About Analytical Perspective

Our all new Analytical Perspective printed service has been created to support the growing needs of today’s portfolio managers. By maximizing your time and portfolio management efforts, you’ll have the ability to gain an extra edge to enhance your decision making process and portfolio performance.

Printed with Friday’s data and delivered to your home or office over the weekend, you’ll have the information you want before the market opens Monday. For each Analytical Perspective received, you can select up to 200 stocks¹ from your portfolio or watch list. This book comes complete with Datagraphs™*, Mini-Charts, and Summary Reports, designed to help improve your efficiency in stock evaluation.

Review and evaluate your stocks, portfolio, or watch list just as quickly as you can flip through the pages. The combination of Mini-Charts and Datagraphs will allow you to quickly recognize areas of interest or concern requiring further detailed analysis.

Customize your Analytical Perspective to meet your investment discipline by:

Selecting up to 12 Mini-Charts or Top 10 Lists on key fundamental and technical metrics
Choosing from Datagraphs, Daily Charts with Top 10, or Daily Charts with Accumulation/Distribution for a comprehensive view of your stock
Determining your stocks sort order from a pre-set sort list
Choosing your own benchmark to compare your portfolio’s performance on various key metrics such as earnings, return on equity, and more
Having the option to select the latest news story² on a company

Contact your Account Executive to begin customizing your book today.

Initial limit set at 200 stocks. Your stock list may exceed this limit upon request. Contact your Account Executive for details.
Investor’s Business Daily News stories provided by Investor’s Business Daily®. Investor’s Business Daily, IBD, and corresponding logos are registered trademarks of Data Analysis Inc.

*William O’Neil + Company’s Datagraphs proprietary graphic presentations incorporate over 120 fundamental and technical factors relating to each company in a single display for maximum convenience and efficiency.

To subscribe, contact an Account Executive at (800) 545-8940. Institutional inquiries only, please.

For more information about William O’Neil + Company, click here.

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The services on this site are provided by William O’Neil + Co. Incorporated, members of FINRA (consolidation of NASD and NYSE) and SIPC. This site is for informational purposes only and does not constitute an offer on our part to sell or a solicitation to purchase any securities, and nothing contained herein is to be construed as a recommendation to buy or sell any securities.

Offers can only be made where lawful under applicable law. Agents of William O’Neil + Co. Incorporated may only transact business in states in which they are appropriately registered or exempt from registration. Any follow-up to individualized responses to persons in any state involving either the effecting or attempting to effect transactions in securities will be made in compliance with registration requirements, or an applicable exemption or exclusion.