Morningstar Investment Research: Financial Intelligence Pays Off | Mechanics' Institute

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Morningstar Investment Research: Financial Intelligence Pays Off

Learn how to retrieve investment research, analyst reports, and recommendations for thousands of mutual funds and stocks using this resource. Class attendees will learn how to search for mutual fund or stock reports by name or ticker symbol, how to generate a list of investments that meet particular criteria using the ‘Screeners’ feature, design an investment portfolio or analyze an existing securities portfolio, looking at its strengths, weaknesses, and risk factors …. or simply get assistance in selecting a few solid funds for the longer term.

Classes

Admission: 
Members only; Free
Register now ›
Location: 
3rd Floor Library - Classroom A
Questions?
Information Desk - 415-393-0102
Register now by using the form below or calling 415-393-0101.

Future Classes

Poems of Chinese Exclusion (part of the Monday Noontime History Series)

Apr 29 - 12:00 pm

Poems of Chinese Exclusion
with writer and poet Jeffrey Thomas Leong

May 2 - 5:30 pm

Introduction to Chess Class
with Lead Chess Coach Marcie Yang

May 3 - 3:30 pm

Exploring Library Resources for Members: Genealogy Research with Steven Dunlap
A skillshare series for Members where curiosity knows no bounds, and learning is a shared adventure!

May 8 - 6:00 pm

Weaving Community Through Storytelling
with Kate Farrell

May 18 - 10:00 am

Chess Opening Intensive with GM Jacek Stopa
Come and join GM Jacek Stopa for his new set of one day intensive classes on openings!