com
www.401kresource.com
www.401kafe.com
www.401kforum.com
www.abwatley.com
aarp.scudder.com
www.abnamrofunds-usa.com
www.adr.com
www.aftrader.com
www.aibgovett.com
quicken.aol.com
www.apitrust.com
www.askresearch.com
daytrading.about.com
www.accutrade.com
www.wanger.com
www.estate-planning.net
www.stockadvanced.com
www.ostman.com/alert-ipo
www.alleghanyfunds.com
money.av.com
www.amcore.com
www.americainvest.com
www.aaii.com
www.americancentury.com
americanexpress.com
www.ameritrade.com
www.reportgallery.com
www.annuityscout.com
www.aquinasfunds.com
www.arielfunds.com
www.armchairmillionaire.com
www.artisanfunds.com
www.asic.gov.au
www.asx.com.au
www.jbfunds.com
www.bailard.com
www.bankofamerica.com
www.bankrate.com
www.baronfunds.com
www.barrons.com
www.barrymurphy.com
www.bergerfunds.com
www.bestcalls.com
www.bidwell.com
www.bigcharts.com
www.bloomberg.com
www.bondagent.com
www.bondresources.com
www.bondpage.com
bondsonline.com
www.bradynet.com
www.bramwell.com
www.bridge.com
www.briefing.com
.xls
1040.Com
1848 Investment Advisors, Inc.
401(k) Resource Center
401Kafe
401k Forum
A. B. Watley
AARP Investment Program
ABN AMRO Funds
ADR.com
AFTrader
AIB Asset Management
AOL Personal Finance
API Trust
ASK Research Stock Charting & Analysis
About.com Day Trading
AccuTrade
Acorn Funds
Adams Owens Kirwan (attorney)
Advanced Stock Information
Alert-IPO
Alleghany Funds
AltaVista: Live! Money
Amcore Funds
America-iNvest.com
American Association of Individual Investors
American Century Funds
American Express Financial Services
Ameritrade
Annual Report Gallery
AnnuityScout.com
Aquinas Funds
Ariel Mutual Funds
Armchair Millionaire
Artisan Funds.com
Australian Securities & Investments Commission
Australian Stock Exchange
Babson Funds
Bailard, Biehl & Kaiser
Banc of America Invt Services
Bankrate.com
Baron Funds
Barrons (Wall Street Journal Interactive Edition)
Barry Murphy & Co.
Berger Funds
BestCalls.com
Bidwell & Co.
BigCharts
Bloomberg Financial
BondAgent.com
BondResources.com
Bondpage.com
Bonds Online
BradyNet, Inc.
Bramwell Funds
Bridge Information Systems
Briefing.com
*Key to Securities Covered:

stk = stocks
intl = international
fixed = fixed-income (bonds)
fund = mutual funds
20
PRIMARY FOCUS
FREE RATING
FEE-BASED
RATING
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stock data/analysis
tax information
mutual funds
financial planning
financial planning
financial planning
on-line trading
mutual funds
mutual funds
ADRs
on-line trading
mutual funds
comprehensive
mutual funds
technical analysis
investment Web links
on-line trading
mutual funds
estate planning
IPOs
mutual funds
stock data/analysis
mutual funds
stock advisory service
educational
mutual funds
on-line trading
on-line trading
company reports
financial planning
mutual funds
mutual funds
financial planning
mutual funds
foreign investing
foreign investing
mutual funds
mutual funds
on-line trading
personal finance
mutual funds
finance news/analysis
on-line trading
mutual funds
webcasts
on-line trading
stock charts & analysis
on-line trading
bonds
bonds
bonds
bonds
mutual funds
stock quotes
closed = closed-end funds

opt/fut = options/futures
RE = real estate
annty = annuities
SECURITIES COVERED*
stk, intl
fund
stk, fund, opt/fut, annty

fund
fund
stk, intl
stk, fund, opt/fut
fund
stk, fixed, intl, fund, annty, insur
fund
stk, intl, fund, opt/fut
stk, opt/fut
stk, fixed, fund, opt/fut
fund
stk
stk
fund
stk, fixed, intl, fund
fund
stk, fixed, intl, fund, closed, annty, insur
stk, fund, opt/fut
stk, fund, opt/fut, insur
stk
annty
fund
stk, fund
fund
stk, intl
stk, intl, opt/fut
fund
fund
stk, fund, opt/fut
fixed
fund
stk, fund
stk
stk, fund, opt/fut
stk, fixed, intl, fund, opt/fut, RE, insur
fixed
fixed, fund
fixed
fixed
fixed, intl
fund
stk, fixed, intl, fund, opt/fut
TO INVESTMENT
insur = insurance products
GUIDE
W EB SITES
TR
POR
TFO
LIO
NAME OF SITE
FIN
ANC
IAL
URL
PLA
NN
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AAIIS 2000
INVESTMENT WEB DIRECTORY
MA
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RY
UST
IND
EDU
CAT
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AL
LIN
KS
DAT
DF
T/E
CON
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IC D
FIN
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ATA
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PLA
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TAX
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TOR
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PAN
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UN
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SEA
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IMA
DAT
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LF
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DAT
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INFORMATION AND DOCUMENTS PROVIDED
DO
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DIN
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SSA
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BOA
RDS
NG
BRO
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AGE
RTI
CHA
SCR
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RAC
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FUNCTIONS PERFORMED
GUIDE
TO INVESTMENT
W EB SITES
NAME OF SITE
xls
1040.Com
1838 Investment Advisors, Inc.
401(k) Resource Center
401Kafe
401k Forum
A. B. Watley
AARP Investment Program
ABN AMRO Funds
ADR.com
AFTrader
AIB Asset Management
AOL Personal Finance
API Trust
ASK Research Stock Charting & Analysis
About.com Day Trading
AccuTrade
Acorn Funds
Adams Owens Kirwan (attorney)
Advanced Stock Information
Alert-IPO
Alleghany Funds
AltaVista: Live! Money
Amcore Funds
America-iNvest.com
American Association of Individual Investors
American Century Funds
American Express Financial Services
Ameritrade
Annual Report Gallery
AnnuityScout.com
Aquinas Funds
Ariel Mutual Funds
Armchair Millionaire
Artisan Funds.com
Australian Securities & Investments Commission
Australian Stock Exchange
Babson Funds
Bailard, Biehl & Kaiser
Banc of America Invt Services
Bankrate.com
Baron Funds
Barrons (Wall Street Journal Interactive Edition)
Barry Murphy & Co.
Berger Funds
BestCalls.com
Bidwell & Co.
BigCharts
Bloomberg Financial
BondAgent.com
BondResources.com
Bondpage.com
Bonds Online
BradyNet, Inc.
Bramwell Funds
Bridge Information Systems
Briefing.com
21
www.brownco.com
www.buckinvestor.com
www.buffalofunds.com
www.bullbear.com
www.bullsession.com
www.bushburns.com
www.businessweek.com
www.canslim.net
cbs.marketwatch.com
cgmfunds.com
www.odci.gov/cia/publications/factbook/index.html
www.cigna.com
www.cnbc.com
investor.cnet.com
www.cnnfn.com
www.cabot.net
www.callaw.com/ipo
www.caltrust.com
www.calvertgroup.com
www.cdnx.ca
centurycap.com
www.cfp-board.org
www.schwab.com
www.cboe.com
www.cbot.com
www.cme.com
chicagostockex.com
www.clearstation.com
www.clipperfund.com
www.cefa.com
www.clovercap.com
www.coopamerica.org
www.cohenandsteers.com
www.collegesavings.com
www.collegesavings.org
www.columbiafunds.com
www.cftc.gov
www.company.sleuth.com
www.computel.com
www.pueblo.gsa.gov
www.convertbond.com
www.contrarian.com
www.cybercorp.com
www.cyberinvest.com
www.dljdirect.com
www.dripcentral.com
dripinvestor.com
www.dtniq.com
www.dailystocks.com
darwin.ameritrade.com
www.dbc.com
www.datek.com
www.daytraders.com
www.daytradingfirms.com
www.daytradingstocks.com
www.decisionpoint.com
www.deja.com
Brown & Co.

