Setup

Windows 10 or newer, 4GB of memory, at least a 1.5 GHz x64 processor, however 2.0 GHz or faster is recommended. Due to the large amount of data supplied and the use of SQL, 10GB of disk space is required. A stable internet connection is also needed for the software to find and desseminate newly published annual and quarterly reports.

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The trial verion runs in restricted mode. This mdoe still allows the user to familiarize themseleves with financial ratio analysis but in this mode:

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Installation requires the user to first download the software. There are two programs available, a trial version with limited functionality, and the full version, which is fully functional.
Before you can download the full version you must have purchased a license. The licensed version must be associated with a valid login. This login wil be required by the program to access our website to download additional thirrd party data used in analysis.

 

Single-user (per seat) licenses

You may install and use the enclosed SOFTWARE PRODUCT on one computer. Installation on a second computer, such as a laptop, is permitted if it is guaranteed that you are the exclusive user of both computers and the same license is not used on more than one computer at the same time.

Without a license the software will run in a limited capacity but will allow the user to study application of financial ratios to all the major US companies excluding the last two years.

When a license is obtained enter into the software the username and password used to purchase the license. This will then allow access to the last five years of SEC data as well as the program searching, downloading and analysis new financial reports in the background. A licensed product will also allow the user to create their own ratios, tags and alerts.

 

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Getting started