Equities Lab
Learn how to benchmark your strategy versus various benchmarks, ranging from indexes, to stocks and other strategies.
Imagine you have a large cap screen
Cutting to the chase, imagine you have a simple screen that finds reasonable large cap companies. That screen is literally “import ohlson_o_score < -3 and mc > 10b”
Click on “® B 9”
Click on “I Trading Rules”
Click on “S&P 500”
Add AAPL for a tough benchmark.
…Tyler McCain
Click next to “Research Stock”
Here you will input the ticker symbol for the company you are looking to analyze. This can be anything within our system. For this case we are going to be using AAPL.
Adjust the dates
You can adjust the time frame of the chart going back to 1995.
…How to Use a Watchlist
Henry Crutcher
A brief intro to get more out of watchlists, which help you manage your holdings.
Visit a watchlist
Your Holdings view is a collection of all your watchlists, gathered under title bars for each one. Here we show just one (FCA Dividends). The score is monthly returns, which is a bit short term for our taste.…