BuckInvestor.com
Buffalo Funds
Bull & Bear Securities Inc.
Bull Session
Bush Burns Securities
Business Week
CANSLIM.net
CBS MarketWatch
CGM Fund
CIA World Factbook
CIGNA
CNBC.com
CNET Investor
Cabot Market Letter
Cal Laws IPO Watch
Calif. Investment Trust Funds
Calvert Group
Canadian Venture Exchange (CDNX)
Century Capital Management
Certified Financial Planner Board of Standards
Chicago Board Options Exchange (CBOE)
Chicago Board of Trade (CBOT)
Chicago Mercantile Exchange
Chicago Stock Exchange
ClearStation
Clipper Funds
Closed-End Fund Association
Clover Capital Management
Co-op America
Cohen & Steers Funds
College Savings Bank
College Savings Plans Network
Columbia Funds
Commodity Futures Trading Commission
Company Sleuth
CompuTEL Securities
Consumer Information Center
ConvertBond.com
Crabbe Huson Funds
CyBerCorp.com
CyberInvest.com
DLJdirect Financial Network
DRIP Central
DRIP Investor
DTN.IQ
Daily Stocks
Darwin
Data Broadcasting Corporation
Datek Online
Day Traders On-line
DayTradingFirms.com
Daytradingstocks.com
Decision Point
Deja.com

stk = stocks
fund = mutual funds
22
PRIMARY FOCUS
FREE RATING
FEE-BASED
RATING
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on-line trading
personal finance
mutual funds
on-line trading
stock quotes
on-line trading
comprehensive
mutual funds
foreign investing
on-line trading
comprehensive
stock data/analysis
comprehensive
IPOs
mutual funds
mutual funds
foreign investing
mutual funds
investment associations
on-line trading
options/futures
options/futures
options/futures
stock exchange
mutual funds
mutual funds
mutual funds
social concerns
mutual funds
financial planning
financial planning
mutual funds
options/futures
on-line trading
personal finance
bonds
mutual funds
on-line trading
on-line trading
direct stock purchase
stock quotes
options/futures
stock/fund data
on-line trading
trading strategies
technical analysis
message boards

RE = real estate
annty = annuities
SECURITIES COVERED*
stk, opt/fut
stk
fund
stk, fund, opt/fut
stk, opt/fut
stk, fixed, fund, opt/fut, annty
stk, fixed, intl, fund, closed, opt/fut
stk
stk, fixed, intl, fund, opt/fut, RE, insur
fund
intl
stk, fixed, fund
stk, fixed, fund, insur
stk, intl, fund
stk, fixed, intl, fund, closed, insur
stk
stk
fund
fund
stk, intl
fund
fund
opt/fut
stk
fixed
fund
stk
stk
stk, opt/fut
stk, fund
opt/fut
stk, fund
stk, fund
stk
stk
stk, opt/fut
stk, fixed, fund, opt/fut, RE, annty, insur
TO INVESTMENT

opt/fut
opt/fut
opt/fut
stk, opt/fut
fund
closed
fund
fund
fund, closed
fixed
GUIDE
W EB SITES
TR
POR
TFO
LIO
NAME OF SITE
FIN
ANC
IAL
URL
PLA
NN
ING
AAIIS 2000
MA
RKE
RY
UST
IND
EDU
CAT
ION
AL
LIN
KS
A
DAT
UN
T/E
CON
OM
IC D
FIN
ANC
ATA
IAL
PLA
NN
ING
TAX
ES
ILIN
TOR
DF
ICA
Y/F
PAN
COM
ICA
HN
TEC
EST
IMA
TES
/RE
L IN
D
SEA
RCH
OS
A&
RAT
I
DAT
LF
UN
D
DAT
CK
STO
TUA
MU
S
OTE
QU
NEW
S
GS
DO
WN
LOA
DIN
G
ME
SSA
GE
BOA
RDS
NG
BRO
KER
AGE
RTI
CHA
SCR
EEN
ING
RAC
KIN
G
FUNCTIONS PERFORMED
GUIDE
TO INVESTMENT
W EB SITES
NAME OF SITE
Brown & Co.

BuckInvestor.com
Buffalo Funds
Bull & Bear Securities Inc.
Bull Session
Bush Burns Securities
Business Week
CANSLIM.net
CBS MarketWatch
CGM Fund
CIA World Factbook
CIGNA
CNBC.com
CNET Investor
Cabot Market Letter
Cal Laws IPO Watch
Calif. Investment Trust Funds
Calvert Group
Canadian Venture Exchange (CDNX)
Century Capital Management
Certified Financial Planner Board of Standards
Chicago Board Options Exchange (CBOE)
Chicago Board of Trade (CBOT)
Chicago Mercantile Exchange
Chicago Stock Exchange
ClearStation
Clipper Funds
Closed-End Fund Association
Clover Capital Management
Co-op America
Cohen & Steers Funds
College Savings Bank
College Savings Plans Network
Columbia Funds
Commodity Futures Trading Commission
Company Sleuth
CompuTEL Securities
Consumer Information Center
ConvertBond.com
Crabbe Huson Funds
CyBerCorp.com
CyberInvest.com
DLJdirect Financial Network
DRIP Central
DRIP Investor
DTN.IQ
Daily Stocks
Darwin
Data Broadcasting Corporation
Datek Online
Day Traders On-line
DayTradingFirms.com
Daytradingstocks.com
Decision Point
Deja.com
23
PRIMARY FOCUS
www.delafieldfund.com
www.dtonline.com
www.delphi.com/invest
www.bankofny.com/adr
www.dickdavis.com
www.directinvesting.ocm
www.disclosure-investor.com
www.dismal.com
www.dodgeandcox.com
www.dogsofthedow.com
www.doh.com
www.domini.com
www.dorseywright.com
averages.dowjones.com
www.downstate.com
www.edreyfus.com
www.dreyfus.com
www.dcrco.com
www.dupree-funds.com
www.etrade.com
www.ecinvestor.com
www.edgar-online.com
www.equis.com
www.earningswhispers.com
www.eclipsefund.com
www.emgmkts.com
www.empirenow.com
www.e-analytics.com
www.equityinsights.com
www.equitytrader.com
www.wiley.com/ey
www.estateplanning.com
www.estrong.com
www.europeaninvestor.com
www.evergreen-funds.com
www.excelsiorfunds.com
www.famfunds.com
www.fairmontfund.com
www.fantasystockmarket.com
www.fedstats.gov
www.fdic.gov
www.frbatlanta.org
www.bos.frb.org
www.frbchi.org
www.clev.frb.org
www.dallasfed.org
www.frbkc.org
woodrow.mpls.frb.fed.us
www.ny.frb.org
www.phil.frb.org
www.rich.frb.org
www.frbsf.org
www.stls.frb.org
www.ftc.gov
www.fidelity.com
www.fileyourtaxes.com
www.finaid.com
Delafield Fund
Deloitte & Touche
Delphi Investors Forum
Dick Davis Online Financial Newsletter
Direct Investing.com
Disclosure-Investor.com
Dismal Scientist
Dodge & Cox Funds
Dogs of the Dow
Doh! Stock Picks
Domini Funds
Dow Jones Indexes
Downstate Discount
Dreyfus Brokerage Services
Dreyfus Funds
Dupree Funds
E*Trade Securities
EC Investor
EDGAR Online
EQUIS International
EarningsWhispers.com
Eclispe Funds
Empirenow.com
Equity Analytics
EquityInsights.com
EquityTrader
Ernst & Young Tax & Financial Planning Corner
Estate Planning Learning Center
eStrong.com
EuropeanInvestor.com
Evergreen Funds
Excelsior Funds
FAM Funds
Fairmont Fund
Fantasy Stock Market
FedStats
Federal Deposit Insurance Corp.
Federal Reserve Bank of Atlanta
Federal Reserve Bank of Boston
Federal Reserve Bank of Chicago
Federal Reserve Bank of Cleveland
Federal Reserve Bank of Dallas
Federal Reserve Bank of Kansas City
Federal Reserve Bank of Minneapolis
Federal Reserve Bank of New York
Federal Reserve Bank of Philadelphia
Federal Reserve Bank of Richmond
Federal Reserve Bank of San Francisco
Federal Reserve Bank of St. Louis
Federal Trade Commission
Fidelity Investments
FileYourTaxes.com
FinAid
mutual funds
tax information
message boards
ADRs
stock data/analysis
economic data
mutual funds
stock screening
mutual funds
technical analysis
market data (historical)
on-line trading
on-line trading
mutual funds
bond ratings
mutual funds
on-line trading
advisory service
company reports
technical analysis
analyst estimate
mutual funds
foreign investing
on-line trading
educational
stock data/analysis
tax information
estate planning
on-line trading
foreign investing
mutual funds
mutual funds
mutual funds
mutual funds
trading strategies
economic data
regulations
economic data
economic data
economic data
economic data
economic data
economic data
economic data
economic data
economic data
economic data
economic data
economic data
regulations
mutual funds
tax information
personal finance

stk = stocks
fund = mutual funds
24

FREE RATING
RE = real estate
annty = annuities

na

FEE-BASED
RATING
na
na
na
na
na

na
na
na
na
na

na

na
na
na

na

na
na
na
na

na
na
na
na
na

na
na
na
na
na
na
na
na
na
na
na
na
na
na
na
na
na
na
na
na
na

na
SECURITIES COVERED*
fund
intl
stk, fund
stk
stk, intl
fund
stk
stk
fund
stk, fund, opt/fut
stk
fixed, fund, annty
fixed, RE
fund
stk
stk
stk, intl, fund
stk
fund
stk, fixed, intl, opt/fut
stk, fixed, opt/fut, insur
stk
stk

