- Equities Lab Overview
- Stock Pick Overview
- Language Overview
- Stock Screener Overview
- Trading Model Overview
- Watchlist Overview
- Watchlist Introduction
- Whitelisting Stocks With The Buy Tab
- Find Stocks to Buy
- Plotting Data
- My First Watchlist
- Receive Buy and Sell alerts
- Blacklisting Stocks With the Sell Tab
- Breakdown Results With Pie Charts
- Compare Performance Across Categories
- Visualize Composition with Scatter Charts
- Results Table
- Trading Rules
- Formula Overview
- Reference
- Courses Overview
- Portfolios Overview
Formula Overview
Formulas are used to create expressions that can be used in Stock Screeners, Trading Models, Watchlists, and even other formulas.
Formula Introduction
Create a formula for large market cap.
Click the “Create New Formula” icon and give the New Formula a name.
Now switch over to the New Formula Tab, click on “new_formula” and name it “large_Marketcap”
In the…
Using a Formula
Now, let’s use that formula in a stock screen…
You have Created and Saved a formula. Lets apply it to a Stock Screener.
From the Explorer Tab select the Create New Stock Screener Icon.
In the Stock Screener, Sw…
Create Formula while Editing Screener or Trading Model
The easy way to create a new formula.
From the Explorer Tab, locate System Stock Screeners, select the Featured: Rising Income and EPS Growth Stock Screener, and switch over to the rising_EPS tab.
Click…
Formulas Navigation
Introducing formulas to your repertoire.
A formula is a macro/expression that you think will be useful in creating future Trading Models and Stock Screeners .
There are two ways to create formulas:
From Your Account…
1….
Tear Sheet
This page describes how to create a new detail view using the HTML editor in a new formula.
A step by step guide to creating a new formula that serves as a detail view is coming soon!
Plot Panels
A brief description of Plot Panels
Plot Panels represent useful sets of plotted terms to add to your screener while analyzing stocks. Rather than adding a whole bunch of individually plotted variables to your stock screeners, you can simply add them…