1.
How To Find Stocks
Shane Leonard, CFA

2.
What we’re going to cover
1. It’s really simple to search
2. Found it. What to do next
3. And if you don’t find it?

3.
How to find stocks
1. It’s really simple to search
2. Found it. What to do next
3. And if you don’t find it?

4.
The starting
point
Name
Symbol
Sector
It’s really simple to search

5.
It’s really simple to search
• We love big search bars
• You see results as you type
• Answers right on the search page

6.
Big search bars

7.
Search by name

8.
Search by ticker

9.
Search by sector

10.
How to find stocks
1. It’s really simple to search
2. Found it. What to do next
3. And if you don’t find it?

11.
Found it. What do do next
• Look at the summary data
• Dig into the detail
• Check out a competitor

12.
Summary data

13.
Dig into the detail

14.
Check out a competitor

15.
How to find stocks
1. It’s really simple to search
2. Found it. What to do next
3. And if you don’t find it?

16.
And if you don’t find it?
• We get depressed
• Then it’s Sherlock Holmes time
• So please tell us

17.
Please tell us

18.
How To Find Stocks
Shane Leonard, CFA