stk, intl
fund
fund
fund
fund
stk, fund
fixed
fixed
fixed
fixed
fixed
fixed
stk, fixed, intl, fund, annty, insur
GUIDE
TO INVESTMENT
W EB SITES
TR
POR
TFO
LIO
NAME OF SITE
FIN
ANC
IAL
URL
PLA
NN
ING
AAIIS 2000
EDU
CAT
ION
AL
LIN
KS
T/E
CON
OM
IC D
FIN
ANC
ATA
IAL
PLA
NN
ING
TAX
ES
MA
RKE
RY
UST
IND
PAN
Y/F
UN
DAT
DF
ICA
ILIN
TOR
COM
ICA
HN
TEC
EST
IMA
TES
/RE
L IN
D
SEA
RCH
OS
A&
RAT
I
DAT
LF
UN
D
DAT
CK
STO
TUA
MU
S
OTE
QU
NEW
S
GS
DO
WN
LOA
DIN
G
ME
SSA
GE
BOA
RDS
NG
BRO
KER
AGE
RTI
CHA
SCR
EEN
ING
RAC
KIN
G
FUNCTIONS PERFORMED
GUIDE
TO INVESTMENT
W EB SITES
NAME OF SITE
Delafield Fund
Deloitte & Touche
Delphi Investors Forum
Dick Davis Online Financial Newsletter
Direct Investing.com
Disclosure-Investor.com
Dismal Scientist
Dodge & Cox Funds
Dogs of the Dow
Doh! Stock Picks
Domini Funds
Dow Jones Indexes
Downstate Discount
Dreyfus Brokerage Services
Dreyfus Funds
Dupree Funds
E*Trade Securities
EC Investor
EDGAR Online
EQUIS International
EarningsWhispers.com
Eclispe Funds
Empirenow.com
Equity Analytics
EquityInsights.com
EquityTrader
Ernst & Young Tax & Financial Planning Corner
Estate Planning Learning Center
eStrong.com
EuropeanInvestor.com
Evergreen Funds
Excelsior Funds
FAM Funds
Fairmont Fund
Fantasy Stock Market
FedStats
Federal Deposit Insurance Corp.
Federal Reserve Bank of Atlanta
Federal Reserve Bank of Boston
Federal Reserve Bank of Chicago
Federal Reserve Bank of Cleveland
Federal Reserve Bank of Dallas
Federal Reserve Bank of Kansas City
Federal Reserve Bank of Minneapolis
Federal Reserve Bank of New York
Federal Reserve Bank of Philadelphia
Federal Reserve Bank of Richmond
Federal Reserve Bank of San Francisco
Federal Reserve Bank of St. Louis
Federal Trade Commission
Fidelity Investments
FileYourTaxes.com
FinAid
25
FinPortfolio.com
Financenter.com
financeware.com
Financial Engines
Financial Times
FinancialWeb
Fination.com
First Call Corporation
Firstar Investments
Firstrade
Fleet
Flex Funds
Fortune.com
Founders Funds
France-Bourse de Paris
France-Commission Des Operations De Bourse
Franklin-Templeton Funds
Free Real Time.com
FreeEDGAR
Freedom Investments
Freeman Welwood & Co.
Fremont Funds
French Government Securities
FundAdvice.com
FundAlarm
FuturesWeb.com
GE Center for Financial Learning
GFN Investment
Gabelli Funds (Westwood Funds)
GainsKeeper
Galaxy Funds
Gintel Asset Management
Glickenhaus & Co.
Global Financial Data
Global Investor
Global Stocks on U.S. Exchanges
GlobeTechnology.com
Globeshare
Gomez Personal Finance
Good Money
Gray, Gray & Gray
Green Jungle
GreenMoney On-Line Guide
H&R Block
Harris InvestorLine
Haven Capital
Heartland Funds
Helputrade.com
Homestead Funds
Hoovers Online
IAA Trust Funds
ICI Mutual Fund Connection
INVESCO
IPO Data Systems
IPO Intelligence Online

stk = stocks
fund = mutual funds
26
PRIMARY FOCUS
FREE RATING
FEE-BASED
RATING

na

na

na

na

na
na

na
na
na
na

na
na
na
na
na
na
na
na
na

na
na
na
na
na
na
na

na

na
na
na

na

na
na

na
na
na
na
na

na
na
na
na

na
na
na

portfolio tracking
personal finance
financial planning
personal finance
comprehensive
stock data/analysis
on-line trading
on-line trading
financial planning
mutual funds
mutual funds
foreign investing
foreign investing
mutual funds
stock quotes
company reports
on-line trading
on-line trading
mutual funds
foreign investing
mutual funds
mutual funds
options/futures
options/futures
educational
on-line trading
mutual funds
portfolio tracking
mutual funds
mutual funds
mutual funds
foreign investing
foreign investing
foreign investing
foreign investing
foreign investing
on-line trading
personal finance
social concerns
tax information
mutual funds
social concerns
tax information
on-line trading
mutual funds
mutual funds
personal finance
mutual funds
stock data/analysis
mutual funds
mutual funds
mutual funds
IPOs
IPOs

RE = real estate
annty = annuities
SECURITIES COVERED*
stk, fixed, fund

stk, fixed, fund

stk
stk, fund
fund
stk, fund
fund
stk, intl
intl
fund
stk, opt/fut, insur
stk
stk, opt/fut
stk, fund, opt/fut
fund
fixed, intl
fund
fund
opt/fut
opt/fut
stk, fixed, fund, annty, insur
stk, fund, opt/fut, insur
fund, closed
stk, fund
fund
fund
fund
stk, intl
stk, intl
stk, intl
stk, intl, fund
stk, intl, fund
stk, intl
stk, fund
stk
fund
fund
stk, fund
stk, fund, opt/fut
stk, fund
fund
stk, fund
fund
stk, intl, fund, insur
fund
fund, closed
fund
stk
stk, fund
TO INVESTMENT
GUIDE
TR
POR
TFO
LIO
www.finportfolio.com
www.financenter.com
www.financeware.com
www.financialengines.com
www.ft.com
www.financialweb.com
www.fination.com
www.firstcall.com
www.firstarinvestments.com
www.firstrade.com
www.fleet.com
www.flexfunds.com
www.fortune.com
www.founders.com
www.bourse-de-paris.fr
www.cob.fr
www.franklintempleton.com
www.freerealtime.com
www.freeedgar.com
www.freedominvestments.com
www.freemanwelwood.com
www.fremontfunds.com
www.francetresor.gouv.fr
www.fundadvice.com
www.fundalarm.com
www.fiafii.org
www.futuresweb.com
www.financiallearning.com
www.gfn.com
www.gabelli.com
www.gainskeeper.com
www.galaxyfunds.com
www.gintel.org
www.glickenhaus.com
www.globalfindata.com
www.global-investor.com
www.gsuse.com
www.globeandmail.ca
www.globetechnology.com
www.globeshare.com
www.gomez.com
www.goodmoney.com
www.graymail.com
www.greenjungle.com
www.greenmoney.com
www.hrblock.com
www.harrisinvestorline.com
www.havencapital.com
www.heartlandfunds.com
www.helputrade.com
www.nreca.org/homestead
www.hoovers.com
www.iaatrust.com
www.ici.org
www.invesco.com
www.ipodata.com
www.ipo-fund.com
NAME OF SITE
FIN
ANC
IAL
URL
PLA
NN
ING
AAIIS 2000
W EB SITES
MA
RKE
RY
UST
IND
EDU
CAT
ION
AL
LIN
KS
A
DAT
UN
T/E
CON
OM
IC D
FIN
ANC
ATA
IAL
PLA
NN
ING
TAX
ES
ILIN
TOR
DF
ICA
Y/F
PAN
COM
ICA
HN
TEC
EST
IMA
TES
/RE
L IN
D
SEA
RCH
OS
A&
RAT
I
DAT
DAT
CK
LF
UN
D
STO
TUA
MU
S
OTE
QU
NEW
S
GS
DO
WN
LOA
DIN
G
ME
SSA
GE
BOA
RDS
NG
BRO
KER
AGE
RTI
CHA
SCR
EEN
ING
RAC
KIN
G
FUNCTIONS PERFORMED
GUIDE
TO INVESTMENT
W EB SITES
NAME OF SITE
FinPortfolio.com
Financenter.com
financeware.com
Financial Engines
Financial Times
FinancialWeb
Fination.com
First Call Corporation
Firstar Investments
Firstrade
Fleet
Flex Funds
Fortune.com
Founders Funds
France-Bourse de Paris
France-Commission Des Operations De Bourse
Franklin-Templeton Funds
Free Real Time.com
FreeEDGAR
Freedom Investments
Freeman Welwood & Co.
Fremont Funds
French Government Securities
FundAdvice.com
FundAlarm
FuturesWeb.com
GE Center for Financial Learning
GFN Investment
Gabelli Funds (Westwood Funds)
GainsKeeper
Galaxy Funds
Gintel Asset Management
Glickenhaus & Co.
Global Financial Data
Global Investor
Global Stocks on U.S. Exchanges
GlobeTechnology.com
Globeshare
Gomez Personal Finance
Good Money
Gray, Gray & Gray
Green Jungle
GreenMoney On-Line Guide
H&R Block
Harris InvestorLine
Haven Capital
Heartland Funds
Helputrade.com
Homestead Funds
Hoovers Online
IAA Trust Funds
ICI Mutual Fund Connection
INVESCO
IPO Data Systems
IPO Intelligence Online
27
PRIMARY FOCUS
www.ipolockup.com
www.ipomaven.com
www.ipomonitor.com
www.ipo.com
www.ipohome.com
www.iqchart.com
www.ibbotson.com
www.ibcdata.com
www.indexfundsonline.com
www.individualinvestor.com
www.infobeat.com
www.insure.com
www.insweb.com
www.insidertrader.com
www.wiso.gwdg.de/ifbg/ifbghome.html
www.integrated-investments.com
www.intelligentspeculator.com
www.irs.ustreas.gov
www.Internet100fund.com
www.icefi.com
www.theInternetfund.com
www.internettrading.com
www.investexpress.com
investin.com
www.investingplaces.com
www.investinginbonds.com
www.invest-faq.com
www.investmentdiscovery.com
www.investools.com
www.investorhome.com
www.investorsquare.com
www.investors.com
www.investoreducation.org
www.investoradvice.com
www.investorguide.com
investoriq.com
www.investorlinks.com
www.investornet.com
www.investorplace.com
www.investorwords.com
www.investorama.com
www.investorsalley.com
www.investorsnational.com
www.investorsclub.com
www.investorville.com
www.investrade.com
www.ishares.com
www.jboxford.com
www.jagnotes.com
www.janus.com
www.kcbt.com
www.peterkatt.com
www.kaufmann.com
www.keynote.com
www.kickassets.com
www.taxcut.com
www.kiplinger.com
IPO Lockup.com
IPO Maven
IPO Monitor
IPO.com
IPOhome.com
IQChart.com
Ibbotson Associates
iMoneyNet
IndexFunds.com
Individual Investor Online
InfoBeatFinance
insure.com
InsWeb
InsiderTrader
Inst. of Finance & Banking, Univ. of Gttingen
Integrated Investment Strategies
Intelligent Speculator
Internet 100 Fund
Internet Closed-End Fund Investor
Internet Fund
InternetTrading.com
InvestEXpress On-Line
InvestIN Securities Corporation
Investing Places
Investment FAQ
InvestmentDiscovery.com
INVESTools
Investor Home
Investor Square
Investors Business Daily
Investors Clearinghouse
Investor-Advice
InvestorGuide
InvestorIQ.com
InvestorLinks
InvestorNet
InvestorPlace.com
InvestorWords
Investorama
Investors Alley.com
Investors National Corp.
InvestorsClub.com
Investorville
Investrade
iShares
J.B. Oxford & Company
JAGNotes.com
Janus Funds
Kansas City Board of Trade
Katt & Company
Kaufmann
Keynote
KickAssets
Kiplinger.com
IPOs
IPOs
IPOs
IPOs
IPOs
technical analysis
mutual funds
index fund products
stock/fund data/analysis
E-mail service
life insurance
life insurance
stock data/analysis
foreign investing
technical analysis
tax information
mutual funds
closed-end funds
mutual funds
on-line trading
on-line trading
on-line trading
bonds
personal finance
trading strategies
comprehensive
stock data/analysis
educational
on-line trading
message boards
on-line trading
index fund products
on-line trading
advisory service
mutual funds
stock exchange
life insurance
mutual funds
advisory service
stock screening
tax information

