The AAII offers all of its resources to members; however, you must purchase a membership to access most of them. However, the website does not reveal the price of the gift memberships. In addition to video resources, the AAII offers a National Investor Conference and local chapters or groups. The Local Chapters are meetings where AAII members can gather and discuss. The AAII offers many popular tools, including the AAII Model Shadow Stock Portfolio.

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AAII stock screener not only helps you save A LOT of time in your stock research, but its pre-developed stock screens also give you good investment ideas based on popular stock strategies. The longer-term plans offer a free copy of “A Lifetime Strategy for Investing,” a book written by AAII Founder James Cloonan. Cloonan’s book offers a comprehensive guide to fundamental investing concepts and strategies to help you become a smarter, more successful investor. AAII offers a portfolio tracking tool to help you keep track of your investments. The portfolio tool will analyze how diversified your portfolio is, as well as offer news and grades for each of the stocks in your portfolio.

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The main product offerings at AAII include The AAII Journal, the Top ETFs Guide, the Top Funds Guide, the AAII Investor Sentiment Survey, and free reports. A major focus at AAII is educating professionals and others about value investing and wealth management. One obvious goal of AAII is to offer the wealth management tools normally only available to high-net-worth individuals to the middle class. The AAII offers many of the same services and digital products as online brokerages and investment apps. The difference is that the AAII does not sell investments; instead, it only provides investment information.

American Association of Individual Investors Review

  1. For step-by-step instructions on how to access and begin a VES Class, please view the “VES Class Getting Started” document or, preferably, watch the “How to Access and Complete a VES Class” video at /learn.
  2. Participants do not need access to the AI Tools for the vast majority of VES Classes.
  3. Alternatively, you can also use Stock Rover to screen for good stocks.
  4. Additionally, the performance claims are high, though member reviews back up AAII’s service.
  5. Today, one of AAII’s goals is to “provide a lifetime strategy for investing” for ordinary people.

Many Webinars focus on less appealing aspects of investing, such as taxes. For instance, daily stock screens evaluate stocks for value, growth, momentum, EPS, and quality. The screeners can show an investor if a stock meets his or her criteria. A powerful and custom data tool tailored to your investing style, complete with stock ideas, portfolio alerts and management and customizable screens to help you find the perfect investment. It includes reports, a community of investors, and a model portfolio. There is a lot of education available and you are sure to pick up something of value that you probably haven’t heard of before.

Providing the education, tools and analysis individual investors need.

If you invest in individual stocks and funds, you might need a stock research service to help you find high-quality options for your investment strategy. The AAII website offers daily market news, including articles and market summaries. It also offers investing ideas, including stock and Exchange-Traded Fund (ETF) ideas. Our tests show that AAII is lagging behind TradingView, TrendSpider, MetaStock, and Trade Ideas. TrendSpider is better for automated stock chart analysis, backtesting, and automated bot trading.

If you are happy with how this non-profit enjoys their tax-exempt status and how they spend most of their revenue on themselves, then by all means keep on sending in your money. With an AAII Platinum Life subscription, you’ll get free access to every future newsletter AAII creates. No more selling, wanting for ideas or searching for the ideal product to help your portfolio grow. If you still have trouble viewing your presentation video after reviewing these resources, please switch to the Chrome browser, as not all browsers are supported, such as Internet Explorer. If an ad blocker is still blocking the presentation video and not giving you the option to proceed, then you may have to adjust your settings to run the videos.

You won’t find new investment recommendations with this publication. Nevertheless, it can help improve your investing and research skills. This means that you must manually input the stock ticker and position size for each asset you hold.

As you gain skills and build your portfolio, you can level up your membership, adding specific tools as needed, while enjoying the discounted rates that members get. The most popular portfolio is the Shadow Stock Portfolio, which launched in 1993 and has delivered an annual rate of return of 15.3% over the past 28 years (compared to 10.4% for the S&P 500). The portfolio focuses on undervalued small-cap stocks that are typically overlooked by larger firms.

Let’s take a look at what the American Association of Individual Investors has to offer its customers in more detail. It publishes monthly online, or you can wait for a paper copy to arrive in your mailbox. It’s important to note that you won’t be able to filter results easily with popular technical screens like the daily moving average (i.e., SMA or EMA) or the relative strength indicator (RSI). « Simply the best and most inclusive stock evaluation and monitoring service I know of. »

Any individual or group violating these terms will have their access suspended immediately, forfeiting all rights and refunds to this and other AAII products, including memberships. Yes, each participant can download and store all educational resources indefinitely. This includes the Certificate of Completion and the Words of Wisdom documents. Additionally, a Segment Incentive Bonus (SIB) can be used after the class expiration, provided that the bonus is still being offered by the original class instructor. Each participant will have one year to complete a VES Class, VES Package or the EI Course.

Her expertise is in financial product reviews and stock market education. It only offers resources and advice to make you more skilled at investing in the stock market and more. This helps investors manage portfolios, create a strong investment strategy, and navigate difficult financial situations. The goal of this portfolio is to provide investors with investment ideas and investment education.

When you go beyond the basic membership, the educational opportunities just keep piling up. For investors of all skill levels, the American Association of Independent Investors (AAII) offers an impressive range of tools to help you make smart decisions for your portfolio. The range of membership options at every price point gives you full control over building your own investor’s toolkit tailored to your budget and skill level.

Each VES Class was designed to be completed like reading a book, starting with the upper-left tab on the page and going from the top component to the bottom component on that tab, before proceeding to the next tab. For all purchase, processing and accessibility questions and concerns, please contact AAII Member Services at On top of that, there might be only very few stocks passing the criteria.

On top of that, it puts everything in an easy-to-manage interactive table for you to compare with other stocks. Alternatively, you can also use Stock Rover to screen for good stocks. Ideally, you should have at least 1o to 15 stocks in your portfolio to diversify your risks. So, he came up with 7 common characteristics shared by the best growth stocks before they soared. To him, fundamental analysis is important for identifying good companies while technical analysis is used to find the right timing to buy those stocks.

Over 90,000 members have taken advantage of AAII’s Life Program and this is your ticket to join them at a special low price. No more renewal fees, price increases or possible lapse of membership for this group of loyal members, and YOU too could be among them. The AAII offers podcasts such as AAII audio in addition to Webinars. As 10 great ways to learn stock trading a certified market analyst, I use its state-of-the-art AI automation to recognize and test chart patterns and indicators for reliability and profitability. My analysis, research and testing stems from 25 years of trading experience and my Financial Technician Certification with the International Federation of Technical Analysts.