ShareMaestro Features
"ShareMaestro ticks all the right boxes in my holy grail quest"
Tom Stevenson, The Daily Telegraph
ShareMaestro tells you:
- what shares are really worth
-
what return you are likely to get if you invest
- when to buy and sell
Valuations
ShareMaestro uses an exclusive proprietary system for share valuation. The system uses fundamental valuation principles. It follows years of research on how the various market and economic forces interact.
Few shares trade at fair value. Typically around 80% of shares are at least 10% overpriced or underpriced. ShareMaestro helps you to sort the wheat from the chaff and to pinpoint great profit opportunities. ShareMaestro produces a current intrinsic share value and expresses this as a % of the current market price. The greater the gap between the % valuation and 100% (fair value), the stronger is the buy or sell signal.
ShareMaestro clients can access an exclusive data file which produces automated valuations of shares in the FTSE All-Share Index. This data file is produced in association with ShareScope, our preferred product partner. The file also provides a current valuation of the FTSE 100 index.
FTSE100 Valuations
ShareMaestro FTSE100 valuations indicate when you should be invested in the FTSE100 and when you should not. Since 1984 the in-periods have produced 94 times more capital growth thn the out-periods.
You can easily customise these valuations to reflect your own assumptions on the key data inputs.
The screen layout is very easy to follow and each field has an information button.
Share Valuations
There is a special module for share valuations. The exclusive data file produces automated up-to-date valuations for shares in the FTSE All-Share index.
You can easily customise these valuations from your own research. For example, just key in your own assumption for dividend growth, press the Calculate button and the new valuation will immediately appear. You can store any valuation in the ShareMaestro database for future reference
View sample valuations for key dates of the FTSE 100 and for an individual company.
Compare Investment Returns
The valuations include the the projected annual returns from the investment after both basic rate (Projected Annual Growth 1) and higher rate (Projected Annual Growth 2) UK tax. These returns help you optimise your investment strategy and to choose between the proposed equity investment and cash. But remember that banks and building societies always quote interest rates on cash before tax. So an interest rate of 5% actually equates to 4% post basic-rate tax and 3% post higher-rate tax.
Easy to Use
ShareMaestro is extremely easy to use. The automated valuations
use special default assumptions for the
non-factual input data (e.g. dividend growth rates are derived from consensus broker forecasts). You can easily tailor these assumptions to your own taste. Just select the share (or FTSE 100) valuation ID, amend the chosen input field and press the Calculate button to get the revised valuation. The comprehensive User Manual is crystal-clear. You can download the manual free. For each input and results field, you can click on an information button which explains the data in the field.
Export valuations results to Excel
ShareMaestro now includes the facility to export both single and bulk valuations to Excel. You can therefore take advantage of Excel features such as data sorting (e.g. to rank shares by % valuation) and saving/printing.
Indexed Database
You can save each valuation in an indexed database and recall the valuation by simply selecting the valuation in the index panel. Every share in a bulk valuation is stored automatically. Can can select individual valuations to keep or you can delete all the shares in a bulk valuation with one button click. When you recall a valuation, it is very easy to amend one or more input value and rerun the valuation with one button click. This allows you test the effect of different assumptions.
Buy and Sell Signals
ShareMaestro's unique valuation system provides both buy and sell signals, according to parameters which you can choose. So, if you have bought a share, you can do periodic revaluations to assess when you should sell. If, for example, the valuation falls below 95% through an increase in the share price, you can consider selling. The standard strategy for the FTSE100 is to buy when the valuation first reach 105% of the price and to sell when the valuation first falls to 95% of the price.
Unique what-if analysis feature
ShareMaestro is the only system which allows you to test the impact on valuations of changes to any of the input values. So, for example, if you think that interest rates are going to rise, you simply change the input value for interest rates, press the Calculate button, and immediately view the change to the valuation. Similarly you can test the impact of changes to dividend growth on the value of a company share. This facility helps you to identify one-way bets when no realistic scenario will make a dear share price good value and a cheap share price poor value
Higher Profits from Lower Risks
The ShareMaestro User Manual shows you how to choose good-value, low-risk shares. By using ShareMaestro's powerful What-if feature, you can test whether you chosen shares are well-equipped to withstand future adverse scenarios.