stk = stocks
fund = mutual funds
28

FREE RATING
RE = real estate
annty = annuities

na

na
na

na

na

na

na

na

FEE-BASED
RATING
na
na

na

na
na
na
na
na
na
na
na

na
na
na
na
na

na

na
na
na

na
na
na
na

na

na
na

na
na
na

na

na

na
na
na
na
na

na
na
SECURITIES COVERED*
stk
stk
stk
stk
stk, intl
stk, fund
closed
fund
stk, fund, opt/fut
stk, fund
annty, insur
insur
stk
stk
stk, opt/fut
fund
closed
fund
stk, opt/fut
stk, fund, opt/fut
fixed
stk, fixed, fund, closed, opt/fut, RE, annty
stk, fund
stk, intl, fund, closed
stk, fixed, intl, fund, RE
stk, intl, fund, closed
stk
stk, fixed, intl, fund, closed, opt/fut, insur
stk
stk, fund
stk, fund, opt/fut
stk, intl, fund, opt/fut, RE, annty, insur
stk, fund, opt/fut
stk, fund, opt/fut
fund, RE
stk, fund, opt/fut, annty, insur
fund
stk, opt/fut
annty, insur
fund
stk, fund
stk, fixed, intl, fund, closed, RE, insur
GUIDE
TO INVESTMENT
W EB SITES
TR
POR
TFO
LIO
NAME OF SITE
FIN
ANC
IAL
URL
PLA
NN
ING
AAIIS 2000
RKE
MA
EDU
CAT
ION
AL
LIN
KS
A
DAT
RY
UST
IND
T/E
CON
OM
IC D
FIN
ANC
ATA
IAL
PLA
NN
ING
TAX
ES
GS
ILIN
TOR
DF
Y/F
PAN
COM
ICA
HN
TEC
UN
L IN
D
ICA
RCH
OS
SEA
/RE
TES
IMA
EST
LF
UN
D
DAT
CK
STO
TUA
MU
OTE
QU
NEW
S
DAT
A&
RAT
I
DO
WN
LOA
DIN
G
ME
SSA
GE
BOA
RDS
NG
BRO
KER
AGE
RTI
CHA
SCR
EEN
ING
RAC
KIN
G
FUNCTIONS PERFORMED
GUIDE
TO INVESTMENT
W EB SITES
NAME OF SITE
IPO Lockup.com
IPO Maven
IPO Monitor
IPO.com
IPOhome.com
IQChart.com
Ibbotson Associates
iMoneyNet
IndexFunds.com
Individual Investor Online
InfoBeatFinance
insure.com
InsWeb
InsiderTrader
Inst. of Finance & Banking at the Univ. of Gttingen
Integrated Investment Strategies
Intelligent Speculator
Internet 00 Fund
Internet Closed-End Fund Investor
Internet Fund
InternetTrading.com
InvestEXpress On-Line
InvestIN Securities Corporation
Investing Places
Investment FAQ
InvestmentDiscovery.com
INVESTools
Investor Home
Investor Square
Investors Business Daily
Investors Clearinghouse
Investor-Advice
InvestorGuide
InvestorIQ.com
InvestorLinks
InvestorNet
InvestorPlace.com
InvestorWords
Investorama
Investors Alley.com
Investors National Corp.
InvestorsClub.com
Investorville
Investrade
iShares
J.B. Oxford & Company
JAGNotes.com
Janus Funds
Kansas City Board of Trade
Katt & Company
Kaufmann
Keynote
KickAssets
Kiplinger.com
29
PRIMARY FOCUS
www.leggmason.com
www.lexingtonfunds.com
www.underwriter.com
www.lifenet.com
www.lindnerfunds.com
www.lionshares.com
www.loanweb.com
www.longleafpartners.com
www.loomissayles.com
www.lowrisk.com
moneycentral.msn.com
www.patriot.net/users/bernkopf
www.marketgauge.com
www.marketbug.com
www.stkwtch.com
www.marketguide.com
www.markman.com/funds.htm
www.marshallfunds.com
www.mastersselect.com
www.maxule.com
www.maxfunds.com
www.maxusfunds.com
www.mgfs.com
www.merrill-lynch.ml.com
www.midam.com
www.midasfunds.com
www.mobydata.com
www.monetta.com
www.slip.net/~mmreview
www.money.com
www.moneyscope.com
www.moneypaper.com
www.montgomeryfunds.com
www.monumentfunds.com
www.moodys.com
www.msci.com
www.online.msdw.com
www.morningstar.com
www.mosaicfunds.com
www.fool.com
www.mrstock.com
www.mtrader.com
www.muhlenkamp.com
netnet.munder.com
www.munidirect.com
www.munisonline.com
www.msiebert.com
www.murphymorris.com
www.mfea.com
www.fundmaster.com
www.fundsinteractive.com
www.mfmag.com
www.mydiscountbroker.com
www.nareit.com
www.nasdr.com
www.nasdaq-amex.com
www.napfa.org
Legg Mason
Lexington Funds
Life Insurance Analysis Center
LifeNET
Lindner Funds
Lionshares.com
LoanWeb.com
Longleaf Partners Funds
Loomis Sayles Funds
LowRisk.com
Mark Bernkopfs Central Banking Resource Center
Market Gauge
marketBUG.com
MarketEdge
MarketGuide
Markman Funds
Marshall Funds
Masters Select Funds
Max Ule
Maxfunds.com
Maxus Funds
Media General Financial Services
Merrill Lynch Online
MidAmerica Commodity Exchange
Midas Funds (Bull & Bear Funds)
Moby Data
Monetta Funds
Money Manager Review
Money.com
MoneyScope
Moneypaper
Montgomery Funds
Monument Internet Fund
Moodys Investors Service
Morgan Stanley Capital International (MSCI)
Morningstar Net
Mosaic Funds
Motley Fool
Mr. Stock Online Trading
Mtrader
Muhlenkamp Funds
Munder NetNet Fund
MuniDirect
MunisOnline
Muriel Siebert & Co.
MurphyMorris, Inc.
Mutual Fund Investors Center
Mutual Fund Investors Resource Center
Mutual Funds Interactive
Mutual Funds Magazine Online
NAREIT Online
NASD Regulation Inc.
Nasdaq-Amex
National Assoc. of Personal Financial Advisors
mutual funds
mutual funds
life insurance
life insurance
mutual funds
stock data/analysis
personal finance
mutual funds
mutual funds
comprehensive
foreign investing
trading strategies
stock data/analysis
mutual funds
mutual funds
mutual funds
on-line trading
mutual funds
mutual funds
stock data/analysis
financial planning
options/futures
mutual funds
mutual funds
advisory service
comprehensive
stock quotes
mutual funds
mutual funds
bond ratings
foreign investing
on-line trading
comprehensive
mutual funds
stock data/analysis
on-line trading
trading strategies
mutual funds
mutual funds
on-line trading
bonds
on-line trading
mutual funds
mutual funds
mutual funds
mutual funds
on-line trading
REITs
regulations
stock exchange
investment associations

