ValuStox - Stock Portfolio Software

Spredgar^® Software products are stock investment software that provide financial analysis and portfolio management. SPREDGAR V4 and ValuStox are Microsoft Excel add-ins based on real data, presented in an unbiased, clear format, so stock investors can make informed decisions and maintain their portfolios. Fundamental data are current as of 04 May 2008.

ValuStox is stock market investment software that helps you build and maintain your stock portfolio, a ValuStox Portfolio, and assess it weekly. Fundamental data are updated weekly on Sunday night. Stock quotes (20-minute delayed) from public services. ValuStox lets you find undervalued stocks and do a "reality check" on stock tips you may receive from friends or financial advisors.

ValuStox creates spreadsheets with cells highlighted in green, yellow, or red. A “buy” and a “sell” price will be listed for each stock. ValuStox allows you to buy, hold, and sell according to the investment criteria you may choose.

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For the criteria on this graph, cells in green are good, cells in yellow are OK, and cells in red fail.
You may create your own criteria based on your financial investment goals.
See the ValuStox example for detailed information.

Gordon Gerwig, founder of Spredgar Software, has a B.S. in Electrical Engineering and Computer Science from the University of California at Berkeley and an M.B.A. in Finance from the University of California at Davis. Gordon Gerwig and Spredgar Software have been written up in Online Investing for Dummies, Online Investing Hacks, and in the Innovator, the U.C. Davis Graduate School of Management's alumni magazine. Gordon is an individual investor and a member of the American Association of Individual Investors (AAII). He is a CERTIFIED FINANCIAL PLANNER, a Licensed International Financial Analyst (LIFA) , and is an associate member of the CFA Institute. He has worked in financial services as a advisor for Morgan Stanley and American Express. He has experience in small business lending, valuation and consulting. Spredgar Software's mission is to provide unbiased financial investment data through Excel add-in software for the private investor, the professional analyst, and the academic.