Hello, I am having trouble creating custom search criteria for the screener.
For instance, rather than searching for EBITa, how can I search for EBITa divided by OperatingIncomea (EBITa / OIa) and obtain ratio results for that, rather than having to search EBITa separately, OIa separately, download the file, and then create a separate column in excel to get the results?
Thank you, appreciate your time and help!
We have to ways for you to do what you want – either way, after you run your screen, choose Screen Factors as a report format:
Under the Tools menu, you will find an interface that allows you to create custom formulas (and it’s explained in the A to Z Guide, which is still useful for this even though we’ve since improved our interface). These custom formulas are saved and can then be retrieved like any other item when you create a screen.
You can also create a custom item just for use in a screen using our SetVar function. It’s Setvar(@name,item). For example, if I want an Enterprise Value to Sales ratio, I’d have a rule like this: SetVar(@EV2S,EV/SalesTTM). Then in any subsequent screening rule, i can use my @EV2S item; for example; @EV2S<=3
REMBER, though, to see @EV2S (or $EV2S if you do it as a stored custom formula), you’ll have to use the screen Factors report.
Hi,
How do i download 500 items per report to check results?
Regards,
Konstantin
At the top of a screener report, there’s a downward-pointing arrow into…a square bracket on its side…a little bucket? Anyway, if you click on that, it will download the report into a spreadsheet. If you select the Screen Factors report, you’ll get your set variables and the P123 factors used in your screen.