stk = stocks
fund = mutual funds
30

FREE RATING
RE = real estate
annty = annuities

na

na

na
na
na

na

na

na

na

na

FEE-BASED
RATING
na
na
na
na
na

na
na
na

na
na

na
na
na
na

na
na
na

na
na

na

na
na
na
na
na
na
na

na
na

na
na

na

na
na
na

na
na
na
na
SECURITIES COVERED*
fund, annty
fund
insur
insur
fund
stk
fund
fund
stk, fixed, fund, opt/fut, RE, annty, insur
fixed, intl
stk
stk
stk
stk
fund
fund
fund
fund
fund
stk
opt/fut
fund, closed
fund
stk, fund, RE, insur
stk, fund
stk
fund
fund
fixed, insur
stk, fixed, intl
stk, fixed, intl, fund, annty
fund
stk, intl, fund, annty
stk, fund, opt/fut
stk
fund
fund
fixed
fixed
stk
fund
fund
fund, closed
stk, fund, opt/fut
RE
fixed
stk, fund, opt/fut
TO INVESTMENT
GUIDE
W EB SITES
TR
POR
TFO
LIO
NAME OF SITE
FIN
ANC
IAL
URL
PLA
NN
ING
AAIIS 2000
RKE
MA
EDU
CAT
ION
AL
LIN
KS
A
DAT
RY
UST
IND
T/E
CON
OM
IC D
FIN
ANC
ATA
IAL
PLA
NN
ING
TAX
ES
ILIN
TOR
DF
Y/F
PAN
COM
ICA
HN
TEC
UN
L IN
D
ICA
RCH
OS
/RE
TES
IMA
EST
SEA
A&
RAT
I
DAT
DAT
CK
LF
UN
D
MU
STO
TUA
S
QU
OTE
NEW
S
GS
DO
WN
LOA
DIN
G
ME
SSA
GE
BOA
RDS
NG
BRO
KER
AGE
RTI
CHA
SCR
EEN
ING
RAC
KIN
G
FUNCTIONS PERFORMED
TO INVESTMENT
W EB SITES
GUIDE
NAME OF SITE
Legg Mason
Lexington Funds
Life Insurance Analysis Center
LifeNET
Lindner Funds
Lionshares.com
LoanWeb.com
Longleaf Partners Funds
Loomis Sayles Funds
LowRisk.com
Mark Bernkopfs Central Banking Resource Center
Market Gauge
marketBUG.com
MarketEdge
MarketGuide
Markman Funds
Marshall Funds
Masters Select Funds
Max Ule
Maxfunds.com
Maxus Funds
Media General Financial Services
Merrill Lynch Online
MidAmerica Commodity Exchange
Midas Funds (Bull & Bear Funds)
Moby Data
Monetta Funds
Money Manager Review
Money.com
MoneyScope
Moneypaper
Montgomery Funds
Monument Internet Fund
Moodys Investors Service
Morgan Stanley Capital International (MSCI)
Morningstar Net
Mosaic Funds
Motley Fool
Mr. Stock Online Trading
Mtrader
Muhlenkamp Funds
Munder NetNet Fund
MuniDirect
MunisOnline
Muriel Siebert & Co.
MurphyMorris, Inc.
Mutual Fund Investors Center
Mutual Fund Investors Resource Center
Mutual Funds Interactive
Mutual Funds Magazine Online
NAREIT Online
NASD Regulation Inc.
Nasdaq-Amex
National Assoc. of Personal Financial Advisors
31
PRIMARY FOCUS
www.better-investing.org
www.ndb.com
www.fraud.org
www.nfa.futures.org
www.netplanning.com
www.navellier.com
www.nelnet.com
www.netinvestor.com
www.netstockdirect.com
www.netbulls.com
www.netvest.com
www.nbfunds.com
www.nybot.com
www.nymex.com
www.nyse.com
www.newstraders.com
www.nicholasfunds.com
www.nni.nikkei.co.jp
www.nirv.com
www.nolo.com
www.naq.com
www.nasaa.org
www.fundsrus.com
www.oshaughnessyfunds.com
www.otcbb.com
www.otcfn.com
www.oakmark.com
www.oberweisfunds.com
www.onlinetrading.com
www.i-orp.com
www.optioninvestor.com
www.optionscentral.com
www.pbhgfunds.com
www.pcquote.com
prnewswire.com
www.countrydata.com
www.roypapp.com
www.paxfund.com
www.payden.com
www.peremel.com
www.phlx.com
www.thepitmaster.com
www.powerinvestdrips.com
www.poweropt.com
www.preferredtrade.com
www.pristine.com
www.prophetfinance.com
www.prudential.com
www.prars.com
www.quick-reilly.com
www.quickquote.com
www.insuremarket.com
www.quicken.com
www.quote.com
www.quotesmith.com
www.reitnet.com
www.ragingbull.com
National Association of Investors Corp. (NAIC)

National Fraud Information Center
National Futures Association
National Network of Estate Planning Attorneys
Navellier Funds
Nelson Investment Management Network
Net Investor
Net Stock Direct
Netbulls.com
Netvest
Neuberger & Berman
New York Board of Trade
New York Mercantile Exchange
New York Stock Exchange
News Traders
Nicholas Family of Funds
Nirvana Systems
Nolo Press Self-Help Law Center
North American Quotations
North American Securities Administration Assoc.
Nottingham Funds
OShaughnessy Funds
OTC Bulletin Board
OTC Financial Network
Oakmark Funds
Oberweis Funds
Onlinetrading.com
Optimal Retirement Planner
OptionInvestor.com
PBHG Funds
PC Quote Online
PR Newswire
PRS Online
Papp Funds
Pax World Fund Family
Payden & Rygel Funds
Peremel & Co.
Philadelphia Stock Exchange
PitMaster
Power Investing w/DRIPS Newsletter
PowerOptions
Preferred Trade
Pristine Day Trader
Prophet
Prudential
Public Registers Annual Report Service (PRARS)
Quick & Reilly, Inc.
QuickQuote
Quicken Insurance
Quicken.com
Quote.com
Quotesmith.com
REITNet
Raging Bull
educational
on-line trading
fraud
options/futures
financial planning
mutual funds
advisory service
on-line trading
advisory service
on-line trading
mutual funds
options/futures
options/futures
stock exchange
mutual funds
foreign investing
trading strategies
estate planning
stock quotes
regulations
mutual funds
mutual funds
stock data/analysis
small stock profiles
mutual funds
mutual funds
on-line trading
financial planning
advisory service
options/futures
mutual funds
stock quotes
foreign investing
mutual funds
mutual funds
mutual funds
on-line trading
stock exchange
options/futures
options/futures
on-line trading
trading strategies
financial planning
company reports
on-line trading
life insurance
life insurance
comprehensive
comprehensive
life insurance
REITs
message boards

stk = stocks
fund = mutual funds
32

FREE RATING
RE = real estate
annty = annuities

na
na

na

na

na

na

na
na

na

FEE-BASED
RATING
na

na
na
na
na

na
na

na
na
na
na

na

na
na
na
na
na
na
na
na
na

na

na
na
na
na

na
na
na

na
na

na

na
na
na

na

na
SECURITIES COVERED*
stk
stk, fund, opt/fut
opt/fut
stk, fund
stk, intl, fund
stk
fund
opt/fut
opt/fut
stk, fixed
stk
fund
stk, intl
stk, closed
stk, opt/fut
fixed
fund
fund
stk
stk
fund
fund
stk, opt/fut
opt/fut
fund
stk, intl, fund, opt/fut, insur
stk, intl
fund
fund
fund
stk, fund, opt/fut
opt/fut
stk
opt/fut
stk, fixed, opt/fut
stk
insur
annty, insur
annty, insur
stk, fixed, intl, fund, closed, insur
stk, fixed, intl, fund, opt/fut, insur
annty, insur
RE
stk, fund
GUIDE
TO INVESTMENT
W EB SITES
TR
POR
TFO
LIO
NAME OF SITE
FIN
ANC
IAL
URL
PLA
NN
ING
AAIIS 2000
MA
RKE
RY
UST
IND
EDU
CAT
ION
AL
LIN
KS
A
DAT
UN
T/E
CON
OM
IC D
FIN
ANC
ATA
IAL
PLA
NN
ING
TAX
ES
ILIN
TOR
DF
ICA
Y/F
PAN
COM
ICA
HN
TEC
IMA
TES
/RE
L IN
D
SEA
RCH
OS
EST
DAT
CK
LF
UN
D
STO
TUA
MU
OTE
QU
NEW
S
DAT
A&
RAT
I
GS
DO
WN
LOA
DIN
G
ME
SSA
GE
BOA
RDS
NG
BRO
KER
AGE
RTI
CHA
SCR
EEN
ING
RAC
KIN
G
FUNCTIONS PERFORMED
GUIDE
TO INVESTMENT
W EB SITES
NAME OF SITE
National Association of Investors Corp. (NAIC)

National Fraud Information Center
National Futures Association
National Network of Estate Planning Attorneys
Navellier Funds
Nelson Investment Management Network
Net Investor
Net Stock Direct
Netbulls.com
Netvest
Neuberger & Berman
New York Board of Trade
New York Mercantile Exchange
New York Stock Exchange
News Traders
Nicholas Family of Funds
Nirvana Systems
Nolo Press Self-Help Law Center
North American Quotations
North American Securities Administration Assoc.
Nottingham Funds
OShaughnessy Funds
OTC Bulletin Board
OTC Financial Network
Oakmark Funds
Oberweis Funds
Onlinetrading.com
Optimal Retirement Planner
OptionInvestor.com
PBHG Funds
PC Quote Online
PR Newswire
PRS Online
Papp Funds
Pax World Fund Family
Payden & Rygel Funds
Peremel & Co.
Philadelphia Stock Exchange
PitMaster
Power Investing w/DRIPS Newsletter
PowerOptions
Preferred Trade
Pristine Day Trader
Prophet
Prudential
Public Registers Annual Report Service (PRARS)
Quick & Reilly, Inc.
QuickQuote
Quicken Insurance
Quicken.com
Quote.com
Quotesmith.com
REITNet
Raging Bull
33
PRIMARY FOCUS
www.rainierfunds.com
www.rate.net
www.realestate.com
www.realtystocks.com
www.eregal.com
www.reuters.com
www.reutersdatalink.com
www.moneynet.com
reynoldsfunds.com
www.rsim.com
www.fairport.com
www.roycefunds.com
rushmorefunds.com
www.rydexfunds.com
www.personalwealth.com
www.seclaw.com
www.sitfunds.com
www.ssgafunds.com
www.safecofunds.com
www.schaeffersresearch.com
www.scottrade.com
www.umb.com
www.scudder.com
www.sea-port.com
www.searchingforalpha.com
www.securetax.com
www.securitieslaw.com
www.securitiesresearch.com
www.selectedfunds.com
www.semi.org
www.sentry.com
www.sherlockinvesting.com
www.state-discount.com
www.siliconinvestor.com
www.sisterstates.com
www.smartmoney.com
www.smithbreeden.com
www.socialinvest.org
www.ssa.gov
www.soundshorefund.com
www.splittrader.com
www.stat-usa.gov
www.steinroe.com
www.stockdata.com
www.stockpower.com
www.stocksmart.com
www.stocksmartpro.com
www.stockbrokers.com
www.stockhouse.com
www.stockjungle.com
www.stockmaster.com
www.investorsresourceindex.com
www.stockselector.com
www.stocksniffer.com
www.stocksplits.com
www.stockwinners.com
www.stockwizard.com
Rainier Investment Management Mutual Funds

Rate Net
RealEstate.com
Regal Discount
Reuters
Reuters DataLink
Reuters moneynet
Reynolds Funds
Robertson Stephens Funds
Roulston Funds
Royce Funds
Rushmore Mutual Funds
Rydex
S&P Personal Wealth
SEC Law.com
SIT Funds
SSgA Funds
Safeco Funds
ScoTTrade
Scout Funds
Scudder Funds
Seaport Securities Corp.
SearchingForAlpha.com
SecureTax
Securities Fraud & Investor Protection
Securities Research
Selected Funds
Semiconductor Equip. & Materials Intl
Sentry Funds
SherlockInvesting.com
Sherry Bruce State Discount
Silicon Investor
Sister States Tax Directory
Smith Breeden Funds
Social Investment Forum
Sound Shore Fund
SplitTrader.com
Stat-USA
SteinRoe Funds
Stock Data Corp.
Stock Power
Stock Smart
Stock Smart Pro
StockBrokers.com
StockHouse
StockJungle.com
StockMaster
StockPickCentral.com
StockSelector.com
StockSniffer
StockSplits.com
StockWinners.com
StockWizard
mutual funds
bonds
real estate
REITs
on-line trading
stock data/analysis
mutual funds
mutual funds
mutual funds
mutual funds
mutual funds
mutual funds
comprehensive
regulations
mutual funds
mutual funds
mutual funds
options/futures
on-line trading
mutual funds
mutual funds
on-line trading
trading strategies
tax information
fraud
on-line trading
mutual funds
stock data/analysis
mutual funds
on-line trading
message boards
tax information
comprehensive
mutual funds
social concerns
regulations
mutual funds
economic data
mutual funds
financial planning
stock data/analysis
stock data/analysis
stock data/analysis

stk = stocks
fund = mutual funds
34

FREE RATING
RE = real estate
annty = annuities

na

na

na

na

na
na

na
FEE-BASED
RATING
na
na
na

na

na
na
na
na
na
na
na

na
na
na
na

na
na

na

na

na
na
na
na

na
na
na
na
na
na
na

na

na

na
na
na
na
na
na
na

na
SECURITIES COVERED*
fund
fixed
RE
fund, RE
stk, fund, opt/fut
stk, fixed, intl, opt/fut
stk, intl, opt/fut
stk, fund, opt/fut
fund
fund
fund
fund, closed
fund
fund
fund
fund
fund
stk, opt/fut
fund
fund, annty
fund
stk, fixed, fund

fund
fund
stk
stk, fixed, fund
stk, fixed, fund
fund
fund, annty
fund
stk
fund
stk, intl, fund
stk, intl
stk, fund
stk
stk, fund
stk, fund
stk
stk
stk, intl, fund, opt/fut, RE, insur
stk, opt/fut
GUIDE
TO INVESTMENT
W EB SITES
TR
POR
TFO
LIO
NAME OF SITE
FIN
ANC
IAL
URL
PLA
NN
ING
AAIIS 2000
RKE
MA
EDU
CAT
ION
AL
LIN
KS
A
DAT
RY
UST
IND
T/E
CON
OM
IC D
FIN
ANC
ATA
IAL
PLA
NN
ING
TAX
ES
ILIN
TOR
DF
Y/F
PAN
COM
ICA
HN
TEC
UN
L IN
D
ICA
RCH
OS
SEA
/RE
TES
IMA
EST
DAT
CK
STO
TUA
LF
UN
D
DAT
A&
RAT
I
MU
S
OTE
QU
NEW
S
GS
DO
WN
LOA
DIN
G
ME
SSA
GE
BOA
RDS
NG
BRO
KER
AGE
RTI
CHA
SCR
EEN
ING
RAC
KIN
G
FUNCTIONS PERFORMED
GUIDE
TO INVESTMENT
W EB SITES
NAME OF SITE
Rainier Investment Management Mutual Funds

Rate Net
RealEstate.com
Regal Discount
Reuters
Reuters DataLink
Reuters moneynet
Reynolds Funds
Robertson Stephens Funds
Roulston Funds
Royce Funds
Rushmore Mutual Funds
Rydex
S&P Personal Wealth
SEC Law.com
SIT Funds
SSgA Funds
Safeco Funds
ScoTTrade
Scout Funds
Scudder Funds
Seaport Securities Corp.
SearchingForAlpha.com
SecureTax
Securities Fraud & Investor Protection
Securities Research
Selected Funds
Semiconductor Equip. & Materials Intl
Sentry Funds
SherlockInvesting.com
Sherry Bruce State Discount
Silicon Investor
Sister States Tax Directory
Smith Breeden Funds
Social Investment Forum
Sound Shore Fund
SplitTrader.com
Stat-USA
SteinRoe Funds
Stock Data Corp.
Stock Power
Stock Smart
Stock Smart Pro
StockBrokers.com
StockHouse
StockJungle.com
StockMaster
StockPickCentral.com
StockSelector.com
StockSniffer
StockSplits.com
StockWinners.com
StockWizard
35
PRIMARY FOCUS
www.stockguide.com
www.stockjock.com
www.stocklab.com
www.stockpoint.com
www.stocktrader.com
www.stockz.com
www.efrontier.com
www.streetevents.com
www.streetiq.com
www.strong-funds.com
www.sfsg.com
www.suretrade.com
www.sfe.com.au
www.moneypages.com
www.troweprice.com
www.taguru.com
www.tdwaterhouse.com
www.taxhelponline.com
www.taxlibrary.com
www.taxlogic.com
www.taxprophet.com
www.taxweb.com
www.maxwell.com/tax
www.taxwizard.com
www.technicaltrading.com
www.economist.com
thekillengroup.com
www.preferredgroup.com
www.torray.com
www.twst.com
www.thefinancialcafe.com
www.thestreet.com
www.mjwhitman.com
www.thomsoninvest.net
www.thomsonrtq.com
www.timely.com
www.trade-well.com
www.tradebonds.com
www.tradingdirect.com
www.trading-ideas.com
www.tradingmarkets.com
www.tradingtactics.com
www.publicdebt.treas.gov
www.trutrade.com
www.tucker-anthony.com
www.turbotax.com
www.turner-invest.com
www.tweedy.com
www.us-global.com
www.usrica.com
www.sec.gov
www.valueline.com
www.vanwagoner.com
www.vanguard.com
www.vcall.com
www.victoryfunds.com
www.visiontrade.com
Stockguide
Stockjock
Stocklab.com
Stockpoint
Stocktrader.com
Stockz.com
StreetEYE
StreetEvents.com
StreetIQ.com
Strong Funds
Summit Financial Services Group
SureTrade.com
Sydney Futures Exchange
Syndicate
T. Rowe Price
TAguru.com
Tax Help Online
Tax Library
Tax Logic
Tax Prophet
TaxWeb
Taxing Times
Taxwizard
Technical Trading
The Economist
The Killen Group, Inc.
The Preferred Group of Mutual Funds
The Torray Fund
The Wall Street Transcript (TWST.com)
thefinancialcafe.com
TheStreet.com
Third Avenue Value Fund
Thomson Real Time Quotes
Timely.com
Trade-Well Discount Investing
Tradebonds.com
Trading Direct
Trading-Ideas.com
TradingMarkets.com
Tradingtactics.com
Treasury Direct/U.S. Bureau of the Public Debt
TruTrade
Tucker Anthony
TurboTax Online
Turner Investment Partners, Inc.
Tweedy, Browne Company, LLC
U.S Global Funds (United Services Funds)
U.S. Rica Financial
U.S. Securities & Exchange Commisson (SEC)
Value Line Investment Research & Asset Mgmt
Van Wagoner Funds
Vanguard
Vcall
Victory Funds
Vision Securities
small stock profiles

stock data/analysis
analyst estimate
comprehensive
on-line trading
stock data/analysis
webcasts
analyst estimate
mutual funds
on-line trading
on-line trading
foreign investing
mutual funds
technical analysis
on-line trading
tax information
tax information
tax information
tax information
tax information
tax information
tax information
technical analysis
mutual funds
mutual funds
mutual funds
on-line trading
mutual funds
comprehensive
stock quotes
technical analysis
on-line trading
on-line trading
on-line trading
technical analysis
technical analysis
trading strategies
bonds
on-line trading
financial planning
tax information
mutual funds
mutual funds
mutual funds
on-line trading
regulations
mutual funds
mutual funds
webcasts
mutual funds
on-line trading

stk = stocks
fund = mutual funds
36

FREE RATING
RE = real estate
annty = annuities

na

na

na

na

FEE-BASED
RATING
na

na
na

na
na
na
na
na

na
na
na
na

na

na
na
na

na
na
na

na
na

na
na

na

na
na

na

na
na
na

na

na
na
na
na
SECURITIES COVERED*
stk,
stk
stk,
stk,
stk,
stk,
fund, closed
intl, opt/fut
fixed, intl, fund, opt/fut
fixed, fund
opt/fut
stk
stk
stk, fund
stk, opt/fut
intl, opt/fut
stk, fund, closed
stk, intl, opt/fut
stk, fund, opt/fut
stk
stk
stk, fund
fund
fund
stk
stk, fixed, fund
fund, annty
stk, fixed, intl, fund, closed
stk, opt/fut
stk, intl, fund
fixed
stk, fund
stk, fund, opt/fut
stk, opt/fut
fixed
stk
fund
fund
fund
stk, fund
stk, fund
stk, fixed, fund
fund
fund, annty
stk
fund
stk, fund, opt/fut
GUIDE
TO INVESTMENT
W EB SITES
TR
POR
TFO
LIO
NAME OF SITE
FIN
ANC
IAL
URL
PLA
NN
ING
AAIIS 2000
MA
RKE
RY
UST
IND
EDU
CAT
ION
AL
LIN
KS
A
DAT
UN
T/E
CON
OM
IC D
FIN
ANC
ATA
IAL
PLA
NN
ING
TAX
ES
GS
ILIN
TOR
DF
ICA
Y/F
PAN
COM
ICA
HN
TEC
IMA
TES
/RE
L IN
D
SEA
RCH
OS
EST
LF
UN
D
DAT
CK
STO
TUA
MU
QU
OTE
DAT
A&
RAT
I
NEW
S
DO
WN
LOA
DIN
G
ME
SSA
GE
BOA
RDS
NG
BRO
KER
AGE
RTI
CHA
SCR
EEN
ING
RAC
KIN
G
FUNCTIONS PERFORMED
GUIDE
TO INVESTMENT
W EB SITES
NAME OF SITE
Stockguide
Stockjock
Stocklab.com
Stockpoint
Stocktrader.com
Stockz.com
StreetEYE
StreetEvents.com
StreetIQ.com
Strong Funds
Summit Financial Services Group
SureTrade.com
Sydney Futures Exchange
Syndicate
T. Rowe Price
TAguru.com
Tax Help Online
Tax Library
Tax Logic
Tax Prophet
TaxWeb
Taxing Times
Taxwizard
Technical Trading
The Economist
The Killen Group, Inc.
The Preferred Group of Mutual Funds
The Torray Fund
The Wall Street Transcript (TWST.com)
thefinancialcafe.com
TheStreet.com
Third Avenue Value Fund
Thomson Real Time Quotes
Timely.com
Trade-Well Discount Investing
Tradebonds.com
Trading Direct
Trading-Ideas.com
TradingMarkets.com
Tradingtactics.com
Treasury Direct/U.S. Bureau of the Public Debt
TruTrade
Tucker Anthony
TurboTax Online
Turner Investment Partners, Inc.
Tweedy, Browne Company, LLC
U.S Global Funds (United Services Funds)
U.S. Rica Financial
U.S. Securities & Exchange Commisson (SEC)
Value Line Investment Research & Asset Mgmt
Van Wagoner Funds
Vanguard
Vcall
Victory Funds
Vision Securities
37
PRIMARY FOCUS
www.vontobelfunds.com
www.witcapital.com
www.wwquote.com
www.Internetfund.com
www.wachovia.com
www.wsdinc.com
www.wsaccess.com
www.wallstreetcity.com
www.wsdc.com
interactive.wsj.com
www.wsrn.com
www.wallst.com
www.wall-street.com
www.wallstreete.com
www.warburg.com
www.wasatchfunds.com
www.whummer.com
www.ino.com
www.webstreetsecurities.com
www.wpginvest.com
www.weitzfunds.com
wellsfargo.com/wellstrade
www.thewhispernumber.com
www.whispernumber.com
www.oakassociates.com
www.wiesenberger.com
www.wmblair.com
www.windowonwallstreet.com
www.wfn.com
www.tc2000.com
dowjones.work.com
www.worldlyinvestor.com
www.yacktman.com
www.broadcast.com
quote.yahoo.com
loan.yahoo.com
www.yorktrade.com
www.youdecide.com
www.younginvestor.com
www.youngbiz.com
www.ydb.com
www.zdii.com
www.zacks.com
Vontobel Funds
WIT Capital
WWQuote
WWW Internet Fund
Wachovia Investments
Wall St. Directory
Wall Street Access
Wall Street City
Wall Street Discount
Wall Street Journal Interactive Edition
Wall Street on Demand
Wall-Street.com
WallStreet E
Warburg Pincus Funds
Wasatch Funds
Wayne Hummer Funds
Web Center for Futures and Options
Web Street Securities
Weiss, Peck & Greer Funds
Weitz Funds
Wells Fargo WellsTrade
Whisper Numbers (The)
Whispernumber.com
White Oak Funds
Wiesenberger
William Blair Funds
Womens Financial Network
Worden Brothers Online
Work.com
Worldlyinvestor.com
Yacktman Funds
Yahoo! Broadcast
Yahoo! Finance
Yahoo! Loan Center
York Securities
YouDecide.com
Young Investor
YoungBiz.com
Your Discount Broker
ZDNet Interactive Investor
mutual funds
on-line trading
stock quotes
mutual funds
on-line trading
on-line trading
comprehensive
on-line trading
stock data/analysis
on-line trading
mutual funds
mutual funds
mutual funds
options/futures
on-line trading
mutual funds
mutual funds
on-line trading
analyst estimate
analyst estimate
mutual funds
mutual funds
technical analysis
personal finance
stock data/analysis
foreign investing
mutual funds
webcasts
comprehensive
personal finance
on-line trading
personal finance
educational
educational
on-line trading
comprehensive

stk = stocks
fund = mutual funds

stk = stocks
fund = mutual funds
38


FREE RATING

na
na

na

na

na

na

RE = real estate
annty = annuities
RE = real estate
annty = annuities
FEE-BASED
RATING
na

na

na

na

na
na
na

na
na

na
na
na
na
na

na
na
na
na
na
na
na
na

na
na

na
na
SECURITIES COVERED*
fund
stk, fixed, fund
stk, intl, opt/fut
fund
stk, fund, opt/fut
stk
stk, opt/fut
stk, fixed, intl, fund, insur
stk, fund
stk, intl, fund
stk, fund, annty
fund
fund
stk, opt/fut
fund
fund
stk, fund, opt/fut
stk
stk
fund
fund
fund
stk, fund
stk
stk, intl, fund
fund
stk
RE
stk, fund, opt/fut
stk
stk
stk, fund
TO INVESTMENT
GUIDE
W EB SITES
TR
POR
TFO
LIO
NAME OF SITE
FIN
ANC
IAL
URL
PLA
NN
ING
AAIIS 2000
EDU
CAT
ION
AL
LIN
KS
T/E
CON
OM
IC D
FIN
ANC
ATA
IAL
PLA
NN
ING
TAX
ES
MA
RKE
RY
UST
IND
PAN
Y/F
UN
DAT
DF
ICA
ILIN
TOR
COM
ICA
HN
TEC
EST
IMA
TES
/RE
L IN
D
SEA
RCH
OS
A&
RAT
I
DAT
LF
UN
D
DAT
CK
STO
TUA
MU
S
QU
OTE
NEW
S
GS
DO
WN
LOA
DIN
G
ME
SSA
GE
BOA
RDS
NG
BRO
KER
AGE
RTI
CHA
SCR
EEN
ING
RAC
KIN
G
FUNCTIONS PERFORMED
GUIDE
TO INVESTMENT
W EB SITES
NAME OF SITE
Vontobel Funds
WIT Capital
WWQuote
WWW Internet Fund
Wachovia Investments
Wall St. Directory
Wall Street Access
Wall Street City
Wall Street Discount
Wall Street Journal Interactive Edition
Wall Street on Demand
Wall-Street.com
WallStreet E
Warburg Pincus Funds
Wasatch Funds
Wayne Hummer Funds
Web Center for Futures and Options
Web Street Securities
Weiss, Peck & Greer Funds
Weitz Funds
Wells Fargo WellsTrade
Whisper Numbers (The)
Whispernumber.com
White Oak Funds
Wiesenberger
William Blair Funds
Womens Financial Network
Worden Brothers Online
Work.com
Worldlyinvestor.com
Yacktman Funds
Yahoo! Broadcast
Yahoo! Finance
Yahoo! Loan Center
York Securities
YouDecide.com
Young Investor
YoungBiz.com
Your Discount Broker
ZDNet Interactive Investor
39
(continued from page 19)

capabilities as retirement planning
calculators and mortgage calculators;
portfolio tracking functions allow
you to build and follow the progress
of a portfolio of securities on-line.
Screening functions give you access
to a database of securities that you
can filter based on various criteria,
such as stock size, earnings per share,
or 12-month return. Screening functions offered by Web sites vary widely
in their power and versatility. In some
cases, a site may provide prescreened
lists of stocks or funds that are updated frequently. Charting functions
allow site visitors to build or view
charts of security prices over various
periods of time. Many Web sites provide access to charts for individual
securities along with a stock quote
retrieval service. Brokerage functions
allow investors to trade securities online. Sites with downloading functions provide files that visitors can
download to their own computer and
view or use later. These can include
text files such as IRS publications and
software or spreadsheet files to install for use. Message boards are
where visitors can exchange opinions by posting messages.
The Information and Documents
Provided section describes what kind
of investment information you will
find at the site. News refers to daily
updates on company or fund activity, usually in the form of press releases or news bureau bulletins.
Quotes refers to current stock or fund
price quotes accessed by ticker symbol and kept updated throughout the
day when the markets are open, normally with a 15-minute delay. News
and quotes are common features of
many investing sites and are usually
provided by a few main services such
as Reuters for news and Quote.com
for quotes.
Mutual fund data refers to dividends and capital gains, returns, and
40
expense figures. Stock data and ratios can include financial statement
data such as cash flow and earnings
per share as well as financial ratios
such as price-earnings ratios. The
range and depth of stock and fund
data offered can vary between sites,
so you will need to examine each to
see if it provides the information you
need. Estimates/research can include
projected earnings estimates or recommendations based on analyst
study of a company. Technical indicators such as relative strength measures and momentum indicators look
at security price movement. The Company/fund filings column is checked
if the site provides or allows you to
order company or fund prospectuses
or annual reports on-line. Sites may
provide industry data to give you
information on particular segments
of the market. When data is provided
on a marketfor example, the S&P
500or the economysuch as interest ratesthe column market/economic data is checked.
Financial planning encompasses
information on budgeting, retirement
planning, and estate planning. Taxes
includes tax forms and tips on handling your taxes. Educational refers
to information made available that
can help you learn more about specific investing topics.
Links give you the ability to access
other Web sites through the current
site. Most sites provide these pathways to related information, which
you access by simply clicking on the
name of the link (usually underlined
or shown in a different color). For example, a site that lists companies with
dividend reinvestment plans may include links to each companys home
page or to the SEC database of company reports so that you can quickly
obtain more information about the
firm. Other sites may contain an area
with interesting investing sites that
you can click on to access.
Using the Guide

To visit the sites listed in the guide,
you need a computer with a modem,
an Internet service provider, and a
Web browser.
Once connected to the Internet, simply type the Web URL into the address window at your service
providers home page and press enter. This takes you to the home page
of the site. The baud rate (speed) at
which your modem connected to the
Internet will determine how fast the
home page is brought up onto your
computer screen.
From here, you can explore the contents of the site. If you are unsure
about who is responsible for the information presented at a particular
site, check the bottom of the home
page for a link to a company or
persons name or look for an About
icon. Not all sites will be clear as to
where the information is coming
from, however, so be wary and do
not accept information as fact just
because it has popped up on your
computer screen.
When exploring a site, its easy to
get lost after clicking on several icons
or links that take you to different
pages on the site or take you to other
sites. Web browsers provide back
and forward buttons so that you
can retrace your steps or return to a
particular page. You can tell if a click
of your mouse has taken you to a link
outside of the site by checking the
URL in the address windowit will
either be a long extension of the original URL you entered or a completely
different URL.
If you pan through the sands of the
Internet, you really can find valuable
nuggets of investment information.
This Investment Web Guide will lead
you to the best prospecting sites on
the Internet, and as long as you view
your prospects with a critical eye,
you should be able to hit pay dirt.
GUIDE
TO INVESTMENT
W EB SITES

Individual Investor S Guide To Investment

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Special Feature

oday, individuals in search of investment data and information

termine their value can result in an

Our Top-Rated Sites

AAIIS TOP INVESTMENT WEB SITES

Investment Web Links

Wall Street City

(continued from page 15)

The ratings range from a low of one

Link to Sites at AAII.com

You can download a spreadsheet version of the Investment

stantial to individual investors. In

fund families as well as exchangetraded fund sites. Investment sites that

Reading the List

dependability of the information provided, prudence and good judgment

*Key to Securities Covered:

closed = closed-end funds

stk, fund, opt/fut, annty

insur = insurance products

INFORMATION AND DOCUMENTS PROVIDED

Brown & Co.

*Key to Securities Covered:

closed = closed-end funds

insur = insurance products

stk, fixed, intl, fund, opt/fut

INFORMATION AND DOCUMENTS PROVIDED

Brown & Co.

*Key to Securities Covered:

closed = closed-end funds

stk, fixed, fund, opt/fut, annty

stk, fixed, intl, fund, annty, insur

insur = insurance products

INFORMATION AND DOCUMENTS PROVIDED

*Key to Securities Covered:

closed = closed-end funds

stk, fixed, fund

stk, intl, fund, opt/fut

insur = insurance products

INFORMATION AND DOCUMENTS PROVIDED

*Key to Securities Covered:

closed = closed-end funds

stk, fixed, intl, fund, closed, RE, insur

insur = insurance products

INFORMATION AND DOCUMENTS PROVIDED

*Key to Securities Covered:

closed = closed-end funds

insur = insurance products

INFORMATION AND DOCUMENTS PROVIDED

National Association of Investors Corp. (NAIC)

*Key to Securities Covered:

closed = closed-end funds

insur = insurance products

INFORMATION AND DOCUMENTS PROVIDED

National Association of Investors Corp. (NAIC)

Rainier Investment Management Mutual Funds

*Key to Securities Covered:

closed = closed-end funds

stk, fixed, fund

insur = insurance products

INFORMATION AND DOCUMENTS PROVIDED

Rainier Investment Management Mutual Funds

small stock profiles

*Key to Securities Covered: